Top financial advisors working with established professionals in Kinston, NC

Matthew Worthington is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at First Citizens Investor Services and Securian Financial Services. Outside of his advisory role, Worthington is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent professionals utilizing multiple portfolio management approaches and platform arrangements.

Justin Tart is a CFP® professional affiliated with Raymond James Financial, bringing 21 years of industry experience. He has worked at Raymond James since 2017 and previously spent eight years with Wells Fargo Advisors. Outside of his advisory role, Tart is a partner in GoodBodies 24/7 Fitness Inc. and serves as president of Tart Holdings, LLC, which supports his financial services activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary planning and analytical tools, and it maintains notable capabilities in municipal and public finance advisory services.

Zachary Goins is a Series 66 licensed financial advisor with seven years of industry experience, currently working at Wells Fargo Advisors since 2024. His prior experience includes roles at Wells Fargo Clearings Services, LLC, Western & Southern Life Insurance, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Sia Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo research and tools, with tailored recommendations delivered through meetings and client summaries.

Tammy Malone is a Series 66-licensed financial advisor with Edward Jones in Kinston, NC, with nine years of industry experience. She has worked at Edward Jones since 2016 and was previously employed by Wayne County Public Schools from 2007 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 financial advisors nationwide.

Aaron Futral is a financial advisor with Credit Union Investment Services in Kinston, NC, holding Series 65 and Series 63 credentials and with 10 years of industry experience. He has served in various roles since 2013, including as Financial Advisory Services District Manager at State Employees' Credit Union and as an agent with SECU Life Insurance Company. Futral also holds a position as a trust representative with Members Trust Company. Credit Union Investment Services primarily serves North Carolina resident individual investors and a limited number of trust clients, providing non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index mutual funds and ETFs, with investment representatives as salaried employees of the parent credit union.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.

Daniel Esquirell is a CFP® professional with 25 years of industry experience. He has been with Wescott Financial Advisory Group LLC since 2022 and previously worked for Asset Planning Services, Ltd for 15 years. Wescott Financial Advisory Group LLC provides wealth management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, families, trusts, foundations, pension and profit-sharing plans, and corporations. The firm employs an open-architecture, multi-manager investment approach combining passive and active strategies within a tax-sensitive, disciplined process.