Charles Spence

Debra Jones is a financial advisor with Jones & Co Wealth Management, Inc, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Jones & Co Wealth Management since 2004 and also teaches business and economics courses at Orangeburg-Calhoun Technical College and Northern Virginia Community College. Jones & Co Wealth Management is an independent, state-registered investment adviser serving primarily individual clients and occasionally companies. The firm provides financial planning and consulting on a flat-fee hourly basis, focusing on non-discretionary portfolio management with investment strategies ranging from long-term holdings to short-term trading.

Richard Carver is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He previously worked at Cetera Advisors LLC before joining IFG Advisory and LPL Financial in 2020. Outside his advisory work, he is involved with Bytescribe, a non-investment related business based in Atlanta, GA. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis, and offers portfolio management, financial planning, and retirement plan consulting services.

Dixie Morgan is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 designations and three years of industry experience. She has roles at Members Trust Company and SECU Life Insurance Company, and has been associated with State Employees' Credit Union since 2013. Outside of financial services, she owns a beekeeping business where she maintains bee health and produces honey. Credit Union Investment Services serves North Carolina residents, primarily individual investors, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm emphasizes client decision-making authority and employs salaried advisers within a credit union structure.

Matthew Bradshaw is a financial advisor with Credit Union Investment Services in Hayesville, NC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has previously worked at FR Owen & Associates and Gwn Securities Inc. Bradshaw also serves as a Financial Advisory Services Specialist with State Employees' Credit Union and as an agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisers who offer recommendations while clients retain final decision-making authority.

Michael Moore is a financial advisor at Steward Partners Investment Advisory, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Advisory Services Network, LLC, Precision Capital Management, and his own Moore's Wealth Management. Outside of his advisory role, Moore consults financial advisors on practice management and marketing through his consulting firm and coaching activities. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets for a diverse client base, offering discretionary and non-discretionary portfolio management across various account types. The firm employs proprietary and third-party investment strategies tailored to client objectives, with portfolios spanning equities, fixed income, mutual funds, ETFs, alternatives, and cash.

Kenneth Dunlap is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 designation and bringing 39 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent involved in the solicitation and sale of fixed insurance products. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm delivers investment guidance through a combination of model portfolios and manager-driven strategies, supporting both discretionary and non-discretionary programs.