James Parker

George Lewis is the sole advisor at Right Path Financial Planning, L.L.C., holding a Series 65 credential with one year of experience in financial advising. Prior to founding the firm in 2025, he spent over three decades as owner and operator of Shelton Lewis Hog Farm. He continues to manage this farming business alongside his advisory work. Right Path Financial Planning is a fee-only independent firm serving individuals and high-net-worth clients with comprehensive financial planning and investment management. The firm employs an evidence-based approach grounded in Modern Portfolio Theory, utilizing a core-plus-satellite allocation primarily implemented through Dimensional Fund Advisors funds.

Destaney Jones is a financial advisor at Credit Union Investment Services with one year of industry experience. Jones holds the Series 66 designation and has previously worked at Thermo Fisher Scientific, Winston Salem/Forsyth County Schools, and Winston Salem State University. Outside of advisory work, Jones serves as a life insurance agent with SECU Life Insurance Company and as a Financial Advisory Services Specialist at State Employees’ Credit Union. Credit Union Investment Services serves individual investors and trust clients 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, fixed-income products, and a goals-based, long-term planning approach, with salaried adviser representatives employed by the parent credit union.

John Collins is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at IFG Advisory since 2014 and has been associated with LPL Financial since 2003. Collins also operates a non-variable insurance business under the name Collins Wealth Management. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a comprehensive investment approach that integrates fundamental, technical, and cyclical analysis, utilizing in-house management, sub-advisors, third-party managers, and model portfolios to align assets with clients’ objectives.

Timothy Fail is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has six years of industry experience and previously worked at Wayne Memorial Hospital for sixteen years. Timothy provides investment advisory services through IFG Advisory, an independent registered investment advisor firm. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning, utilizing a combination of fundamental, technical, and cyclical analysis in its investment process.

Charles Foss is the principal and sole advisor at Foss Wealth Management, Inc. in La Grange, North Carolina, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gradient Investments, LLC since 2015. In addition to his advisory role, Foss serves as president and insurance agent at The Foss Agency, Inc., where he spends more than half of his professional time. Foss Wealth Management, Inc. is a small independent firm providing personalized financial planning and consulting primarily to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm does not manage client assets directly but evaluates client needs and places assets with third-party money managers, delivering advice through consultations and written financial plans with fixed or hourly fees.

Robert Talton Jr. is a financial advisor with Credit Union Investment Services, holding a Series 66 designation and nine years of industry experience. He has worked at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union, and previously at Edward Jones. Outside of his advisory roles, he serves as chairman of the North Johnston Middle School Parent Advisory Council. Credit Union Investment Services serves North Carolina residents, primarily individual investors and some trust clients, providing non-discretionary portfolio management and financial planning focused on low-cost, index-based funds and fixed-income products. The firm’s advisers are salaried employees of the parent credit union, and clients retain full decision-making authority over their investments.