Robert Martini

Thomas Trant is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior experience includes roles at LPL Financial, LLC and operating Davinci Financial Designs, LLC. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm provides asset management, financial planning, wealth coaching, and retirement plan consulting through a network of over 200 advisors, utilizing model portfolios, third-party managers, and technology platforms to implement client strategies.

Alexander Hoscila is a Series 66 licensed financial advisor with Credit Union Investment Services, based in Roanoke Rapids, NC. He has two years of industry experience and has held roles with State Employees' Credit Union, SECU Brokerage Services, SECU Life Insurance Company, and Equitable Advisors. Hoscila also serves as a Financial Advisory Services Specialist and life insurance agent with State Employees' Credit Union and its affiliates. Credit Union Investment Services serves individual investors and trust clients in North Carolina, offering 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.

Harrison Bowlin is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. His prior experience includes roles at Royal Alliance Associates, INC., Bowlin Financial, SIGNATOR, and John Hancock SII. Outside of his advisory work, he is the owner of Bowlin Financial LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates on a fiduciary standard and is notable for its extensive retail advisor network and additional affiliated financial services.

Jackson Moseley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Lake Country Home Center, Absolute Storage Management, Virginia Tech, and Home Depot. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlays, supported by a large nationwide network of financial advisors and branch offices.

Spencer Nichols is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm is notable for its large retail advisor and branch footprint as well as affiliated offerings including a trust company and proprietary mutual funds.

Jeremy Creedle is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. Prior to joining Cetera, his background includes roles outside the financial industry and various positions in education and realty. He is also a licensed insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by model portfolios and third-party managed solutions.