Spencer Nichols

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.

Robert Martini is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Martini Financial Services, Inc. and Madison Avenue Securities, Inc., among other firms. Outside of advisory work, he is involved in the sales and service of fixed insurance products through Martini Financial Services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and retirement plan consulting, utilizing a range of portfolio management approaches and access to third-party manager programs and credit solutions.

James Lyles is a financial advisor at Edward Jones in Roanoke Rapids, NC, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2018, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He serves as an elected board member of the Roanoke Rapids Sanitary District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions and operates a large network of financial advisors and branch offices across the United States.

Willis Caudle III is a financial advisor with Edward Jones in Roanoke Rapids, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is president of WRCIII Ventures, LLC, a holding company established to manage a limousine bus rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and a large branch footprint.

Donna Dunlow is a financial advisor with Edward Jones, holding a Series 66 designation and over 10 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory strategies and maintaining a large network of financial advisors and branch offices nationwide.