Jacob Stewart is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Wealth More Enterprise, Inc., where he has worked since 2024, and also has ongoing experience at Brightside since 2022. His previous roles include positions at Garrett Investment Advisors, Zeiders Enterprises, and Wells Fargo Advisors. Outside of his advisory work, Stewart is involved with Brightside as a financial assistant. Wealth More Enterprise provides investment advisory and financial planning services to individual U.S. investors through a primarily digital platform. The firm offers discretionary portfolio management via a wrap-fee program that integrates proprietary algorithms with human advisor consultations and serves clients through tiered plans and app-based access.

Dana Dawson is a financial advisor with Credit Union Investment Services in Wilson, NC, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. She has worked with Members Trust Company since 2016 and has been affiliated with several entities related to State Employees' Credit Union since 2010, including roles in financial advisory services and life insurance. Credit Union Investment Services serves primarily North Carolina residents, focusing on individual investors and a smaller trust client base. The firm offers non-discretionary portfolio management and retirement planning with an emphasis on low-cost, index-based mutual funds and ETFs, providing clients with recommendations while allowing them to retain final decision authority.

Brandy Carlson is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Members Trust Company since 2018 and has been self-employed as a wedding bartender and event assistant since 2017. Carlson also maintains a longstanding role with State Employees' Credit Union, where she provides financial advisory services. Credit Union Investment Services serves North Carolina residents, primarily individual investors and some trust clients, 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, with investment adviser representatives employed on a salaried basis.

Luke Taylor is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Credit Union Investment Services. He has held roles at Members Trust Company since 2019 and has been affiliated with State Employees' Credit Union and its related entities since 2013. Taylor also acts as a trust representative and life insurance agent in conjunction with his advisory duties. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes a goals-based, long-term planning approach using low-cost, index-based mutual funds and ETFs, with salaried advisors and client-directed implementation of recommendations.

Leah Givens Tarkenton is a financial advisor at Level Four Advisory Services with five years of experience in the industry. She holds a Series 65 designation and previously worked at East Carolina University and Ralph L. Fike High School. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers fee-only financial planning, asset management, third-party manager referrals, and retirement plan advisory services, using model portfolios and a range of affiliated and unaffiliated sub-advisers.

Michael Pate is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior work includes roles at Members Trust Company, SECU Life Insurance Company, and State Employees' Credit Union. Outside of advisory work, he is a co-owner of Ohana Properties of Goldsboro LLC, a rental property management business. Credit Union Investment Services serves primarily North Carolina residents, 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, with salaried advisers and client-directed implementation.

Randy Moorehead is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at LPL Financial and Signator Investors, Inc. He has been with Level Four Advisory Services since 2018 and Level Four Financial since 2021. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and serving a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and both affiliated and third-party sub-advisers.

Ana Fonseca is a financial advisor at Fifth Third Securities, Inc. based in Raleigh, NC, holding Series 63 and Series 65 licenses with 25 years of industry experience. Her prior roles include positions at Investment Distributors Inc, Protective Life Insurance Company, Concourse Financial Group, Raymond James, and Liberty Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with affiliation to Fifth Third Bank, providing access to various discretionary managed-account programs and features like direct indexing and tax-overlay services.

Lynne Mulligan is a financial advisor at Money Concepts Capital Corp with a Series 66 designation and four years of industry experience. She previously worked at Drenen Financial Services, Inc. from 2007 to 2025. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients, offering multiple managed programs with both discretionary and non-discretionary account structures.

Colin Leisy is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Cetera. He previously worked at Avantax Advisory Services for 17 years. Outside of his advisory role, he is president of The Tax Corps, LTD, a tax preparation and consulting business he has owned since 2001. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, supported by a variety of advisor-managed accounts and third-party managed solutions.

William Faber is a CFP®-designated financial advisor with LPL Financial, based in Kenly, NC, and has eight years of industry experience. Before joining LPL Financial in 2017, he worked at Johnston County Environmental Health for nine years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Georgia Summers is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she worked in education with Wilson Academy of Virtual Learning and Wilson County Schools. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios with a focus on systematic methodologies and long-term asset allocation.

Christopher Key is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with LPL Financial since 2010. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Leigh Anne Jackson is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

Carlos Martinez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Superior Medical Staffing. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm integrates investment management through multiple program strategies and benefits from its affiliation with Bank of America’s broader banking and capital-markets platform.

Tonya Maness is a Series 66-licensed financial advisor with LPL Financial, based in Smithfield, NC, and has three years of industry experience. Her prior work includes roles at Liberty Home Care and Hospice, Laurels of Chatham, and the Chatham County Department of Social Services. She has also authored a published book outside of her investment activities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Mark Anthony is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides personalized financial guidance and investment strategies to clients. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his expertise in managing client investment portfolios. Mark earned his bachelor's degree from East Carolina University.

Tyler Colmore is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he studied at East Carolina University for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

John Ausley is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Wilson, NC, and has two years of industry experience. Prior to joining Thrivent, he spent four years at Wilson Christian Academy and four years at Pensacola Christian College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other planning topics. The firm emphasizes holistic, goal-based analyses and maintains a separation between planning and managed-account services.

Gordon Davis is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Wilson, North Carolina, where he has served clients for over 39 years. He specializes in areas including college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, sports and entertainment, and retirement income. Gordon works closely with clients to develop personalized financial strategies tailored to their long-term goals. Gordon is a 1981 graduate of East Carolina University School of Business and holds the designation of Personal Investment Advisor (PIA). He has been a resident of Wilson, NC, for over 39 years and has been married to his wife, Helen, for 45 years. They have four grown sons. In addition to his professional work, Gordon is actively involved in community service, particularly ministry-oriented volunteering. He facilitates church services at baseball and softball tournaments through T.E.A.M. (Touch 'Em All Ministries) and has over 20 years of experience coaching baseball at various levels, from T-Ball to high school and American Legion.