Virginia Rogers is a CFP® professional with experience at Edward Jones from 2022 to 2025 and currently serves as the sole advisor at Creekside Financial Planning, L.L.C., a firm she joined in 2025. She has no prior industry experience before 2022. Outside of her advisory role, she manages Seakeeper Enterprises LLC, a rental property business. Creekside Financial Planning is a fee-only registered investment adviser that provides investment management, comprehensive financial planning, and educational seminars to individuals and high-net-worth clients. The firm employs modern portfolio theory and tailored asset-allocation models combining passive and active mutual funds and ETFs, and emphasizes selecting and onboarding outside investment advisers for clients.

Jonathan Nelson is a financial advisor with Credit Union Investment Services in Washington, NC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Members Trust Company since 2022 and has been associated with Credit Union Investment Services since 2020, alongside roles at SECU Life Insurance Company and State Employees' Credit Union. Outside of financial services, he is involved in boat building through J T. Boatworks, LLC. Credit Union Investment Services serves primarily North Carolina residents, offering non-discretionary portfolio management, retirement and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm operates as a subsidiary of State Employees’ Credit Union and provides salaried advisors without trading discretion over client accounts.

Christopher Williams is a financial advisor at United Brokerage Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at United Brokerage Services since 2018, following prior roles at Capital One Investing, LLC and Capital One Advisors, LLC from 2015 to 2018. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and offers a range of investment approaches, supported by its affiliation with United Bank and established clearing relationships with Wells Fargo.

Aaron Sauls III is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at several related firms including Members Trust Company since 2017, SECU Life Insurance Company since 2014, and State Employees' Credit Union since 2002. Sauls also serves as a Financial Advisory Services District Manager at State Employees' Credit Union. 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, fixed-income products, and a goals-based, long-term planning approach.

Joshua Mizell is a financial advisor at Credit Union Investment Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Members Trust Company, Secu Life Insurance Company, and State Employees' Credit Union. Outside of advising, he is involved in cost accounting for a masonry contractor. Credit Union Investment Services serves North Carolina residents, primarily individual investors and some trust clients, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm focuses on low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.

Thomas Rouse is a CFP® professional with 25 years of experience, currently advising at Truist Advisory Services. He previously worked at Bb&T Securities, LLC for seven years before joining Truist in 2021. Outside of his advisory role, he is the owner of a timber property used for occasional timber sales and family recreation and serves as a board member of St. James United Methodist Church. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a mix of discretionary and non-discretionary investment solutions, combining model portfolios, third-party managers, and advisor-led asset allocation and monitoring.

Logan Everette is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 license and has worked at Edward Jones since 2022. His prior work experience includes roles at Fleet Feet, East Carolina University, the University of North Carolina Wilmington, and Athletic Edge. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Roy Parker is a financial advisor with Edward Jones in Washington, NC. He holds Series 63 and Series 66 licenses and has 30 years of industry experience, including 29 years with Edward Jones. Outside of his advisory role, he is a joint owner of a rental property. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Christopher Heath is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2018 and Wells Fargo Bank, NA since 2017. Prior to that, he was employed at Food Lion from 2014 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of investment advisory and administrative services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with options that include insurance-related vehicles and bank deposit sweep programs.

Jonathon Oliver is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He previously worked at Carbyne for two years and served with the Colorado Department of Public Safety, Colorado State Patrol, for 25 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Lisa Clark is a financial advisor with Edward Jones in Washington, NC, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Edward Jones since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Walter Pate III is a financial advisor at Edward Jones in Greenville, NC, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015 and has also operated a self-employed business since 2014. Outside of his advisory role, he is involved in managing rental properties through Summer Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Rodney Cantrell is a CFP® professional with 41 years of experience at Edward Jones, where he has worked since 1984. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a volunteer community liaison on the strategic planning task force at Beaufort County Community College in Washington, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Kevin Porter is a financial advisor with UBS Financial Services in Chocowinity, NC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with UBS since 2005. Outside of his advisory role, Porter serves on the board of directors for the Connecticut Sustainable Business Council, which promotes sustainable business practices in Connecticut. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

John Dexter is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations. He has been with Wells Fargo in various roles since 2012, including his current position at Wells Fargo Clearing starting in 2025. Prior to this, he held roles at Wells Fargo Bank, nA and Kemper Insurance. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit options among its investment offerings.

Jeffrey Wakefield is a financial advisor with Edward Jones in Greenville, NC, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2024, he worked in healthcare roles at UNC Health Lenoir, Marion General Hospital, and UNC Health Wayne. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Stuart O Neal is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as an on-call firefighter for the Townsend Fire Department in Massachusetts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,700 financial advisors.

Frederick Howdy III is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Alexandra Crespi is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. She previously worked at Lincoln Financial Securities and has been involved with Adams & Associates since 2018, where she serves as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, discretionary and non-discretionary portfolio management, and access to third-party sub-advisers through various account platforms.

James Linton is a financial advisor at Edward Jones with a Series 66 designation and one year of experience in the industry. Prior to joining Edward Jones, he worked at Thermo Fisher Scientific, Edwards Inc., and Linton Industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.