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.

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.

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.

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.

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.

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.

Philip Thompson is a Senior Financial Advisor with 46 years of service to Merrill Lynch Wealth Management. He joined Merrill in 1978 and focuses on providing personalized wealth management strategies tailored to clients’ long-term goals. His expertise includes liquidity management, personal retirement planning, portfolio management services, and retirement income. A native of North Carolina and Wilson, Philip holds a Bachelor's Degree from the University of North Carolina at Chapel Hill. He maintains the fiduciary standards of honesty, integrity, and putting clients' interests first, supported by his designation as a Personal Investment Advisor (PIA). Philip is also involved in his community, volunteering with First United Methodist Church. Outside of work, he enjoys basketball, football, music, reading, soccer, and spending time with his family.

Katherine Bellamy is a financial advisor with Merrill who holds a Series 66 designation and has 17 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm is notable for its integration with Bank of America affiliates and its focus on managed account and manager-selection capabilities.

Wesley Brown is a Series 66-licensed financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Collins is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he owns properties used for recreational hunting and fishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Kenan De Roziere is a Financial Advisor with Merrill Lynch Wealth Management, currently based in Wilson, North Carolina. After spending more than a decade in New York, he returned to his hometown to join his father and the Homes Hill team. In this role, Kenan focuses on integrating all aspects of clients' financial lives to help prioritize and pursue meaningful goals. With experience rooted in fostering long-term client relationships, Kenan and the Homes Hill Group emphasize trust and one-on-one collaboration. He holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from the University of North Carolina System. Kenan is proficient in both English and Spanish. Outside of his professional work, Kenan has interests in interior decorating, spending time with his family, tennis, and traveling.

Stephanie Davis is a financial advisor at Merrill with 24 years of industry experience. She has held positions at Merrill since 2017 and previously worked at First Citizens Investor Services from 2009 to 2017. Outside of her advisory role, she is involved in selling Avon beauty products by catalog. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and charities, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage and custody services. The firm integrates its services with Bank of America affiliates and emphasizes tax-efficient investment strategies and manager-selection capabilities.

Jerri Lynn Batts is a financial advisor with Equitable Advisors in Wilson, NC, holding a Series 66 designation and 25 years of industry experience. She has been with Equitable Advisors since 2000, including its predecessor Axa Advisors. Outside of her advisory work, she serves on the finance committee of St. Timothy's Episcopal Church and acts as an executor of her sisters' estates. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing various advisory program structures and emphasizing individualized financial planning.

Tyler Johns is a financial advisor with Edward Jones in Wilson, NC, holding Series 63 and Series 66 licenses and 22 years of industry experience. He 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, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices and operates under a fiduciary standard.

Garland Homes Jr. is a financial advisor at Merrill with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1980, also serving at Bank of America since 2009. In addition to his advisory work, he is an advisory board member for the Episcopal Diocese of North Carolina and a general partner of Corked & Screwed Inc. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes managed account and manager-selection capabilities and integrates closely with Bank of America affiliates.

Jason Taylor is a financial advisor with Raymond James Financial in Wilson, NC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2001 and the broader Raymond James Financial firm since 2009. Outside of his advisory role, he owns J. Taylor Investments, LLC, a business that manages real estate for business use. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm primarily provides non-discretionary financial planning and investment consulting, using thorough client assessments and firm research to develop tailored recommendations.

Kim Hoffman is a financial advisor at Edward Jones with 31 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 1994. Hoffman serves on the board of the Wilson Botanical Gardens in Wilson, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs, separately managed accounts, and affiliated investment products, operating under a fiduciary standard with a nationwide network of over 23,000 advisors.

Marcus Fielding is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2012. Fielding holds Series 63 and Series 65 licenses and is based in Wilson, NC. Outside of his advisory role, he serves as a power of attorney for family members in investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Adam Ward is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2021 to 2023. Before joining Fidelity, Adam was a Senior Financial Services Officer at State Employees' Credit Union from 2016 to 2021. Adam focuses on comprehensive financial planning tailored to clients' goals. He works closely with clients to provide education and recommendations on appropriate strategies and helps them adjust their plans in response to life's changes. His approach involves identifying the purpose behind clients' assets and utilizing Fidelity's offerings to build effective financial plans. Outside of his professional responsibilities, Adam enjoys family activities, social events with friends, golf, music, outdoor adventures, and tennis.

Gentry Buchan is a Financial Advisor with the BTE Group at Merrill Lynch Wealth Management in Wilson, North Carolina. She specializes in retirement planning, wealth preservation, tax minimization, and multi-generational strategies, working closely with individuals and families to develop customized financial plans that align with their goals and values. Gentry is recognized for her client-focused service and was named to the Forbes Best-in-State Wealth Management Teams list in 2025 as a member of the BTE Group. She holds a Bachelor's degree in Business Administration from Montreat College and an MBA in Strategic Leadership and Organizational Development from Barton College. Gentry has earned the Personal Investment Advisor (PIA) designation and serves on community organizations such as the Dress for Success Advisory Board and Friends of the Wilson County Public Library. Her planning approach emphasizes collaboration to create personalized financial strategies. Outside of her professional work, Gentry is actively involved in her community and supports local initiatives. She enjoys spending time with her family, including her husband Sanborn and their son Thomas, who is a student at the University of South Carolina. Her personal interests include antiquing, baseball, reading, swimming, watching movies, and practicing yoga.

Jacob Davis is a financial advisor with Merrill Lynch Wealth Management, serving individuals and businesses primarily in the Wilson and Raleigh area of North Carolina. He focuses on providing a comprehensive approach to investment management and retirement planning, working closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Prior to joining Merrill, Jacob had a ten-year career as a commercial real estate lender with Truist and Fulton Bank. He holds a degree in Business Administration with a focus on Finance from East Carolina University. Jacob has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Jacob is a member of The Greater Wilson Rotary Club. He enjoys baseball, cooking, fishing, football, golfing, racquetball, reading, softball, tennis, and traveling. Jacob and his wife, Danielle, live in Wilson, North Carolina, where they spend time with friends and family.

Albert Faber is a CFP® professional with 40 years of industry experience, currently affiliated with LPL Financial since 2007. His prior work history includes roles at LINSCO/PRIVATE LEDGER CORP., now part of LPL Financial. He is involved in senior marketing sales for Medicare Supplement products through SilverScript. 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 broad range of investment solutions supported by in-house research, model portfolios, and flexible advisory arrangements.

Kenneth Hill is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1998 following a career in private banking. He specializes in developing sustainable lifetime income streams and risk management strategies tailored to client needs. His expertise encompasses liability management, insurance, alternative investment strategies, and overseeing his team's client service model. As a Senior Portfolio Manager, Kenneth is qualified to construct and manage personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. He operates with a high degree of flexibility in portfolio construction and security selection and may manage client assets on a discretionary basis through the Firm’s Investment Advisory Program. Kenneth holds a bachelor's degree in business administration from the University of North Carolina at Chapel Hill and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®), and Chartered Retirement Planning Counselor™ (CRPC™). He has contributed to his community through leadership roles such as president of the Wilson Rotary Club and chairman of the board of trustees of Greenfield School and engages in volunteering related to economic development and downtown revitalization. Kenneth lives in Wilson with his wife, Kim, and their daughter, Kenan.

Tom Bardin Jr. is a financial advisor at Equitable Advisors with 44 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Equitable Advisors since 2015, previously affiliated with Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and asset management access through LPL programs and a range of third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Michael Wetherington is a financial advisor with Ameriprise in Wilson, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves as a Wilson County Commissioner and is a member of the KRMW Airport Board of Directors. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and supports a broad range of advisory, brokerage, and insurance solutions.

Robert Edmondson serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He began his career in the investment arena in 1991 and joined Merrill Lynch Wealth Management in the Wilson, North Carolina office as a Financial Advisor in 2004. His expertise includes education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. Rob holds a Bachelor's degree from the University of North Carolina at Chapel Hill and a Master's degree in Business from Wake Forest University. He completed the Certified Investment Management Analyst® Program at the Wharton School of Business, University of Pennsylvania, and holds the Certified Investment Management Analyst® (CIMA®) designation as well as the Personal Investment Advisor (PIA) credential. Prior to his financial advisory career, he held corporate positions including corporate treasurer and vice-president of finance, and spent 14 years as an Associate Professor of Finance. Rob resides in Wilson with his wife and is active in the First Presbyterian Church, where he has served in multiple leadership roles. His personal interests include biking, gardening, golfing, hiking, hunting, photography, reading, scuba diving, tennis, and traveling. He also participates in community organizations such as the Wilson Arts Council and the Wilson Botanical Garden.

Elvie White IV is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Wilson. He works closely with individuals and businesses to understand their unique financial needs and goals, providing guidance on topics such as custom portfolio strategies, retirement planning, estate and trust considerations, asset allocation, cash flow planning, and lending through access to Bank of America. He is a member of the Blair White Group, a multi-generational team with over 75 years of combined wealth management experience. Elvie earned a Bachelor of Science degree in Economics, summa cum laude, from North Carolina State University. He has completed the Certified Private Wealth Advisor® educational program through the Yale School of Management and holds the Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute™. Additionally, he holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from The College for Financial Planning Institutes Corp. and has various FINRA registrations including Series 3, 7, 9, 10, and 66. Outside of his professional role, Elvie is involved with the Wilson Industrial Air Center. He enjoys golfing, running, and soccer in his personal time.

Michael Strickland is a financial advisor at Edward Jones with 10 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets supported by a nationwide network of over 23,700 financial advisors.

Susan Worrell Bridgers is a financial advisor at Edward Jones with 23 years of industry experience. She has been with Edward Jones since 2007 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of about 23,701 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Crystal Hardee is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously at Edward Jones from 2011 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Danusia Honeycutt is a financial advisor with Edward Jones in Wilson, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked in education with Wilson County Schools and Wilson Preparatory Academy. Outside of advisory work, she performs as a percussionist with the Wilson Community Orchestra. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs with fiduciary oversight, supported by a large national network of financial advisors and branch offices.

Larry Blair is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1992. He specializes in creating strategies and recommendations tailored to high-net-worth individuals, their families, and businesses to help them achieve both short- and long-term financial objectives. Larry’s approach incorporates considerations of clients’ risk tolerance, time horizon, liquidity needs, and overall investment goals. As a qualified Portfolio Manager, he manages personalized or defined investment strategies on a discretionary basis, utilizing a variety of investment vehicles including individual stocks and bonds, Merrill model portfolios, and third-party strategies. Larry began his career in the financial services industry in 1990 and graduated from the University of South Carolina in 1987 with a B.S. degree in Finance. Prior to his financial career, he served four years in the U.S. Marine Corps and was honorably discharged as a Sergeant. His professional involvement extends to community service, having held leadership roles on several local boards such as the United Way Agency of Wilson County, the Wilson County Marine Corps League, and the Wilson Country Club. Larry’s professional recognitions include multiple listings on the Forbes "Best-in-State Wealth Advisors" and "Best-in-State Wealth Management Teams" from 2022 through 2025. Larry lives in Wilson, North Carolina, with his wife, Tracy. They have two children. His personal interests include biking, boating, football, golfing, spending time with family, and traveling.

Charles Hoffman is a financial advisor with Edward Jones in Wilson, NC, holding the ChFC® designation and Series 63 and 66 licenses. He has 16 years of industry experience, including prior roles at NYLIFE Securities LLC, New York Life Insurance Company, Nationwide, Arnold Financial, Nsllc, and ProEquities, Inc. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branches across the United States.

Shamik Jarrett serves as a Financial Solutions Advisor at Merrill, where he works directly with clients to define their financial goals and develop portfolio strategies tailored to help achieve them. He provides ongoing advice and adjusts client portfolios as their personal situations evolve. Shamik holds a Personal Investment Advisor (PIA) designation and has a Bachelor's Degree from Barton College. He also completed his high school education at Holly Springs High School. His approach centers on understanding what matters to clients and their families in order to create strategies aimed at pursuing their financial objectives.

Sheila Hernandez Calzada is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo Clearing since 2025 and has prior experience at Wells Fargo Bank, Smithfield Foods, Conestoga Wood Specialist, Florida Blue, and Piggly Wiggly. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.