Carson Stallings is a financial advisor at First Heartland Consultants, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Heartland Capital Inc since 2017, with prior experience at Woodbury Financial Services Inc. Stallings is also involved in managing A & A Insurance LLC and is a shareholder in a YouTube content creation company called When Animals Attack, LLC. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Robin Caldwell is a Series 66 registered advisor with Navy Federal Investment Services, LLC, based in South Mills, NC. He has 19 years of industry experience and has worked with various Navy Federal entities since 2000. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm employs model portfolios managed by third-party managers and provides account monitoring, rebalancing, and overlay services through established custodians.

Michael Metcalf is a Series 66-licensed financial advisor with Credit Union Investment Services and related entities, including SECU Brokerage Services and SECU Life Insurance Company. He has five years of industry experience with prior roles at Pruco Securities LLC, Equitable Advisors, and AXA Advisors. Outside of his financial advisory work, Metcalf serves as an assistant coach and referee for youth and adult ice hockey in Greenville, North Carolina. 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 low-cost, index-based mutual funds and ETFs and operates as a salaried employee model within the State Employees’ Credit Union system.

Aaron Brown is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 17 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously held positions at BB&T Securities and BB&T Investments from 2010 to 2021. Truist Advisory Services is a large SEC-registered investment adviser and subsidiary of Truist Financial, serving individuals, corporations, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Ryan Dutil is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank, ABNB Federal Credit Union, and CUSO Financial Services. 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 range of investment solutions, supported by an in-house research team, and combines large-scale advisory operations with non-advisory product offerings.

Michelle Hoff is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Lea Anne Creekmore is a financial advisor at Lincoln Investment with 17 years of industry experience. She holds a Series 66 designation and has worked at several firms including Truist Advisory Services and BB&T. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other investment advisers, offering a range of financial planning and portfolio management services through both advisory and brokerage platforms.

Joseph Chory III is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including 13 years at Lincoln Financial Securities Corporation before joining Cambridge in 2021. Outside of his advisory work, he serves as chairman of the deacon board at Symons Creek Tabernacle in Elizabeth City, NC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios and third-party strategists across multiple account platforms.

Daniel Yates Jr. is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America (Merrill Lynch) for 14 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Mitchell Brown is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. He has been with Raymond James Financial Services Advisors since 2021. Outside of his advisory role, he works as an independent contractor financial advisor for Cascade Financial Planning. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting with an emphasis on tailored financial plans and a variety of implementation options.

Meredith Moreland is a financial advisor with Wells Fargo Advisors in Elizabeth City, NC, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Advisors and its affiliate Wells Fargo Clearing continuously since 2015. Wells Fargo Advisors Financial Network is a broker‑dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Chase Baccus is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has eight years of industry experience, including roles at Lincoln Financial Securities and Cambridge Investment Research. Prior to his financial career, he was involved with Baccus Seafood for twelve years. Outside of advising, he works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement advisory services, utilizing model portfolios and third-party strategists across multiple custodians.

Christopher Barcliff is a financial advisor with Edward Jones in Elizabeth City, NC. He holds the ChFC® designation and Series 66 license, with three years of industry experience. Prior to joining Edward Jones, he worked for 22 years at Perry Auto Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated trust company and securities-based lending options.

Yancey Elliott III is a financial advisor with Edward Jones in Elizabeth City, NC, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is involved in managing timber on a farm he owns and is a partner in an LLC that owns a seven-bedroom motel/lodge. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of investment strategies and services supported by a large network of financial advisors and branch offices nationwide.

Chad Weeks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 28 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an Architectural Review Board Member for the First Flight Ridge Homeowners Association in Kitty Hawk, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Laura Van Buren is a CFP® professional with 13 years of industry experience, currently affiliated with Wells Fargo Advisors since 2023. She previously worked with Wells Fargo Clearing from 2016 to 2023 and at Wells Fargo Advisors from 2015 to 2016. Van Buren serves on the finance committee of Kitty Hawk Rotary and is on the board of directors for the Outer Banks Community Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold and integrates advisory services with various financial product offerings.

John Woolard is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory work, Woolard has ownership interests in an investment and wealth management firm as well as several business activities related to real estate investment. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, delivering tailored recommendations supported by firm research and planning tools.

Daniel Babiy is a financial advisor with Raymond James Financial Services Advisors, Inc. in Elizabeth City, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Towne Wealth Management and TowneBank since 2012 and is a silent partner in Bourbon Water, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations through detailed risk profiling and firm research.

Ryan Smith is a financial advisor with Edward Jones in Elizabeth City, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he served in the United States Army for 20 years. 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 and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Russell Hull III is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Raymond James Financial Services, TowneBank, and Wells Fargo Advisors. He serves on the board of the NENC Economic Growth Initiative, a nonprofit organization focused on economic development in Currituck, NC. 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 combines advisory operations with non-advisory product offerings such as insurance and lending services.

Miriam Crank is a financial advisor with Wells Fargo Advisors in Elizabeth City, NC, holding a Series 66 designation and with 12 years of industry experience. She has worked within various Wells Fargo entities since 2003. Outside of her advisory role, she works part-time as a retail sales associate at Creative Jewelers. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, covering a wide range of financial planning areas and integrating advisory services with other financial products and referral channels.

William Mitchell is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and carrying 29 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside his advisory role, Mitchell holds a minority ownership stake in Beaver Lake Property Management Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations for clients.

Phillip Bates is a financial advisor with Edward Jones in Elizabeth City, NC, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014 and also serves in the NC National Guard, where he has been active since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jason Guill is a financial advisor with Edward Jones in Moyock, NC, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

William Hannan is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior work includes positions at Raymond James Financial Services and Townebank. Outside of his advisory role, he serves as President of the Carolina Highlands Property Owners Association. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations in partnership with clients’ advisors.

John Simpson is a CFP® with 20 years of industry experience, currently affiliated with Raymond James Financial Services Advisers Inc. He has held roles at Cascade Financial Planning, Inc. and operated as a sole proprietor since 2015. Outside of his advisory work, he has experience as an owner and manager of Cascade Financial Planning, Inc. Raymond James Financial Services Advisers, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes tailored financial plans based on risk profiles and offers a broad range of implementation options, serving frequently in an advisory and implementation-support capacity rather than as a delegated manager.