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.

Harrison Bowlin is a CFP® and ChFC® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. His prior experience includes roles at Royal Alliance Associates, INC., Bowlin Financial, SIGNATOR, and John Hancock SII. Outside of his advisory work, he is the owner of Bowlin Financial LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates on a fiduciary standard and is notable for its extensive retail advisor network and additional affiliated financial services.

Jackson Moseley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Lake Country Home Center, Absolute Storage Management, Virginia Tech, and Home Depot. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlays, supported by a large nationwide network of financial advisors and branch offices.

Spencer Nichols is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm is notable for its large retail advisor and branch footprint as well as affiliated offerings including a trust company and proprietary mutual funds.

Jeremy Creedle is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. Prior to joining Cetera, his background includes roles outside the financial industry and various positions in education and realty. He is also a licensed insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by model portfolios and third-party managed 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.

Steven Tanner is a financial advisor with OSAIC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked with firms including Select Brokers, Ascend Financial Services, Minnesota Mutual, and Virginia Asset Management. Outside of his advisory role, he operates a sole proprietorship selling fixed insurance products and is involved in financial advising through an LLC. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

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.

Matthew Elam is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 10 years of industry experience. His prior roles include positions at Benchmark Community Bank, State Farm VP Management Corp, David S Buchanan Jr Insurance Agency, and Foresters Financial Services. Outside of his advisory work, he is also an associate at Benchmark Financial Solutions, where he assists clients in creating customized investment plans tailored to their risk tolerance and goals. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a notable emphasis on advisory services that often leave final investment decisions with the client.

Bradley Smith is a financial advisor at Edward Jones in Littleton, NC, holding the ChFC® and Series 66 designations with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for the Citrus County School District and the Citrus County Sheriff's Office. He serves as a board member of the Roanoke Valley Veterans Museum in Roanoke Rapids, NC. 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 range of advisory programs and investment solutions supported by a nationwide network of nearly 24,000 financial advisors and more than 15,000 branch offices.

Michael Pugh is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Select Brokers, Virginia Asset Management, Ascend Financial Services, and Minnesota Life Insurance Company. He is also involved as a financial advisor with Capitol Financial Solutions. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers advisory and brokerage services through a large network of advisors and utilizes a technology-driven investment process incorporating risk tolerance, asset allocation, and portfolio optimization.

Jeremy Lynch is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is president of JTCO INVESTMENTS LLC, a real estate business. 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 nationwide network of over 23,000 advisors.

Taylor Archer is a financial advisor at MWA Financial Services Inc. with six years of industry experience. He holds the Series 66 designation and has worked previously at Principal Securities Inc., Principal Life Insurance Company, and Modern Woodmen of America. Outside of finance, he operated Taylor Archer DJ Service for ten years. MWA Financial Services Inc. serves individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily providing services on a non-discretionary basis.