Kimberley Ann Aldrich

Jeffrey Albright is a financial advisor with Shepherd Wealth Management in Asheboro, NC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His previous roles include positions at Creative Planning, The Burney Company, and TD Ameritrade. Shepherd Wealth Management is a fee-only advisory firm serving individuals and high-net-worth clients with investment management, financial planning, and retirement plan consulting. The firm follows a primarily passive investment approach based on Modern Portfolio Theory and employs a team of five advisors managing approximately $162 million in discretionary assets.

Mickey Morton is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2018, including its predecessor firms. His prior roles include positions at Wells Fargo Clearing Services and Fidelity. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches supported by integrated affiliate resources and AI-enabled research tools.

Roger Mabe Jr. is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 23 years of industry experience, including prior roles at LPL Financial and A. G. Edwards & Sons, Inc. Since 2016, he has also served as a director on the board of the YMCA in Asheboro, NC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Brittney Deese is a financial advisor at United Planners' Financial Services of America with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual Wealth Management Company and several other firms. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm delivers advisory services primarily through independent representatives and offers both advisory and brokerage services with a focus on non-discretionary account management.

David Snapp is a financial advisor at Edward Jones in Thomasville, NC, with 10 years of industry experience. He holds the ChFC® designation and the Series 66 license and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies alongside affiliated mutual funds and specialized investment services.

Preston Russell is a Series 66-licensed financial advisor at Equitable Advisors with four years of industry experience. Before joining Equitable Advisors in 2022, he held positions at Eagle Point Golf Club, BenchMark Physical Therapy, Pinewood Country Club, and Covanta Environmental Solutions. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and uses a combination of proprietary and third-party investment solutions.