Harold Perkins is the sole advisor at Continuum Financial, LLC in Granite Falls, NC, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Continuum Financial since its founding in 2002. Continuum Financial provides investment supervisory services and ERISA/401(k) consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach combining in-house selection of stocks and bonds with select ETFs, alongside ERISA consulting and fiduciary diligence through structured committee processes.

Cassandra Smith is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Credit Union Investment Services. She has held roles with Members Trust Company, Secu Life Insurance Company, and State Employees’ Credit Union. In addition to her advisory work, she acts as a financial advisory services specialist with State Employees’ Credit Union. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm operates as a subsidiary of State Employees’ Credit Union and manages over $3 billion in advisory assets.

Nathan Workman is a Series 65-credentialed advisor with two years of industry experience. He is affiliated with CS Planning Corp and Elmberry Wealth Management, Inc. Outside of financial advising, Nathan is a practicing attorney specializing in estate planning and asset protection at Radius Law Group. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model with bespoke asset allocation strategies and ongoing portfolio monitoring.

Kelly Childs is a financial advisor at Credit Union Investment Services with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several related financial institutions, including State Employees' Credit Union since 2009 and Members Trust Company since 2014. Outside of her advisory work, Childs owns a small business selling wildflower honey and operates a seasonal food concessions business at local festivals. Credit Union Investment Services serves individual investors and trust clients 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.

Catherine Zieman is a CFP® with 38 years of industry experience, currently serving at Advisory Services Network since 2019. Her prior roles include positions at Field Point Private and Neuberger Berman LLC. Outside of her advisory work, she is the managing partner of High Pointe International Equestrian Tours, a travel agency she operates as a hobby. Advisory Services Network serves individuals, families, trusts, estates, corporations, charitable organizations, and employer retirement plans. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection through a network of independent advisers.

Zachary Cook is an investment adviser representative at Credit Union Investment Services with a Series 66 designation and one year of industry experience. He also serves as a Financial Advisory Services Specialist at State Employees' Credit Union and as an agent with SECU Life Insurance Company. Prior to his financial services roles, his background includes positions in retail and education. Credit Union Investment Services serves residents of North Carolina, primarily individual investors and a smaller number of trust clients, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm generally recommends low-cost, index-based mutual funds and ETFs, along with fixed-income products, using a goals-based, long-term planning approach.

George Martin is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Alphastar Capital Management, LLC, Calton & Associates, Inc., and Four Plus One, Inc., dba Charter Financial Group, where he is also an owner and insurance agent involved in property and casualty agency and fixed indexed annuity sales. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, offering discretionary trading authority subject to client restrictions.

Douglas Beam is a financial advisor at Creative Financial Designs, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, LLC from 2014 to 2017. Beam is also involved in independent insurance sales related to investments in Morganton, NC. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with various billing arrangements and specialized management programs.

Daniel Collinson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. He has been with Truist Investment Services since 2022 and previously worked at Truist from 2004 to 2022. Outside of his advisory role, he manages a rental property in Charlotte, North Carolina. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary investment solutions using model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across affiliated channels.

Ashley Gallion is a financial advisor with First Citizens Investor Services, Inc. in Morganton, NC, holding a Series 66 designation and 19 years of industry experience. She has been with First Citizens Investor Services since 2010. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, charitable organizations, pension plans, and businesses. The firm uses a client-centered approach combining risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by fundamental, quantitative, and technical analysis.

Thomas Robinson is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Equitable Distributors, CUSO Financial Services, CUNA Brokerage Services, and Truliant Federal Credit Union. Outside of finance, he is a professional musician. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm employs a mix of model portfolios and manager-driven strategies, providing both discretionary and non-discretionary investment programs.

Laura Chatham is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Truist and its predecessor firms since 2000. Outside of finance, she owns and operates a photography business specializing in family portraits and special events. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

John Branstrom is a ChFC® credentialed financial advisor with 50 years of industry experience. He has worked at OSAIC since 2024 and previously spent 26 years with MassMutual Life Insurance Co. and MML Investors Services, Inc., as well as two years at Woodbury Financial Services. Outside of his advisory role, Branstrom is involved in life and health insurance services through his agency, J Branstrom and Associates. 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, leveraging technology-driven asset allocation and portfolio optimization tools, and supports over 6,200 advisors with approximately $200 billion in assets under management.

William Haugen is a CFP® with 55 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Haugen serves as a board member of the Downtown Development Association of Morganton, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Martin Sohovich is a financial advisor with Edward Jones in Morganton, NC, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Adam Queler is a CFP® professional with 19 years of industry experience, currently affiliated with OSAIC since 2024. He has previously worked at Woodbury Financial Services and Raymond James Financial Services, among other firms. Outside of his advisory work, he is involved with the NC Saints Baseball Academy and the First United Methodist Church of Gastonia, NC. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse clientele including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process incorporating risk tolerance assessments, asset allocation software, and portfolio optimization tools, and supports thousands of advisors with access to multiple custodial platforms and a range of investment products.

Chad Burel is a financial advisor at Edward Jones in Morganton, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is a shareholder in a boat rental company and owns rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Robert Floyd Jr. is a financial advisor with LPL Enterprise, holding a ChFC® designation and Series 63 and 65 licenses, with 44 years of industry experience. He has worked at Prudential Insurance Company of America since 1975 and was affiliated with Pruco Securities, LLC. for 49 years before joining LPL Enterprise in 2024. Floyd serves as the mayor of the Village of Cedar Rock and is involved in local nonprofit and business activities, including ownership of a used car dealership and participation on the board of the Coffey Foundation. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, with advisory and brokerage services integrated through affiliated entities.

Marsha Carver is a financial advisor with Wells Fargo Clearing in Morganton, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at 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, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

John Arney IV is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for Klingspor Abrasives Inc for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a 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 one of the largest nationwide networks of financial advisors and branch offices.