Debra Jones is a financial advisor with Jones & Co Wealth Management, Inc, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Jones & Co Wealth Management since 2004 and also teaches business and economics courses at Orangeburg-Calhoun Technical College and Northern Virginia Community College. Jones & Co Wealth Management is an independent, state-registered investment adviser serving primarily individual clients and occasionally companies. The firm provides financial planning and consulting on a flat-fee hourly basis, focusing on non-discretionary portfolio management with investment strategies ranging from long-term holdings to short-term trading.

Richard Carver is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He previously worked at Cetera Advisors LLC before joining IFG Advisory and LPL Financial in 2020. Outside his advisory work, he is involved with Bytescribe, a non-investment related business based in Atlanta, GA. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis, and offers portfolio management, financial planning, and retirement plan consulting services.

Dixie Morgan is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 designations and three years of industry experience. She has roles at Members Trust Company and SECU Life Insurance Company, and has been associated with State Employees' Credit Union since 2013. Outside of financial services, she owns a beekeeping business where she maintains bee health and produces honey. Credit Union Investment Services serves North Carolina residents, primarily individual investors, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm emphasizes client decision-making authority and employs salaried advisers within a credit union structure.

Matthew Bradshaw is a financial advisor with Credit Union Investment Services in Hayesville, NC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has previously worked at FR Owen & Associates and Gwn Securities Inc. Bradshaw also serves as a Financial Advisory Services Specialist with State Employees' Credit Union and as an agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors 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, with salaried advisers who offer recommendations while clients retain final decision-making authority.

Michael Moore is a financial advisor at Steward Partners Investment Advisory, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Advisory Services Network, LLC, Precision Capital Management, and his own Moore's Wealth Management. Outside of his advisory role, Moore consults financial advisors on practice management and marketing through his consulting firm and coaching activities. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets for a diverse client base, offering discretionary and non-discretionary portfolio management across various account types. The firm employs proprietary and third-party investment strategies tailored to client objectives, with portfolios spanning equities, fixed income, mutual funds, ETFs, alternatives, and cash.

Kenneth Dunlap is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 designation and bringing 39 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent involved in the solicitation and sale of fixed insurance products. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm delivers investment guidance through a combination of model portfolios and manager-driven strategies, supporting both discretionary and non-discretionary programs.

Charles Spence is a Series 66 licensed financial advisor with Edward Jones in Murphy, North Carolina. He has 18 years of industry experience and has been with Edward Jones since 2007. Outside of his advisory role, he volunteers as a firefighter with the Murphy Volunteer Fire Department. 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 and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Justin Clapsaddle is a CFP® and Series 66 credentialed advisor with 10 years of industry experience. He currently works at LPL Financial and previously spent seven years with Cherokee County Schools. Outside of his advisory role, he operates War Metal Forge/Clapsaddle Knives, a home-based business focused on knife making. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Carmen Lance is a Series 66-licensed financial advisor with Ameriprise in Blairsville, GA, and has 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, Lance serves on several nonprofit boards including as President of the Cherokee County Community Foundation and Secretary of the Cherokee County Chamber of Commerce. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing personalized Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement income advice through a centralized consulting team.

Jodi Sullivan is a financial advisor with Edward Jones in Hayesville, NC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Edward Jones since 2010. 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 large national network of advisors and branch offices.

Holly Price is a financial advisor with Raymond James & Associates in Murphy, NC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Raymond James since 1986 and has also been affiliated with the University of South Florida since 1981. Raymond James & Associates provides financial planning and investment consulting to a diverse clientele, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

David Edwards is a Series 66 licensed financial advisor with 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a wide range of financial topics without including implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separation between planning and asset management services.

Sheila Engleman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her prior work includes nine years at INVEST Financial Corp. and over two decades at United Community Bank. She is also involved with United Community Advisors, an investment-related business affiliated with her LPL practice. 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 a large network of investment adviser representatives.

Jaime Futch is a financial advisor with Edward Jones in Murphy, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, Futch worked at PNC Bank from 2017 to 2021. Outside of financial advising, Futch is the owner of an auto detailing business, BIC Holdings LLC, based in Murphy. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm manages over $1 trillion in assets and offers various advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Michael Prioletti is a financial advisor with Robert Baird & Co. in Naples, FL, holding a Series 63 designation and over 34 years of industry experience. He has been with Robert Baird & Co. since 1991. Outside of his advisory role, he serves as a board member of the Rotary Club of Bonita Naples and is a member of the Collier County Housing Finance Authority. He is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, pensions, corporations, charitable organizations, and institutional clients through a combination of in-house and third-party managers.

Christie Standish is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017, following a year at Branch Banking and Trust Company. Outside of her advisory role, she is an owner of a powder coating business in Murphy, NC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Deanna Edwards is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 20 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Barbara Horton is a financial advisor at Ameriprise with 18 years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2014. Outside of her advisory role, she serves on the board and council of a local church in Andrews, NC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations through a centralized consulting team.