Jesse Walker is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and six years of industry experience. He has previously worked at Wells Fargo Clearing Services and Principal Securities, among other firms. Jesse also serves as a retirement consultant, providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services mainly to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm is part of Principal Financial Group, which integrates various affiliated entities to provide access to proprietary products and discretionary investment management.

David Stiff is a financial advisor at Credit Union Investment Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Equitable Distributors, Pj Robb Variable Corp, and Crump Life Insurance Services. He 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, 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.

Amy Parker is a financial advisor with Credit Union Investment Services in Monroe, NC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with multiple related firms, including State Employees' Credit Union since 2006, SECU Life Insurance Company since 2014, and Members Trust Company since 2009. Outside her advisory roles, she is involved with Parker Construction of Union, LLC, a construction-related business in Monroe, NC. Credit Union Investment Services serves North Carolina residents, focusing on individual investors and a smaller number of trust clients. The firm offers non-discretionary portfolio management, retirement and financial planning, and emphasizes low-cost, index-based mutual funds and ETFs within a goals-based, long-term planning framework.

Richard Yercheck is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Capital Investment Advisory Services and Capital Investment Group Inc since 2019 and previously at Prospera Financial Services from 2013 to 2019. Outside of his advisory role, he serves on the City of Monroe Planning Board and the Union Symphony Orchestra board, and he is a CPR instructor. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, utilizing a mix of analytical methods and ongoing portfolio monitoring.

Zachary Farmer is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. He has worked at Commonwealth and The Pinnacle Financial Group since 2018. Outside of his advisory roles, he previously operated Farmer Painting Plus from 2012 to 2020. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Erin Koch is a financial advisor at Commonwealth Financial Network with a Series 66 designation and over 18 years of industry experience. She has been associated with The Pinnacle Financial Group since 2005 and joined Commonwealth Financial Network in 2024. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including managed model portfolios and personalized investment solutions, while providing operational, compliance, and practice-management support to affiliated advisors.

Denis Moulton Jr. is a financial advisor with Fifth Third Securities, Inc. in Matthews, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Fifth Third Securities since 2000. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and optional tax-overlay services.

Terry Estes is a CFP®-designated financial advisor with 26 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. He previously worked at Edward Jones for over two decades and more recently at Freedom Street Partners. Outside of his advisory role, Estes serves as a board member for the Union County Community Shelter, where he helps organize fundraising events. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in regulatory assets, serving a diverse client base including individuals, charitable organizations, and institutions. The firm employs a combination of proprietary investment models and third-party money managers to tailor portfolios across multiple asset classes based on client objectives.

Colton Clevenger is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Wells Fargo Clearing, and Wells Fargo Bank. He has been associated with East Carolina University since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm uses proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Jean Elzayek is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at LPL Financial, Gladstone Institutional Advisory, and Householder Group Estate and Retirement Specialists. Outside of his advisory work, he operates an Etsy store specializing in woodturned items. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, estates, and institutions. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Thomas Donahue is a financial advisor with Commonwealth Financial Network in Charlotte, NC, holding CFP® and ChFC® designations and over 33 years of industry experience. He has been with Commonwealth and The Pinnacle Financial Group since 2006. Donahue is also co-owner and president of PFGNC, Inc., and serves as treasurer and part-owner of Elite Benefits Group, Inc., both involved in insurance and securities-related activities. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support, while offering a range of investment solutions including discretionary model portfolios and personalized indexing options.

Timothy Hamilton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Commonwealth and The Pinnacle Financial Group since 2006. Outside of his advisory role, he is involved in private business ventures including serving as Vice President and Co-Owner of The Pinnacle Financial Group and as President and Part-Owner of Elite Benefits Group, Inc., which conducts fixed insurance sales. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing advisory programs, technology, compliance, and practice-management support. Advisors on the platform have discretion to construct client portfolios from a broad range of securities and insurance products, while Commonwealth’s Investment Management and Research team manages discretionary model portfolios.

Benjamin Thomas is a financial advisor at Truist Advisory Services with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Truist in 2025, Benjamin worked for Wells Fargo Clearing Services for five years and was employed at Combine Academy from 2015 to 2018. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a variety of discretionary and non-discretionary investment solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation, supported by extensive research and third-party platforms.

Andrea Hargette is a financial advisor at Fifth Third Securities, Inc. based in Charlotte, NC, holding Series 63 and Series 65 designations with seven years of industry experience. She has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2008. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and a tax-overlay service.

James Robinson Jr. is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with Cetera. His prior work includes roles at CUNA Brokerage Services, Edward Jones, and The Prudential Insurance Company of America. Outside of his advisory work, he owns and operates JDaddy Hauling, a hauling service for loose yard material and oversized household objects. 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 and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions, along with retirement and fiduciary capabilities integrated with its institutional platform.

Dylan Hales is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he worked at Mattress Firm for one year. 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 large network of financial advisors and branch offices nationwide.

Richard Croffut is a financial advisor with Edward Jones in Monroe, NC, holding the ChFC® designation and Series 66 license. He has 17 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, as well as pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Dale Lehenbauer is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2013. He is a member of the Finance and Investment Committee at Benton's Crossroads Baptist Church, where he helps produce and oversee the budget. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary advisory services supported by extensive research and a broad affiliate network.

Jessica Rubenstein is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Charles Monnett & Associates for four years and has held roles at Edward Jones since 2021. Outside of her advisory work, she is a consultant for Rodan + Fields, marketing and selling health and beauty products. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 advisors.

David Smith is a ChFC® and holds a Series 66 license with Edward Jones, where he has worked since 2009. He has 27 years of industry experience. Outside of his advisory role, he serves as a council member for CHS Union Advisory Council and is on the board of directors for Union Power Cooperative, both located in Monroe, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as additional affiliated financial services.

Allen Maupin is a financial advisor at Edward Jones with 10 years of industry experience. He has worked at Edward Jones since 2016 and previously held a position at The Home Depot from 2013 to 2016. Outside of his advisory role, he is a general partner in Kickapoo Farms, a Texas-based real estate partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors.

Keyton Elmore is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Principal Securities Inc, Principal Life Insurance Company, Beef 'O' Brady's, Concourse Financial Group Agency, Piedmont Group, the University of Alabama, and Shoal Creek Country Club. 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 under management through a nationwide network of advisors, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Stanley Worrell Jr. is a financial advisor with Edward Jones in Monroe, NC, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branch offices.

Bret Alexander is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at Mass Mutual Life Insurance Company and the Intuitive Compensation Group. Outside of his advisory work, he assists clients with obtaining non-variable life insurance, fixed annuities, and disability income products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides comprehensive planning supported by firm-approved analytical tools and a range of investment and insurance solutions.

Michael Lenahan is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at LPL Financial since 2016 and previously held roles at SunTrust Advisory Services and SunTrust Investment Services, Inc. Outside of his advisory work, Lenahan serves as a caddie at Pinehurst Resort. LPL Financial offers advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.