Joseph Leonard is a financial advisor with Leonard Wealth Management, LLC in Lincolnton, NC, holding a Series 63 license and 24 years of industry experience. He previously worked at AE Wealth Management, Foundation For Financial Education, Formula Folio Investments, and Retirement Wealth Advisors. Outside of advising, he provides trumpet lessons and performances through his Cain Leonard Trumpet Studio and offers adult education on retirement planning. Leonard Wealth Management, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, corporations, charities, and pension and profit-sharing plans. The firm provides comprehensive financial planning, hourly consulting, estate-settlement assistance, and discretionary portfolio management, using a combination of model portfolios, third-party advisors, and various portfolio construction techniques.

Ryan Hammond is a financial advisor at Hammond Wealth Partners with one year of industry experience. He has held positions at Amplified Planning, The Vanguard Group, and Wells Fargo. Hammond Wealth Partners is a fee-only fiduciary firm providing discretionary investment management and financial planning mainly to individuals, families, and high-net-worth clients. The firm offers customized portfolios combining strategic asset allocation, tax-efficient management, and active tactical approaches based on multiple analysis methods, with clients able to impose reasonable investment restrictions.

Matthew Kale is the sole advisor at Extraordinary Kale LLC and holds a Series 65 designation. He has one year of experience in the financial advisory industry and has prior work experience at Goodwill Catholic Media and PETSMART. Outside of his advisory role, he maintains an executive position with Goodwill Catholic Media. Extraordinary Kale LLC provides advisory services to individuals, high-net-worth clients, and corporations, offering asset management, financial planning, and retirement-plan rollover advice. The firm combines hourly-billed financial planning and consulting with active portfolio management, using a primarily value-oriented, long-term approach alongside tactical and strategic asset-allocation techniques.

Jackson Wilson is a financial advisor at Mauney-Pitt Financial Management, Inc. with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Jenkins Foods and attended The University of Tennessee, Knoxville. Mauney-Pitt Financial Management provides discretionary wealth management, comprehensive financial planning, and 3(38) retirement plan advisory services for individuals, trusts, estates, and businesses. The firm employs a primarily long-term investment approach, utilizing low-cost mutual funds and ETFs, and offers fiduciary services with ongoing oversight for plan sponsors.

Bre Ann Weaver is a financial advisor at Gragg Financial with a Series 65 designation and has been in the industry since 2024. Prior to joining Gragg Financial, she worked at Truist Bank for 11 years. Gragg Financial provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a value-driven investment philosophy focused on undervalued companies with strong fundamentals and offers both discretionary and non-discretionary portfolio management alongside tax and accounting services.

Jason Gragg is a financial advisor at Gragg Financial with eight years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to his current role, he worked at CPS Investment Advisors from 2017 to 2025. Gragg Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm follows a value-driven investment philosophy and combines its advisory services with Certified Public Accounting, offering income tax and accounting services alongside investment management.

Robert Pitt Jr. is a financial advisor with Mauney-Pitt Financial Management, Inc., holding a Series 63 credential and over 42 years of industry experience. He worked at Raymond James Financial Services from 1990 to 2026 before joining his current firm. He serves as trustee of his parents’ trust, managing its investments. Mauney-Pitt Financial Management provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using low-cost mutual funds, ETFs, and individual securities, with a team that manages approximately $418 million in assets.

Gary Gragg is a financial advisor at Gragg Financial with eight years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Gragg Financial, he worked at CPS Investment Advisors from 2017 to 2025. Outside of his advisory role, he is the owner of Revo Wifi LLC. Gragg Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm follows a value-driven investment philosophy and offers portfolio management, financial planning, and consulting services, combining investment advisory with traditional income tax and accounting services.

Patrick Mauney is a financial advisor at Mauney-Pitt Financial Management, Inc. with 34 years of industry experience. He held roles at Raymond James Financial Services from 2002 until 2026 before joining Mauney-Pitt Financial Management, where he is a partner. Mauney holds Series 63 and Series 65 designations. He also owns a commercial property with multiple tenants. Mauney-Pitt Financial Management provides discretionary wealth management, comprehensive financial planning, and retirement plan advisory services to individuals, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using low-cost mutual funds, ETFs, and individual securities, acting as a fiduciary for ERISA accounts and offering ongoing oversight and participant education.

Keith Miller is a financial representative at Vestech Asset Management Inc. with 35 years of industry experience. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Miller serves on several local boards, including the Kings Mountain Housing Authority and the Cleveland County Board of Equalization & Review. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both ongoing investment management and project-based planning.

Tony Walker Jr. is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked with Members Trust Company since 2022 and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2019 or earlier. Outside of his advisory roles, he serves as a financial advisory services specialist and life insurance agent within the State Employees' Credit Union system. Credit Union Investment Services serves primarily individual investors in North Carolina with 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, with client decisions implemented at their discretion.

Ashlie Link is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at Members Trust Company since 2017 and has been affiliated with Credit Union Investment Services and SECU Life Insurance Company since 2016. In addition to her advisory roles, she serves as Treasurer for the Parent Association of Long Shoals Wesleyan Academy. 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.

Samuel Hershberger is a financial advisor at United Brokerage Services, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and J.J.B. Hilliard, W.L. Lyons, LLC. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Jeffrey Thomas is a financial advisor at Packerland Brokerage Services, Inc. with six years of industry experience. He holds a Series 66 designation and has been with Packerland since 2019. In addition to his advisory role, he owns J S Thomas Consulting, Inc., a business involved in insurance and residential construction, and serves as a Deacon and teacher at Parkwood Baptist Church. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through a variety of platforms, including firm-managed portfolios and third-party arrangements, with a focus on individualized financial planning and routine client reviews.

Jon Hoyle is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Securities America, and VOYA Financial Advisors. He has also operated as an independent Medicare agent and managed his own financial services business. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary approach that incorporates fundamental, technical, and cyclical portfolio analysis.

Sheila Dalton is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with Members Trust Company since 2022 and SeCU Life Insurance Company since 2014, alongside her longstanding roles at Credit Union Investment Services and State Employees' Credit Union dating back to 1990. Her activities include providing financial advisory services to credit union members and acting as a life insurance agent. 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 planning approach, with advisor representatives employed on a salaried basis and clients retaining final decision authority.

Mitchell Roth is a CFP® professional with eight years of experience in the financial services industry. He is currently with Sovran Advisors, LLC and holds a Series 66 license. His prior experience includes positions at The Vanguard Group, LPL Financial, Equitable Advisors, and Ameriprise Financial Services. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management across various program types. The firm employs both active and passive investment strategies and utilizes multiple custodial platforms to support its clients' diverse objectives.

James Beam is a financial advisor at Capital Investment Advisory Services, LLC with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Capital Investment Advisory Services, he worked at Sollinda Capital Management LLC and Capital Investment Group, Inc. Beam serves as chairman of the Cherryville ABC Board of Directors, overseeing operations related to the controlled sale of spirits. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, implementing investment strategies through discretionary mandates or model portfolios with ongoing monitoring.

Nicholas Cato is a financial advisor with Credit Union Investment Services, holding a Series 66 designation and two years of industry experience. He has worked with several related entities, including SECU Life Insurance Company and State Employees' Credit Union, where he serves as a Financial Advisory Services Specialist. 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 operates as a subsidiary of State Employees’ Credit Union and manages over $3 billion in non-discretionary advisory assets.

Tyler Reller is a CFP®-credentialed financial advisor at Principal Advised Services with seven years of industry experience. He has held roles at Principal Securities, Principal Life Insurance Company, and Wells Fargo Clearing Services. In addition to his advisory work, he serves as a financial counselor at Principal Bank, where he is responsible for sales of bank deposit products. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary investment management program, leveraging a combination of third-party tools and proprietary models while benefiting from its affiliation with the Principal Financial Group.