Richard Harig is the sole advisor at Legacy Resources NC, LLC, an independent firm based in Lenoir, NC. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes roles at firms such as MacArthur Strategic Capital, Signet Private Wealth, and Great Point Capital. Outside of advisory work, he is involved in philanthropy consulting and serves as Board Chair of a nonprofit organization. Legacy Resources NC, LLC provides comprehensive financial and legacy planning focused on estate design, family governance, philanthropy, and related areas. The firm typically refers clients to unaffiliated portfolio managers rather than directly managing assets, emphasizing planning and coordination with outside investment managers.

Dustin Poteat is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has one year of industry experience and a background that includes roles at Crane Resistoflex and Premier Insurance Services, Inc. Outside of his advisory work, he serves as a consultant in operations and analytics for a manufacturing firm. Gradient Advisors, LLC provides investment management, financial planning, and consulting to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, utilizing a largely non-discretionary model and multiple analytical approaches to support client portfolios.

Nathan Workman is a financial advisor at Integrity Advisory Solutions with a Series 65 designation and three years of industry experience. He has held prior roles at CS Planning Corp., Elmberry Wealth Management, Inc., AE Wealth Management, LLC, LFG Advisors Inc, Foundations Investment Advisors, LLC, Alloy Investment Management, and Figment, Inc. Outside of his advisory work, Workman is also a practicing lawyer with Radius Law Group, focusing on estate planning and asset protection. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes a variety of analytical and asset-allocation strategies along with third-party platforms to tailor investment solutions.

Catherine Zieman is a CFP® professional with 39 years of industry experience. She has worked at firms including Advisory Services Network, Field Point Private, Dominari Securities LLC, Neuberger Berman BD LLC, and Northern Trust Securities. Outside of her advisory work, she is the managing partner of High Pointe International Equestrian Tours, a travel agency operated as a hobby. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing various securities and third-party managers to tailor strategies to client objectives.

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. in Morganton, NC, with 13 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC. Beam is also involved in independent insurance sales. Creative Financial Designs serves individual, corporate, and institutional clients with a range of investment management and financial planning services, employing asset-class model allocations and multiple risk objectives supported by an Executive Investment Committee.

Boyd Phillips II is a financial advisor with Eagle Strategies (NY Life) based in Marion, NC, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Eagle Strategies since 2007 and has maintained concurrent roles with Nylife Securities LLC, New York Life Insurance Co, and Phillips Financial Group, LLC since 2006. Outside of advisory work, Phillips owns and operates a seedling plant business and participates in several local boards, including the McDowell County Schools board and the Mission Hospital McDowell oversight board. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Daniel Collinson is a Series 66-licensed financial advisor at Truist Advisory Services with four years of industry experience. He has been with Truist and its affiliated entities since 2022, following an 18-year tenure at Truist itself. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support asset allocation, manager selection, and ongoing client reviews.

Thomas Robinson is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. He holds the Series 66 designation and previously worked at firms including Equitable Distributors, LLC, CUSO Financial Services, LP, and Truliant Federal Credit Union. Outside of finance, he is a professional musician. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement advisory, utilizing both in-house and external strategies with a mix of discretionary and non-discretionary account management.

Catherine Morris Nink is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Phillips Financial Group LLC, Nylife Securities LLC, and Pharo Management, Inc. She has an ownership interest in a rental property outside of her advisory work. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, with a focus on tailored recommendations and mostly non-discretionary asset management.

Laura Chatham is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked with Truist and its predecessors since 2000, including BB&T Bank and BB&T Securities. Outside of finance, she owns and operates a photography business specializing in family portraits and special event photography. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI tools to support asset allocation, manager selection, and ongoing client reviews.

James Engelman Jr. is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at Transamerica Life Insurance Company and American United Life. His experience also includes a background outside of finance at Quality Care Transmission & Auto. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

John Branstrom is a financial advisor at OSAIC with 51 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His prior experience includes more than two decades at MassMutual Life Insurance Company and MML Investors Services, Inc., as well as positions at Woodbury Financial Services. He is also involved in life and health insurance services through his firm, J Branstrom and Associates. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, with options for discretionary and advisor-managed strategies supported by various tools and third-party managers.

Rodney Kirkner is a financial advisor at LPL Financial with 46 years of industry experience. He holds a Series 63 designation and has previously worked at Grove Point Advisors LLC, Grove Point Investments, LLC, and Lincoln Financial Advisors Corporation. He is also involved in insurance sales related to non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology solutions and a broad network of over 22,800 advisors.

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 20 years of experience in financial advising. He is currently with OSAIC and has previously worked at Woodbury Financial Services Inc. and Raymond James Financial Services Advisors Inc. Queler is also president of Q Financial Planning LLC and is involved with the NC Saints Baseball Academy and First United Methodist Church of Gastonia, NC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory programs with an investment approach focused on model-based asset allocation, portfolio optimization, and multiple managed account strategies.

Christy Hayes is a financial advisor with Edward Jones in Lenoir, NC, holding a Series 66 designation and five years of industry experience. Before joining Edward Jones in 2021, she worked for 25 years with Caldwell County Schools. 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 strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard when providing advisory services.

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 who holds the ChFC® designation and has 44 years of industry experience. He previously worked at Prudential Insurance Company of America for over five decades. Floyd serves as the Mayor of the Village of Cedar Rock and is involved in several local business and nonprofit activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven portfolio implementation and offers access to third-party asset managers, with a range of services including financial planning and consulting.

James Boles is a financial advisor with Edward Jones in Marion, NC, holding the CFP® designation and Series 66 license. He has seven years of industry experience, including five years at Enterprise Holdings before joining Edward Jones in 2018. Outside of his advisory role, he volunteers with WMIT Blue Ridge Broadcasting, assisting with event setup and engaging with attendees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets across a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs with discretionary and non-discretionary strategies.