Timothy Pollard is a CERTIFIED FINANCIAL PLANNER™ at Edward Jones with 22 years of experience in the financial services industry. Prior to joining Edward Jones in 2019, he worked at Private Advisor Group, LLC and LPL Financial. He serves as a trustee on the finance committee of Tyro United Methodist Church in Lexington, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of financial advisors.

Blanche Cheeley is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds the Series 66 designation and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is the owner of Legacy Up Financial Services, which focuses on financial literacy education, coaching, and speaking. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as institutional clients including retirement plans and charitable entities. The firm utilizes a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated financial services.

Stanley Holt is a financial advisor with Edward Jones in High Point, NC, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been with Edward Jones since 2003. In addition to his advisory role, he consults orthodontists on the valuation of their practices and on partner buy-in and buy-out arrangements. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated capabilities, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Ursula Strong is a CFP®-certified financial advisor with 26 years of industry experience. She currently works at Edward Jones and previously spent nine years at The Vanguard Group Inc. 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 through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Paul Lessard is a financial advisor with Edward Jones in High Point, NC, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

Valerie Collier is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. 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, including discretionary wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets under management.