Brian Maners is a financial advisor with OSAIC Institutions, Inc. holding a Series 66 designation and 12 years of industry experience. He has worked at Infinex Investments, Inc. since 2014. Outside of his advisory role, Maners contributes as a sports writer for Davidson Local, a local county news outlet. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and delegated account management.

David Bolick is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 licenses. He has 30 years of industry experience, including a decade with LPL Financial LLC and Independent Advisor Alliance. Bolick has interests outside of advisory work in a property management company and a hunting camp business. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement consulting. The firm uses a network model and integrates discretionary and non-discretionary portfolio management with technology platforms to support comprehensive wealth management services.

Edison White is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Centaurus Financial, he worked at Orion Financial and has experience in other roles including teaching. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, utilizing both discretionary and non-discretionary arrangements alongside a variety of analytical approaches.

Daniel Kimel is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services, Inc. since 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Norman Bradshaw is a CFP® professional with 27 years of experience, currently affiliated with Prime Capital Financial. His background includes roles at Cambridge Investment Research and ownership positions in several financial and tax-related businesses. He serves on the finance committee of the Rowan Cabarrus YMCA. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through a range of services including asset management, financial planning, and fiduciary retirement plan solutions. The firm employs diverse investment strategies and offers family office services along with an affiliated accounting subsidiary.

Sarah Kozlowski is a financial advisor with Independent Advisor Alliance, LLC and Bryant & Bolick Financial Services. She holds a Series 66 designation and has 12 years of industry experience. Her prior work includes roles at LPL Financial, BMO Harris Financial Advisors, and OneAmerica Securities. She also operates under the DBA Straight Arrow Financial Group, providing investment advisory services. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing both discretionary and non-discretionary portfolio management with various analytical techniques and technology platforms.

Tiffany Caudle is a financial advisor with Truist Advisory Services in Lexington, NC, holding a Series 66 designation and 11 years of industry experience. She has worked at Truist Advisory Services and its affiliated entities since 2018, including Bb&T Securities and BB&T Investment Services. Caudle is also a registered notary in Davidson County, North Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research.

Brandon Rogers is a CFP® with 19 years of industry experience, currently serving as an advisor at Prime Capital Financial. He has held roles at firms including United Planners' Financial Services of America and Cambridge Investment Research. Rogers is also involved as a regular volunteer with Salisbury Civitan and is president of Weswurth Strategies LLC, an entity unrelated to investment services. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a wide range of services including asset management, financial planning, qualified retirement plan, and family office offerings. The firm employs a variety of investment strategies and oversees accounts on both discretionary and non-discretionary bases.

John Halley IV is a financial advisor with Centaurus Financial, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Halley has been with Centaurus Financial since 2011. Outside of his advisory role, he plays guitar in a musical band called TRAINWRECK. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services using both discretionary and non-discretionary arrangements.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Karen Hough is a Series 66-licensed financial advisor with 19 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 network of financial advisors. 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 keeping planning and portfolio management services separate.

David Snapp is a financial advisor at Edward Jones in Thomasville, NC, with 10 years of industry experience. He holds the ChFC® designation and the Series 66 license and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies alongside affiliated mutual funds and specialized investment services.

Boyd Hough is a financial advisor with Thrivent Investment Management in Salisbury, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad, goal-based planning approach. The firm’s planning services address various financial topics and can be combined with managed-account programs under a consolidated billing option, while keeping planning and asset management separate.

Mark Grantham is a financial advisor with Edward Jones in Archdale, NC, holding a Series 66 designation and 16 years of industry experience, all with Edward Jones since 2010. He serves as an instructor and advisory committee vice chairman at Randolph Community College, where he leads basic investment classes and contributes to educational program development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Stephen Jackson is a financial advisor at Edward Jones in Lexington, NC, with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1998. Outside of his advisory role, he serves as a board member and finance committee member for The Life Center of Davidson County and will be president of the board of directors in 2025 and 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Jordan Laws is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he held positions at Bank of America, Merrill, and several other firms across various industries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and a range of discretionary and non-discretionary management options.

Mary Michael is a financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Storr Office Environments and Palm Avenue. Outside of her advisory work, she is a co-owner of Hill Lane Home and Embroidery, an online retail business specializing in embroidery and design. 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 through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non‑discretionary strategies, separately managed accounts, and affiliated mutual funds.

William Rives is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency and Avantax Investment Services, and he also has over 40 years of experience as a CPA at W. Leon Rives CPA. Outside of advising, he serves as a board member at Wake Forest/Lexington Medical Center and is a partner in an accounting and tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services, operating a multi-manager platform with flexible program options and custodial arrangements.

Dustin Van Weerdhuizen is a financial advisor at Edward Jones in Lexington, NC, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has worked at Edward Jones since 2016 and previously at Bank of North Carolina and LPL Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bruce Sanborn is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2001, including its predecessor firm LINSCO/PRIVATE LEDGER CORP. Sanborn is also involved in selling fixed insurance products through F&M Insurance Agency in Granite Quarry, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from internal and third-party sources.