James Sherrill is a financial advisor with Primerica Advisors in Forest City, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1991. Outside of investment advisory, he is involved in sales of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Debra Miller is a Series 66-credentialed financial advisor with Edward Jones in Gaffney, SC, where she has worked since 2008. She has 18 years of industry experience. Outside of her advisory role, she serves as secretary for the Buford Street United Methodist Church, handling billing for the church daycare. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Adam Larsen is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to that, he operated Larsen’s Greenhouse Inc. for 13 years. 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dwayne Clendaniel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 34 years of industry experience. He has been with LPL Financial since 2012 and also serves at Sharonview Federal Credit Union, where he has been active since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and proprietary research across various investment strategies.

Matthew Bright is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked with Raymond James Financial Services, Inc. since 2001 and serves as Vice President at James Bright Company, Inc. Bright serves as a trustee for a healthcare charitable organization, chairs the investment committee for his church’s $2 million endowment fund, and is a board member of the Boys and Girls Club of Rutherford County, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm uses detailed fact-finding and risk profiling tools to tailor non-discretionary planning and consulting to client goals and supports a broad network of advisors and affiliated firms.

Paul Bukta is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial since 2011. He is also involved in tax preparation services through a separate business focused on tax accounting and bookkeeping. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations, offering a range of financial planning and advisory programs with both discretionary and non-discretionary management options.

Daniel Hudson is a financial advisor at Cetera with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Avantax Investment Services Inc. and Avantax Advisory Services and is also a shareholder at Staton CPA, P.C., where he provides accounting and consulting services. Additionally, he manages inherited business interests including a gift shop and has experience in landscape maintenance and property upkeep. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services with flexible investment approaches, including access to affiliated and third-party managers across multiple program structures.

Richard Winn is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Nationwide Securities, Inc. He is also involved with the Christian Business Men's Committee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

Jean Mc Mullin is a financial advisor at Edward Jones with 21 years of industry experience. She previously worked at Wells Fargo Advisors, Hometrust Investment Services, Infinex Investments, and Wells Fargo Clearing. Mc Mullin holds the Series 63 and Series 66 designations. 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, operating under a fiduciary standard with a large network of advisors and branch offices nationwide.

Jamie Richard is a financial advisor at Edward Jones with 24 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2001. Richard serves on the board of Care Solutions in Shelby, NC, where he advises on elder health care issues. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a wide range of account types. The firm offers various investment strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Garrett Sharp is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2014. Outside of his advisory role, he is president of TJRH Capital Group LLC, a commercial rental property business in Shelby, NC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products with over $1 trillion in assets under management.

Jeffrey Richardson is a financial advisor with Raymond James Financial in Gaffney, SC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes longstanding roles at Piedmont Service Center and First Piedmont Bank since 2001, along with experience at First Piedmont Federal Savings & Loan since 2018. Outside of advisory work, he is involved as an insurance agent selling fixed annuities and owns a property rental business in Myrtle Beach and Gaffney. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting, supported by analytical tools and a range of advisory programs.

Thomas Mcnichol is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at Metlife Securities Inc. from 1989 to 2017. He also operates McNichol Insurance Consulting Services, providing fee-based insurance consulting, and is involved in insurance sales and life settlements activities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and deliver written recommendations.

Joshua Poe is a financial advisor with Edward Jones in Forest City, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at various companies including Thomas Jefferson Classical Academy and Fraser Enterprises. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services through a large national network of financial advisors and operates under a fiduciary standard.

Charles Chitty is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked in roles at Deer Brook Golf Club, Cleveland Country Club, The Carolina Country Club, and Coastal Carolina University. 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 variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Dunbar is a financial advisor with Primerica Advisors in Forest City, NC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at Ohio Electric Motors and Gartner Equipment Co. In addition to advisory services, he is involved in sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and trade execution.

Elijah Poe is a financial advisor at Edward Jones in Forest City, NC, holding the Series 66 designation with one year of industry experience. His work history includes roles at Edward Jones starting in 2024 as well as various positions at Appalachian State University, Grant Thornton, and in marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment and advisory services, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Gregory Poe is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is involved with Community Bible Study Eswatini and drives a van for a local transportation business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Mason Bell is a financial advisor at Edward Jones in Gaffney, South Carolina, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Edward Jones, he worked in education with the Cherokee County School District and Coastal Carolina University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Adam Chaney is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2013. Outside of advising, he is a business owner of Four Oaks Farmstead in Forest City, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.