Bradley Whitley is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and seven years of industry experience. He has been with Dodson, Shelton & Nelson, P.A. since 2014. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while supporting affiliated advisors with operations, trading, compliance, and practice-management resources.

Carlyle Sherrill is a financial advisor at Prime Capital Financial with three years of industry experience. He holds a Series 66 designation and has worked at firms including United Planners Financial Services and Bradshaw Rogers Financial Partners. Outside of advisory roles, he is also an insurance producer specializing in non-variable insurance. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, utilizing discretionary and non-discretionary strategies across multiple platforms.

Brian Maners is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at Infinex Investments, Inc. since 2014, following a one-year tenure at Merrill. Outside of his advisory role, he contributes as a sports writer for Davidson Local, a local county news outlet. OSAIC Institutions, Inc. 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 and broker-dealer model that emphasizes firm supervision and multiple service channels.

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.

Michael Smith is a financial advisor at Fifth Third Securities, Inc. in Kannapolis, NC, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Fifth Third Securities since 2012. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Norman Bradshaw is a CFP® professional with 27 years of experience in financial advising, currently with Prime Capital Financial. He has held roles at firms including Cambridge Investment Research and United Planners' Financial Services of America. Outside of advising, he serves on the finance committee of the Rowan Cabarrus YMCA. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan services, and family office solutions, employing diverse investment strategies and tax-efficient portfolio management tools.

Sarah Bolick is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 12 years of industry experience. She has worked with Bryant & Bolick Financial Services since 2025 and has been affiliated with Independent Advisor Alliance, LPL Financial, and Straight Arrow Financial Group since 2017. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm employs both discretionary and non-discretionary portfolio management strategies, using model portfolios and various analytical techniques, and integrates technology platforms to enhance client service delivery.

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.

Corie Basham is an Investment Advisor Representative at Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2026. Prior to that, she worked at Fifth Third Bank, Randstad, and Enterprise Rent a Car. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through both advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, utilizing third-party portfolio managers, and provides a range of investment options from mutual funds and ETFs to separately managed accounts and direct indexing.

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.

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.

Alan Burke is a financial advisor with Raymond James Financial in Salisbury, NC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has owned an accounting firm, Alan F. Burke, CPA, PA, since 1989 and serves as treasurer for the Rowan County Chamber of Commerce. Additionally, he manages a property business and leads a local band through Studio512, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations, delivering tailored, non-discretionary advice supported by analytical modeling and technology-driven tools.

Donald Coggins Jr. is a financial advisor with LPL Financial in Salisbury, NC, holding Series 63 and Series 66 licenses and 21 years of industry experience. He worked at Edward Jones from 2007 to 2010 before joining LPL Financial, where he has been since 2010. Outside of advising, he is a musician performing as a keyboard player and singer, and he also manages timber farming on personal property. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Natasha Rufino Da Silva is a Financial Advisor with Merrill Lynch Wealth Management, serving the Suburban Philadelphia market. She is recognized as Merrill’s only African American advisor in the region and collaborates with an award-winning team that includes partners with over 40 years of experience. Drawing upon her athletic background, Natasha applies a disciplined and focused approach to her work with high net worth families and individuals. Her expertise spans advising medical professionals, athletes, business owners, and affluent families on various aspects of financial life, including wealth growth and preservation, retirement planning, managing new wealth, and tax minimization. Natasha emphasizes personalized strategies tailored to each client’s unique financial goals and has a commitment to educating her community on financial literacy, especially empowering Philadelphia’s youth. Natasha holds a Bachelor’s degree from Saint Joseph’s University and completed an Accredited Certificate Program at Temple University. She carries several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is involved with community organizations such as Big Brothers Big Sisters of America and Tri State Black Men in Medicine. Fluent in English and Yoruba, Natasha focuses on clear communication to help clients understand financial strategies and market conditions.

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.

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 and its predecessor since 2001. In addition, he operates a fixed insurance business through F&M Insurance Agency in Granite Quarry, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services supported by a large network of advisors and various proprietary and third-party resources.

John Euchner Jr. is a financial advisor with Mass Mutual Investors Services in Salisbury, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including over two decades at Metlife Securities Inc. and has been with Mass Mutual and its affiliates since 2016. Outside of advisory work, he owns and manages a tax entity that handles 1099 income. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations with financial planning and asset management. The firm offers collaborative, annual financial planning using firm-approved analytical tools and provides a range of investment and planning services including recent additions like standalone Divorce Planning.

Donald Osborne is a financial advisor with Raymond James Financial in Salisbury, NC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2002 and has also worked with Alan F. Burke, CPA, PA during his career. Outside of advising, Osborne is involved as a partner in a tax preparation business and holds a power of attorney role for family investment accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, using analytical tools and risk profiling, and supports a broad advisor network with specialized municipal and public finance capabilities.

Cathy Foster is a financial advisor at OSAIC with 24 years of industry experience. She holds the CFP® designation and Securities Series 63 and 66 licenses. Foster has worked at multiple firms including FSC Securities Corporation and Victory Wealth Management Inc., where she has also been involved in insurance services and office management. She is a commissioned notary public. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach features model-based asset allocation, portfolio optimization, and a range of managed account options supported by risk assessments and rebalancing tools.

Beverly Granberry is a financial advisor with LPL Financial in Salisbury, NC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. She is also a commissioned Notary Public for North Carolina. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.