Brian Maners is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with OSAIC Institutions, Inc. and has worked at Infinex Investments, Inc. since 2014. Outside of financial advising, he contributes as a sports writer for Davidson Local, a local county news outlet. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm provides access to alternative investments and lending solutions, with a notable emphasis on non-discretionary assets and a dual broker-dealer/adviser structure.

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.

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 10 years of industry experience. She has worked at Truist Advisory Services and affiliated firms since 2015, including BB&T Investment Services and BB&T Securities. In addition to her advisory role, she is a registered notary public in Davidson County, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and manager selection through its AMC Advantage program. The firm utilizes a combination of discretionary and non-discretionary management, supported by third-party platforms and AI-enabled research tools, with a notable integration of affiliated broker-dealer and banking services.

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 advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 credentials and no prior industry experience. She has worked at Fifth Third Bank since 2020 and previously held roles at Randstad and Enterprise Rent a Car. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs via the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services that include mutual fund and ETF models, separately managed accounts, tax-overlay services, 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 is also the owner of Alan F. Burke, CPA, PA, an accounting firm he has operated since 1989, and serves as treasurer for the Rowan County Chamber of Commerce. Additionally, he manages a real estate business, Hole-in-One Properties, LLC, and owns Studio512, LLC, a business involved in band activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses detailed risk profiling and modeling tools to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

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.

Donald Coggins Jr. is a financial advisor with LPL Financial in Salisbury, NC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, Coggins is a musician, performing as a keyboard player and singer at various clubs and events in North Carolina, and is also involved in timber farming. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supplemented by research and model portfolios from LPL Research and third-party subadvisors.

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.

Kendra Steele is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2024, following a previous 22-year tenure at the firm in various roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

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.