Chad Burel is a financial advisor at Edward Jones in Morganton, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is a shareholder in a boat rental company and owns rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Robert Floyd Jr. is a financial advisor with LPL Enterprise, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Beyond his advisory role, he serves as mayor of the Village of Cedar Rock and is involved as a board member of the Coffey Foundation, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm combines advisory programs with brokerage and insurance product offerings through an integrated platform.

James Boles is a financial advisor with Edward Jones in Marion, NC, holding the CFP® designation and Series 66 license. He has seven years of industry experience, including five years at Enterprise Holdings before joining Edward Jones in 2018. Outside of his advisory role, he volunteers with WMIT Blue Ridge Broadcasting, assisting with event setup and engaging with attendees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets across a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs with discretionary and non-discretionary strategies.

John Davis is a financial advisor with LPL Financial in Lenoir, North Carolina, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Signature Wealth Group, Raymond James Financial Services, and Suntrust Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Toni Anderson is a Series 66-licensed financial advisor with Edward Jones in Lenoir, NC, with 17 years of industry experience, all of which have been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated products. The firm is notable for its large nationwide network of advisors and branch offices and provides services under a fiduciary standard.

Chadwick Henderson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with LPL Financial since 2010. Outside of advising, he established a general contractor’s license through a construction business he formed but has not actively used. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, combining discretionary and non-discretionary management with research from internal and third-party sources.

Rachel Gilley is a financial advisor with Edward Jones in Morganton, NC, holding a Series 66 designation and two years of industry experience. She previously worked at Bank of America for nine years before joining Edward Jones. Gilley serves as the finance chair and a board member of Thrive (formerly Caldwell Senior Center) in Lenoir, NC, where she helps organize events, manage sponsorships, and oversee financial operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets under management and offers a range of advisory programs and investment strategies under a fiduciary standard.

Brooke Smith is a Series 66-licensed financial advisor with Edward Jones in Morganton, NC, where she has worked since 2022. She has three years of industry experience and previously worked at OneH2, Inc. and Western Piedmont Community College. Outside of her advisory role, she occasionally assists with event support at Morganton Community House. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Thomas Blackwell Sr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Mass Mutual entities since 2014. Outside of his advisory role, he is involved as a business partner in a real estate venture. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as collaborative, annual relationships using firm-approved analytical tools.

Justin Long is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he has been employed by Outback Steakhouse since 2009. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Rondal Mulwee is a financial advisor at Edward Jones with 22 years of industry experience, including 23 years at Edward Jones. He holds Series 63 and Series 66 credentials. Mulwee serves as Chairman of the Board for the Burke County Chamber of Commerce and is a member of the Western Piedmont Board of Trustees in Morganton, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Robert Floyd III is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Floyd has also operated The Floyd Group since 2005. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform combining adviser programs with insurance and lending products.

Sherrie Reece is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Her career includes roles at Fidelity Investments since 2022 and previous experience at Wells Fargo Clearing and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers advisory services that incorporate oversight of affiliated and unaffiliated sub-advisers.

Michael Daye is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James since 2007 and also serves as an operations manager and financial advisor at Joe Davis Financial Associates, LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs through a large network of advisors.

Maryann Diamond is a CFP®-designated financial advisor with 16 years of industry experience. She is currently with LPL Financial and has previously worked at Thurston Springer Financial and Edward Jones. Outside of advisory work, she is a limited partner in Diamond Fab LLC, a non-investment-related business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Robert Brockland is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and has worked within affiliated entities since 2006. Brockland also serves as a board member of the Western Piedmont Home Builders Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm delivers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various investment platforms and proprietary and third-party strategies.

Chasty Bailey is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2019, with prior experience at Wells Fargo Clearing Services, FTB Advisors, and Prudential Insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio construction that integrates proprietary research with quantitative and algorithmic approaches.

John Black Jr. is a financial advisor with LPL Financial in Morganton, NC, holding the ChFC® designation and Series 63 and 66 licenses. He has 39 years of industry experience and has been with LPL Financial since 2004. Outside of his advisory role, he is involved in managing fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diversified strategies.

Joseph Anderson is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has previously worked at NC Farm Bureau and Caldwell Community College & Technical Institute. Anderson is based in Morganton, NC. 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 provides a range of advisory programs and investment options through a large network of financial advisors and branch offices nationwide.

Allison Weaver is a financial advisor with LPL Financial in Morganton, NC, holding a Series 66 designation and two years of industry experience. She has also worked in childcare as a nanny since 2021. LPL Financial is a national 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, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by extensive research and technology.