Franklin Anderson II is a financial advisor with Edward Jones in Granite Falls, NC, holding a Series 66 credential and bringing 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is involved in several real estate ventures, including ownership and financing interests in real estate construction and rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

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.

Tina Wilson is a Series 66-licensed financial advisor with Edward Jones in Granite Falls, NC, and has 3 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 licenses and having 16 years of industry experience. He has worked with Prudential Insurance Company of America since 2010 and was associated with Pruco Securities, LLC. for 14 years. Outside of finance, he has been employed with Outback Steakhouse since 2009. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities, offering financial planning, consulting, and access to third-party asset managers through a model-driven investment approach.

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 with LPL Enterprise holding Series 63 and Series 66 designations and 15 years of industry experience. His work history includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC. He has also operated The Floyd Group since 2005. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and participation in its Model Wealth Portfolios wrap program.

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.

Maryann Diamond is a CFP® with 16 years of industry experience. She is currently with LPL Financial and previously worked at Thurston Springer Financial and Edward Jones. Outside of her advisory role, she is a limited partner in Diamond Fab LLC, a business unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory services including financial planning, model portfolio programs, and access to third-party asset management, supported by a broad platform that integrates advisory and non-advisory financial services.

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. They hold Series 63 and Series 66 credentials and have worked at firms including Wells Fargo Clearing Services, FTB Advisors, and The Prudential Insurance Company of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm supports model portfolios using systematic methodologies and serves as an advisor to multiple registered investment companies and fund‑of‑funds.

John Black Jr. is a ChFC® credentialed financial advisor with 39 years of industry experience, currently with LPL Financial since 2004. Prior to joining LPL, he worked at WS Griffith Securities, Inc. from 2001 to 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,800 advisors.

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 at LPL Financial with two years of industry experience. She holds a Series 66 designation and has held various roles including positions at educational institutions and family businesses. Outside of her advisory work, she is employed as a nanny. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, utilizing strategic and tactical allocations, model portfolios, and third-party asset managers.

Myron Stephens is a financial advisor with Edward Jones in Morganton, NC, holding a Series 66 designation and six years of industry experience. He worked at Blue Ridge HealthCare from 2007 to 2019 before joining Edward Jones. Outside of his advisory role, Stephens is the owner of M & K Collectibles, a business focused on buying and selling sports memorabilia and trading cards, and serves a six-year term as a trustee at First Baptist Church of Morganton. 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 range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Steven Fisher is a financial advisor at Edward Jones in Valdese, NC, with eight years of industry experience. He holds a Series 66 designation and has previously worked at Woodforest National Bank and the Catawba Valley Baptist Association. Outside of his advisory role, he is a co-owner of a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Michael Austin is a financial advisor with Thrivent Investment Management in Newton, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Wells Fargo for three years and served in the US Army North Carolina National Guard for 13 years. He is the Committee Chair for Shepherds for Sheepdogs, a nonprofit that provides trained service dogs to veterans and law enforcement officers with PTSD. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based planning across various financial topics without managing discretionary trading authority.

Scott Brooks is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Prudential Insurance, LoyaltyEdge LLC, and American Express. Outside of his advisory work, he is a co-owner of rental properties in Morganton, NC. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated services through a large network of advisors and branch offices.

Tyler Barnhardt is a Series 66-licensed financial advisor with Edward Jones, based in Morganton, NC, and has seven years of industry experience. Prior to rejoining Edward Jones in 2019, he worked briefly at Quest Capital Strategies, Inc., and has been involved with BH Media Group since 2013. Outside of his advisory work, Barnhardt serves as president of both the Rotary Club of Morganton and the Mountain View Bobcats Athletics booster club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment programs, 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 maintains a large network of financial advisors and branch offices across the United States.