Daniel Collinson is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 designation and has worked within the Truist organization since 2004. Outside of his advisory role, he manages a rental property in Charlotte, North Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes asset allocation analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Thomas Robinson is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and seven years of industry experience. His career includes roles at Equitable Distributors, CUSO Financial Services, and Truliant Federal Credit Union. Outside of finance, he is a professional musician. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary programs, combining SEC-registered investment adviser and broker-dealer functions.

Laura Chatham is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. She has worked with Truist Advisory Services since 2021 and previously held roles at BB&T Securities and BB&T Bank. Outside of finance, she is the owner and photographer of Laura Chatham Photography, specializing in family portraits and special event photography. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by inter-affiliate integration and third-party platform partnerships.

Jonathan Spatz is a financial advisor at Foundations Investment Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including LifeWorks Advisors LLC, Brookstone Wealth Advisors LLC, and Retirement Wealth Advisors, Inc. Outside of his advisory work, he is involved in insurance services through ownership and management roles at Epic Income Advisors, Spatz Delmonico LLC, and Benefit Solutions Inc. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm delivers services through a large network of affiliated offices, employing a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Todd Ashworth is a financial advisor with LPL Financial based in Hickory, NC, holding a Series 66 designation and bringing 17 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. and Capital Investment Advisory Services, LLC. Ashworth is a partner in Renaissance Financial Partners of NC, LLC, where he serves in an advisory capacity. 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 institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, asset management, and institutional platforms, utilizing a combination of proprietary research models, third-party subadvisors, and customized investment strategies.

John Branstrom is a financial advisor at OSAIC with the ChFC® designation and Series 63 and 65 licenses. He has 51 years of industry experience and previously worked at MassMutual Life Insurance Co. and Woodbury Financial Services. Outside of his primary roles, he is involved in several insurance and advisory businesses, including his own agency and GCG Wealth Management. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing a range of platforms, third-party managers, and a variety of investment options within both discretionary and non-discretionary accounts.

Beth Deal is a financial advisor with Ameriprise in Hickory, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Ameriprise and its predecessor since 1992. Outside of her advisory role, she manages BRM Management Group, a business established to support her practice operations. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

Michael Durham is a financial advisor with Edward Jones in Hickory, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Durham serves as the head varsity golf coach at Hickory Christian Academy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is notable for its extensive national network of financial advisors and branch offices, as well as its affiliated capabilities including a trust company and proprietary mutual funds.

Christopher Johnson is a financial advisor at Edward Jones in Hickory, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Martin Sohovich is a financial advisor with Edward Jones in Morganton, NC, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Adam Queler is a CFP® professional with 20 years of industry experience, currently serving at OSAIC since 2024. He has held prior roles at Woodbury Financial Services and Raymond James Financial Services. Outside of advising, he is involved with the NC Saints Baseball Academy and the First United Methodist Church of Gastonia, NC. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services with a diverse investment approach that includes automated portfolio management and access to third-party money managers.

Metin Kurkcu is a financial advisor at Fidelity with 21 years of industry experience and a Series 66 designation. His prior experience includes roles at Bank of America, Merrill, Raymond James Financial Services, and the International Franchise Professionals Group. Fidelity's Strategic Advisers LLC, where Kurkcu is based, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

Benjamin Ritchie is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes roles at 84 Lumber, Ritchies Pressure, Jem Clean INC., and Kool Park Pool. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management, and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Sherrill Young III is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2001, as well as at Resource Partners LLC from 2009 to 2019. He has maintained a long-standing association with MassMutual, formerly as a career agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports its advisors through specialized programs and institutional consulting services.

Christy Hayes is a financial advisor with Edward Jones in Lenoir, NC, holding a Series 66 designation and five years of industry experience. Before joining Edward Jones in 2021, she worked for 25 years with Caldwell County Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard when providing advisory services.

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 who holds the ChFC® designation and has 44 years of industry experience. He previously worked at Prudential Insurance Company of America for over five decades. Floyd serves as the Mayor of the Village of Cedar Rock and is involved in several local business and nonprofit activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven portfolio implementation and offers access to third-party asset managers, with a range of services including financial planning and consulting.

Jason Lail is a financial advisor with Merrill in Hickory, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2009. Merrill serves a broad client base including individuals, retirement plans, corporations, charities, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management includes multiple program strategies and manager-constructed offerings, supported by a CIO and platform oversight, with recent emphasis on tax-efficient solutions and integration with Bank of America affiliates.

Jeffery Franklin is a Financial Advisor at Merrill Lynch Wealth Management, specializing in Family Wealth Management Strategies, Personal Retirement Planning, Small Business Strategies, and Retirement Income. He works with clients, families, and businesses to develop personalized financial strategies tailored to their long-term goals. Jeffery holds a Bachelor's Degree from Western Carolina University and an MBA from Lenoir-Rhyne University. He carries the Professional Investment Advisor (PIA) designation. His approach involves providing detailed analysis and appropriate solutions while nurturing long-term relationships to help clients navigate key financial moments. Outside of his professional role, Jeffery is involved in community organizations such as Samaritan's Purse - Helene Recovery and Speedway Children's Charities. He enjoys fishing, hunting, pickleball, spending time with his family, maintaining classic Ford vehicles, and attending car shows.

John Arney IV is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for Klingspor Abrasives Inc for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory 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 operates one of the largest nationwide networks of financial advisors and branch offices.