Aaron Misenheimer is a financial advisor with Edward Jones in Jonesville, NC, holding the CFP®, ChFC®, and Series 66 designations. He has 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he is an artist for Conn trombones and serves as a supply preacher at area churches. 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 programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Mitchell Tomlinson is a Series 66-registered advisor with LPL Financial and has one year of industry experience. Prior to joining LPL, he worked in various roles including positions at Allegacy Federal Credit Union and Winston Salem/Forsyth County Schools. 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 range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Frank Beals is a financial advisor with Edward Jones in Elkin, NC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, he serves on the boards of the Surry Community College Athletics Knights Foundation and the Hugh Chatham Memorial Hospital Foundation. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Neil Allerton is a CFP® professional with 12 years of industry experience, currently working at Edward Jones since 2017. Prior to this, he held positions at Wells Fargo Clearing, Wells Fargo Bank NA, and Nationwide Securities, LLC. He is based in Winston Salem, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Douglas Esleeck is a financial advisor with Edward Jones in Lewisville, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he has held roles at Forsyth Country Day School and two universities. He is the head varsity boys basketball coach and athletic director at Forsyth Country Day School. Edward Jones is a full-service wealth management firm serving both individual and institutional clients across a wide wealth spectrum. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Stokes is a financial advisor with LPL Financial, holding the PFS™ designation and Series 66 license, with 27 years of industry experience. He has worked at LPL Financial since 2011 and also maintains a CPA practice and other financial services through Integrated Financial Group and his own firm, Michael D. Stokes, CPA, PC. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Johnny Berry is a financial advisor at LPL Financial with 10 years of industry experience and holds Series 63 and Series 65 licenses. His prior work includes roles at Fidelity Bank, Maplewood Investments, Northwestern Mutual, and State Employees Credit Union. He also serves as an agent on record for American Benefits, focusing on Medicare supplements. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of financial planning and investment management options, supported by a large network of investment adviser representatives and advanced research tools.

Melissa Holden is a Series 66-credentialed financial advisor with 18 years of industry experience. She has worked at LPL Financial since 2016 and previously spent eight years at Edward Jones. 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 portfolio management solutions, leveraging a broad platform that includes third-party asset managers and institutional programs.

Campbell Thompson is a financial advisor at Edward Jones in Clemmons, NC, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Nathaniel Sturgill is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 65 and Series 63 credentials. His prior experience includes roles at First Citizens Investor Services, First Citizens Bank, and Wells Fargo. Outside of his advisory work, he is involved with Carolina Thieves Travel, a nonprofit travel organization for children, where he has assisted in establishing and coaching a youth travel team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Geoffrey Odonnell Jr. is a financial advisor at LPL Financial with 28 years of industry experience and holds a Series 66 designation. His career includes prior roles at PRUCO Securities, LLC, and Next Financial Group Inc, in addition to previous tenure at LPL Financial. 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 financial planning and investment management services, utilizing both proprietary research and third-party strategies across various asset allocation approaches.

Nicholas Ryder is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Equitable Advisors, as well as a brief tenure at Amazon. 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 and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Kenneth Bell is a CFP® credentialed financial advisor with 15 years of industry experience, currently practicing at Edward Jones since 2012. He serves on the Principal Advisory Board of Midway Elementary School in Lexington, NC, which addresses key decisions affecting the school community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor network and affiliated financial services.

Samuel Critz Jr. is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with CUSO Financial Services, LP and Allegacy Federal Credit Union since 2005. 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 services and investment platforms, combining a broad financial services network with advanced operational and research tools.

Michelle Lacount is a financial advisor with Fidelity, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Bank of America, Merrill, Ameriprise Financial Services, Catalyst Financial Group, Morgan Stanley, and Citigroup Global Markets. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage assets.

Christopher Funk is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he serves on the Stewardship and Finance Committee of Deep Creek Friends Meeting in Yadkinville, NC. 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 solutions, supported by a network of over 23,000 financial advisors and more than 15,000 branch offices nationwide.

John Thomas Lanham is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, and Charles Schwab. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as a registered commodity pool operator with formal advisory roles for multiple investment companies.

Wesley Hodgin is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation. Prior to his career in finance, he worked for five years with the Federal Bureau of Investigation. 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 nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Elizabeth Bahena is a financial advisor with Edward Jones in Elkin, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked for Clothes Mentor, Align Technology, and Margarita's Mexican Cuisine and Bar. 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 large network of financial advisors and branch offices nationwide.

Merrill Stewart is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Cuso Financial Services, LP for 16 years and has been associated with Allegacy Federal Credit Union for over two decades. Stewart volunteers with the Alzheimer’s Association and serves on the board of BISA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports a variety of advisory strategies and platforms while maintaining significant non-advisory financial activities and oversight of substantial discretionary assets.