Ivey Bright is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and has prior work experience that includes roles at Prestige School Solutions, LLC, and Barley's Taproom and Pizzeria. Additionally, Bright is associated with Bright Asset Management, LLC in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique arrangements such as municipal advisory capabilities and specialized SIMPLE IRA consulting programs.

Mason Standridge is a financial advisor with Edward Jones in Blacksburg, SC, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at XPO Logistics for two years and UPS for six years. 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, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Nicholas Elliott is a financial advisor with Equitable Advisors in Forest City, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he is involved with Covenant Advisory Group DBA. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory programs.

Grant Threlfall is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He previously served 20 years in the United States Air Force and has held positions at Mathnasium and J B Hunt. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brooke Duncan is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023. In addition to her advisory role, she serves as a consultant for ABT Tax Services, an accounting firm based in Shelby, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Janet Shuford is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Sara Richard is a financial advisor with Edward Jones in Shelby, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in healthcare roles including medical technologist positions at Kings Mountain Hospital and various health organizations from 2016 to 2024. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

David Best is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Securities, Inc. from 2000 to 2002. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Stephen Price is a ChFC® and Series 66-registered financial advisor with Edward Jones, located in Shelby, NC. He has 19 years of industry experience, all with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies along with tax-efficient services under a fiduciary standard.

Jason Harrill is a financial advisor at Edward Jones in Rutherfordton, NC, holding a Series 66 designation with 12 years of industry experience, all at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth ranges, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wade Hartman is a CFP® with 10 years of industry experience currently with Mass Mutual Investors Services. He has previously worked at The Vanguard Group, Inc. and MassMutual Life Insurance Company. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers structured, collaborative financial planning engagements without investment discretion, along with event-driven planning programs such as divorce planning and estate settlement.

Martin Larsen is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously managed Larsen’s Greenhouses for 38 years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Barbara Mull is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She worked at Edward Jones from 2001 to 2017 before joining Cambridge Investment Research Advisors. Mull serves on the finance committee and board of the First Baptist Church of Bostic. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary models and third-party strategies.

Lopez Davis is a financial advisor with LPL Financial holding CFP® and multiple securities licenses, bringing 36 years of industry experience. Prior to joining LPL in 2025, Davis worked at CUSO Financial Services, Truliant Federal Credit Union, CUNA Brokerage Services, and other firms. Davis also maintains a role with Truliant Federal Credit Union. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Mary Anna Oliver is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2022. Her prior experience includes roles in education at Appalachian State University and Chase High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a variety of advisory strategies along with affiliated mutual funds and tax-efficient services.