Carrie Jones is a financial advisor at OSAIC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Cambridge Investment Research. Jones serves as a board member for Serenity Pastoral Counseling, a nonprofit organization. OSAIC serves a diverse client base including individuals, corporations, and charitable organizations through a large network of advisors. The firm utilizes a range of advisory platforms and investment strategies, offering integrated brokerage, financial planning, and access to third-party money managers.

Ryan Welsh is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at Merrill since 2022, previously holding roles at Bank of America and several other organizations. Outside of his advisory work, he serves as a power of attorney for his parents in cases where they are unable to make decisions for themselves. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Shelton is a financial advisor at Edward Jones in Kings Mountain, NC, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Broad River Retail dba Ashley HomeStore from 2016 to 2018. Outside of his advisory role, he is vice president of C J Farms Inc in Shelby, 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the country.

Adam Larsen is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to that, he operated Larsen’s Greenhouse Inc. for 13 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dwayne Clendaniel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at LPL Financial since 2012, Sharonview Federal Credit Union since 2004, and CUNA Brokerage Services from 2003 to 2012. Clendaniel is also associated with Sharonview Financial Services through Sharonview 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, supported by a large network of investment adviser representatives and an extensive range of operational tools.

Paul Bukta is a CFP®-certified financial advisor with 20 years of industry experience. He has worked at LPL Financial since 2011 and previously was with Edward Jones from 2007 to 2011. Outside of advising, he is involved in tax preparation and accounting services through his separate business, US Tax Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm provides a range of investment options including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools but maintains that investment decisions are made by advisors.

Richard Winn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Nationwide Securities, Inc. and operating Winn Insurance Network, LLC. Outside of his advisory work, he is involved with the Christian Business Men's Committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and access to model portfolios, with advice delivered primarily by investment adviser representatives using discretionary or non-discretionary strategies.

Joseph Reimels is a financial advisor at LPL Financial with 46 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 16 years and Hornor, Townsend & Kent, LLC for six years. He holds a Series 63 designation. Outside of his advisory role, he is involved in non-variable insurance activities. 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 services including financial planning, model portfolio programs, and institutional platforms, utilizing a large network of advisors and advanced operational tools.

Kimberly James is a financial advisor with Raymond James & Associates in Lincolnton, NC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her career includes 13 years at Merrill prior to joining Raymond James in 2022. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and investment consulting services through various advisory programs.

Jean Mc Mullin is a financial advisor at Edward Jones with 21 years of industry experience. She previously worked at Wells Fargo Advisors, Hometrust Investment Services, Infinex Investments, and Wells Fargo Clearing. Mc Mullin holds the Series 63 and Series 66 designations. 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, operating under a fiduciary standard with a large network of advisors and branch offices nationwide.

Jamie Richard is a financial advisor at Edward Jones with 24 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2001. Richard serves on the board of Care Solutions in Shelby, NC, where he advises on elder health care issues. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a wide range of account types. The firm offers various investment strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Jay Collins is a financial advisor with Fidelity Investments based in Bessemer City, NC. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at Wells Fargo Clearing Services LLC and Digital Intelligence Systems. Outside of finance, he has worked in the hospitality sector, including time with Banner Elk Winery. 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 uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Melissa Spivey is a financial advisor with Raymond James Financial Services, Inc. in Lincolnton, NC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with Raymond James since 2000 and has owned an online clothing boutique, Divas & Dimples, since 2012, which she maintains as a potential opportunity for her daughters. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to align investment strategies with client goals while supporting municipal and public finance work through affiliated advisory programs.

Garrett Sharp is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Wells Fargo, he worked at Edward Jones for 12 years. Outside of his advisory role, he is the president of TJRH Capital Group LLC, a commercial rental property business in Shelby, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets through a network of over 14,000 advisors and offers both brokerage and advisory solutions.

Michael Bowen is a financial advisor with Edward Jones in Lincolnton, NC, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Edward Jones since 2002. Bowen is involved with the Lincoln County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive network of financial advisors and branch offices and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Johnathan Lowery is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Securities Corporation. Lowery also operates Lowery Financial Group, where he offers various insurance products including accident, disability, and long-term care insurance. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing tools like asset-allocation models and automated rebalancing to manage portfolios across multiple asset classes.

Thomas Mcnichol is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at Metlife Securities Inc. from 1989 to 2017. He also operates McNichol Insurance Consulting Services, providing fee-based insurance consulting, and is involved in insurance sales and life settlements activities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and deliver written recommendations.

Brentley Jenkins is a financial advisor with Edward Jones in Cherryville, NC, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns and operates Rockin J Farms LLC, a cattle-raising farm in Maiden, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amelia Harmon is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at several firms including Investacorp Advisory Services, PNC Investments, and Stratos Wealth Partners. Harmon is also associated with South State Bank. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Cooper Bumgarner is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to joining Edward Jones, he worked at Charles Schwab and First Community Bank. He also spent three years at Appalachian State University before starting his career in finance. 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 advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.