Walter Greenwald is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining LPL Financial in 2025, he worked at IC Advisory Services Inc. and The Investment Center Inc. for 15 years, as well as at Next Financial Group, Inc. and FFP Advisory Services Inc. Greenwald's other business activities include roles related to non-variable insurance products. 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.

Kristine Pennington is a financial advisor at LPL Financial with 17 years of industry experience. She has held prior roles at Triad Advisors, Inc., Questar Asset Management, Questar Capital Corporation, and GCG Wealth Management. She holds Series 63 and Series 66 licenses. 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 with diverse investment options and utilizes technology tools for operational and research support.

Debra Miller is a Series 66-credentialed financial advisor with Edward Jones in Gaffney, SC, where she has worked since 2008. She has 18 years of industry experience. Outside of her advisory role, she serves as secretary for the Buford Street United Methodist Church, handling billing for the church daycare. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Cassia Reed is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. She has worked at Edward Jones since 2017 in various roles and has prior experience with Upward Sports. Outside of advising, she is involved in a woodworking and fencing business where she assists in planning and execution. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a large network of financial advisors and offers both discretionary and non-discretionary strategies, including tax-efficient services and proprietary investment options.

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.

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.

Johnathan Lowery is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 17 years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Securities Corporation for 17 years and has been associated with Wealth Financial Planners since 2007. Outside of his advisory role, Lowery is an insurance agent offering a range of products including accident, disability, long-term care, and life insurance. OSAIC serves a diverse client base comprising retail and institutional investors, providing a variety of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, and it is notable for its scale, affiliate network, and recent consolidation activity.

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.

Charles Chitty is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked in roles at Deer Brook Golf Club, Cleveland Country Club, The Carolina Country Club, and Coastal Carolina University. 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 variety 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.

Mason Bell is a financial advisor at Edward Jones in Gaffney, South Carolina, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Edward Jones, he worked in education with the Cherokee County School District and Coastal Carolina University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, 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 a nationwide network of over 23,700 financial advisors.

Marshall Fletcher is a financial advisor with Cambridge Investment Research Advisors. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining Cambridge in 2023, he worked at Lincoln Financial Securities and Osaic FS, Inc. He is also an independent insurance agent through his own firm, Fletcher Capital LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms and custodians.

Joshua White is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gastonia, NC, holding Series 63 and Series 66 designations and having 28 years of industry experience. He has been with Raymond James and affiliated firms since 2016 and previously worked at Cornerstone Wealth and Securities America Advisors, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.