Jennifer Schoonmaker Dasch is a CFP®-certified financial advisor with Edward Jones, based in Lexington, NC. She has 20 years of industry experience and has been with Edward Jones since 2005. Outside of her advisory role, she is involved with Bucktail Properties, LLC. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors, offering a range of advisory programs and affiliated investment products supported by a large national network of advisors and branch offices.

Cathy Foster is a financial advisor at OSAIC with 24 years of industry experience. She holds the CFP® designation and Securities Series 63 and 66 licenses. Foster has worked at multiple firms including FSC Securities Corporation and Victory Wealth Management Inc., where she has also been involved in insurance services and office management. She is a commissioned notary public. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach features model-based asset allocation, portfolio optimization, and a range of managed account options supported by risk assessments and rebalancing tools.

Beverly Granberry is a financial advisor with LPL Financial in Salisbury, NC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. She is also a commissioned Notary Public for North Carolina. 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 portfolios, third-party asset management, and institutional platforms.

Jerry Grimes Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Cambridge since 2014 and also operates Grimes Financial Services, Inc., where he serves as president. Outside of his advisory work, he is involved in community and nonprofit activities, including serving as a board member and membership secretary for the Piedmont Handgunners Association and as a board member for the Davidson County Education Foundation. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and custodians and develops proprietary model strategies under the Founders Gate Capital brand.

Everett Swaim III is a financial advisor with Cetera, holding a Series 63 designation and bringing 43 years of industry experience. He has worked with Cetera and its affiliates since 2013 and owns The Swaim Agency, an insurance agency operating since 1990. Outside of financial advising, he is involved in a timber leasing partnership with his spouse. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms with a multi-manager approach.

Wendy Weant is a financial advisor with OSAIC in Salisbury, NC, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked with OSAIC since 2018 and previously with Signator Investors and Insight Financial Partners, where she has also maintained a role since 2005. In addition to her financial career, she has been a self-employed singer and performer since 1981. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation, portfolio optimization, and risk management, and is notable for its scale, affiliate network, and recent consolidation activity.

Gina Burnett is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She has been with Thrivent and its affiliated firm since 2002 and holds Series 63 and Series 65 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across various topics, allowing clients to combine planning with managed-account services while maintaining separation between these offerings.

Jarrod Dunbar is a Series 66-credentialed financial advisor with Edward Jones, based in Lexington, NC, and has six years of industry experience. He has been with Edward Jones since 2020. Outside of advising, he is a joint owner of a beach house rental property in Myrtle Beach, SC. 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 an extensive nationwide network of financial advisors and branch offices.

Robert Aiken is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has prior experience at Raymond James Financial Services and operates Arco Capital Partners, which he founded and manages. He is also involved with REA Systems, an LLC he owns for accounting purposes, and acts as an insurance agent offering fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

William Britt is a financial advisor with Ameriprise in Lexington, NC, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Ameriprise and its affiliate since 2016. Britt is also the owner of W Britt, Inc., a business through which he manages his Ameriprise practice. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and automated tools overseen by a Retirement Income Oversight Committee to support its advisory process.

Zachary Riggan is a financial advisor at Fisher Investments with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Brighthouse Securities, LLC and METLIFE. Fisher Investments provides discretionary portfolio management and sub-advisory services to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative research to manage globally diversified portfolios and employs various risk management and tax-aware strategies.

Eric Brady is a financial advisor with Thrivent Investment Management in Salisbury, NC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Brady serves as a board member of the Union Fire Department, a volunteer organization providing fire and medical services to the community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses across various financial topics. The firm enables clients to combine planning with managed-account programs under consolidated billing while maintaining separate planning and portfolio management services.

Kurt Culbert is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. Prior to his advisory role, he worked five years at NASCAR, Inc. Outside of finance, he serves as President of the NC Skeet Shooters Association and owns a small farming operation called Queen of the Grove. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and corporations. The firm specializes in tailored, non-discretionary planning and employs analytical tools to support client goals while offering advisory programs and institutional consulting.

Kerry Ernst is a financial advisor at Edward Jones in Salisbury, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2019, she worked at the Disney Store and has experience in early childhood education through her role at Ramah Presbyterian Preschool. 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 solutions supported by a large nationwide network of advisors and branches.

Brad Brady is a financial advisor with Thrivent Investment Management in Salisbury, NC, holding Series 63 and Series 66 designations and over 22 years of industry experience. He has been with Thrivent and its affiliated entities since 2005. Outside of his advisory role, Brady serves on the board of the Rowan Medical Foundation, which supports community involvement and fundraising for Novant Medical Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm’s approach includes holistic analyses and a consolidated billing option called “WealthPlan” that integrates planning with managed accounts while keeping the services distinct.

James Menis is a financial advisor at Mass Mutual Investors Services with over 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities from 2005 to 2017. Outside of his advisory role, Menis is involved in insurance sales and office management at Garry Goble Insurance, and he serves as a pastor at Bethany Baptist Church. Mass Mutual Investors Services 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, structuring planning engagements as collaborative, annual relationships that focus on goal analysis and written recommendations.

Ethan Goude is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and several other companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a large nationwide network of advisors and branch offices.

Stephen Kidd is a financial advisor with LPL Financial in Salisbury, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Ameriprise Financial Services for 12 years and Edward Jones for 4 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Varner is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its related entities since 2015. Outside of his advisory role, he owns Lexington Wealth Management Inc., through which he employs support staff, and he is involved in property management activities. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations primarily focused on assets held within Ameriprise-managed accounts.

Sheryl Johnson is a financial advisor with LPL Financial, holding a Series 63 designation and over 40 years of industry experience. She has worked at LPL Financial since 1986, with a brief tenure at SCF Securities and SCF Investment Advisors. Outside of her advisory role, she is involved in managing the Skorpik Johnson Farm in South Dakota. 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 range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.