Tim Bryson is a ChFC® and Series 66 credentialed financial advisor with nine years of experience, currently serving clients at Edward Jones since 2016. Before joining Edward Jones, he worked for fourteen years at Bed Bath and Beyond. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, 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 financial advisors and branch offices.

Richard Rand III is a financial advisor with UBS Financial Services in Chapel Hill, NC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with UBS since 2004. Outside of his advisory role, Rand is involved with a small real estate investment company incorporated with his wife, although it has not conducted business to date. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s advisory approach includes proprietary capital market assumptions and research to tailor portfolios to clients’ goals and risk tolerances.

Steve Englebert Jr. is a financial advisor specializing in trust and wealth management. With over 23 years of experience as a trust officer, he offers clients a perspective on preserving, insulating, and passing along wealth in a tax-efficient manner. His client base includes business owners, younger couples accumulating wealth, individuals nearing retirement, and retirees across the United States. Steve focuses on helping clients clarify their financial goals by discussing short- and long-term plans, family responsibilities, alignment with other advisors such as CPAs and attorneys, legacy considerations including wills and trusts, and assessing assets and liabilities to minimize debt and enhance cash flow. His approach aims to support clients in making informed decisions that reflect their values and visions for the future. He holds a Bachelor's degree from Campbell University in Trust & Wealth Management and holds the Certified Trust and Fiduciary Advisor (CTFA) and Personal Investment Advisor (PIA) designations. Steve is active in his community through volunteering with organizations such as the Boys & Girls Club of the Piedmont, United Way of Iredell County, and the Iredell Council on Aging, and is a member of Rotary Club of Statesville. He enjoys spending time with his wife Katherine and their three daughters, engaging in activities such as hiking and camping.

Colby Bolick is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent and its affiliated entities since 2009 and has operated Bolick Management since 1999. Outside of his advisory role, Bolick is involved in his family’s private restaurant chain, the Boxcar Grille in North Carolina, where he contributes to quality control and financial consultations on weekends. He also serves as Vice President on the Board of Trustees for Catawba Valley Health System and is a council member of Bethlehem United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning as a standalone service or combined with managed-account programs through a consolidated billing option called “WealthPlan.”

Steven Harder is a CFP® professional with 23 years of experience in the financial services industry. He is currently with LPL Financial and also has a role at United Federal Credit Union. His prior work includes positions at The Vanguard Group, Wells Fargo, Bank of America, Merrill, and TIAA-CREF. 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Brennan Settle is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has held positions at Fidelity Investments since 2022. Outside of finance, he has experience working with the Boys and Girls Club of America and has been involved in hospitality and recreation businesses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Joshua Fulbright is a financial advisor at Thrivent Investment Management in Claremont, North Carolina. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked in various roles including at Iconic Roofing and Chipotle Mexican Grill. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement and estate planning. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated option called WealthPlan.

Jesse Burns is a Financial Consultant currently working at Fidelity, a position he has held since 2026. He has accumulated extensive experience in financial advisory and investment management roles, including previous positions as an Investment Management Consultant I, II, and III at Fidelity Investments from 2021 to 2026. Prior to that, Jesse worked as a Financial Advisor at PNC from 2019 to 2021 and as a Private Client Banker at Chase from 2017 to 2019. He began his career in the financial services industry as a Retirement Service Representative at Charles Schwab from 2016 to 2017. Jesse's approach to financial planning emphasizes tailoring strategies to meet individual client needs and fostering understanding and comfort throughout the process. Outside of his professional work, he enjoys boating, camping, football, golf, and traveling.

Brent Bowman is a financial advisor at OSAIC with 32 years of industry experience. He holds the CFP® designation alongside Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he worked five years at LPL Financial and ten years at Woodbury Financial Services. Bowman also sells fixed annuities as part of his other business activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include various asset classes, with options for discretionary or non-discretionary management.

William Dixon is a ChFC® with 32 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to Edward Jones, he worked at Advisors Financial Group and ProEquities. 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, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

Samuel Reavis is a Financial Advisor at Merrill Lynch Wealth Management, where he collaborates with individuals and families to develop personalized financial plans and strategies tailored to their unique goals. His work encompasses a broad range of services including retirement planning, education funding, wealth preservation, tax-efficient investing, and philanthropic planning. Sam emphasizes building long-term relationships and understanding each client's comprehensive financial situation to provide ongoing, adaptable advice. He holds a Bachelor's Degree from the University of South Carolina and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His client focus includes corporate executive services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Outside of his professional role, Samuel enjoys basketball, cooking, football, golfing, reading, watching movies, and spending time with his family. He brings a philosophy centered on understanding client priorities and creating personalized plans that align with what matters most to them.

Elizabeth Dailey is a financial advisor at Edward Jones in Statesville, NC, with seven years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Sarah Mangan is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Merrill, Bank of America, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to her financial services career, she was employed at the University of Maryland and in accounting advisory roles. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dorthy Hilt is a financial advisor at Edward Jones in Statesville, NC, holding a Series 66 designation. She has one year of experience at Edward Jones and previously worked for eleven years at United Federal Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Brian Sohovich is a financial advisor at Edward Jones with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Since 2000, he has been with Edward Jones in Statesville, NC. Outside of his advisory role, he serves as Vice President of Special Events for a Chamber of Commerce venture and is a board member of the Statesville Racquet Club, involved in facility management and programming decisions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branches.

James Shoobridge is a financial advisor with Edward Jones in Statesville, NC, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for three years at Allen Tate Realtors. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Tan is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. He has 27 years of industry experience, including prior roles at Gradient Securities, LLC and Mainstreet Asset Management, LLC. Outside of his advisory work, Tan is a business owner of Bluesky Distillery. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of representatives, offering diverse investment strategies supported by research and technology tools.

Debra Schneider is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Garrett Bailey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Bank of America. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.