Tyler Barnhardt is a Series 66-licensed financial advisor with Edward Jones, based in Morganton, NC, and has seven years of industry experience. Prior to rejoining Edward Jones in 2019, he worked briefly at Quest Capital Strategies, Inc., and has been involved with BH Media Group since 2013. Outside of his advisory work, Barnhardt serves as president of both the Rotary Club of Morganton and the Mountain View Bobcats Athletics booster club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment 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 maintains a large network of financial advisors and branch offices across the United States.

Bradford Link is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones in 2020, he worked at Cloninger Ford and NC Farm Bureau Insurance. Outside of his advisory role, he occasionally works as a delivery driver for a local pizza restaurant. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Searer is a financial advisor with LPL Financial in Lenoir, NC, holding a Series 66 designation and 19 years of industry experience. He has previously worked at J.P. Morgan Securities and JP Morgan Chase Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Seth Gullet is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior roles include positions at 84 Lumber and North Carolina Farm Bureau Insurance Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and recommendations without discretionary trading authority. The firm’s approach integrates planning with managed-account programs through a consolidated billing option called “WealthPlan,” while maintaining separate services for planning and portfolio management.

Ethan Gilley is a financial advisor with Edward Jones in Lenoir, NC, holding CFP®, ChFC®, and Series 66 designations, and has 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Gilley serves on the board of The Wig Bank of Caldwell County and is involved in nutrition and exercise consulting through TFLN G LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products.

Daniel Steinberg is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and modeling techniques.

Joseph Davis III is a financial advisor with Raymond James Financial in Marion, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Edward Jones from 2001 to 2006 before joining Raymond James Financial Services. Outside of advisory work, he owns and operates a storage business and several rental properties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal and public finance work through municipal advisor affiliation.

Jordan Greene is a Series 66-licensed financial advisor with LPL Financial, based in Morganton, NC, with 11 years of industry experience. He has been with LPL Financial since 2015. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Juan Suarez is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Edelman Financial Engines since 2024 and previously held roles at Rocket Mortgage, Portfolio Medics, LLC, LPL Financial, AXA Advisors, and other firms. Outside of financial advising, he owns a mattress sales business in Marion, NC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management across a large client base.

Harrison Gardner is a financial advisor with LPL Financial in Lenoir, NC. He holds the Series 66 designation and has recently transitioned into financial advising after various roles in industries including pharmaceuticals and manufacturing. Gardner has experience working with institutions such as Exela Pharma Sciences LLC and Bosch Rexroth. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

William Cannon Jr. is a financial advisor at LPL Financial with 21 years of industry experience, including prior roles at TIAA-CREF and Equitable Advisors. He holds the Series 66 designation and has been with LPL Financial since 2011. 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 broad range of advisory and brokerage services supported by various investment models and operational tools.

Benjamin Searer is a CFP® professional with 16 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Bank of America and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by extensive research and technology tools.

James Engelman Sr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is president and owner of Little Gunpowder Creek Farm in Hudson, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm has a large national presence with over 23,000 advisors and manages approximately $1.01 trillion in assets.

Tory Haas is a Series 65 licensed advisor with Cambridge Investment Research Advisors. He has been active in the financial industry since 2022 and has experience with financial coaching as well as entrepreneurial ventures, including a yard and maintenance business. His current roles include positions at Cambridge Investment Research Advisors and affiliated entities. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates with thousands of professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.