Myron Stephens is a financial advisor with Edward Jones in Morganton, NC, holding a Series 66 designation and six years of industry experience. He worked at Blue Ridge HealthCare from 2007 to 2019 before joining Edward Jones. Outside of his advisory role, Stephens is the owner of M & K Collectibles, a business focused on buying and selling sports memorabilia and trading cards, and serves a six-year term as a trustee at First Baptist Church of Morganton. 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 discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Steven Fisher is a financial advisor at Edward Jones in Valdese, NC, with eight years of industry experience. He holds a Series 66 designation and has previously worked at Woodforest National Bank and the Catawba Valley Baptist Association. Outside of his advisory role, he is a co-owner of a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Scott Brooks is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Prudential Insurance, LoyaltyEdge LLC, and American Express. Outside of his advisory work, he is a co-owner of rental properties in Morganton, NC. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated services through a large network of advisors and branch offices.

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 previously worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. from 2013 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Seth Gullet is a financial advisor with Thrivent Investment Management in Morganton, NC. He holds a Series 66 designation and has experience working at Thrivent Financial, 84 Lumber, and North Carolina Farm Bureau Insurance Group. Prior to his advisory role, he held positions at Silver Creek Golf Club and Snyder/Lance Distributing. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management or discretionary trading authority.

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 credentials and having 36 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services, Inc. since 2006. Outside of his advisory work, he owns and operates Superior Storage And Moving, a local storage unit business. 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, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals using analytical tools, and supports municipal and public finance work, along with specialized advisory programs.

Rachel Weiland is a CFP® and holds a Series 66 license with six years of industry experience. She has been with Edward Jones since 2019. Prior to her financial career, she was involved with several small businesses including a restaurant, a photography LLC, and a country club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Jordan Greene is a financial advisor with LPL Financial in Morganton, NC, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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, North Carolina. He holds the Series 66 designation and has been with LPL Financial and JL Davis Financial since 2026. Prior to his advisory career, he held positions at Exela Pharma Sciences LLC and Bosch Rexroth, and has experience in education at Clemson University and Hibriten High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, corporations, and nonprofit organizations. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.

William Cannon Jr. is a financial advisor with LPL Financial in Morganton, NC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Searer is a financial advisor with LPL Financial in Lenoir, NC, holding a CFP® designation and Series 63 and 66 licenses. He has 16 years of industry experience, including prior roles at Bank of America and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with access to model portfolios and research from multiple sources.

James Engelman Sr. is a financial advisor with Edward Jones in Hudson, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is the president and owner of Little Gunpowder Creek Farm, a farming business he started in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment programs and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Tory Haas is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors. He has been working in the financial services industry since 2022, including experience with his own financial coaching business, Tory Haas Financial Coaching, and a decade of running Tory Haas Yard & Maintenance LLC. He joined Cambridge Investment Research Advisors in 2026. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple custody platforms and a range of portfolio strategies.