Vincent Johnson is a financial advisor with Truist Advisory Services in Hickory, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes over 20 years with BB&T Investment Services, Inc. and its affiliates before joining Truist in 2021. He serves as a board member for the Western Piedmont Council of Governments, participating in regional housing program coordination and providing guidance to graduates of a family self-sufficiency program. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, combining discretionary and non-discretionary management with third-party platform support and AI-enabled research tools.

William Mode is a financial advisor with Benjamin F. Edwards & Company, Inc. in Hickory, NC, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial and retirement planning, and investment management consulting, utilizing both discretionary and non-discretionary strategies across multiple asset classes.

Alice Scarborough is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co Inc, Broyhill Asset Management, and SagePoint Financial. Scarborough also serves as a notary public in Hickory, NC, providing notary services to clients as needed. Benjamin F. Edwards & Company is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs and investment strategies, combining custody and execution services with oversight by an Investment Strategy Committee.

Bailey Sigler is a financial advisor at TLG Advisors, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at The Leaders Group Inc. since 2021. Prior to that, he was associated with Premier Planning NC Group and was self-employed in 2019. Outside of his advisory role, he is also an independent insurance agent specializing in life insurance sales. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, and ERISA fiduciary services.

Thomas Robinson is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and seven years of industry experience. His career includes roles at Equitable Distributors, CUSO Financial Services, and Truliant Federal Credit Union. Outside of finance, he is a professional musician. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary programs, combining SEC-registered investment adviser and broker-dealer functions.

Laura Chatham is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. She has worked with Truist Advisory Services since 2021 and previously held roles at BB&T Securities and BB&T Bank. Outside of finance, she is the owner and photographer of Laura Chatham Photography, specializing in family portraits and special event photography. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by inter-affiliate integration and third-party platform partnerships.

Grant Rembert is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc and Wells Fargo Advisors. Outside of advising, he owns and manages Athletes Lab, LLC, a performance training facility, and serves as a director for the Athletes Lab Foundation, which provides scholarships for athletes. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, nonprofit organizations, corporations, and institutions. The firm offers a range of investment management and consulting services, including fee-based wrap programs with strategies managed internally and by third-party managers.

Keith Holtsclaw Jr. is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His career includes roles at Truist Investment Services, Truist Bank, TD Ameritrade, and Scottrade. Outside of his advisory work, he serves as a trustee on the Lenoir Rhyne University Alumni Board and as an associate trustee for the Piedmont Education Fund, where he is involved in alumni engagement and scholarship fundraising. He is also a partner in a company specializing in disposable children’s cups and dinnerware. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary management and consulting supported by third-party platforms and research tools.

John Setzler is a financial advisor with TLG Advisors, Inc. based in Hickory, NC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has held roles at The Leaders Group Inc, LifeBridge, Premier Planning Group NC, LLC, and Ameritas Life Insurance Corp and Ameritas Investment Corp. Setzler is also president of Premier Planning Group NC, LLC and Optimus Life Designs, both involved in insurance business and client consulting. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Jody Delvechio is a financial advisor with LPL Financial in Hickory, NC, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Steven Sparks is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 26 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and has provided services under Capital Concepts since 2004. Sparks is also a board member of Hickory Christian Academy. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals across wealth levels, pension plans, charitable organizations, and other clients. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, using a variety of portfolio management strategies and platform arrangements.

Todd Ashworth is a financial advisor with LPL Financial in Hickory, NC, holding a Series 66 credential and 17 years of industry experience. He has previously worked at Raymond James Financial Services and has been involved with Renaissance Financial Partners of NC, LLC since 2016. Outside of advisory roles, he is a partner in a local rental real estate business where he manages property maintenance and bookkeeping. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

John Branstrom is a financial advisor at OSAIC with the ChFC® designation and Series 63 and 65 licenses. He has 51 years of industry experience and previously worked at MassMutual Life Insurance Co. and Woodbury Financial Services. Outside of his primary roles, he is involved in several insurance and advisory businesses, including his own agency and GCG Wealth Management. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing a range of platforms, third-party managers, and a variety of investment options within both discretionary and non-discretionary accounts.

Beth Deal is a financial advisor with Ameriprise in Hickory, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Ameriprise and its predecessor since 1992. Outside of her advisory role, she manages BRM Management Group, a business established to support her practice operations. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

Michael Durham is a financial advisor with Edward Jones in Hickory, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Durham serves as the head varsity golf coach at Hickory Christian Academy. 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 solutions. The firm is notable for its extensive national network of financial advisors and branch offices, as well as its affiliated capabilities including a trust company and proprietary mutual funds.

Christopher Johnson is a financial advisor at Edward Jones in Hickory, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Martin Sohovich is a financial advisor with Edward Jones in Morganton, NC, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. 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 strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Adam Queler is a CFP® professional with 20 years of industry experience, currently serving at OSAIC since 2024. He has held prior roles at Woodbury Financial Services and Raymond James Financial Services. Outside of advising, he is involved with the NC Saints Baseball Academy and the First United Methodist Church of Gastonia, NC. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services with a diverse investment approach that includes automated portfolio management and access to third-party money managers.

Metin Kurkcu is a financial advisor at Fidelity with 21 years of industry experience and a Series 66 designation. His prior experience includes roles at Bank of America, Merrill, Raymond James Financial Services, and the International Franchise Professionals Group. Fidelity's Strategic Advisers LLC, where Kurkcu is based, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

Benjamin Ritchie is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes roles at 84 Lumber, Ritchies Pressure, Jem Clean INC., and Kool Park Pool. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management, and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”