Donald Osborne is a financial advisor with Raymond James Financial in Salisbury, NC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2002 and has also worked with Alan F. Burke, CPA, PA during his career. Outside of advising, Osborne is involved as a partner in a tax preparation business and holds a power of attorney role for family investment accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, using analytical tools and risk profiling, and supports a broad advisor network with specialized municipal and public finance capabilities.

Suzette Mc Intyre is a Series 66-licensed financial advisor with Edward Jones, based in Lexington, NC, and has 17 years of industry experience. Prior to joining Edward Jones in 2018, she worked at Pinnacle Bank, Raymond James Financial Services, and LPL Financial. Outside of her financial advisory role, she is involved in a remodeling and construction business focusing on house flipping in Winston Salem, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of over 23,000 financial advisors.

Daniel Owen is a financial advisor with LPL Financial in Lexington, NC, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked with Uvest for the past 21 years. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with support from its own research and third-party subadvisors.

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 CFP® with 24 years of industry experience currently affiliated with OSAIC. She has held roles at Victory Wealth Management Inc. since 2009 and FSC Securities Corporation between 2020 and 2023. In addition to her advisory work, Foster acts as an insurance agent providing term, non-variable, and Medicare Supplement insurance quotes and serves as a notary public. OSAIC serves a diverse client base including retail and institutional investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions with a focus on portfolio construction using asset-allocation tools and automated rebalancing.

Beverly Granberry is a financial advisor at LPL Financial with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at LPL Financial since 2017. Beverly is also a Notary Public for North Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

Jerry Grimes Jr. is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge since 2014, also operating Grimes Financial Services, Inc. since 1997. He serves as a board member and membership secretary of the Piedmont Handgunners Association and volunteers on the board of the Davidson County Education Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management options and proprietary as well as third-party strategies.

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, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked at Signator Investors, Inc. and has been associated with Insight Financial Partners, LLC since 2005. Outside of her advisory work, she has been a self-employed musician and performer since 1981, occasionally performing at weddings, funerals, and special events. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing a variety of tools and third-party platforms to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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 with Fisher Investments, holding Series 63 and 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Brighthouse Securities, LLC and METLIFE. Fisher Investments serves a global range of institutional and private clients, managing discretionary portfolios across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research within a centralized investment process and offers tax-aware strategies and risk management techniques.

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.