Melissa Holden is a financial advisor with LPL Financial in Clemmons, NC, holding a Series 66 designation and 18 years of industry experience. She previously worked at Edward Jones from 2008 to 2016 before joining LPL Financial, where she has been since 2016. 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, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Campbell Thompson is a financial advisor at Edward Jones in Clemmons, NC, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Nathaniel Sturgill is a financial advisor with Edward Jones in Elkin, NC, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at First Citizens Investor Services and Wells Fargo in various roles. Outside of his advisory work, he volunteers with Carolina Thieves Travel, a nonprofit travel organization for youth sports, where he has helped establish and coach a 10U travel team. 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 through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Geoffrey Odonnell Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2025, previously serving at Next Financial Group Inc. 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. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Kenneth Bell is a CFP® credentialed financial advisor with 15 years of industry experience, currently practicing at Edward Jones since 2012. He serves on the Principal Advisory Board of Midway Elementary School in Lexington, NC, which addresses key decisions affecting the school community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor network and affiliated financial services.

Samuel Critz Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked with CUSO Financial Services and Allegacy Federal Credit Union since 2005. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research and model portfolios.

Barry Revis is a financial advisor with Edward Jones in Elkin, NC, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Christopher Funk is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he serves on the Stewardship and Finance Committee of Deep Creek Friends Meeting in Yadkinville, NC. 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 a network of over 23,000 financial advisors and more than 15,000 branch offices nationwide.

John Thomas Lanham is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Wesley Hodgin is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation. Prior to his career in finance, he worked for five years with the Federal Bureau of Investigation. 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, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Elizabeth Bahena is a financial advisor with Edward Jones in Elkin, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked for Clothes Mentor, Align Technology, and Margarita's Mexican Cuisine and Bar. 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 large network of financial advisors and branch offices nationwide.

Merrill Stewart is a financial advisor with LPL Financial in Clemmons, NC, holding Series 63 and Series 65 credentials and 17 years of industry experience. Prior to joining LPL Financial in 2025, he spent 16 years at Cuso Financial Services, LP and has been associated with Allegacy Federal Credit Union since 2003. He serves on the board of the nonprofit BISA and volunteers with the Alzheimer's Association. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Paul Johnson is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Voya Financial Advisors. Johnson is active in the National Association of Insurance and Financial Advisors (NAIFA) North Carolina Chapter, serving as president-elect and vice chair of the state's Government Relations Committee. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliations.

Richard Swink Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Outside of his financial advising role, he owns and operates an ecommerce business selling outdoor gear and shooting sports accessories, and he produces YouTube videos focused on shop and homestead projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages over $1 trillion in assets and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Hynek is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously spent seven years at BB&T. Hynek serves as Chair of Financial Capabilities for the Asset Building Coalition of Forsyth County. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Timothy Johnson is a financial advisor at Edward Jones in Elkin, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked for six years at Lowe's Companies and has additional experience with Ocean Isle Fish Company and Brinker International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Calvin Hodgin is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2001, bringing 24 years of industry experience. He is based in Pfafftown, NC. Outside of his advisory role, Hodgin serves on the finance committee of Maple Springs United Methodist Church and holds leadership roles with local community organizations including the Vienna Civic Club and West Central Community Center, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of investment advisory programs and affiliated financial products under a fiduciary standard.

Casey Best is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has prior work experience in education and as a homemaker. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Richard Younts is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory role, he serves on the finance and investment committee at Lake Norman Baptist Church and owns The Sleep Connection LLC, a business involved in product operations and fulfillment. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports both advisory programs and institutional portfolio management.