William Rives is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency and Avantax Investment Services, and he also has over 40 years of experience as a CPA at W. Leon Rives CPA. Outside of advising, he serves as a board member at Wake Forest/Lexington Medical Center and is a partner in an accounting and tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services, operating a multi-manager platform with flexible program options and custodial arrangements.

Dustin Van Weerdhuizen is a financial advisor at Edward Jones in Lexington, NC, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has worked at Edward Jones since 2016 and previously at Bank of North Carolina and LPL Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kendra Steele is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2024, following a previous 22-year tenure at the firm in various roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Mitchell Tomlinson is a financial advisor with LPL Financial and holds the Series 66 designation. He has one year of industry experience, including roles at LPL Financial, Allegacy Federal Credit Union, and prior work in education with Winston Salem/Forsyth County Schools and Anne Hill International School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research and model portfolios.

John Euchner Jr. is a financial advisor with Mass Mutual Investors Services in Salisbury, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including over two decades at Metlife Securities Inc. and has been with Mass Mutual and its affiliates since 2016. Outside of advisory work, he owns and manages a tax entity that handles 1099 income. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations with financial planning and asset management. The firm offers collaborative, annual financial planning using firm-approved analytical tools and provides a range of investment and planning services including recent additions like standalone Divorce Planning.

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.

Kevin White is a financial advisor at Edward Jones in Thomasville, NC, holding the CFP®, Series 63, and Series 66 designations with 24 years of industry experience. He has been with Edward Jones since 2001. 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 through a network of more than 23,700 financial advisors and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Johnny Berry is a financial advisor with LPL Financial based in Clemmons, NC. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at Fidelity Bank, Maplewood Investments, Blueprint Financial Advisors, and Northwestern Mutual. Outside of his advisory work, he is involved as an agent on record handling Medicare supplement plans with American Benefits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and technology tools.

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.

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.

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.

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.

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.

Eric Haughwout is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Edward Jones in Mocksville, NC, where he has worked since 2023 and previously from 2012 to 2017. His prior experience includes roles at TD Ameritrade and PNC Investments. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

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.