Kelsey Neal is a Series 66-licensed financial advisor with LPL Financial, based in Sherrills Ford, NC, and has two years of industry experience. Prior to joining LPL Financial, Neal worked at Commonwealth Financial Network and BDS Financial Network. Neal also serves in the Army National Guard and has military experience dating back to 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment management solutions, combining scale with diverse non-advisory financial services.

William Payne is a Series 66-licensed financial advisor with Edward Jones in Denver, NC, with 17 years of industry experience. He has worked at Edward Jones since 2020 and previously held positions at BB&T Investments and BB&T Securities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

Zachary Tussel is a Series 66-licensed financial advisor with eight years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. He has worked previously at Elmore Financial Group and New York Life. Outside of advisory work, he is a partner in non-investment businesses including Boats & Tows LLC and Clean Supreme Ventures LLC, and he is also involved in insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools and supports advisory programs alongside institutional consulting and portfolio management.

Trudy Mullins is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2014 and previously worked at Vision Capital & Management and FSC Securities Corporation. In addition to her advisory role, she is an associate at Elmore Financial Group, where she supports administrative and financial advisor functions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and investment consulting using analytical tools and supports various advisory programs and institutional portfolio management.

Michael Gerken is a financial advisor with Thrivent Investment Management in Newton, North Carolina, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is president of Gerken Enterprises, LLC. Thrivent Investment Management serves individuals, families, businesses, and nonprofit clients by providing Dedicated Planning Services that cover a range of financial topics through goal-based analyses. The firm offers these services as standalone or alongside managed accounts under a consolidated billing system called WealthPlan, without discretionary trading authority.

Florance Johnson is a financial advisor at Thrivent Investment Management with two years of industry experience. They hold a Series 66 designation and have previously worked at Dollar General, HealthSmart Pharmacy, Kohl's, Avon, and several other organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing planning relationships that cover retirement, tax, estate, business continuation, divorce, and special needs planning. The firm uses goal-based analyses and modeling tools, and clients may combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Mark Sides is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations. He has prior experience working with TIAA-CREF and Accenture as a contractor for TIAA, spanning several years in various roles since 2012. 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, institutional clients, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brooke Duncan is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023. In addition to her advisory role, she serves as a consultant for ABT Tax Services, an accounting firm based in Shelby, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Elizabeth Frederick is a financial advisor at Fidelity with seven years of industry experience. Her background includes roles at Merrill, Wells Fargo Clearing, Keller Williams Lake Norman Realty, and L'BRI Pure and Natural. She holds Series 63 and Series 66 licenses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Christopher Rhyne is a Certified Financial Planner® at OSAIC with 24 years of industry experience. He previously worked at Woodbury Financial Services and Mass Mutual Investors Services. Outside of his advisory role, he is involved in insurance sales through his own business, Chris Rhyne Financial Management. OSAIC Wealth serves a diverse range of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting strategies that include discretionary Unified Managed Accounts and third-party money managers.

Bret Gallin is a financial advisor with Wells Fargo Advisors in Denver, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, he also works as a part-time bartender at Levy Restaurants. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu tailored to clients who meet certain net-worth thresholds, covering areas such as retirement, education, risk, and wealth-transfer planning, with many services delivered through meetings and written client summary letters.

Anne Abernethy is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Newton, North Carolina. She has 18 years of industry experience, including seven years at Wells Fargo Clearing prior to joining Wells Fargo Advisors in 2023. In addition to her advisory role, Abernethy serves as a part-time pastor at Bethel United Church of Christ in Hickory, North Carolina. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Stacie Wolfe is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing Services. 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 options with approximately $1.01 trillion in assets under management. The firm maintains a large nationwide network of advisors and branch offices and combines advisory services with affiliated capabilities such as a trust company and mutual funds.

Joshua Roberson is a financial advisor at Edward Jones in Denver, NC, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

David Brown is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and with 30 years of industry experience. He has worked at Raymond James Financial Services since 1999 and Peoples Bank/Peoples Investment Services since 2015. Brown also serves on the Planning Board for the City of Conover, North Carolina, and acts as trustee and executor for his late father’s estate, including managing the sale of Wilkes Broadcasting Company, a family-owned radio station. 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 emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and offers specialized programs such as SIMPLE IRA Employer Advisory and municipal advisory services.

Tiffany Hart is a financial advisor at Raymond James Financial with five years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial and its affiliated firms since 2022, in addition to prior roles at Peoples Bank and OneMan Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers unique programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jennifer Pelon is a Series 66-registered financial advisor with Raymond James & Associates, bringing seven years of industry experience. Her prior roles include positions at Fountain Group and the 6th Judicial Circuit of Pinellas County. She has been with Raymond James & Associates since 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutional and pension plans, and municipal entities, offering financial planning, advisory programs, and institutional consulting through multiple portfolio management strategies.