Mitchell Harris is a Certified Financial Planner® with 25 years of industry experience, currently affiliated with LPL Financial since 2013. His prior roles include positions at Uvest Financial Services Group, Inc. and Ameriprise Advisor Services, Inc. He is also commissioned as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services including financial planning and institutional investment platforms.

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 based in Hickory, NC, holding a Series 66 designation and bringing 17 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. and Capital Investment Advisory Services, LLC. Ashworth is a partner in Renaissance Financial Partners of NC, LLC, where he serves in an advisory capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, asset management, and institutional platforms, utilizing a combination of proprietary research models, third-party subadvisors, and customized investment strategies.

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.

Mark Kuznitz is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America and Merrill from 2009 to 2023. Kuznitz is based in Denver, NC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendations supported by a centralized consulting team.

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.”

Henry Wepner is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2016. Outside of his advisory role, he serves as Treasurer for the Newton Depot Authority in Newton, NC, where he participates in meetings, reviews financial reports, and volunteers for community projects. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning services including cash-flow, retirement, education, and specialized planning areas. The firm uses proprietary research and tools to develop tailored recommendations, with clients able to implement advice through brokerage or advisory programs as they choose.

Sherrill Young III is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2001, as well as at Resource Partners LLC from 2009 to 2019. He has maintained a long-standing association with MassMutual, formerly as a career agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports its advisors through specialized programs and institutional consulting services.

Dustin Deal is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has worked with firms including VOYA Financial Advisors and UBS Financial Services. Outside of his advisory roles, he is the president of the Hutton Estate Homeowners Association, where he leads board meetings and coordinates with management and legal counsel. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and custodial arrangements.

Jeffrey Basik is a financial advisor at Cetera with 37 years of industry experience. He holds a Series 66 designation and has been with Cetera Advisors LLC since 2013. Outside of his advisory role, he serves as treasurer for the nonprofit Haven of Hope International and is chairman of the finance and missions teams at Tree of Life Church. He is also part-owner of Repurposed Materials of Naples, a waste recycling business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Sarah White is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, she was employed at Bank of America and Merrill from 2014 to 2019. She is also a member of the Board of Elections in the City of Lenoir. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

Adam Keisler is a financial advisor at OSAIC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at FSC Securities Corp and Morningstar Marina. Outside of his advisory role, Keisler serves as chairperson of the endowment committee at First United Methodist Church in Hickory, NC. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors, offering integrated brokerage and advisory services with access to multiple platforms and third-party money managers. The firm employs asset allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes on both discretionary and non-discretionary bases.

Jason Lail is a financial advisor with Merrill in Hickory, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2009. Merrill serves a broad client base including individuals, retirement plans, corporations, charities, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management includes multiple program strategies and manager-constructed offerings, supported by a CIO and platform oversight, with recent emphasis on tax-efficient solutions and integration with Bank of America affiliates.

Daniel Whitener is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Lowe’s Home Improvement Corporation for six years and Transportation Insight for three years. He serves as Treasurer and Secretary for BNI - Catawba Valley Business Builders in Hickory, North Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high- and non-high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Denise Clay is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Based in Hickory, NC, she works within a firm that serves a diverse client base. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Ryan Spleet is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds a Series 66 credential and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, he volunteers as a football coach. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers planning as a one-time or ongoing service, addressing a wide range of topics and allowing clients to integrate planning with managed-account programs through a consolidated billing option.

Tim Wepner is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He has worked at various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 planning menu using proprietary research and tools, delivering tailored recommendations through meetings and written summaries, with optional implementation through brokerage or advisory programs.