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.

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.

Jeffery Franklin is a Financial Advisor at Merrill Lynch Wealth Management, specializing in Family Wealth Management Strategies, Personal Retirement Planning, Small Business Strategies, and Retirement Income. He works with clients, families, and businesses to develop personalized financial strategies tailored to their long-term goals. Jeffery holds a Bachelor's Degree from Western Carolina University and an MBA from Lenoir-Rhyne University. He carries the Professional Investment Advisor (PIA) designation. His approach involves providing detailed analysis and appropriate solutions while nurturing long-term relationships to help clients navigate key financial moments. Outside of his professional role, Jeffery is involved in community organizations such as Samaritan's Purse - Helene Recovery and Speedway Children's Charities. He enjoys fishing, hunting, pickleball, spending time with his family, maintaining classic Ford vehicles, and attending car shows.

John Arney IV is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for Klingspor Abrasives Inc for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates one of the largest nationwide networks of financial advisors and branch offices.

Natalie Raatz is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior experience includes five years at Vanguard and roles at the University of North Carolina at Charlotte. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial planning without discretionary trading authority and periodic reviews of recommendations.

Robert Fincher is a financial advisor with LPL Financial in Hickory, NC, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Sagepoint Financial, Resource Partners, Raymond James Financial Services, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, supported by a network of investment adviser representatives who utilize various investment strategies and operational tools.

Tara Hicks is a financial advisor with Thrivent Investment Management in Hickory, NC, holding Series 63 and Series 66 designations and having eight years of industry experience. She has been with Thrivent Investment Management since 2016 and at Thrivent Financial since 2017. Outside of her advisory role, she manages rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various financial topics, with services available on a one-time or ongoing basis, separate from managed-account programs.

Toni Anderson is a Series 66-licensed financial advisor with Edward Jones in Lenoir, NC, with 17 years of industry experience, all of which have been with Edward Jones since 2009. 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 products. The firm is notable for its large nationwide network of advisors and branch offices and provides services under a fiduciary standard.

Tim Bryson is a ChFC® and Series 66 credentialed financial advisor with nine years of experience, currently serving clients at Edward Jones since 2016. Before joining Edward Jones, he worked for fourteen years at Bed Bath and Beyond. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Samuel Edwards is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including SagePoint Financial and WFG Advisors. Outside of his advisory role, he is involved with Southeast Tax & Consulting Services LLC, focusing on tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Franklin Anderson II is a financial advisor with Edward Jones in Granite Falls, NC, holding a Series 66 credential and bringing 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is involved in several real estate ventures, including ownership and financing interests in real estate construction and rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Christopher Geoghegan is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has previously worked at SunTrust Advisory Services, SUNTRUST INVESTMENT SERVICES, Inc., and Wells Fargo Clearing. Geoghegan also operates an insurance agency as part of his business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.