Chad Burel is a financial advisor at Edward Jones in Morganton, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is a shareholder in a boat rental company and owns rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national 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.

Robert Floyd Jr. is a financial advisor with LPL Enterprise who holds the ChFC® designation and has 44 years of industry experience. He previously worked at Prudential Insurance Company of America for over five decades. Floyd serves as the Mayor of the Village of Cedar Rock and is involved in several local business and nonprofit activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven portfolio implementation and offers access to third-party asset managers, with a range of services including financial planning and consulting.

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.

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.

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.

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.

Chadwick Henderson is a financial advisor with LPL Financial in Lenoir, NC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He previously worked at Edward Jones from 2007 to 2010 before joining LPL Financial in 2010. Henderson obtained a general contractor’s license through a business he established but has not operated that business. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

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.

Christopher Cannon is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at MassMutual Investors Services and MassMutual Life Insurance Company before joining Raymond James in 2019. Cannon serves on the board and investment task force of the Hickory Museum of Art. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to support non-discretionary consulting and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Rachel Gilley is a financial advisor with Edward Jones in Morganton, NC, holding a Series 66 designation and two years of industry experience. She previously worked at Bank of America for nine years before joining Edward Jones. Gilley serves as the finance chair and a board member of Thrive (formerly Caldwell Senior Center) in Lenoir, NC, where she helps organize events, manage sponsorships, and oversee financial operations. 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 over $1 trillion in assets under management and offers a range of advisory programs and investment strategies under a fiduciary standard.

William Bell is a financial advisor at Edward Jones in Hickory, NC, with 32 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad 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.

Brooke Smith is a Series 66-licensed financial advisor with Edward Jones in Morganton, NC, where she has worked since 2022. She has three years of industry experience and previously worked at OneH2, Inc. and Western Piedmont Community College. Outside of her advisory role, she occasionally assists with event support at Morganton Community House. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Tina Wilson is a Series 66-licensed financial advisor with Edward Jones in Granite Falls, NC, and has 3 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Leslie Stewart is a financial advisor with LPL Financial in Hickory, NC, holding a Series 66 credential and 21 years of industry experience. Her prior experience includes roles at SagePoint Financial, WFG Advisors, UBS Financial Services, A. G. Edwards & Sons, and Carolina Investment Advisors. She is also co-owner of Southeast Tax & Consulting Services LLC, which provides tax preparation and accounting services. 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 and access to third-party asset management, with a platform that supports both discretionary and non-discretionary account management.