Kathy Kuczenski is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously at Bbtis and Lincoln County Schools. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and an Equity Research team that employs AI-enabled tools.

Jody Delvechio is a financial advisor with LPL Financial in Hickory, NC, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

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 in Hickory, NC, holding a Series 66 credential and 17 years of industry experience. He has previously worked at Raymond James Financial Services and has been involved with Renaissance Financial Partners of NC, LLC since 2016. Outside of advisory roles, he is a partner in a local rental real estate business where he manages property maintenance and bookkeeping. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

John Branstrom is a financial advisor at OSAIC with the ChFC® designation and Series 63 and 65 licenses. He has 51 years of industry experience and previously worked at MassMutual Life Insurance Co. and Woodbury Financial Services. Outside of his primary roles, he is involved in several insurance and advisory businesses, including his own agency and GCG Wealth Management. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing a range of platforms, third-party managers, and a variety of investment options within both discretionary and non-discretionary accounts.

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.

Martin Sohovich is a financial advisor with Edward Jones in Morganton, NC, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. 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 strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Adam Queler is a CFP® professional with 20 years of industry experience, currently serving at OSAIC since 2024. He has held prior roles at Woodbury Financial Services and Raymond James Financial Services. Outside of advising, he is involved with the NC Saints Baseball Academy and the First United Methodist Church of Gastonia, NC. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services with a diverse investment approach that includes automated portfolio management and access to third-party money managers.

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.

Christy Hayes is a financial advisor with Edward Jones in Lenoir, NC, holding a Series 66 designation and five years of industry experience. Before joining Edward Jones in 2021, she worked for 25 years with Caldwell County Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard when providing advisory services.

Dustin Deal is a financial advisor with Cetera, holding a Series 66 credential and 23 years of industry experience. He has previously worked at Voya Financial Advisors and has been with Cetera and its affiliated entities since 2014. Outside of his advisory role, he serves as president of the Hutton Estate Homeowners Association, leading board meetings and working with property management and legal counsel. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary accounts.

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.

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.

Robert Floyd Jr. is a financial advisor with LPL Enterprise, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Beyond his advisory role, he serves as mayor of the Village of Cedar Rock and is involved as a board member of the Coffey Foundation, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to model portfolios and third-party asset management programs. The firm combines advisory programs with brokerage and insurance product offerings through an integrated platform.