Timothy Pollard is a CERTIFIED FINANCIAL PLANNER™ at Edward Jones with 22 years of experience in the financial services industry. Prior to joining Edward Jones in 2019, he worked at Private Advisor Group, LLC and LPL Financial. He serves as a trustee on the finance committee of Tyro United Methodist Church in Lexington, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of financial advisors.

John Henderlite Jr. is a financial advisor at Cetera with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at VOYA Financial Advisors and Cetera Wealth Services. He serves as a board member of the Catawba Foundation Inc., a nonprofit organization involved in fiduciary responsibilities and support for Catawba College. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, combining model portfolios, third-party managers, and bespoke strategies.