Tiffany Little is a financial advisor with Edward Jones in Newton, North Carolina, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to rejoining Edward Jones in 2023, she worked at United Bank for 12 years. She also serves as a voter assistant for the Catawba County Board of Elections. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and additional financial services such as trust and securities-based lending.

James Collins is a financial advisor at Edward Jones in Hickory, North Carolina, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Sherrie Reece is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Her career includes roles at Fidelity Investments since 2022 and previous experience at Wells Fargo Clearing and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers advisory services that incorporate oversight of affiliated and unaffiliated sub-advisers.

Donald Chapman is a financial advisor at RBC Capital Markets with 32 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is president of Chapman & Chapman Assoc. LLC, a business involved in property ownership. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

William Barlow is a financial advisor at Edward Jones in Hickory, NC, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he owns and manages businesses related to real estate construction and property maintenance in Hudson, NC. 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 solutions, supported by a large national network of financial advisors and branch offices.

Frank Huffman is a financial advisor at Edward Jones in Conover, NC, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Colby Bolick is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent and its predecessor Thrivent Financial for Lutherans since 2009. Outside of his advisory work, Bolick is involved in quality control for Boxcar Grille, a private restaurant chain in North Carolina, and serves as a vice president and trustee board member for Catawba Valley Health System. He also participates as a council member at Bethlehem United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm emphasizes written recommendations across a broad range of planning topics and offers an option to combine planning with managed accounts under a consolidated billing service called WealthPlan.

Christiana Lovelace is a Series 66–licensed financial advisor at LPL Financial with nine years of industry experience. She previously worked at Edward Jones and Bank of America before joining LPL Financial in 2021. Outside of her advisory role, she is involved in social media content creation related to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Charles Rogers Jr. is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has been with Cambridge Investment Research Advisors since 2016. He also has a long-standing involvement with Capital Concepts and Capital Concepts Properties, LLC. Additionally, he has worked as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Katie Goforth is a financial advisor with Edward Jones in Newton, NC, holding Series 63 and Series 66 licenses and 22 years of industry experience, all with Edward Jones since 2004. She is also a member and owner of an LLC involved in investment property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Maryann Diamond is a CFP® with 16 years of industry experience. She is currently with LPL Financial and previously worked at Thurston Springer Financial and Edward Jones. Outside of her advisory role, she is a limited partner in Diamond Fab LLC, a business unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory services including financial planning, model portfolio programs, and access to third-party asset management, supported by a broad platform that integrates advisory and non-advisory financial services.

David Wachter Jr. is a financial advisor with Mass Mutual Investors Services in Hickory, NC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at MassMutual Life Insurance Co since 2016 and was previously with Metlife Securities Inc for eight years. Outside of his financial career, he serves as an independent pastor providing pulpit supply and engages in spiritual development projects, including authoring biblical commentary and leading faith trips to Israel. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning as collaborative, annual engagements using firm-approved software, focusing on investment categories and strategies without discretionary authority.

Joshua Fulbright is a financial advisor at Thrivent Investment Management in Claremont, North Carolina. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked in various roles including at Iconic Roofing and Chipotle Mexican Grill. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement and estate planning. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated option called WealthPlan.

Kristofor Essex is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Lincoln Financial Securities Corporation and Osaic FS, Inc. Outside of his advisory role, he is president of an independent insurance agency, KP Insurance Partners, Inc. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Chasty Bailey is a financial advisor at Fidelity with 16 years of industry experience. They hold Series 63 and Series 66 credentials and have worked at firms including Wells Fargo Clearing Services, FTB Advisors, and The Prudential Insurance Company of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm supports model portfolios using systematic methodologies and serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Kimberly Bonini is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexander Johnson is a financial advisor with Cambridge Investment Research Advisors in Hickory, NC, holding a Series 66 designation and six years of industry experience. He has been with Cambridge Investment Research Advisors since 2020 and concurrently affiliated with Cambridge Investment Research, Inc. and Capital Concepts since 2019. Outside of his advisory work, he is the founder and host of a podcast through BGP LLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies under the Founders Gate Capital brand.

Susan Singleton is a financial advisor at Ameriprise with 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Singleton serves as Treasurer on the Board of Directors for St. Stephens High School Class of 84. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Mitchell Sayers is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at The Vanguard Group for one year before joining Ameriprise in 2017. Outside of advising, he owns QC Somm LLC, a private sommelier and wine consulting service. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware strategies.

Michele Compton is a financial advisor at Raymond James Financial with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Edward Jones and J.W. Cole Financial. Since 2020, she has also been associated with Signature Wealth Group as a Senior Wealth Advisor. 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 advisory services supported by advanced analytical tools and has a notable affiliation supporting municipal and public finance work.