Michael Baker is a CFP® with 27 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked for Woodbury Financial Services, Inc. for 12 years. Outside of his advisory role, Baker is president of Michael R Baker Insurance Agency Inc., which provides insurance sales and services. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with tools for asset allocation, risk assessment, and portfolio management that include various investment vehicles and allow for discretionary or non-discretionary account management.

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 at Thrivent Investment Management with six years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Vanguard for five years. Her background also includes roles at the University of North Carolina at Charlotte and EDU Healthcare. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses on topics such as retirement and estate planning. The firm allows clients to integrate planning with managed-account services under a consolidated billing option while keeping these services separate.

Robert Fincher is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. Before joining LPL Financial in 2019, he worked at Sagepoint Financial, Inc. from 2016 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

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.

Gene Lenfest Jr. is a financial advisor with Ameriprise in Denver, NC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations.

Timothy Mcclurg is a financial advisor at Ameriprise with over 32 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Riversource Distributors, Inc. for 15 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, emphasizing managed accounts and using algorithmic tools overseen by a dedicated committee.

Cooper Bumgarner is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to joining Edward Jones, he worked at Charles Schwab and First Community Bank. He also spent three years at Appalachian State University before starting his career in finance. 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 and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

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 with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at SagePoint Financial for six years before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Amy Matthews is a financial advisor at Edward Jones in Lincolnton, NC. She holds a Series 66 designation and previously worked for Lincoln County Schools for 12 years before joining Edward Jones in 2025. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christopher Geoghegan is a Series 66-licensed financial advisor with 16 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. for eight and nine years, respectively. Outside of his advisory role, Geoghegan is involved in several business entities, including an insurance agency and private wealth management under the MG Partners brand. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, as well as access to model portfolios, research, and institutional investment solutions.

Michael Woods is a financial advisor at Thrivent Investment Management in Conover, NC, holding a Series 66 designation. He has prior experience at Catawba Valley Health System and Iredell Health System, as well as community involvement through a decade of work at Newton Recreation Center. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without portfolio management or institutional advisory services.

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.

William Bell is a financial advisor at Edward Jones in Hickory, North Carolina, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Edward Jones and its affiliated entity since 1994. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Carl Rodgers is a CFP®-designated financial advisor with Raymond James Financial, based in Denver, NC, and has 34 years of industry experience. He has been with Raymond James since 2011 and also serves as a financial advisor at Peoples Bank/Peoples Investment Services. Outside of his advisory work, he acts as a power of attorney for personal matters. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary consulting using analytical tools and supports municipal and public finance activities through its unique affiliations.

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, holding a Series 66 designation and 21 years of industry experience. Stewart previously worked at SagePoint Financial for six years before joining LPL Financial in 2019. He is co-owner of Southeast Tax & Consulting Services LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.