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 financial advisor at Edward Jones in Claremont, NC, holding ChFC® and Series 66 designations with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

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 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.

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, 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.

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 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.

Nikkita Gibson is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. Her prior roles include positions at Deal Financial Group, Inc. and Heritage Planning Associates. Outside of finance, Gibson is an artist with over 20 years of experience and serves on the audience engagement committee at the Hickory Museum of Art, as well as on the board of the nonprofit Outright Youth. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options, financial planning, and access to third-party managers across multiple program structures and custodial relationships.

Steven Reese is a financial advisor at Edward Jones in Hickory, NC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, Reese is involved in commercial real estate as a partner and serves as vice president of the owners association for a local property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a large national network of financial advisors and branches.

Henry Thompson IV is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and with 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and also maintains a long-term association with Capital Concepts that dates back to 2004. Outside of his advisory work, he serves on the boards of the YMCA of Catawba Valley Soccer Club and SALT Block, and is a trustee of the Uncle Larry Fund private foundation. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple investment platforms.

Thomas Bumgarner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at VOYA Financial Advisors and has operated his own firm, Stan Bumgarner Incorporated, since 2010. He is also the owner of Stan Bumgarner Wealth Management and works as an independent insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brent Mcdonald is a financial advisor at Cetera with 22 years of industry experience and holds a Series 66 designation. He has worked at several firms, including Securities America and Investacorp, and has been a co-owner of Tar Heel Wealth Management since 2010. Outside of his advisory work, he serves as a general board member for the Pregnancy Care Center of Catawba Valley and presents financial educational workshops through My Secure Advantage. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Elizabeth Rogers is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 27 years of industry experience. Her career includes roles at Raymond James Financial Services Advisors, Capital Investment Advisory Services, Wells Fargo Clearing, and A.G. Edwards & Sons. She is also an owner and partner of Renaissance Financial Partners of North Carolina, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers various financial planning and portfolio management services with a combination of advisory and non-advisory financial products.

Brandon Weiland is a financial advisor at Edward Jones in Hickory, NC, holding a Series 66 designation with three years of industry experience. His background includes roles in digital marketing and law enforcement. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services.

Ryan Mulligan is a financial advisor with Mass Mutual Investors Services in Catawba, NC, holding the Series 66 designation and 12 years of industry experience. His prior work includes roles at LPL Financial LLC and Independent Financial Partners. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.