Steve Williams is a financial advisor with LPL Financial in Asheboro, NC, holding Series 65 and Series 66 licenses and possessing 26 years of industry experience. His prior experience includes roles at Nationwide Securities LLC, Nationwide Financial, and Equitable Advisors. Williams is also active as a non-variable insurance agent with Financial Independence Group and Insurance Associates of the Triad. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kimberley Aldrich is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2022, following prior roles at Wells Fargo Clearing and PNC Investments. Kimberley also serves as an independent contractor at Advisors Financial Center, where she supports client services and trading activities. 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 uses analytical tools such as risk profiling and modeling to tailor advice to client goals and maintains specialized offerings in municipal advisory and SIMPLE IRA employer consulting.

James Gooding Jr. is a financial advisor at Edward Jones in High Point, NC, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining a large national network of financial advisors and branch offices. The firm provides discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Scott Allen is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Equitable Advisors since 2011, including during its prior affiliation as AXA Advisors. Outside of advising, Allen serves as Treasurer on the Asheboro Randolph Chamber of Commerce board, is involved with the Asheboro Rotary Club and Rotary District 7690 membership efforts, and participates on the community awareness committee for Randolph Electric Membership Corporation. He is also a joint partner in Snow Benefits Group, which offers group health insurance. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a variety of programs and third-party asset managers, focusing on customized risk assessment and tailored investment models.

Joseph Thomas is a financial advisor with Raymond James Financial in Asheboro, NC, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. He has been associated with Raymond James Financial Services since 2007 and operates Thomas Capitol Management since 2009. Outside his advisory role, he is a partner at Thomas Capital Management LLC, where he handles administrative tasks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance through a unique advisory affiliation.

Raymond Kuethe is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is based in High Point, NC, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Kuethe serves as a board member for the Piedmont Soccer Alliance, participating in governance for the local soccer club. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, 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.

Karah Wiley is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Her prior work includes roles in education and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and planning across a broad range of financial topics.

Blanche Cheeley is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds the Series 66 designation and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is the owner of Legacy Up Financial Services, which focuses on financial literacy education, coaching, and speaking. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as institutional clients including retirement plans and charitable entities. The firm utilizes a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated financial services.

Stanley Holt is a financial advisor with Edward Jones in High Point, NC, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been with Edward Jones since 2003. In addition to his advisory role, he consults orthodontists on the valuation of their practices and on partner buy-in and buy-out arrangements. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated capabilities, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Paul Lessard is a financial advisor with Edward Jones in High Point, NC, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

Valerie Collier is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. 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, including discretionary wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets under management.