William Sampson is a CFP®-certified financial advisor with Edward Jones in Fletcher, NC, where he has worked for 12 years. He has prior experience exclusively with Edward Jones. Outside of his advisory role, he serves as an assistant varsity tennis coach at a high school and is a board member of a local nonprofit organizing annual charitable events. He also volunteers with the Henderson County Sheriff's Office and acts as an ambassador for Texas Tech University’s School of Financial Planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains an extensive national network of financial advisors and branch offices.

Johnny Bryant is a financial advisor with Cetera who holds the PFS™ designation along with Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at several firms including Avantax and CSSC Brokerage Services, and he operates Bryant Consulting LLC, a CPA consulting practice focusing on income, estate and trust taxation, and litigation services. Bryant also serves as a trustee for an irrevocable insurance trust. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services across various program structures and custodial relationships.

Barry Macdonald is a financial advisor with Osaic Wealth, holding a Series 66 designation and 25 years of industry experience. He has worked at Royal Alliance, Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Wachovia Securities. In addition to his advisory work, he is president of Clear Picture Retirement Plans, an S-Corporation that acts as an agent for insurance companies to sell fixed annuities, and he manages bookings for his sole proprietorship. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based investment strategies. The firm supports individual investors, retirement plan sponsors, charities, and corporate clients with various programs and maintains a complex affiliate network.

Jamie Morton is a financial advisor with Merrill based in Hendersonville, NC. He holds a Series 66 designation and has 14 years of industry experience. He has been with Merrill Lynch since 2007. 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 developed by internal and third‑party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gabriel Smith is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He previously worked at Cambridge Investment Research and Edward Jones. Smith serves as finance chairman for the Village of Hope Community Development Corporation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Zachary Simmons is a financial advisor at Ameriprise with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at The Vanguard Group and Capitol Financial Solutions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Tyrel Keplinger is a CFP® professional at Edward Jones with 11 years of industry experience, all spent at the firm since 2015. He serves as a Staff Officer in the North Carolina National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Peter Niemczyk is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2007 and previously at A. G. Edwards & Sons, Inc. from 2004 to 2007. Outside of his advisory role, Niemczyk operates a personal business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of strategic and customized investment approaches.

Jared Fackrell is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation. Prior to joining Edward Jones in 2023, he worked at Capitol Cider House and the Department of the Navy. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering various managed and advisory investment solutions under a fiduciary standard.

Laurel Glass is a Financial Advisor with Merrill Lynch Wealth Management. She works with individuals, families, and business owners to align their financial decisions with their goals and priorities, focusing on areas such as family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, women and wealth, and individual and corporate investment strategy. Prior to her current role, Laurel held leadership positions in the financial services industry, including serving as Chief Compliance Officer for an institutional bond firm. Her background in client service, compliance, and risk management shapes her client-focused approach, which emphasizes trust, transparency, careful planning, and steady partnership through important financial decisions and transitions. Laurel holds a Bachelor's Degree from the Claremont Consortium of Colleges. She is a Personal Investment Advisor (PIA) and remains actively connected to her community through involvement with Fruitland Baptist Church and Safelight Inc. Outside of her professional work, she enjoys fishing, hiking, scuba diving, spending time with her family, and traveling.