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.

Beth Hawkins is a CFP® with nine years of industry experience, currently serving at Edward Jones in Lexington, NC. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard. The firm has approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors and 15,100 branch offices.

Harrison Everhart is a CFP® and Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at several firms including Charles Schwab, Davenport & Company, and Fidelity Brokerage Services LLC. His background also includes time affiliated with the Carolina Yacht Club and the University of North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Dockham is a financial advisor with Edward Jones in Winston Salem, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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.

Logan Chandler is a financial advisor at Edward Jones in Lexington, NC, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Edward Jones, he worked at First Citizens Bank for four years and was employed at Lillys Bridge Marina for another four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of investment strategies and fiduciary advisory services supported by a nationwide network of advisors and branch offices.

Dawn Allison is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2019 and previously spent five years with Triad Insurance Partners. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Timothy Pollard is a CERTIFIED FINANCIAL PLANNER™ at Edward Jones with 22 years of experience in the financial services industry. Prior to joining Edward Jones in 2019, he worked at Private Advisor Group, LLC and LPL Financial. He serves as a trustee on the finance committee of Tyro United Methodist Church in Lexington, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of financial advisors.

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.

Ursula Strong is a CFP®-certified financial advisor with 26 years of industry experience. She currently works at Edward Jones and previously spent nine years at The Vanguard Group Inc. 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 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.