Kelly Jones is a financial advisor with Thrivent Investment Management in Hickory, NC, holding a Series 66 designation and 18 years of industry experience. Jones has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of advisory work, Jones serves on the Board of Directors for the Catawba Medical Foundation, a nonprofit supporting the mission of Catawba Valley Health System. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning across various topics and offers combined planning with managed-account services under a consolidated billing option.

Richard Buchanan IV is a financial advisor with Thrivent Investment Management in Hickory, NC. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he was self-employed for three years and previously worked at Granite Hardwoods, Inc. for twelve years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers a wide range of financial topics without managing client portfolios directly.

James Engelman Sr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is president and owner of Little Gunpowder Creek Farm in Hudson, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm has a large national presence with over 23,000 advisors and manages approximately $1.01 trillion in assets.