Zachary Smith is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Northside Group Wealth Management, LLC since 2017. Prior to this, he operated under Zachary Stan Smith dba Northside Wealth Management from 2010 to 2017. He is also involved in mortgage origination and insurance sales. Northside Group Wealth Management provides investment advisory and financial planning services to individuals and small businesses, including management of retirement-plan assets. The firm generally manages portfolios on a non-discretionary basis with documented risk tolerance and client approval for transactions, while also offering insurance and pension plan services.

Pamela Brandt is a CFP® professional with 42 years of industry experience. She is currently with Sustainable Advisors Alliance LLC, where she has worked since 2021. Her prior experience includes 13 years at Portfolio Resources Advisor Group and Portfolio Resources Group, Inc., as well as 19 years at the College for Financial Planning. Sustainable Advisors Alliance provides investment management and financial planning services to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria, employing both passive and active strategies tailored to clients’ goals and preferences.

Jesse Hudson is a financial advisor with Credit Union Investment Services, holding Series 63, Series 65, and Series 66 licenses and 16 years of industry experience. He has worked with Credit Union Investment Services and affiliated entities including SECU Life Insurance Company, SECU Brokerage Services, Members Trust Company, and State Employees' Credit Union since 2016. Hudson also serves as a Financial Advisory Services Specialist and life insurance agent within the State Employees' Credit Union system. Credit Union Investment Services serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a goals-based, long-term investment approach focused on low-cost index mutual funds and ETFs within a credit union ecosystem.

Amber Creed is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked with Members Trust Company since 2019 and has been involved with SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2018 or earlier. Creed also serves as a Financial Services Officer at State Employees’ Credit Union, focusing primarily on providing financial services to eligible members. Credit Union Investment Services serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement planning. The firm emphasizes a long-term investment horizon, primarily recommending no-load, low-cost index mutual funds and ETFs, and operates within a credit union ecosystem as a subsidiary of State Employees’ Credit Union.

Juliana Lowe is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Credit Union Investment Services since 2011 and concurrently holds roles with State Employees' Credit Union, Members Trust Company, and Secu Life Insurance Company. She serves as a Financial Advisory Services District Manager at State Employees' Credit Union. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.

Andrew Moss is a financial advisor with SteelPeak Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. for seven years and DASH Financial LLC for seven years before joining SteelPeak Wealth in 2026. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, and family offices, offering financial planning, portfolio management, and alternative investment consulting. The firm uses proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy and provides access to private placements and third-party alternatives through its SteelPeak Alternative Solutions program.

Matthew Voreh is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Truist Advisory Services and related entities since 2018, including Bb&T Investments prior to its merger. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Sheff Olinger III is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. Outside of his advisory role, he serves as a trustee for family trusts involved with a private business and manages partnerships related to farmland leasing and other non-investment ventures. Oppenheimer serves a broad client base including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation with a mix of discretionary and non-discretionary management, and acts as a qualified custodian with distinctive commission-based advisory programs.

Angela Nelson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Truist Advisory Services since 2021 and was previously employed by BB&T Bank/Truist Bank from 2015 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Bethany Beckner is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked previously at TIAA and TIAA-CREF and has experience in both education and corporate roles. Principal Securities provides brokerage and advisory services to individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Michael Warren is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked at North Carolina Farm Bureau and spent 18 years with Penske Racing. He serves as president of the Pilot Mountain Civic Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and affiliated investment options while operating under a fiduciary standard.

George Draughn is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he held roles at RTI International and North Carolina State University. Outside of his advisory role, he serves on the finance committee at Calvary Baptist Church in Mount Airy, NC. 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 network of over 23,000 financial advisors and 15,000 branch offices nationwide.

Randy Joyce is a financial advisor at Edward Jones in Mount Airy, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at Factory Motor Parts and Auto Supply Company. Outside of his advisory role, he is a member of Joyce Farms of Mount Airy LLC, a farming business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national network of advisors and branches and offers additional capabilities such as trust services and securities-based lending.

Paul Bunke Sr. is a financial advisor with Edward Jones in Dobson, NC, holding CFP® and multiple securities licenses with 30 years of industry experience. He has been with Edward Jones since 2000. Outside of advisory work, he is the founder and president of Bunke Family Ministries, a faith-based organization focused on supporting families facing adversity and educating the community about the dangers of drinking and driving. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branches.

Tammy Joyce is a financial advisor with Edward Jones in Mount Airy, NC, holding Series 63 and Series 66 credentials and with 33 years of industry experience. She has worked at Edward Jones since 2000 and previously at Centura Securities, Inc. and Centura Bank. Outside of her advisory role, she is involved in managing a family-owned farm which includes small crops and horses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Tiffany Smith is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She previously worked at Colibri Group and has a background in the entertainment industry through her involvement with Bowl New England Dba Spare Time Entertainment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large network of financial advisors and branch offices nationwide.

Scott Assali is a financial advisor with Edward Jones in Dobson, North Carolina, holding a Series 66 credential and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at All Home Lending/Ratelock Financial and Advantis Insurance Services. He has been involved in real estate as the owner of Dreamforce Real Estate since 2003, though he is in the process of excluding himself from that business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,700 financial advisors.

Andi Schnuck is a financial advisor with Edward Jones in Mt Airy, NC, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, Schnuck worked at Bold Rock Partners LP for three years. 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 network of financial advisors and branch offices nationwide.

Dale Draughn is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rachel Love is a financial advisor at Edward Jones in Mt Airy, NC, holding a Series 66 designation with 10 years of industry experience at the firm. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies along with tax-efficient services under a fiduciary standard.

Audra Cox is a financial advisor at Edward Jones with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Secu Life Insurance Company and Members Trust Company, before joining Edward Jones in 2018. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Ross Joyce is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011, including a prior role from 2011 to 2017 and his current position since 2017. Outside of his advisory work, Joyce is a co-owner of Joyce Farms of Mount Airy LLC, a farming business in Mount Airy, North Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Sandra Hatch is a CFP® professional with 29 years of industry experience, currently affiliated with Raymond James Financial. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and O'Connell Financial Group Inc. She holds Series 63 and Series 65 licenses. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.

Kody Easter is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is based in Mt Airy, NC, and serves on the board of Salem Christian Academy in Dobson, NC. 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.

Anthony Shinault is a CFP® professional with seven years of industry experience, currently affiliated with Cetera. He has held roles at multiple firms including Morgan Financial Group LLC and Geneos Wealth Management, Inc. Outside of financial advisory, he contributes as a research content provider for Jagerbombs Fantasy Sports, developing statistical analyses and articles for various sports. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and provides access to both affiliated and third-party investment managers across diverse program platforms.

W. Skyler Harrison is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2013 and previously worked at Capital Bank for three years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and integrating research from multiple sources.