Jeffrey Albright is a financial advisor at Shepherd Wealth Management with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Creative Planning for 13 years. Shepherd Wealth Management serves individual and high-net-worth clients, managing approximately $162 million in discretionary assets. The firm uses a team-based approach focused on Modern Portfolio Theory and passive index investments, complemented by various analytical methods and integrated financial planning.

Brittaney Leigh is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 credentials and possessing 11 years of industry experience. She has served in various financial roles since 2003, including positions at State Employees’ Credit Union, SeCU Life Insurance Company, Members Trust Company, and Credit Union Investment Services. Brittaney is an executive leadership team member of the Go Red for Women campaign with the American Heart Association’s Triad chapter. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning with a focus on long-term, goals-based investing using low-cost mutual funds and ETFs. The firm operates within a credit union ecosystem and provides services without commission-based compensation to its salaried investment representatives.

Philip Lahr is a financial advisor with Credit Union Investment Services in Asheboro, NC, holding a Series 66 designation and 15 years of industry experience. He has concurrent roles with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union, where he provides financial advisory services and life insurance. Lahr spends a small portion of his time as a trust representative for Members Trust Company. Credit Union Investment Services primarily serves North Carolina residents, offering goals-based, non-discretionary investment advice focused on mutual funds, ETFs, and fixed income products. The firm operates within the State Employees’ Credit Union ecosystem and emphasizes long-term planning with salaried advisors who do not receive commissions.

Anthony Cruz is a financial advisor at Credit Union Investment Services with one year of industry experience. He holds the Series 66 designation and has worked with the State Employees' Credit Union since 2019 in various financial services roles, including as a Financial Advisory Services Specialist and a life insurance agent. Prior to this, he held positions at Mariner Finance, Walgreens Inc., and UNC Greensboro. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, and its investment adviser representatives are salaried employees of the parent credit union.

Michael Finch is a CFP® with six years of industry experience, currently serving as an advisor at Credit Union Investment Services. He has held roles at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Finch is also a district manager at State Employees' Credit Union, where he supervises the offering of financial services to members. 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 generally recommends low-cost, index-based mutual funds and ETFs, fixed-income products, and employs a goals-based, long-term planning approach.

Roger Mabe Jr. is a financial advisor with Kestra Advisory, holding a Series 66 designation and 22 years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2016 and was previously associated with LPL Financial. Outside of his advisory role, he serves as a director on the board of the local YMCA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and employee education, serving a client base that includes large institutional investors.

Preston Russell is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Eagle Point Golf Club and BenchMark Physical Therapy. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that heavily incorporates LPL-sponsored programs and endorsed third-party managers.

Jay Brownfield is a CFP®-designated financial advisor with Edward Jones in Asheboro, NC, having 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory work, he owns rental property in Asheboro. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

John Dye is a financial advisor with Edward Jones in Asheboro, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is the owner of Eagle View Ventures of NC LLC, a real estate business in Sophia, NC. 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 and investment strategies through a nationwide network of financial advisors and branch offices.

Ted Stewart is a Series 66-licensed financial advisor with 16 years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc., having been with various Raymond James entities since 2011 and previously with Edward Jones for one year. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm uses tailored non-discretionary planning and analytical tools, including risk profiling and probability modeling, and supports municipal and public-finance work through an affiliated municipal advisor.

Kenny Kidd is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for 14 years before joining LPL Financial in 2024. Outside of his advisory role, he serves as a commissioner for Randolph County Government and is a board member of the Randolph County Family Crisis Center and Emmys House, a local nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a variety of advisory programs, financial planning, and retirement consulting services through a nationwide network of investment adviser representatives.

Celeste Little is a financial advisor at Fidelity with six years of industry experience and holds Series 63 and Series 66 credentials. She previously worked at Veritude LLC and the Wake County Public School Systems. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating day-to-day management to sub-advisers while maintaining oversight and evaluation controls.

Tyler Hickernell is a financial advisor with Edward Jones in Asheboro, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for nine years at Certainty Home Loans. Outside of his advisory role, he owns a rental property managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 advisors and 15,000 branch offices.

Brett Thomas is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Raymond James Financial Services since 2007. He is also the owner of Thomas Capital Management, LLC, a support business handling administrative duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, using analytical tools and supporting municipal and public-finance work through a unique affiliation with a municipal advisor.

Colleen Mitchell is a financial advisor at Ameriprise with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Ameriprise since 2015. Outside of her advisory role, she serves on several community and nonprofit boards, including the St. Joseph Finance Advisory Committee and Kintegra Health’s advisory committee, which supports healthcare services for uninsured and underinsured individuals. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing tailored written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations, primarily focusing on assets held in Ameriprise Managed Accounts.

Thomas Morris is a financial advisor with LPL Financial, holding a Series 66 designation and possessing four years of industry experience. His prior work includes roles at OSAIC, SagePoint Financial, and Stockdale Financial Group. Outside of his advisory practice, Morris has been involved in entrepreneurial activities including co-ownership in real estate and participation in business entities for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Scott Kauffman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 65 designation and has three years of industry experience. Prior to his current role, he has worked at Advisors Financial Center and is involved in real estate as an independent contractor with Wilson Realty Co. He also serves as an officer of KHF Holdings, LLC, assisting with financial and tax-related matters. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Mayco Saucedo Hernandez is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 designations and having two years of industry experience. Prior to joining Fidelity, he worked in various roles across multiple industries, including logistics, real estate, and retail. Outside of his advisory role, he works as a food delivery driver for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, offering multi-manager and fund-of-funds advisory services, and utilizes systematic methodologies and long-term asset allocation benchmarks.

Kevin Cook is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 21 years of industry experience. His career includes roles at Truliant Federal Credit Union and Cuna Brokerage Services. He is also involved with Members Trust Company, a financial institution based in Tampa, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, along with access to model portfolios and research from multiple sources.

John Mcneely is a financial advisor with Equitable Advisors in Asheboro, NC, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2001. Outside of his advisory work, Mcneely is involved in community activities including serving as a counselor for the Boy Scouts of America Randolph NC District, participating on a committee at First Presbyterian Church, volunteering with Community Bible Study, and working as a tool reviewer for Stanley Black and Decker Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Neil Rabb is a financial advisor with LPL Financial in Asheboro, NC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior work includes roles at Nsllc and Nationwide. Outside of advisory work, he is involved in non-variable insurance activities and serves as an insurance broker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with various model portfolios and research.

Jeffery Hayes is a financial advisor at Edward Jones with a Series 66 designation and experience spanning several roles since 2014, including positions at Bank of America and North Carolina State Employees' Credit Union. He has been with Edward Jones since 2026. Prior to his financial services career, he worked in other industries and community organizations. 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 and investment management solutions supported by a large network of financial advisors and branch offices across the country.

Kelly Wallace is a financial advisor at LPL Financial in Asheboro, NC, holding Series 65 and Series 63 licenses. Wallace has been with LPL Financial since 2025 and previously worked at First Horizon Bank from 2004 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Cornelius Griffin is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services since 2003. Griffin is an owner of Advisors Financial Center and serves on the finance and investment committees of Central Methodist Church in Asheboro, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations.

Steve Williams is a financial advisor with LPL Financial, holding Series 66 and Series 65 designations and bringing 26 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Nationwide Securities LLC and Nationwide Financial from 2012 to 2020. Outside of advising, he is active as an agent in non-variable insurance through Financial Independence Group and Insurance Associates of the Triad. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management alongside research-supported strategic and tactical model portfolios.

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.

Scott Allen is a financial advisor with Equitable Advisors in Asheboro, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Equitable Advisors since 2011, including its predecessor Axa Advisors. Outside of his advisory work, Allen serves on the Asheboro Randolph Chamber of Commerce board as treasurer, participates on a community awareness committee for Randolph Electric Membership Corporation, and is active with the Asheboro Rotary Club and Rotary District 7690. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to clients’ goals and risk tolerance.

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.

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.