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Evan D

Series 66

Roxboro, NC

Cambridge Investment Research Advisors

Evan Dietz is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 license and one year of industry experience. His prior experience includes roles at Northwestern Mutual Life Insurance Company and involvement with Scouting Heroes, a sports and fitness-related business. He is also employed at Horner Financial Services in paraplanning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent financial professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Brittany A

ChFC®, Series 66

Roxboro, NC

Cambridge Investment Research Advisors

Brittany Ashworth is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 66 license, with 10 years of industry experience. She previously worked at Lincoln Financial Securities Corporation and has been associated with Horner Financial Services since 2015. Ashworth also serves as a Notary Public in Roxboro, North Carolina. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement plan advisory services, employing various portfolio management and model-based solutions tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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David B

Series 63, Series 65

Roxboro, NC

Raymond James Financial

David Bremer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Raymond James, he worked at Edward Jones and served in the Department of the Army and the US Army National Guard. He is also an insurance agent, providing client consultations and policy recommendations related to insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm uses tailored, non-discretionary planning and consulting supported by analytical tools, and maintains specialized programs including municipal and SIMPLE IRA advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Voyce T

Series 66

Roxboro, NC

Cambridge Investment Research Advisors

Voyce Thomas Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. His prior experience includes roles at Modern Capital Advisors, Liberty Partners Financial Services, and LPL Financial. He serves as secretary for the Kiwanis Club of Roxboro. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services. The firm offers a range of implementation platforms and proprietary strategies, with features designed to support advisors through formal compliance processes and business relationship structures.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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William H

CFP®, Series 63

Roxboro, NC

Cambridge Investment Research Advisors

William Horner is a CFP® professional with 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and previously worked at Lincoln Financial Securities Corporation for 10 years. He serves as a secretary and board member of the Roxboro Community School. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement advisory, and financial-wellness services through independent Financial Professionals using a variety of portfolio management and model-based strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Bryce S

Series 66

Roxboro, NC

Edward Jones

Bryce Snow is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Edward Jones, where he has worked since 2021, following roles at Thrivent Financial, Northwestern Mutual, Acera Wealth Management, and Horner Financial Services. He also spent four years at the University of North Carolina Wilmington. 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 solutions, supported by a large network of financial advisors and branch offices across the United States.

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Stanford B

CFP®, ChFC®, Series 66

Roxboro, NC

Edward Jones

Stanford Bradshaw Jr. is a CFP® and ChFC® credentialed financial advisor with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at ABB. Bradshaw serves as a board member at Person Memorial Hospital in Roxboro, NC, and owns an LLC involved in commercial real estate. 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 strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Daniel M

Series 66

Roxboro, NC

Edward Jones

Daniel Mc Donald is a financial advisor at Edward Jones in Roxboro, NC, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked in pharmaceuticals and education, including positions at Halifax Pharmacy and the Halifax County Public School System. Outside of his advisory work, he serves as a youth basketball referee for Halifax County Parks and Recreation. 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 solutions supported by a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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William H

ChFC®, Series 63, Series 65

Roxboro, NC

Cambridge Investment Research Advisors

William Horner is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 41 years of industry experience. His prior work includes roles at Lincoln Financial Securities and longstanding positions at GE Life and Annuity and Life of Virginia. He also operates an independent insurance agency, Horner Financial Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers multiple investment implementation platforms and maintains proprietary and third-party model strategies, with a focus on tailored client solutions and integrated institutional support.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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