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.

Justin Hall is a financial advisor with Truist Advisory Services in Elkin, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Truist Advisory Services and its affiliated firms since 2014, including roles at Bb&T Securities and BB&T Investment Services. Truist Advisory Services offers investment consulting and advisory services to a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, integrates third-party manager platforms, and maintains extensive inter-affiliate relationships to support its AMC Advantage manager-selection program.

Sheff Olinger III is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and previously at CIBC World Markets Corp. from 2000 to 2003. Outside of advising, he manages farming equipment and leases farmland through a local LLC in North Carolina. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs, including discretionary and non-discretionary asset management, financial planning, and consulting services.

Dustin Ainsworth is a financial advisor with Truist Advisory Services, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Truist, he worked four years at Sheffield Financial and has experience spanning roles in both finance and other industries. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Aaron Misenheimer is a financial advisor with Edward Jones in Jonesville, NC, holding the CFP®, ChFC®, and Series 66 designations. He has 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he is an artist for Conn trombones and serves as a supply preacher at area churches. 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 under management and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Frank Beals is a financial advisor with Edward Jones in Elkin, NC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, he serves on the boards of the Surry Community College Athletics Knights Foundation and the Hugh Chatham Memorial Hospital Foundation. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

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.

Thomas Ren is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Crown Capital Securities LP, and Westside Swarm RFC. Outside of advisory work, he is involved in managing Tommy's Bodacious Foods and serves as lead of the finance committee at his local church. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using multiple platforms and discretionary or non-discretionary strategies.

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.

Nathaniel Sturgill is a financial advisor with Edward Jones in Elkin, NC, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at First Citizens Investor Services and Wells Fargo in various roles. Outside of his advisory work, he volunteers with Carolina Thieves Travel, a nonprofit travel organization for youth sports, where he has helped establish and coach a 10U travel team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Geoffrey Odonnell Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 66 designation and has previously worked at Next Financial Group Inc and PRUCO Securities, LLC. Odonnell is also involved with The Exodus Group, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms.

Christopher Funk is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he serves on the Stewardship and Finance Committee of Deep Creek Friends Meeting in Yadkinville, 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 solutions, supported by a network of over 23,000 financial advisors and more than 15,000 branch offices nationwide.

Bruce Knott is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Elizabeth Bahena is a financial advisor with Edward Jones in Elkin, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked for Clothes Mentor, Align Technology, and Margarita's Mexican Cuisine and Bar. 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 discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

Audra Cox is a financial advisor with Edward Jones in Dobson, NC, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Edward Jones since 2018 and has held roles at multiple financial services firms, including Secu Life Insurance Company and Members Trust Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Jason Singleton is a financial advisor at LPL Financial with 23 years of industry experience. He has worked with firms including Wells Fargo Advisors and Wachovia Bank and has operated Good Life Advisors, LLC since 2016. His credentials include Series 63 and Series 65 registrations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Timothy Johnson is a financial advisor at Edward Jones in Elkin, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked for six years at Lowe's Companies and has additional experience with Ocean Isle Fish Company and Brinker International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Casey Best is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has prior work experience in education and as a homemaker. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.