Ryan Engle is a financial advisor with Secure Asset Management, L.L.C. in Harmony, NC, holding Series 63 and 66 licenses and bringing five years of industry experience. His prior roles include positions at LPL Financial LLC and Thrivent Financial. Outside of his advisory work, he is involved in multi-level marketing and owns a business entity used for tax and investment purposes. Secure Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients, alongside pension consulting services for retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis and emphasizes equitable allocation of investment opportunities while maintaining custody with external custodians.

Kenneth Jones II is a CFP®-certified financial advisor at Edward Jones with 31 years of industry experience. He worked at Franklin/Templeton Distributors, Inc. for 28 years before joining Edward Jones in 2023. 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 financial advisors and branch offices nationwide.

James Magee Jr. is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Statesville, NC. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

David Payne is a financial advisor at Osaic Wealth, Inc. with 41 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including LPL Financial, Woodbury Financial Services, and Securities America Advisors. Payne also operates a non-variable insurance business alongside his advisory role. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through various programs. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supported by multiple custodial and platform arrangements.

Zachary Payne is a financial advisor with Osaic Wealth, INC, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at LPL Financial, Woodbury Financial Services, and ownership of Payne Financial Consultants, where he also operates an insurance agency selling fixed annuities. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

David Helgeson is a financial advisor at OSAIC with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience at Valic Financial Advisors, Agia, and Gunnallen Financial. In addition to his advisory role, Helgeson is an agent offering non-securities insurance products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process featuring asset allocation and portfolio optimization tools, and offers a wide range of brokerage and advisory services through a multi-advisor platform.

Joel Torres is a financial advisor at Edward Jones with 14 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Bb&T Securities, BBTIS, and Bb&T Bank from 2011 to 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, operating under a fiduciary standard.

Ralph Miller is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Allegacy Federal Credit Union, Cuso Financial Services, and Truist Investment Services. Miller also operates Allegacy Investment Group, a business related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Kaylynne Willis is a financial advisor at OSAIC with six years of industry experience and a Series 66 designation. Her work history includes roles at Foster Financial Group, Hornor, Townsend & Kent, and Valic Financial Advisors. Outside of her advisory work, she serves on the board of a non-profit organization called Unique World Gifts, participates as a board member for the Summit Foundation, and applies equine therapy through her involvement with Equine Muscle Works. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach uses model-based asset allocation and portfolio optimization tools, supporting a range of discretionary and third-party managed strategies.

Eric Haughwout is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Edward Jones in Mocksville, NC, where he has worked since 2023 and previously from 2012 to 2017. His prior experience includes roles at TD Ameritrade and PNC Investments. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kenneth Wiles is a financial advisor with Edward Jones, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Raylen Vineyards, TD Ameritrade Investment Management, LLC, and Scottrade. 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, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

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.

Steven Harder is a CFP® professional with 23 years of experience in the financial services industry. He is currently with LPL Financial and also has a role at United Federal Credit Union. His prior work includes positions at The Vanguard Group, Wells Fargo, Bank of America, Merrill, and TIAA-CREF. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Laurie Laucks is a Series 66-licensed financial advisor with Edward Jones in Mocksville, NC, and has nine years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than 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 under a fiduciary standard.

Brent Bowman is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Osaic and has previously worked with LPL Financial, Woodbury Financial Services, and Valic Financial Advisors. Bowman also holds a license as a non-variable insurance agent, selling fixed annuities. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform and a complex affiliate network.

Dorthy Hilt is a financial advisor at Edward Jones in Statesville, NC, holding a Series 66 designation. She has one year of experience at Edward Jones and previously worked for eleven years at United Federal Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Casey Best is a Series 66-licensed financial advisor with Edward Jones, based in Yadkinville, NC. She has seven years of experience with Edward Jones following prior roles including work in the Vail School District and time dedicated as a housewife. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a variety of client segments. The firm offers a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.