Richard Harig is the sole advisor at Legacy Resources NC, LLC, an independent firm based in Lenoir, NC. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes roles at firms such as MacArthur Strategic Capital, Signet Private Wealth, and Great Point Capital. Outside of advisory work, he is involved in philanthropy consulting and serves as Board Chair of a nonprofit organization. Legacy Resources NC, LLC provides comprehensive financial and legacy planning focused on estate design, family governance, philanthropy, and related areas. The firm typically refers clients to unaffiliated portfolio managers rather than directly managing assets, emphasizing planning and coordination with outside investment managers.

Liam Gilroy is a financial advisor with Fortis Wealth Management in Blowing Rock, NC, holding a Series 65 designation and 11 years of industry experience. He has been with Fortis Wealth Management since 2015 and is also a member of the U.S. Army National Guard, where he has served for 10 years. Outside of his advisory role, he manages non-investment-related rental properties through Magnolia Operations LLC. Fortis Wealth Management serves individuals, families, and plan sponsors with services including asset management, financial planning, retirement-plan advisory, and business development advisory. The firm uses a combination of cyclical, fundamental, and technical analysis, offers regular educational seminars, and includes business development advisory services provided by MBA-qualified representatives.

Anthony Winkels is a financial advisor at Fortis Wealth Management with 11 years of industry experience. He holds a Series 65 credential and has worked at Goldman Sachs & Co. LLC and Crown Venture Management, LLC. Winkels is also a member of the U.S. Army Reserve. Fortis Wealth Management provides asset management, financial planning, retirement-plan advisory, and business development advisory services to individuals, families, and plan sponsors. The firm uses a combination of cyclical, fundamental, and technical analysis along with long- and short-term trading strategies, and it offers educational seminars and business development advisory services.

George Martin is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Alphastar Capital Management, LLC, Calton & Associates, Inc., and Four Plus One, Inc., dba Charter Financial Group, where he is also an owner and insurance agent involved in property and casualty agency and fixed indexed annuity sales. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, offering discretionary trading authority subject to client restrictions.

Christy Hayes is a financial advisor with Edward Jones in Lenoir, NC, holding a Series 66 designation and five years of industry experience. Before joining Edward Jones in 2021, she worked for 25 years with Caldwell County Schools. 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 strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard when providing advisory services.

Robert Floyd Jr. is a financial advisor with LPL Enterprise who holds the ChFC® designation and has 44 years of industry experience. He previously worked at Prudential Insurance Company of America for over five decades. Floyd serves as the Mayor of the Village of Cedar Rock and is involved in several local business and nonprofit activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven portfolio implementation and offers access to third-party asset managers, with a range of services including financial planning and consulting.

John Davis is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Signature Wealth Group, Raymond James Financial Services, SunTrust Investment Services, and First Citizens Investor Services. 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 offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Toni Anderson is a Series 66-licensed financial advisor with Edward Jones in Lenoir, NC, with 17 years of industry experience, all of which have been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated products. The firm is notable for its large nationwide network of advisors and branch offices and provides services under a fiduciary standard.

Chadwick Henderson is a financial advisor with LPL Financial in Lenoir, NC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He previously worked at Edward Jones from 2007 to 2010 before joining LPL Financial in 2010. Henderson obtained a general contractor’s license through a business he established but has not operated that business. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Melissa Potter is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, bringing two years of industry experience. Her prior roles include positions at Equitable Advisors and several banking institutions, along with ownership of Buster Daniels Family Tree Farm, an agricultural business. She is also employed at Alcova Mortgage and operates Foscoe Financial, a referral business. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets through multiple platforms and custodians while providing access to affiliated model strategies and third-party advisers.

Regina Banks is a financial advisor with LPL Financial in Blowing Rock, NC, holding a Series 63 designation and over 40 years of industry experience. She has been with LPL Financial since 1993. Banks is also president of R. Banks Financial Consulting, involved in the quarterly filing of tax forms. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by extensive operational tools and a large network of advisors.

Justin Long is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has worked with Prudential Insurance Company of America since 2010 and was associated with Pruco Securities, LLC. for 14 years. Outside of finance, he has been employed with Outback Steakhouse since 2009. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and charitable entities, offering financial planning, consulting, and access to third-party asset managers through a model-driven investment approach.

Robert Floyd III is a financial advisor with LPL Enterprise holding Series 63 and Series 66 designations and 15 years of industry experience. His work history includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC. He has also operated The Floyd Group since 2005. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and participation in its Model Wealth Portfolios wrap program.

Billy Chick is a CFP® and holds a Series 66 license, with 12 years of experience in financial advising. He has been with Edward Jones since 2013. 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 advisors and branch offices nationwide.

Sherrie Reece is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Her career includes roles at Fidelity Investments since 2022 and previous experience at Wells Fargo Clearing and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers advisory services that incorporate oversight of affiliated and unaffiliated sub-advisers.

Chasty Bailey is a financial advisor at Fidelity with 16 years of industry experience. They hold Series 63 and Series 66 credentials and have worked at firms including Wells Fargo Clearing Services, FTB Advisors, and The Prudential Insurance Company of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm supports model portfolios using systematic methodologies and serves as an advisor to multiple registered investment companies and fund‑of‑funds.

John Searer is a financial advisor with LPL Financial in Lenoir, NC, holding a Series 66 designation and 19 years of industry experience. He has previously worked at J.P. Morgan Securities and JP Morgan Chase Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ethan Gilley is a financial advisor with Edward Jones in Lenoir, NC, holding CFP®, ChFC®, and Series 66 designations, and has 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Gilley serves on the board of The Wig Bank of Caldwell County and is involved in nutrition and exercise consulting through TFLN G LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products.

Harrison Gardner is a financial advisor with LPL Financial in Lenoir, NC. He holds the Series 66 designation and has recently transitioned into financial advising after various roles in industries including pharmaceuticals and manufacturing. Gardner has experience working with institutions such as Exela Pharma Sciences LLC and Bosch Rexroth. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Benjamin Searer is a CFP® professional with 16 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Bank of America and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by extensive research and technology tools.

James Engelman Sr. is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is president and owner of Little Gunpowder Creek Farm in Hudson, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm has a large national presence with over 23,000 advisors and manages approximately $1.01 trillion in assets.

Tory Haas is a Series 65 licensed advisor with Cambridge Investment Research Advisors. He has been active in the financial industry since 2022 and has experience with financial coaching as well as entrepreneurial ventures, including a yard and maintenance business. His current roles include positions at Cambridge Investment Research Advisors and affiliated entities. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates with thousands of professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.