Matthew McNeill is a financial advisor with Credit Union Investment Services and holds a Series 66 designation. He has three years of industry experience, including prior roles at Fidelity Investments and State Employees' Credit Union. Outside of his advisory work, he serves as president of the Pirates Cove Homeowners Association, where he participates in monthly board meetings and oversees communications. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning with an emphasis on low-cost index mutual funds and ETFs. The firm operates within a credit-union ecosystem and focuses on long-term, goals-based advice without commissioned recommendations.

Carla Souther is a CFP® with 27 years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. since 2012. She serves as president and member of CNS of Wilkes County, LLC, a real estate brokerage, and is a board member of the nonprofit Womens Worth Alliance, where she contributes to content development and networking. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to deliver tailored, non-discretionary planning and supports both advisory programs and institutional consulting.

Corey Huffman is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Empower Financial Services and several other financial and insurance firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based retirement, tax, estate, and other planning topics. The firm offers planning engagements on either a one-time or ongoing basis without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option.

Kathleen Shepherd is a financial advisor at Raymond James Financial with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked with Capital Analysts and Lincoln Investment. Outside of her advisory role, she consults on protective clothing product development for Worldwide Protective Products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, utilizing tailored, non-discretionary planning and analytical tools to support individual, institutional, and high-net-worth clients.

Philip Jefferson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sam Morrison is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Bbtis for one year. 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 broad range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Les Dyer is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Triad Advisors, Inc. for 25 years. Outside of his advisory role, he co-owns a small farm where cattle are raised and hay is grown, and he serves as a board member for the Wilkes Heritage Museum. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

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.

Makayla Lemly is a Series 66-licensed financial advisor with LPL Financial, bringing two years of industry experience. She previously worked at First Horizon Advisors and First Horizon Bank, with additional experience at Woodforest National Bank and Ingles Markets. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and technology-driven solutions.

Nicholas Ryder is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Amazon and Wells Fargo Advisors, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Stephen Patton is a financial advisor with Edward Jones in Wilkesboro, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he spent 22 years at Hickory Printing Solutions, an RRD Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Ralph Hughes is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His career includes prior roles at Ally Invest Securities, Ally Invest Advisors, TD Ameritrade, and LPL Financial. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Thomas Moriarty is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Wells Fargo Advisors, LLC from 2013 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he has ownership interests in a home healthcare business and commercial rental properties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third parties, applying diversification and modern portfolio theory in its investment approach while offering a broad range of financial products through affiliated entities.

Justin Bryson is a financial advisor at LPL Financial with 13 years of industry experience. He has previously worked at Janney Montgomery Scott and Wells Fargo in various roles from 2012 to 2024. Outside of his advisory work, Bryson is the owner of GritFit, Inc., a business operating under the name ISI Elite Training. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management strategies.

Jose Granados Perez is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at Wells Fargo Clearing since 2020 and has been with Wells Fargo Bank since 2017. Prior to his financial services career, he spent two years at Bob Young Appliances. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of advisory and brokerage solutions, leveraging research from Wells Fargo Investment Institute and third-party sources to support investment decisions.

Craig Langston is a financial advisor with Edward Jones in Wilkesboro, NC, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. He serves as a board member for the Woodfield Association Home Owners Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Chad Jones is a financial advisor with Cetera who holds Series 65 and Series 66 licenses and has 23 years of industry experience. He has worked at Cetera Investment Services LLC and related Cetera entities since 2018 and previously was employed at Bbtis from 2013 to 2017. He is also affiliated with the University of Georgia's Terry College of Business. Outside of Cetera, he is involved in fixed life insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a variety of portfolio management and financial planning services utilizing a multi-manager platform that includes model portfolios, third-party managers, and custom strategies.

Trenton Walsh is a financial advisor with OSAIC, holding a Series 66 designation and three years of industry experience. Prior to joining OSAIC in 2024, he worked at Triad Advisors and Lakewood. Outside of his advisory role, he serves as head coach for NWNC Elite Baseball and is a board member at Catawba College. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers across multiple platforms.

Christopher Finney is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 20 years of industry experience. His prior work includes roles at Cetera Investment Advisors, First National Bank of Pennsylvania, Yadkin Valley Bank and Trust, and Securities America. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Stephanie Rodriguez is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations. She has previous experience working at Wells Fargo Bank, N.A. since 2018 and MDI from 2016 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Carol Owens is a financial advisor at LPL Financial with 42 years of industry experience. She has been with LPL Financial since 2008 and holds Series 63 and Series 65 licenses. Outside of her advisory work, Owens is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and other institutions through a large national network. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by various model portfolios and third-party research.

Steven Griffith is a financial advisor with Morgan Stanley in Wilkesboro, NC, holding a Series 66 designation and bringing 13 years of industry experience. He served in the United States Army Reserves from 2011 to 2022 and has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and research methodologies.