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.

Kathleen Shepherd is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at Capital Analysts and Lincoln Investment. Outside of her advisory work, she consults on protective clothing product development for Worldwide Protective Products. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, institutional, and high-net-worth clients. The firm offers tailored, non-discretionary advice supported by analytical tools and supports a broad network of advisors and affiliated firms.

Philip Jefferson is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016. His prior experience includes roles at Truist Investment Services, NCF Financial Services, and Invest Financial Corporation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 30 years of industry experience. His previous professional roles include positions at LPL Financial, Crown Capital Securities LP, and Westside Swarm RFC. Outside of advisory work, he leads the finance committee at his local church and has entrepreneurial experience as president of Tommy's Bodacious Foods. Cambridge Investment Research Advisors serves a diverse client base with financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers tailored portfolio management solutions through independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple custody and platform arrangements.

Makayla Lemly is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at First Horizon Advisors, First Horizon Bank, Woodforest National Bank, and Ingles Markets. 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, model portfolios, and institutional platforms, supported by research and technology tools.

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 with Wells Fargo Clearing in Wilkesboro, NC, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has maintained a separate business, TFM, LLC, since 2011. Outside of his advisory work, Moriarty co-owns Ashe Home Care, Inc., a provider of in-home healthcare services for the disabled. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm utilizes research and analytics from Wells Fargo Investment Institute and third-party sources, emphasizing diversification and modern portfolio theory in its investment approach.

Justin Bryson is a financial advisor at LPL Financial with 13 years of industry experience. His prior roles include positions at Janney Montgomery Scott LLC and Wells Fargo, where he spent a combined eight years across Wells Fargo Clearing and Wells Fargo Bank NA. Bryson is also the business owner of GritFit, Inc., an athletic training company based in Waxhaw, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Jose Granados Perez is a financial advisor with Wells Fargo Clearing in Wilkesboro, NC, holding Series 63 and Series 65 licenses. He has four years of industry experience and has worked at Wells Fargo Clearing since 2020, with prior experience at Wells Fargo Bank, N.A., and Bob Young Appliances. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

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 at Osaic with four years of industry experience. He holds the Series 66 designation and has previously worked at Triad Advisors and Lakewood. Outside of his advisory role, Walsh serves as head coach for a travel baseball organization and is a board member at Catawba College. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers. The firm offers a range of advisory and brokerage services, utilizing asset-allocation tools and third-party solutions to provide customized portfolio management.

Christopher Finney is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Cetera Investment Advisors, First National Bank of PA, Yadkin Valley Bank And Trust, and Wells Fargo Clearing. Finney is also involved with Statewide Wealth Management and Statewide Insurance Solutions, which offer a range of insurance products and financial 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 provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory and non-advisory financial services with oversight of over $819 billion in discretionary assets.

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 with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has worked at LPL Financial since 2008 and previously spent seven years at Scott & Stringfellow, LLC. Owens is also a notary public and operates a financial group under the name Brame & Owens Financial Group in North Wilkesboro, NC. 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 investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

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.