Harold Perkins is the sole advisor at Continuum Financial, LLC in Granite Falls, NC, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Continuum Financial since its founding in 2002. Continuum Financial provides investment supervisory services and ERISA/401(k) consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach combining in-house selection of stocks and bonds with select ETFs, alongside ERISA consulting and fiduciary diligence through structured committee processes.

Noah Hannon is a financial advisor with ABS Legacy Partners, LLC, holding a Series 65 designation. He has worked in the financial industry since 2021, including experience at Truist Bank before joining ABS Legacy Partners. Prior to his career in finance, he was employed at Appalachian State University and Greer High School. ABS Legacy Partners provides investment advisory services to individuals, high net worth clients, trusts, estates, retirement accounts, and business entities. The firm focuses on tailored portfolios using a combination of fundamental, technical, and sector analysis, with a practice concentrated on a limited number of substantial client relationships.

Angela Simmons is a CFA® charterholder with 21 years of industry experience. She has worked at ABS Legacy Partners, LLC since 2020 and spent 30 years at Everett Harris & Co prior to that. Angela is based in Hickory, NC. ABS Legacy Partners provides investment advisory services to high net worth individuals, trusts, estates, retirement accounts, and business entities. The firm offers tailored portfolio management, standalone financial planning, and referrals to third-party money managers, focusing on a limited client base with substantial relationships.

Patrick Holmes is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Seven Two Wealth Partners and C Rice and Associates. Outside of financial advising, he is active as a Licensed Real Estate Agent in North Carolina. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to create customized portfolios and offers a range of programs including discretionary and non-discretionary management, access to independent managers, and advisory signal services.

Charles Woy is a financial advisor with Foundations Investment Advisors LLC in Hickory, NC. He holds a Series 65 designation and has one year of industry experience. His prior experience includes roles at Epic Wealth, Southline Converting, and Appliances Superstore. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a range of analysis techniques and offers tailored advice through a network of affiliated offices and representatives.

Terry Hollar is a ChFC® with 38 years of industry experience, currently serving at Regal Investment Advisors LLC and Regulus, LLC. He has held roles at these firms since 2012 and 2014, respectively. Outside of his advisory work, Hollar is president of a homeowners association and is active as an officer and president in local community organizations, including a Lutheran day school and church. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and their clients, offering proprietary and third-party model portfolios across various asset classes. The firm serves individual, charitable, and corporate clients through a network of financial advisers who manage suitability and client communications.

Joseph Gilleland is a financial advisor at CreativeOne Securities, LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Royal Alliance Associates, Inc and Signator Investors, Inc. Outside of his advisory role, he serves as an assistant high school cross country coach at Iredell-Statesville Schools and Statesville Senior High School. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, utilizing both fundamental and cyclical security analysis alongside model asset allocations through its proprietary advisory platform.

Jonathan Spatz is a financial advisor at Foundations Investment Advisors LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including LifeWorks Advisors LLC, Brookstone Wealth Advisors LLC, and Retirement Wealth Advisors, Inc. Outside of his advisory work, he is involved in insurance services through ownership and management roles at Epic Income Advisors, Spatz Delmonico LLC, and Benefit Solutions Inc. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm delivers services through a large network of affiliated offices, employing a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Jason Beckley is a financial advisor at Farther with 15 years of industry experience. He holds a Series 65 designation and has worked previously at Advisory Services Network, LLC and Omnistar Financial Group. Outside of his advisory role, Beckley serves as board chair of the Ore Bank Pumpkin Center Volunteer Fire Department and chairs the endowment board for Ashure Ministry, a nonprofit providing crisis assistance in Catawaba County. He is also the treasurer for the Denver Lake Norman Rotary Club and Foundation. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm’s approach is based on Modern Portfolio Theory, using proprietary model portfolios and algorithmic rebalancing across a range of asset types, supplemented by advisor judgment and AI tools.

Amanda Dowell is a Series 65-licensed financial advisor at Farther with one year of industry experience. Prior to joining Farther in 2026, she worked at Advisory Services Network and The Corner Table. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory, using proprietary model portfolios and algorithmic rebalancing, and incorporates AI tools alongside advisor judgment.

Eric Whitener is a financial advisor at Farther with 15 years of industry experience. He holds a Series 65 designation and has worked previously at Advisory Services Network, LLC and Omni Star Financial Group. Outside of his advisory role, he is a managing partner of Grayton & Jamison LLC, a real estate business. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, using proprietary models and algorithmic rebalancing across a range of asset classes.

Louis Wetmore is a Series 66-licensed financial advisor with 15 years of industry experience. He currently works at Farther and previously held roles at Advisory Services Network, LLC and Omnistar Financial Group. Outside of advisory work, he is a certified court mediator operating a sole proprietorship under Wetmore Mediation. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach utilizing proprietary model portfolios and algorithmic rebalancing, with investment options including ETFs, mutual funds, individual equities, and fixed income.

Todd Ashworth is a financial advisor with LPL Financial based in Hickory, NC, holding a Series 66 designation and bringing 17 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. and Capital Investment Advisory Services, LLC. Ashworth is a partner in Renaissance Financial Partners of NC, LLC, where he serves in an advisory capacity. 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 institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, asset management, and institutional platforms, utilizing a combination of proprietary research models, third-party subadvisors, and customized investment strategies.

Michael Durham is a financial advisor with Edward Jones in Hickory, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Durham serves as the head varsity golf coach at Hickory Christian Academy. 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 solutions. The firm is notable for its extensive national network of financial advisors and branch offices, as well as its affiliated capabilities including a trust company and proprietary mutual funds.

Christopher Johnson is a financial advisor at Edward Jones in Hickory, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sherrill Young III is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2001, as well as at Resource Partners LLC from 2009 to 2019. He has maintained a long-standing association with MassMutual, formerly as a career agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports its advisors through specialized programs and institutional consulting services.

John Arney IV is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for Klingspor Abrasives Inc for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates one of the largest nationwide networks of financial advisors and branch offices.

Franklin Anderson II is a financial advisor with Edward Jones in Granite Falls, NC, holding a Series 66 credential and bringing 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is involved in several real estate ventures, including ownership and financing interests in real estate construction and rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Christopher Geoghegan is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has previously worked at SunTrust Advisory Services, SUNTRUST INVESTMENT SERVICES, Inc., and Wells Fargo Clearing. Geoghegan also operates an insurance agency as part of his business activities. 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.

Christopher Cannon is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at MassMutual Investors Services and MassMutual Life Insurance Company before joining Raymond James in 2019. Cannon serves on the board and investment task force of the Hickory Museum of Art. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to support non-discretionary consulting and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tina Wilson is a Series 66-licensed financial advisor with Edward Jones in Granite Falls, NC, and has 3 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Reese is a financial advisor at Edward Jones in Hickory, NC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, Reese is involved in commercial real estate as a partner and serves as vice president of the owners association for a local property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a large national network of financial advisors and branches.

Brent Mcdonald is a financial advisor at Cetera with 22 years of industry experience and holds a Series 66 designation. He has worked at several firms, including Securities America and Investacorp, and has been a co-owner of Tar Heel Wealth Management since 2010. Outside of his advisory work, he serves as a general board member for the Pregnancy Care Center of Catawba Valley and presents financial educational workshops through My Secure Advantage. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Elizabeth Rogers is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 27 years of industry experience. Her career includes roles at Raymond James Financial Services Advisors, Capital Investment Advisory Services, Wells Fargo Clearing, and A.G. Edwards & Sons. She is also an owner and partner of Renaissance Financial Partners of North Carolina, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers various financial planning and portfolio management services with a combination of advisory and non-advisory financial products.

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.

William Barlow is a financial advisor at Edward Jones in Hickory, NC, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he owns and manages businesses related to real estate construction and property maintenance in Hudson, 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 and investment solutions, supported by a large national network of financial advisors and branch offices.

Michele Compton is a financial advisor at Raymond James Financial with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Edward Jones and J.W. Cole Financial. Since 2020, she has also been associated with Signature Wealth Group as a Senior Wealth Advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and has a notable affiliation supporting municipal and public finance work.

Michael Austin is a financial advisor with Thrivent Investment Management in Newton, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Wells Fargo for three years and served in the US Army North Carolina National Guard for 13 years. He is the Committee Chair for Shepherds for Sheepdogs, a nonprofit that provides trained service dogs to veterans and law enforcement officers with PTSD. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based planning across various financial topics without managing discretionary trading authority.

Sarah Montgomery is a Series 66-licensed financial advisor with LPL Financial, bringing four years of industry experience. She previously worked for Truist Investment Services, Inc. for ten years before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by extensive operational tools and a broad network of over 22,800 advisors.

Tomohiko Minami is a CFP® and CFA® credentialed financial advisor with 11 years of industry experience. He has worked at LPL Financial since 2024 and previously spent eight years at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. He is also involved in a private insurance agency business affiliated with his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of financial planning and investment management services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors.

Jeffrey Almond is a financial advisor at Edward Jones in Hickory, NC, with seven years of industry experience. He holds the Series 66 designation and previously worked in the mortgage industry at Movement Mortgage and W R Starkey Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

William Barlow is a financial advisor at Edward Jones based in Hickory, NC. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, he was self-employed and owned an exterior house washing business for six years, as well as operating a café for three years. 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 across a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Zachary Pierce is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his advisory career, he worked in retail and food service roles including at Sherrill's Jewelry and Gepetto's Pizza and More. 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 with a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Luke Ryan is a financial advisor at Cetera with a Series 66 designation. He has recent experience with David E. Looper & Company, Inc., and multiple roles at Cetera Wealth Services, LLC. Ryan’s background includes work in construction and self-employment prior to entering the advisory field. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of more than 10,000 advisors. The firm offers a range of portfolio management and consulting services, featuring multi-manager platform options and a suite of affiliated partners supporting diverse investment strategies.

Christopher Brauns is a financial advisor at Edward Jones in Taylorsville, NC, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Blue Ridge Molding and Scott Insurance. Outside of his advisory role, he serves as a managing member of AME Design, LLC, a real estate entity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Charles Benway is a financial advisor with Thrivent Investment Management in Hickory, NC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Benway serves as an ordained minister and pastor, performs Christian counseling and ceremonies, acts as a church elder, and is president of the West Point Society of Western North Carolina. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across multiple financial topics and offers an option to combine planning with managed-account services under a consolidated billing arrangement.

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.