Jonathan Davis is a financial advisor at E2I Financial Group, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Horter Investment Management since 2017. In addition to his role at E2I Financial Group, he owns JAD Financial Group, LLC, where he provides life insurance and income planning services involving fixed annuities. E2I Financial Group primarily serves individual clients aged 50 and over, as well as high-net-worth individuals and pension and profit-sharing plans. The firm offers modular or comprehensive financial planning and asset management, using third-party registered investment advisors to implement tactically managed mutual fund and ETF allocations tailored to clients’ financial plans.

Edwin Cummer is a CFP® professional with 26 years of industry experience, currently serving at IronBridge Wealth Counsel, LLC since 2022. Prior to this, he operated his own advisory firm, Edwin R. Cummer, LLC, for 11 years. IronBridge Wealth Counsel provides financial planning and consulting services to individuals, non-profits, corporations, and other business entities through project-based and retainer-style engagements. The firm focuses on planning and referral arrangements rather than discretionary portfolio management, using fundamental analysis and modern portfolio theory to support various investment strategies.

Rita Hendrick Smith is a financial advisor at Altrius Capital Management, Inc. with 14 years of industry experience. She holds a Series 65 designation and has been with Altrius since 2007. Altrius Capital Management serves a diverse client base including individuals, retirement plans, trusts, estates, corporations, charitable organizations, and investment companies. The firm employs a fundamentally based, value-oriented, and risk-managed investment approach, offering discretionary investment management, financial planning, and advisory consulting services.

Bradley Greer is a CFP® with 20 years of industry experience, currently serving as an advisor at Allen Wealth Management, LLC. He previously worked at Sapere Wealth Management, LLC for 16 years and has been with Allen Wealth Management and Raymond James Financial Services, Inc. since 2021 and 2022, respectively. Allen Wealth Management, LLC provides advisory services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction and delivers coordinated wealth management through discretionary and non-discretionary mandates.

Rylee Critcher is a financial advisor at Allen Wealth Management, LLC with four years of industry experience. She holds Series 65 and Series 63 credentials and has worked at Raymond James Financial Services, Inc. and TIAA-CREF Individual & Institutional Services, LLC. Allen Wealth Management provides advisory services to individuals, pension plans, trusts, estates, charitable organizations, and business entities, offering financial planning and investment management through a combination of fundamental, technical, charting, and cyclical analysis within written Investment Policy Statements. The firm serves over 1,000 clients with a four-person advisory team and manages a range of holdings, including alternative investments.

Jonathan Allen is a Certified Financial Planner® (CFP®) with 21 years of industry experience. He is the owner and principal advisor at Allen Wealth Management, LLC, where he has worked since 2009. Prior to that, he was affiliated with Raymond James Financial Services and Allen Financial Advisors. Outside of financial advising, he owns and operates a CPA practice, Dacchille Allen and Associates CPA PLLC. Allen Wealth Management, LLC provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios and manages over 1,000 clients across its four-person advisory team.

David Fink is a CFA® charterholder and holds Series 63 and 65 licenses with 19 years of industry experience. He is affiliated with Lifestyle Freedom Advisory Group, LLC and has held roles at multiple related entities since 2018, as well as Colorado Financial Service Corporation since 2020. Outside of his advisory work, he provides consulting services to CPAs and attorneys. Lifestyle Freedom Advisory Group is a registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management, financial planning, and ERISA plan services, emphasizing customized portfolios aligned with clients’ goals, time horizons, and risk tolerances.

Eric Franklin is a financial advisor with Allen Wealth Management, LLC in Boone, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Allen Wealth Management since 2014 and previously at Empire Distributors from 2018 to 2022. Franklin serves as a committee member of the Watauga Humane Society’s investment committee, providing commentary and feedback on their holdings. Allen Wealth Management provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction and offers coordinated wealth management across discretionary and non-discretionary mandates.

Justin Jolly is a financial advisor with PFG Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at LPL Financial, Securities America, Mutual Securities, and United Planners. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm combines top-down macroeconomic allocation with fundamental and technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

John Sanders is a financial advisor with Credit Union Investment Services, holding a Series 66 designation and two years of industry experience. His background includes roles at State Employees' Credit Union, SECU Brokerage Services, SECU Life Insurance Company, and prior work at Chick-Fil-A and Boone Police Department among others. He serves as an agent for SECU Life Insurance Company and specializes in financial advisory services for members of State Employees' Credit Union. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes goals-based, long-term investment strategies using low-cost index mutual funds and ETFs within a credit-union ecosystem.

Bradley Dillard is a financial advisor with Credit Union Investment Services in Boone, NC, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Dillard is also involved in providing financial advisory services and life insurance through State Employees' Credit Union and its affiliates. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a long-term, goals-based planning approach.

Scott Sade is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Kestra since 2015 and is involved in multiple business activities, including serving on the board of the Martin County Estate Planning Council and the Martin County Chamber of Commerce, as well as managing private wealth through The Sade Group Private Wealth Management, LLC. Outside of advisory work, he owns and manages various real estate and investment entities and participates in local community organizations. Kestra Private Wealth Services, LLC serves individual clients, retirement plans, and institutional entities with a range of advisory and financial planning services, employing both discretionary and non-discretionary investment approaches across multiple platforms. The firm offers access to traditional and alternative investments and supports co-advisory and fiduciary consulting arrangements.

Joseph Turecky is a financial advisor with First Citizens Investor Services, Inc. in Boone, NC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with First Citizens Investor Services since 2015. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm offers portfolio management through wrap programs, an automated Guided Investing platform, tax-aware overlay and transition services, insurance product distribution, and financial planning, leveraging its affiliation with a bank holding company to integrate banking resources and referral relationships.

Alfred Gonzalez is a financial advisor with Truist Advisory Services, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 37 years of industry experience and has been with SunTrust Advisory Services and Suntrust Investment Services since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Daniel Jobe is a CFP® professional with 30 years of experience in the financial services industry. He has been with Valic Financial Advisors since 1997 and also holds a role as an agent with Agia since 2022. Outside of his advisory work, he serves as an elder on the board of Alliance Bible Fellowship in Boone, NC. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.

William Helms Jr is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked for Lincoln Financial Securities Corp. for 15 years before joining Cambridge in 2023. Outside of advising, he is also a musician based in Boone, NC. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides diverse implementation options, including discretionary and non-discretionary strategies, proprietary models, and access to third-party managers.

Jonathan Smith is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He has worked with Cetera since 2013 and operates in Boone, NC. Outside of his advisory role, he serves as Vice President of Lifestore Bank and sells fixed insurance products including life, health, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform that includes affiliated and third-party model portfolios.

Gary Moss Jr. is a financial advisor with Ameriprise in Boone, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he serves as a trustee for Lees McRae College and is a committee member for the First Presbyterian Church Endowment Fund. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team.

William Weeks is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Carolina Davidson is a financial advisor with Ameriprise, holding a Series 66 designation and bringing three years of industry experience. She has held positions at Ameriprise since 2021 and has additional experience working at Appalachian State University, Appalachian Ski Mountain, and Watauga High School. Carolina also owns Davidson Blue Ridge Legacy, an LLC established for business and tax purposes with no active service offerings. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on tax-aware withdrawal strategies and dependable income sources.

Joshua Roberts is a CFP® professional affiliated with LPL Financial, with seven years of experience in the financial industry. He previously worked at Raymond James Financial Services and Allen Wealth Management. Outside of his advisory career, he is involved with Harvest House Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Sharon Covey is a financial advisor at Edward Jones with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 1999. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jason Sutherland is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he spent nine years at Samaritan's Purse. Sutherland serves as a board member of the Ashe County Community Foundation in Hickory, NC. 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. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Jason Sirmon is a financial advisor with Edward Jones based in Boone, North Carolina. He holds a Series 66 designation and has 12 years of industry experience, with Edward Jones being his only listed firm since 2013. Outside of his advisory role, he is involved in consulting and continuing education through the Sirmon Training & Consulting Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jennifer Parker is a financial advisor with Raymond James Financial in Boone, NC, holding a Series 66 designation. She began her financial services career in 2024 and has prior experience as a partner and operator of a restaurant business for over two decades. The restaurant, Samajen, LLC, closed in 2022, and she continues to manage related loan receivables. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, using asset allocation analysis and firm research to tailor recommendations while leaving final decision authority with clients.

Randal Cokeley is a financial advisor with Ameriprise in Lansing, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

Javan Braswell is a financial advisor at Edward Jones in Boone, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at the Columbia Police Department for five years and held positions at Pruitt Health and Canyon Kitchen. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Isaac Church is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Samaritan's Purse International and Lowe's Companies, Inc., and has a background that includes self-employment and time at Appalachian State University. Outside of his advisory work, he is a sole proprietor of web design and photography businesses and occasionally photographs weddings for friends and family. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of over 23,700 financial advisors.

James Hogan II is a financial advisor at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and has prior experience at The Prudential Insurance Company of America and Ameriprise Financial Services, LLC. Hogan serves as President of the Hogan Family Foundation and is a Non-Profit Board Member and Virtual Sergeant at Arms for High Country Toastmasters. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Angelia Jenkins is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2005, including 12 years from 2009 to 2021, as well as a 13-year tenure at Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries, integrating its offerings within Bank of America’s broader corporate platform.

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.

John Ritter is a financial advisor at Edward Jones with 25 years of industry experience. He has held his current position at Edward Jones since 2000. Outside of his advisory role, Ritter is president of Wild Mountain Honey, an industrial design firm, where he manages royalty distributions. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Paul Williamson is a CFP®-designated financial advisor at Raymond James Financial with 32 years of industry experience. He previously worked for Commonwealth Financial Network for 16 years before joining Raymond James in 2025. Williamson also serves as an officer and owner of Paul Williamson and Company, Inc., a support company related to his securities business. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers customized, typically non-discretionary advisory solutions, including specialized programs for small businesses and municipal clients.

Wiley Mock is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1996. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Tyler Moore is a Series 66 licensed financial advisor at Edward Jones with four years of industry experience. His prior work includes roles at Ameriprise Financial Services LLC and Appalachian Regional Healthcare System. 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 strategies, operating under a fiduciary standard.

William Williams III is a financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2019 and previously worked at Mast General Store and Blackrock Outdoor Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and fiduciary advisory services with approximately $1.01 trillion in assets under management. The firm is noted for its extensive network of financial advisors and branch offices, as well as affiliated mutual funds and trust services.

Pamela Watson is a Series 66–licensed financial advisor with Merrill, based in Boone, NC, and has eight years of industry experience. She has been affiliated with Bank of America and Merrill since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, pension plans, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader corporate platform, providing access to a diverse set of financial products and services.

Matthew Bagley is a CFP® professional with 18 years of industry experience, currently affiliated with Raymond James Financial Services, Inc. and First Community Bank since 2020. His prior experience includes roles at LPL Financial and Edward Jones. Outside of his advisory work, he serves as Treasurer for the Boone Council of the Knights of Columbus and is Vice President of a family-owned car wash business. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and recommendations supported by firm research and a broad affiliate network.

Andrew Payne is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Osaic since 2024 and previously at firms including Payne Financial Services, Inc., Executive Financial Resources, Inc., and Triad Advisors, Inc. Payne serves as secretary and treasurer of Payne Financial Services, Inc., an S-Corp involved in insurance product sales and services. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct and manage diversified portfolios on both discretionary and non-discretionary bases.

David Mosher is a financial advisor with Edward Jones in Boone, NC, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a limited partner in a small-scale real estate development project focused on single-family homes in Boone, NC. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.