Jonathan Davis is a Series 65 credentialed financial advisor with 11 years of industry experience. He is the principal of E2I Financial Group, LLC and has also owned JAD Financial Group, LLC since 2004, focusing on life insurance and income planning using fixed annuities. Prior to his current roles, he spent a year at Horter Investment Management. E2I Financial Group, LLC serves individual clients primarily aged 50 and over, as well as high-net-worth individuals and pension and profit-sharing plans. The firm offers modular and broad-based financial planning along with asset management, using third-party registered investment advisors for tactical mutual fund and ETF allocations guided by written Investment Policy Statements.

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 provides discretionary investment management, financial planning, pension consulting, and retirement-plan advisory services to individuals, high-net-worth clients, employee benefit plans, and other entities. The firm employs a fundamentally based, value-oriented, and risk-managed investment approach and serves as a sub-adviser to the Altrius Global Dividend ETF, combining global macro analysis with value and total-return strategies.

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. They hold Series 63 and Series 65 licenses and have previously worked at Raymond James Financial Services, TIAA, Ascension, Gardner-Webb University, Appalachian Regional Healthcare System, and Appalachian State University. Allen Wealth Management provides advisory services to individuals, pension plans, trusts, estates, charitable organizations, and businesses, offering financial planning and investment management through a combination of fundamental, technical, and cyclical analysis. The firm serves more than 1,000 clients with a four-person advisory team and utilizes proprietary processes alongside coordination with clients’ other advisers.

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.

Scott Sade is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Kestra since 2015. Outside of his advisory role, he is active in real estate through multiple ownership and management positions and serves on various community boards including the Martin County Estate Planning Council and the Martin County Chamber of Commerce. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients. The firm manages over $13 billion in client assets and provides access to a broad range of investment products and platforms, with operational support including affiliations with a trust company and specialized retirement and insurance-related services.

Joseph Turecky is a financial advisor with First Citizens Investor Services, Inc. in Boone, NC, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. He has been with First Citizens Investor Services since 2015. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm’s client process involves assessments of financial needs, risk tolerance, and time horizon, utilizing fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

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® credentialed financial advisor with seven years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Raymond James Financial Services and Allen Wealth Management. In addition to his advisory work, Roberts is involved with Harvest House Church. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies with a focus on operational and research support tools.

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 eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Samaritan's Purse for nine years. He holds a Series 66 designation. Sutherland serves as a board member of the Ashe County Community Foundation in Hickory, NC, assisting in decisions regarding community grant awards. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pensions and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

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 at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has been with Raymond James Financial and its affiliated entity since 2024. Prior to her financial career, she was a partner and operating member of a restaurant business in Boone, NC, which she co-managed for over two decades until its closure in 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes tailored non-discretionary planning and analytical tools to align investment strategies with client goals and supports its offerings with technology and advisory programs, including specialized municipal and SIMPLE IRA consulting services.

Randal Cokeley is a financial advisor at Ameriprise with 26 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 two years of industry experience. Prior to joining Edward Jones, he worked at Samaritan's Purse and Lowe's Companies, Inc., and has a background that includes nearly a decade of self-employment. Outside of his financial advisory role, he occasionally photographs weddings for friends and family. 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 programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Rebecca Sirmon is a financial advisor with Edward Jones in Boone, NC. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

John Warren II is a financial advisor with Ameriprise in Boone, NC, holding a Series 66 designation. He has been with Ameriprise since 2023 and has prior work experience including roles at Tailrace Marina and Creative Solutions, as well as teaching positions at Appalachian State University and South Point High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing tax-aware withdrawal strategies and income recommendations.

James Hogan II is a financial advisor at LPL Enterprise with a Series 66 designation and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Ameriprise Financial Services. Outside of his advisory work, he serves as President of the Hogan Family Foundation and is a board member and Virtual Sergeant at Arms for High Country Toastmasters. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and non-securities products through affiliated entities.

Angelia Jenkins is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2005, including overlapping tenures with Bank of America, N.A. from 2008 to 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

John Ritter is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is president of Wild Mountain Honey, an industrial design firm, where he oversees royalty collections and distributions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

Paul Williamson is a CFP® with 32 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025 after 16 years at Commonwealth Financial Network. Outside of his advisory work, he is an officer and owner of Paul Williamson and Company, Inc., a support company structured as an S-Corp for tax and salaried employee purposes. 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 institutions. The firm uses analytical tools and risk profiling to offer tailored, non-discretionary planning and supports institutional consulting through a large advisor network.

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 financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019, with a brief tenure at Ameriprise Financial Services LLC. Prior to his financial services career, he held various roles in the hospitality sector. 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 under management through a broad nationwide network and offers a range of advisory strategies with fiduciary standards.

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 financial advisor at Merrill with a Series 66 designation and eight years of industry experience. She has been with Merrill and Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Matthew Bagley is a CFP®-certified financial advisor with 18 years of industry experience, currently affiliated with Raymond James Financial Services in Boone, NC. His prior work includes roles at First Community Bank, 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. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work uncommon among large institutional advisors.

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.