Jeffrey Albright is a financial advisor with Shepherd Wealth Management in Asheboro, NC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His previous roles include positions at Creative Planning, The Burney Company, and TD Ameritrade. Shepherd Wealth Management is a fee-only advisory firm serving individuals and high-net-worth clients with investment management, financial planning, and retirement plan consulting. The firm follows a primarily passive investment approach based on Modern Portfolio Theory and employs a team of five advisors managing approximately $162 million in discretionary assets.

Mickey Morton is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2018, including its predecessor firms. His prior roles include positions at Wells Fargo Clearing Services and Fidelity. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches supported by integrated affiliate resources and AI-enabled research tools.

Roger Mabe Jr. is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 23 years of industry experience, including prior roles at LPL Financial and A. G. Edwards & Sons, Inc. Since 2016, he has also served as a director on the board of the YMCA in Asheboro, NC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Brittney Deese is a financial advisor at United Planners' Financial Services of America with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual Wealth Management Company and several other firms. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm delivers advisory services primarily through independent representatives and offers both advisory and brokerage services with a focus on non-discretionary account management.

David Snapp is a financial advisor at Edward Jones in Thomasville, NC, with 10 years of industry experience. He holds the ChFC® designation and the Series 66 license and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies alongside affiliated mutual funds and specialized investment services.

Preston Russell is a Series 66-licensed financial advisor at Equitable Advisors with four years of industry experience. Before joining Equitable Advisors in 2022, he held positions at Eagle Point Golf Club, BenchMark Physical Therapy, Pinewood Country Club, and Covanta Environmental Solutions. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and uses a combination of proprietary and third-party investment solutions.

Jay Brownfield is a CFP®-designated financial advisor with Edward Jones in Asheboro, NC, having 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory work, he owns rental property in Asheboro. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

John Dye is a financial advisor with Edward Jones in Asheboro, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is the owner of Eagle View Ventures of NC LLC, a real estate business in Sophia, NC. 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 range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Kenny Kidd is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones for 14 years. Kidd serves as a commissioner for Randolph County Government and is a board member of the Randolph County Family Crisis Center and Emmys House, both nonprofit organizations in Asheboro, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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 various operational and research tools.

Kevin White is a financial advisor at Edward Jones in Thomasville, NC, holding the CFP®, Series 63, and Series 66 designations with 24 years of industry experience. He has been with Edward Jones since 2001. 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 through a network of more than 23,700 financial advisors and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Celeste Little is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to her current role, she was employed at Veritude LLC and worked in the Wake County Public School Systems for eight years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, with a formal advisory role to multiple registered investment companies and fund-of-funds.

Tyler Hickernell is a financial advisor with Edward Jones in Asheboro, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for nine years at Certainty Home Loans. Outside of his advisory role, he owns a rental property managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 advisors and 15,000 branch offices.

Brett Thomas is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with Raymond James Financial Services since 2007. He is also the owner of Thomas Capital Management, LLC, a support business handling administrative duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, using analytical tools and supporting municipal and public-finance work through a unique affiliation with a municipal advisor.

Colleen Mitchell is a financial advisor at Ameriprise with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Ameriprise since 2015. Outside of her advisory role, she serves on several community and nonprofit boards, including the St. Joseph Finance Advisory Committee and Kintegra Health’s advisory committee, which supports healthcare services for uninsured and underinsured individuals. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing tailored written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations, primarily focusing on assets held in Ameriprise Managed Accounts.

Thomas Morris is a financial advisor with LPL Financial in Asheboro, NC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at OSAIC, SagePoint Financial, and founding a CPA practice. Outside of advisory work, he has been involved in business entities related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and advisory services through a large network of investment adviser representatives, utilizing both proprietary and third-party investment strategies.

Scott Kauffman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 65 designation and has three years of industry experience. Prior to his current role, he has worked at Advisors Financial Center and is involved in real estate as an independent contractor with Wilson Realty Co. He also serves as an officer of KHF Holdings, LLC, assisting with financial and tax-related matters. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Mayco Saucedo Hernandez is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 designations and having two years of industry experience. Prior to joining Fidelity, he worked in various roles across multiple industries, including logistics, real estate, and retail. Outside of his advisory role, he works as a food delivery driver for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, offering multi-manager and fund-of-funds advisory services, and utilizes systematic methodologies and long-term asset allocation benchmarks.

Kevin Cook is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Truliant Federal Credit Union, CUSO Financial Services, L.P., and Cuna Brokerage Services, Inc. Cook also serves with Members Trust Company in a financial institution capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, serving a large network of investment adviser representatives.

John Mcneely is a financial advisor at Equitable Advisors with 27 years of industry experience and holds the Series 66 designation. He has been with Equitable Advisors since 2001, including its prior affiliation as AXA Advisors. Outside of his advisory role, Mcneely is involved in community activities such as serving as a counselor for the Boy Scouts of America Randolph NC District, participating in his local First Presbyterian Church committee, volunteering with Community Bible Study, and acting as a tool reviewer for Stanley Black and Decker Inc. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models often implemented through third-party sponsors and provides ERISA fiduciary services to qualified plans through credentialed representatives.

Neil Rabb is a financial advisor with LPL Financial in Asheboro, NC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Nsllc and Nationwide. His other business activities include roles as a non-variable insurance agent and broker. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 through a large network of advisors using both proprietary and third-party strategies.

Jeffery Hayes is a financial advisor at Edward Jones with Series 66 designation and one year of industry experience. His prior work history includes positions at Bank of America and North Carolina State Employees' Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Kelly Wallace is a financial advisor with LPL Financial in Asheboro, NC. She holds Series 65 and Series 63 licenses and has experience working at First Horizon Bank from 2004 to the present, joining LPL Financial in 2025. 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 portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Cornelius Griffin is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services since 2003. Griffin is an owner of Advisors Financial Center and serves on the finance and investment committees of Central Methodist Church in Asheboro, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations.

Steve Williams is a financial advisor with LPL Financial in Asheboro, NC, holding Series 65 and Series 66 licenses and possessing 26 years of industry experience. His prior experience includes roles at Nationwide Securities LLC, Nationwide Financial, and Equitable Advisors. Williams is also active as a non-variable insurance agent with Financial Independence Group and Insurance Associates of the Triad. 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 portfolio programs, third-party asset management, and institutional platforms.

Kimberley Aldrich is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2022, following prior roles at Wells Fargo Clearing and PNC Investments. Kimberley also serves as an independent contractor at Advisors Financial Center, where she supports client services and trading activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools such as risk profiling and modeling to tailor advice to client goals and maintains specialized offerings in municipal advisory and SIMPLE IRA employer consulting.

Scott Allen is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Equitable Advisors since 2011, including during its prior affiliation as AXA Advisors. Outside of advising, Allen serves as Treasurer on the Asheboro Randolph Chamber of Commerce board, is involved with the Asheboro Rotary Club and Rotary District 7690 membership efforts, and participates on the community awareness committee for Randolph Electric Membership Corporation. He is also a joint partner in Snow Benefits Group, which offers group health insurance. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a variety of programs and third-party asset managers, focusing on customized risk assessment and tailored investment models.

Joseph Thomas is a financial advisor with Raymond James Financial in Asheboro, NC, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. He has been associated with Raymond James Financial Services since 2007 and operates Thomas Capitol Management since 2009. Outside his advisory role, he is a partner at Thomas Capital Management LLC, where he handles administrative tasks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance through a unique advisory affiliation.

Karah Wiley is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Her prior work includes roles in education and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and planning across a broad range of financial topics.