Jean Alden is a Series 65 licensed financial advisor with 18 years of experience, serving clients through Liberated Investor Advisors, LLC since 2008. The firm provides discretionary portfolio management and financial planning primarily for individual clients, including both high-net-worth and non-HNW investors. Liberated Investor Advisors utilizes model portfolios and third-party money managers to implement investment strategies focused on diversification and long-term purchase approaches across ETFs, mutual funds, and individual stocks. The firm operates as a small, single-advisor practice, with Jean Alden directly managing client relationships.

Douglas Alden is a financial advisor with Liberated Investor Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with Liberated Investor Advisors since 2007 and also holds roles at Winning Point Advisors, L.L.C. and Efficient Advisors, LLC. Alden is president of Alden Agency, Inc., an independent insurance agency selling life and disability products. Liberated Investor Advisors, LLC provides discretionary portfolio management and financial planning to individual clients, including both high-net-worth and non-HNW investors. The firm primarily uses model portfolios and third-party money managers, focusing on diversification and long-term investment strategies across ETFs, mutual funds, and individual stocks.

Dustin Poteat is a financial advisor with Gradient Advisors, LLC and holds a Series 65 designation. He has one year of industry experience and a background that includes roles at Crane Resistoflex and Premier Insurance Services, Inc. Outside of his advisory work, he serves as a consultant in operations and analytics for a manufacturing firm. Gradient Advisors, LLC provides investment management, financial planning, and consulting to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through third-party money managers and Investment Advisor Representatives, utilizing a largely non-discretionary model and multiple analytical approaches to support client portfolios.

Ryan West is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at Members Trust Company and State Employees' Credit Union. Outside of his financial career, West serves as a financial assistant at East Marion Baptist Church, managing accounts payable, budgeting, and bank reconciliation. Credit Union Investment Services primarily serves individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm focuses on recommending low-cost, mostly index-based mutual funds and ETFs, fixed-income products, and supports a goals-based, long-term planning approach.

Cassandra Smith is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Credit Union Investment Services. She has held roles with Members Trust Company, Secu Life Insurance Company, and State Employees’ Credit Union. In addition to her advisory work, she acts as a financial advisory services specialist with State Employees’ Credit Union. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm operates as a subsidiary of State Employees’ Credit Union and manages over $3 billion in advisory assets.

Kelly Childs is a financial advisor at Credit Union Investment Services with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked with State Employees’ Credit Union since 2009 and Members Trust Company since 2014. Outside of finance, Childs owns and operates a small business selling wildflower honey and seasonal food concessions at local festivals. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost mutual funds and ETFs within a credit-union ecosystem.

Catherine Zieman is a CFP® with 38 years of industry experience, currently serving at Advisory Services Network since 2019. Her prior roles include positions at Field Point Private and Neuberger Berman LLC. Outside of her advisory work, she is the managing partner of High Pointe International Equestrian Tours, a travel agency she operates as a hobby. Advisory Services Network serves individuals, families, trusts, estates, corporations, charitable organizations, and employer retirement plans. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection through a network of independent advisers.

Douglas Beam is a financial advisor at Creative Financial Designs, Inc. in Morganton, NC, with 13 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, LLC. Beam is also involved in independent insurance sales. Creative Financial Designs serves individual, corporate, and institutional clients with a range of investment management and financial planning services, employing asset-class model allocations and multiple risk objectives supported by an Executive Investment Committee.

Boyd Phillips II is a financial advisor with Eagle Strategies (NY Life) based in Marion, NC, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Eagle Strategies since 2007 and has maintained concurrent roles with Nylife Securities LLC, New York Life Insurance Co, and Phillips Financial Group, LLC since 2006. Outside of advisory work, Phillips owns and operates a seedling plant business and participates in several local boards, including the McDowell County Schools board and the Mission Hospital McDowell oversight board. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Daniel Collinson is a financial advisor with Truist Advisory Services in Morganton, NC, holding a Series 66 designation and three years of industry experience. He has worked with various Truist entities since 2004. Outside of his advisory role, he manages a rental property in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager arrangements and integrates affiliate resources to deliver its investment solutions.

Thomas Robinson is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and seven years of industry experience. His career includes roles at Equitable Distributors, CUSO Financial Services, and Truliant Federal Credit Union. Outside of finance, he is a professional musician. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary programs, combining SEC-registered investment adviser and broker-dealer functions.

Catherine Morris Nink is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Phillips Financial Group LLC, Nylife Securities LLC, and Pharo Management, Inc. She has an ownership interest in a rental property outside of her advisory work. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, with a focus on tailored recommendations and mostly non-discretionary asset management.

Laura Chatham is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. She has worked with Truist Advisory Services since 2021 and previously held roles at BB&T Securities and BB&T Bank. Outside of finance, she is the owner and photographer of Laura Chatham Photography, specializing in family portraits and special event photography. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by inter-affiliate integration and third-party platform partnerships.

James Engelman Jr. is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has previously worked at Transamerica Life Insurance Company and American United Life. His experience also includes a background outside of finance at Quality Care Transmission & Auto. 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 more than 23,700 financial advisors.

John Branstrom is a financial advisor at OSAIC with the ChFC® designation and Series 63 and 65 licenses. He has 51 years of industry experience and previously worked at MassMutual Life Insurance Co. and Woodbury Financial Services. Outside of his primary roles, he is involved in several insurance and advisory businesses, including his own agency and GCG Wealth Management. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing a range of platforms, third-party managers, and a variety of investment options within both discretionary and non-discretionary accounts.

Rodney Kirkner is a financial advisor with LPL Financial who holds a Series 63 designation and has 45 years of industry experience. His prior roles include positions at Grove Point Advisors LLC, Grove Point Investments, LLC, and Lincoln Financial Advisors Corporation. In addition to his advisory work, he is involved in non-variable insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 approaches.

Martin Sohovich is a financial advisor with Edward Jones in Morganton, NC, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. 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 strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Adam Queler is a CFP® professional with 20 years of industry experience, currently serving at OSAIC since 2024. He has held prior roles at Woodbury Financial Services and Raymond James Financial Services. Outside of advising, he is involved with the NC Saints Baseball Academy and the First United Methodist Church of Gastonia, NC. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services with a diverse investment approach that includes automated portfolio management and access to third-party money managers.

Chad Burel is a financial advisor at Edward Jones in Morganton, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is a shareholder in a boat rental company and owns rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

James Boles is a financial advisor with Edward Jones in Marion, NC, holding the CFP® designation and Series 66 license. He has seven years of industry experience, including five years at Enterprise Holdings before joining Edward Jones in 2018. Outside of his advisory role, he volunteers with WMIT Blue Ridge Broadcasting, assisting with event setup and engaging with attendees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets across a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs with discretionary and non-discretionary strategies.

Rachel Gilley is a financial advisor with Edward Jones in Morganton, NC, holding a Series 66 designation and two years of industry experience. She previously worked at Bank of America for nine years before joining Edward Jones. Gilley serves as the finance chair and a board member of Thrive (formerly Caldwell Senior Center) in Lenoir, NC, where she helps organize events, manage sponsorships, and oversee financial operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets under management and offers a range of advisory programs and investment strategies under a fiduciary standard.

Brooke Smith is a Series 66-licensed financial advisor with Edward Jones in Morganton, NC, where she has worked since 2022. She has three years of industry experience and previously worked at OneH2, Inc. and Western Piedmont Community College. Outside of her advisory role, she occasionally assists with event support at Morganton Community House. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Thomas Blackwell Sr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Mass Mutual entities since 2014. Outside of his advisory role, he is involved as a business partner in a real estate venture. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as collaborative, annual relationships using firm-approved analytical tools.

Rondal Mulwee is a financial advisor at Edward Jones with 22 years of industry experience, including 23 years at Edward Jones. He holds Series 63 and Series 66 credentials. Mulwee serves as Chairman of the Board for the Burke County Chamber of Commerce and is a member of the Western Piedmont Board of Trustees in Morganton, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Michael Daye is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James since 2007 and also serves as an operations manager and financial advisor at Joe Davis Financial Associates, LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs through a large network of advisors.

Robert Brockland is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and has worked within affiliated entities since 2006. Brockland also serves as a board member of the Western Piedmont Home Builders Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm delivers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various investment platforms and proprietary and third-party strategies.

John Black Jr. is a financial advisor with LPL Financial in Morganton, NC, holding the ChFC® designation and Series 63 and 66 licenses. He has 39 years of industry experience and has been with LPL Financial since 2004. Outside of his advisory role, he is involved in managing fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diversified strategies.

Joseph Anderson is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has previously worked at NC Farm Bureau and Caldwell Community College & Technical Institute. Anderson is based in Morganton, 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 provides a range of advisory programs and investment options through a large network of financial advisors and branch offices nationwide.

Allison Weaver is a financial advisor with LPL Financial in Morganton, NC, holding a Series 66 designation and two years of industry experience. She has also worked in childcare as a nanny since 2021. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

Myron Stephens is a financial advisor with Edward Jones in Morganton, NC, holding a Series 66 designation and six years of industry experience. He worked at Blue Ridge HealthCare from 2007 to 2019 before joining Edward Jones. Outside of his advisory role, Stephens is the owner of M & K Collectibles, a business focused on buying and selling sports memorabilia and trading cards, and serves a six-year term as a trustee at First Baptist Church of Morganton. 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 discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Scott Brooks is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Prudential Insurance, LoyaltyEdge LLC, and American Express. Outside of his advisory work, he is a co-owner of rental properties in Morganton, NC. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated services through a large network of advisors and branch offices.

Tyler Barnhardt is a Series 66-licensed financial advisor with Edward Jones, based in Morganton, NC, and has seven years of industry experience. Prior to rejoining Edward Jones in 2019, he worked briefly at Quest Capital Strategies, Inc., and has been involved with BH Media Group since 2013. Outside of his advisory work, Barnhardt serves as president of both the Rotary Club of Morganton and the Mountain View Bobcats Athletics booster club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment 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 maintains a large network of financial advisors and branch offices across the United States.

Seth Gullet is a financial advisor with Thrivent Investment Management in Morganton, NC. He holds a Series 66 designation and has experience working at Thrivent Financial, 84 Lumber, and North Carolina Farm Bureau Insurance Group. Prior to his advisory role, he held positions at Silver Creek Golf Club and Snyder/Lance Distributing. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management or discretionary trading authority.

Daniel Steinberg is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and modeling techniques.

Joseph Davis III is a financial advisor with Raymond James Financial in Marion, NC, holding Series 63 and Series 65 credentials and having 36 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services, Inc. since 2006. Outside of his advisory work, he owns and operates Superior Storage And Moving, a local storage unit 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, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals using analytical tools, and supports municipal and public finance work, along with specialized advisory programs.

Rachel Weiland is a CFP® and holds a Series 66 license with six years of industry experience. She has been with Edward Jones since 2019. Prior to her financial career, she was involved with several small businesses including a restaurant, a photography LLC, and a country club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Jordan Greene is a financial advisor with LPL Financial in Morganton, NC, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Juan Suarez is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Edelman Financial Engines since 2024 and previously held roles at Rocket Mortgage, Portfolio Medics, LLC, LPL Financial, AXA Advisors, and other firms. Outside of financial advising, he owns a mattress sales business in Marion, NC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management across a large client base.

William Cannon Jr. is a financial advisor with LPL Financial in Morganton, NC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.