Zachary Smith is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Northside Group Wealth Management, LLC since 2017. Prior to this, he operated under Zachary Stan Smith dba Northside Wealth Management from 2010 to 2017. He is also involved in mortgage origination and insurance sales. Northside Group Wealth Management provides investment advisory and financial planning services to individuals and small businesses, including management of retirement-plan assets. The firm generally manages portfolios on a non-discretionary basis with documented risk tolerance and client approval for transactions, while also offering insurance and pension plan services.

Andrew Moss is a financial advisor with SteelPeak Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. for seven years and DASH Financial LLC for seven years before joining SteelPeak Wealth in 2026. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, and family offices, offering financial planning, portfolio management, and alternative investment consulting. The firm uses proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy and provides access to private placements and third-party alternatives through its SteelPeak Alternative Solutions program.

Matthew Voreh is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Truist Advisory Services and related entities since 2018, including Bb&T Investments prior to its merger. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Justin Hall is a financial advisor with Truist Advisory Services in Elkin, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Truist Advisory Services and its affiliated firms since 2014, including roles at Bb&T Securities and BB&T Investment Services. Truist Advisory Services offers investment consulting and advisory services to a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, integrates third-party manager platforms, and maintains extensive inter-affiliate relationships to support its AMC Advantage manager-selection program.

Sheff Olinger III is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and previously at CIBC World Markets Corp. from 2000 to 2003. Outside of advising, he manages farming equipment and leases farmland through a local LLC in North Carolina. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs, including discretionary and non-discretionary asset management, financial planning, and consulting services.

Dustin Ainsworth is a financial advisor with Truist Advisory Services, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Truist, he worked four years at Sheffield Financial and has experience spanning roles in both finance and other industries. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

James Mcknight is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for 12 years. Outside of advisory roles, he has been involved in insurance sales, focusing on life and annuity products. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated financial services and uses various tools and third-party platforms to manage and construct diversified portfolios.

George Draughn is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he held roles at RTI International and North Carolina State University. Outside of his advisory role, he serves on the finance committee at Calvary Baptist Church in Mount Airy, NC. 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, supported by a large network of over 23,000 financial advisors and 15,000 branch offices nationwide.

Aaron Misenheimer is a financial advisor with Edward Jones in Jonesville, NC, holding the CFP®, ChFC®, and Series 66 designations. He has 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he is an artist for Conn trombones and serves as a supply preacher at area churches. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Frank Beals is a financial advisor with Edward Jones in Elkin, NC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, he serves on the boards of the Surry Community College Athletics Knights Foundation and the Hugh Chatham Memorial Hospital Foundation. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Paul Bunke Sr. is a financial advisor with Edward Jones in Dobson, NC, holding CFP® and multiple securities licenses with 30 years of industry experience. He has been with Edward Jones since 2000. Outside of advisory work, he is the founder and president of Bunke Family Ministries, a faith-based organization focused on supporting families facing adversity and educating the community about the dangers of drinking and driving. 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 and investment strategies, supported by a large nationwide network of financial advisors and branches.

Thomas Ren is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Crown Capital Securities LP, and Westside Swarm RFC. Outside of advisory work, he is involved in managing Tommy's Bodacious Foods and serves as lead of the finance committee at his local church. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using multiple platforms and discretionary or non-discretionary strategies.

Scott Assali is a financial advisor with Edward Jones in Dobson, North Carolina, holding a Series 66 credential and six years of industry experience. Prior to joining Edward Jones in 2019, he worked at All Home Lending/Ratelock Financial and Advantis Insurance Services. He has been involved in real estate as the owner of Dreamforce Real Estate since 2003, though he is in the process of excluding himself from that business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,700 financial advisors.

Andi Schnuck is a financial advisor with Edward Jones in Mt Airy, NC, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, Schnuck worked at Bold Rock Partners LP for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Nathaniel Sturgill is a financial advisor with Edward Jones in Elkin, NC, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at First Citizens Investor Services and Wells Fargo in various roles. Outside of his advisory work, he volunteers with Carolina Thieves Travel, a nonprofit travel organization for youth sports, where he has helped establish and coach a 10U travel team. 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 approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Dale Draughn is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Liverman Jr. is a financial advisor with Edward Jones in Sparta, NC, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Alleghany Memorial Hospital and took a one-year employment hiatus. Outside of his advisory role, he manages Locust Post Farm LLC, where he is involved in operations related to beef cattle and honeybee care. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branches.

Geoffrey Odonnell Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2025, previously serving at Next Financial Group Inc. 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. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Rachel Love is a financial advisor at Edward Jones in Mt Airy, NC, holding a Series 66 designation with 10 years of industry experience at the firm. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies along with tax-efficient services under a fiduciary standard.

Bruce Knott is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Elizabeth Bahena is a financial advisor with Edward Jones in Elkin, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked for Clothes Mentor, Align Technology, and Margarita's Mexican Cuisine and Bar. 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 large network of financial advisors and branch offices nationwide.

Audra Cox is a financial advisor with Edward Jones in Dobson, NC, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Edward Jones since 2018 and has held roles at multiple financial services firms, including Secu Life Insurance Company and Members Trust Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Jason Singleton is a financial advisor with LPL Financial based in Elkin, NC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at firms including Wells Fargo Advisors and Wachovia Bank before joining LPL Financial in 2016. Singleton also operates Good Life Advisors, LLC, an independent investment advisory firm. LPL Financial serves individual investors, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research.

Timothy Johnson is a financial advisor at Edward Jones in Elkin, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked for six years at Lowe's Companies and has additional experience with Ocean Isle Fish Company and Brinker International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Kody Easter is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He is based in Mt Airy, NC, and serves on the board of Salem Christian Academy in Dobson, NC. 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 national network of advisors and branch offices.

Anthony Shinault is a CFP® professional with seven years of industry experience, currently affiliated with Cetera. He has held roles at multiple firms including Morgan Financial Group LLC and Geneos Wealth Management, Inc. Outside of financial advisory, he contributes as a research content provider for Jagerbombs Fantasy Sports, developing statistical analyses and articles for various sports. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and provides access to both affiliated and third-party investment managers across diverse program platforms.

W. Skyler Harrison is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2013 and previously worked at Capital Bank for three years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and integrating research from multiple sources.