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Zachary S
CFP®, Series 63, Series 65
Mount Airy, NC
Northside Group Wealth Management, LLC
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.
Pamela B
CFP®, Series 63, Series 65
Fancy Gap, VA
Sustainable Advisors Alliance LLC
Pamela Brandt is a CFP® professional with 42 years of industry experience. She is currently with Sustainable Advisors Alliance LLC, where she has worked since 2021. Her prior experience includes 13 years at Portfolio Resources Advisor Group and Portfolio Resources Group, Inc., as well as 19 years at the College for Financial Planning. Sustainable Advisors Alliance provides investment management and financial planning services to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria, employing both passive and active strategies tailored to clients’ goals and preferences.
Robert C
Series 66
Stuart, VA
Sovereign Financial Group, Inc.
Robert Chedester is a financial advisor with Sovereign Financial Group, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Sovereign Financial Group, he worked at Credentialed Wealth Advisors, LLC and Edward Jones. In addition to his advisory role, he is also a licensed insurance agent involved in the sale of life insurance and fixed annuity products. Sovereign Financial Group provides investment management, financial planning, retirement plan advisory, and cash-management services to a range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and other registered investment advisers. The firm employs a primarily long-term, portfolio-focused investment approach that incorporates low-cost mutual funds and ETFs, individual securities, and both fundamental and technical analysis supported by third-party AI tools.
Jesse H
Series 63, Series 65, Series 66
Mount Airy, NC
Credit Union Investment Services
Jesse Hudson is a financial advisor with Credit Union Investment Services, holding Series 63, Series 65, and Series 66 licenses and 16 years of industry experience. He has worked with Credit Union Investment Services and affiliated entities including SECU Life Insurance Company, SECU Brokerage Services, Members Trust Company, and State Employees' Credit Union since 2016. Hudson also serves as a Financial Advisory Services Specialist and life insurance agent within the State Employees' Credit Union system. Credit Union Investment Services serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a goals-based, long-term investment approach focused on low-cost index mutual funds and ETFs within a credit union ecosystem.
Matthew V
Series 63, Series 65
Mount Airy, NC
Truist Advisory Services
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.
Angela N
Series 63, Series 65
Ararat, VA
Truist Advisory Services
Angela Nelson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Truist Advisory Services since 2021 and was previously employed by BB&T Bank/Truist Bank from 2015 to 2021. 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 manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.
George D
Series 66
Mount Airy, NC
Edward Jones
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.
Randy J
Series 66
Mount Airy, NC
Edward Jones
Randy Joyce is a financial advisor at Edward Jones in Mount Airy, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at Factory Motor Parts and Auto Supply Company. Outside of his advisory role, he is a member of Joyce Farms of Mount Airy LLC, a farming business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national network of advisors and branches and offers additional capabilities such as trust services and securities-based lending.
Tammy J
Series 63, Series 66
Mount Airy, NC
Edward Jones
Tammy Joyce is a financial advisor with Edward Jones in Mount Airy, NC, holding Series 63 and Series 66 credentials and with 33 years of industry experience. She has worked at Edward Jones since 2000 and previously at Centura Securities, Inc. and Centura Bank. Outside of her advisory role, she is involved in managing a family-owned farm which includes small crops and horses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.
Andi S
Series 66
Mt Airy, NC
Edward Jones
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.
Austin J
Series 66
Stuart, VA
Edward Jones
Austin Joyce is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at First Command Brokerage Services from 2021 to 2023 and served in the United States Air Force for seven 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 nationwide network of advisors and branches.
Dale D
Series 66
Mt Airy, NC
Edward Jones
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.
Rachel L
Series 66
Mt Airy, NC
Edward Jones
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.
Ross J
Series 66
Mount Airy, NC
Edward Jones
Ross Joyce is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011, including a prior role from 2011 to 2017 and his current position since 2017. Outside of his advisory work, Joyce is a co-owner of Joyce Farms of Mount Airy LLC, a farming business in Mount Airy, North Carolina. 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 and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.
Sandra H
CFP®, Series 63, Series 65
Fancy Gap, VA
Raymond James Financial
Sandra Hatch is a CFP® professional with 29 years of industry experience, currently affiliated with Raymond James Financial. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and O'Connell Financial Group Inc. She holds Series 63 and Series 65 licenses. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.
Kody E
CFP®, Series 66
Mt Airy, NC
Edward Jones
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 S
CFP®, Series 66
Mount Airy, NC
Cetera
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 H
Series 66
Mount Airy, NC
LPL Financial
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.
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