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 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.

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 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.

Edward Hanks II is a financial advisor with Ameriprise, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he is involved in several business ventures including co-owning a group of Subway restaurants and serves on multiple local boards such as the TRCH Duke Lifepoint Hospital and the Twin County Community Foundation. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing non-discretionary, research-driven recommendations on income, Social Security, and tax strategies. The firm combines algorithmic tools with advisor input and emphasizes managed accounts alongside a broad range of advisory, brokerage, and insurance solutions.

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.

John Bryant is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to this, he spent time at the University of Georgia and briefly at Pine Island Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Larry Edwards is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, Edwards owns a retail business, Midway Food Mart Inc., in Galax, VA. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.

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.

Joshua Garrett is a financial advisor at Ameriprise with three years of industry experience. He previously worked at Milo C. Cockerham, Inc. for eight years before joining Ameriprise in 2021. Garrett holds a Series 66 designation. Outside of his advisory role, he is involved with Monroe St, LLC, a holding company for an Ameriprise franchise. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to generate personalized advice, focusing on assets held within Ameriprise-managed accounts.

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.

Christopher Porter is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Cambridge, he worked for Lincoln Financial Securities Corp for 15 years. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management and model-based solutions with both proprietary and third-party strategies across multiple custody and platform arrangements.

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.

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.

Jacqueline Vaughan is a financial advisor at Ameriprise with six years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate since 2012. Outside of her advisory role, she is employed by Monroe St LLC, a holding company for an Ameriprise franchise. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services company.

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.

Robert Morgan is a CFP® and CFA® with four years of industry experience. He is currently affiliated with Cetera and serves as a wealth advisor through his firm, Morgan Financial Group LLC, which offers financial planning, investment advisory, tax preparation, bookkeeping, and payroll services. He is also a partner in Morgan & Shinault Wealth Advisors, providing wealth management, investment advice, and insurance solutions to clients. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering diverse portfolio management approaches and a range of program structures and custodial relationships.

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.

Lynn Funk is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. She holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Cambridge, she spent 15 years with Lincoln Financial Securities Corp. Funk serves as a board member of the National Association of Christian Financial Consultants. Cambridge Investment Research Advisors is an SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm delivers services through a network of independent Financial Professionals utilizing a range of portfolio management and advisory solutions tailored to client objectives.

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.

Douglas Morgan is a financial advisor with Ameriprise in Galax, VA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior experience includes roles at LPL Financial, INVEST Financial Corp, infinex Investments, Inc., and Skyline National Bank. Outside of advising, he serves on the board of the Twin County Community Foundation and is president of the Blue Ridge Country Club. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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.

Larry Edwards is a financial advisor with Ameriprise in Galax, VA, holding a Series 63 designation and bringing 45 years of industry experience. He has been with Ameriprise since 2005, serving in advisory roles for nearly two decades. Outside of his advisory work, Edwards has entrepreneurial ventures including ownership of a convenience store and involvement in several real estate businesses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement-income planning through a centralized team using proprietary research and algorithmic tools.

Samuel Beasley is a financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones, he worked at ALCOVA Mortgage, Allstate Insurance Co, State Farm Insurance, Ameriprise Financial Services Inc, and State Farm Life Company. Outside of his advisory role, he is a partner in CCR Investments LLC, a real estate development firm in Hillsville, VA. 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, including discretionary and non-discretionary strategies, and provides affiliated mutual funds and tax-efficient services under a fiduciary standard.

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.