Kaitlin Stacey

Carla Souther is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial in North Wilkesboro, NC. She has held positions with several entities including CNS of Wilkes County, LLC, where she serves as member and president, and owns Carla Souther Financial Services, a support company. Souther is also a board member of the Women’s Worth Alliance, contributing to content development and networking efforts. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes a tailored advisory approach that often involves non-discretionary client decision-making, supported by extensive research and a broad affiliate network.

Corey Huffman is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Empower Financial Services and several other firms in the financial services and insurance sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning with a focus on various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Kathleen Shepherd is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. Prior to joining Raymond James in 2025, she worked at Capital Analysts and Lincoln Investment. She also consults on protective clothing product development for Worldwide Protective Products. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and public entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Sam Morrison is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014, with a brief tenure at Bbtis in between. He is based in Wilkesboro, NC, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households as well as corporate and charitable entities. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices, offering a range of advisory programs and tax-efficient investment solutions under a fiduciary standard.

Glenn Deal Jr. is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Thrivent Financial and its investment management division since 2002. Outside of his advisory role, Deal serves on the boards of several nonprofit organizations, including the Boy Scouts of America Piedmont Council and the Alexander County Board of Elections, and is a lay preacher in the North Carolina Synod of the ELCA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses without discretionary portfolio management. The firm offers planning combined with managed-account options under a consolidated billing system called WealthPlan, while maintaining separate planning and investment management services.

Les Dyer is a financial advisor at OSAIC with 35 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Triad Advisors, Inc. for 25 years. Outside of his advisory role, he is co-owner of a small cattle and hay farm and serves on the board of the Wilkes Heritage Museum, a local nonprofit historical organization. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory and brokerage services through a network of over 6,200 financial advisors.