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.

Brooks Jewett is a CFP® professional with nine years of industry experience, currently affiliated with Equity Services, Inc. and The Summit Advisory Group since 2017. Prior to his advisory career, he worked at Airbnb for two years. Outside of his financial advisory role, Jewett coaches lacrosse at Forsyth Country Day School and serves on the boards of several community organizations, including the Winston-Salem Police Foundation and the Financial Planning Association of Charlotte. Equity Services, Inc. (ESI Financial Advisors) serves a broad client base including individuals, corporations, trusts, and charitable organizations, offering financial planning, consulting, and asset management. The firm utilizes a combination of proprietary and third-party investment platforms and offers both discretionary and non-discretionary trading strategies emphasizing long-term allocations and manager-driven portfolios.

Derek Frosh is a CFP® professional with 30 years of experience in the financial industry. He is currently with Hanover Square Wealth Advisors LLC and previously worked at UBS Financial Services Inc. for 12 years. Outside of finance, he owns and operates a general contracting business specializing in construction, remodeling, and consulting. Hanover Square Wealth Advisors serves individual and high-net-worth clients, families, trusts, estates, businesses, and retirement plans, as well as several institutional clients. The firm offers customized portfolio management combining in-house strategies and third-party managers, along with financial planning and retirement plan services.

Jesse Hudson is a financial advisor with Credit Union Investment Services, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. He has worked at several related entities since 2016, including SECU Life Insurance Company, SECU Brokerage Services, Members Trust Company, and State Employees' Credit Union. 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 primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm’s approach emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and goals-based long-term planning, with advisors as salaried employees of the parent credit union.

Amber Creed is a financial advisor with Credit Union Investment Services who holds Series 63 and Series 65 licenses and has seven years of industry experience. She has worked with Members Trust Company since 2019 and has been affiliated with several related entities including SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2016. Creed also serves as a financial services officer at State Employees' Credit Union, providing financial services to eligible members. Credit Union Investment Services serves individual investors and trust clients primarily in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, along with fixed-income products, and employs salaried advisers who provide recommendations while clients retain decision-making authority.

Juliana Lowe is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Credit Union Investment Services since 2011 and concurrently holds roles with State Employees' Credit Union, Members Trust Company, and Secu Life Insurance Company. She serves as a Financial Advisory Services District Manager at State Employees' Credit Union. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.

Alexander Cartrette is a Series 66-licensed financial advisor with Credit Union Investment Services, based in King, North Carolina. He has one year of industry experience and has held roles at Credit Union Investment Services, SeCU Brokerage Services, SeCU Life Insurance Company, and State Employees' Credit Union. Prior to his financial services career, he worked at Sams Club and Loomis. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with advisors who are salaried employees of the parent credit union.

Matthew Voreh is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2021, following prior roles at Bb&T Securities and Bb&T Investments. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions that combine firm-level model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Sheff Olinger III is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. Outside of his advisory role, he serves as a trustee for family trusts involved with a private business and manages partnerships related to farmland leasing and other non-investment ventures. Oppenheimer serves a broad client base including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation with a mix of discretionary and non-discretionary management, and acts as a qualified custodian with distinctive commission-based advisory programs.

Jacob Hedrick is a financial advisor with First Citizens Investor Services, Inc. in King, NC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with First Citizens Investor Services since 2013 and is also involved in a separate business, Nellie T Properties, where he participates in identifying and investing in rental properties and property flipping. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base including individuals, trusts, and pension plans. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, leveraging both technology-driven model portfolios and tax-aware strategies, and operates as a wholly owned subsidiary of a bank holding company.

John Donaldson is a financial advisor with Eagle Strategies (NY Life) based in Germanton, NC, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including roles at New York Life Insurance Company since 1988 and NYLife Securities LLC since 1989. Donaldson also operates Donaldson Insurance and Financial Services, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions through third-party managers and model portfolios and manages over $25 billion in regulatory assets.

Jackson Johnson is a Series 66-licensed financial advisor with two years of industry experience, currently with LPL Financial. His prior experience includes roles at Allegacy Federal Credit Union, CUSO Financial Services, and Edward Jones Investments. He serves as a board member of the King Public Library in King, NC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Michael Warren is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked at North Carolina Farm Bureau and spent 18 years with Penske Racing. He serves as president of the Pilot Mountain Civic Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and affiliated investment options while operating under a fiduciary standard.

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 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.

Timothy Bowles is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Cuso Financial Services, L.P. and Allegacy Federal Credit Union since the late 1990s. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning, advisory programs, and asset management solutions supported by an in-house research team and a broad network of investment adviser representatives.

Seth Maynard is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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.

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.

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.

Tiffany Smith is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She previously worked at Colibri Group and has a background in the entertainment industry through her involvement with Bowl New England Dba Spare Time Entertainment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large network of financial advisors and branch offices nationwide.

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.

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.

Jolynn Frosh is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for ten years before joining Raymond James in 2023. 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 offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies through comprehensive risk profiling and asset-allocation analysis.

Audra Cox is a financial advisor at Edward Jones with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Secu Life Insurance Company and Members Trust Company, before joining Edward Jones in 2018. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Wesley Carter is a financial advisor with Edward Jones, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as the Athletic Director and Boys Basketball Coach at Calvary Christian School in King, NC. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Clinton Yarbrough 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 2012. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of advisors and branch offices nationwide.

Kody Easter is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and participates as a board member at Salem Christian Academy in Dobson, NC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm offers a wide range of investment strategies and services supported by a large network of advisors and branch offices nationwide.

Anthony Shinault is a CFP® professional with six years of industry experience, currently affiliated with Cetera. His career includes roles at Morgan Financial Group LLC, Avantax, and Geneos Wealth Management, among others. Outside of financial advising, he contributes research and content to Jagerbombs Fantasy Sports, focusing on statistical analysis for various sports. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, supported by both proprietary and third-party investment programs.

W. Skyler Harrison is a financial advisor at LPL Financial in Mount Airy, NC, holding a Series 66 designation with 15 years of industry experience. He has been with LPL Financial since 2013 and previously worked at Capital Bank from 2013 to 2016. Harrison is also involved with Turret Investment Management, an investment-related business connected to his LPL activities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house Research team, combining large-scale advisory operations with a range of non-advisory products.