Christopher King is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at multiple related firms, including Members Trust Company and SECU Life Insurance Company. King serves as Vice President at State Employees’ Credit Union, where he oversees branch operations and lending. Credit Union Investment Services serves North Carolina residents, primarily individual investors, providing non-discretionary portfolio management, retirement, and financial planning. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisors who offer recommendations while clients retain final decision 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.

Jason Singleton is a financial advisor at Good Life Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors LLC, Wachovia Bank, and LPL Financial. Singleton has been with Good Life Advisors since 2016. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach and multiple analysis methods to deliver tailored advice and offers a range of programmatic solutions, educational seminars, and ongoing planning services.

Justin Hall is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, following prior roles at BB&T Securities and BB&T Investment Services. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management in its AMC programs. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations with a range of investment consulting and management solutions that include third-party managers and advisor-led asset allocation.

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.

Brandyn Shetler is a Certified Financial Planner® with seven years of industry experience. He is currently with Kestra Advisory Services and Kestra Investment Services, having previously worked at The Vanguard Group. Prior to his financial career, he was involved with Nomad Aquatics and Fitness Center and the University of North Carolina at Charlotte. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors and pooled employer plan arrangements.

Aaron Misenheimer is a CFP® and ChFC® certified financial advisor with nine years of industry experience, currently serving at Edward Jones since 2016. Prior to joining Edward Jones, he was involved with Mountain View Baptist Church for five years. Outside of his advisory role, he serves as a supply preacher at area churches and is an artist affiliated with Conn-Selmer Corporation, receiving royalties from music publishing. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Crown Capital Securities LP. Outside of advising, he is the owner of Bull & Bear Outfitters, which provides insurance and human resources services, and served as president of Tommy's Bodacious Foods. He also leads the finance committee at his local church. Cambridge Investment Research Advisors serves individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party strategists.

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.

Nathaniel Sturgill is a financial advisor at Edward Jones with eight years of industry experience. His prior roles include positions at First Citizens Investor Services, First Citizens Bank, Wells Fargo Clearing Services LLC, and Wells Fargo Bank NA. Outside of his advisory work, he is involved with Carolina Thieves Travel, a nonprofit travel organization for youth, where he helped establish and coaches a 10U travel team. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large network of advisors and branch offices.

Barry Revis is a financial advisor with Edward Jones in Elkin, NC, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Christopher Funk 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 2008. Outside of his advisory role, he serves on the Stewardship and Finance Committee of Deep Creek Friends Meeting in Yadkinville, 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 solutions, supported by a network of over 23,000 financial advisors and more than 15,000 branch offices nationwide.

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.

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.

Timothy Johnson is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in various roles at Lowe's Companies, Ocean Isle Fish Company, Brinker International, and Warren Wilson College. 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 discretionary and non-discretionary investment strategies, supported by a nationwide network of approximately 23,701 financial advisors.

Casey Best is a financial advisor at Edward Jones with seven years of experience. She holds the Series 66 designation and previously worked in the Vail School District and had periods away from the workforce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment options supported by a large national network of advisors and branches.