Harold Perkins is the sole advisor at Continuum Financial, LLC in Granite Falls, NC, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Continuum Financial since its founding in 2002. Continuum Financial provides investment supervisory services and ERISA/401(k) consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach combining in-house selection of stocks and bonds with select ETFs, alongside ERISA consulting and fiduciary diligence through structured committee processes.

Angela Simmons is a CFA® charterholder with 21 years of experience in the financial advisory industry. She has worked at Everett Harris & Co for 30 years before joining ABS Legacy Partners, LLC, where she has been advising clients since 2020. Simmons operates as the sole advisor at ABS Legacy Partners in Hickory, NC. ABS Legacy Partners provides fiduciary investment advisory services to individuals, including high-net-worth clients, as well as trusts, retirement accounts, and business entities. The firm offers discretionary asset management, comprehensive portfolio management, and standalone financial planning, utilizing individualized portfolios with a range of investment types and ongoing due diligence of third-party managers.

Jason Beckley is a financial advisor with Advisory Services Network, holding a Series 65 designation and 14 years of industry experience. He previously worked at Omnistar Financial Group for 10 years before joining Advisory Services Network in 2021. Outside of his advisory role, Beckley serves as board chair of a volunteer fire department, chairs an endowment committee for a local nonprofit, and acts as treasurer for a Rotary Club and its foundation. Advisory Services Network supports individuals, families, corporations, and charitable organizations through a network of over 200 independent advisors. The firm offers portfolio management, financial planning, and retirement-plan consulting, employing a range of investment strategies and implementation options tailored to client objectives.

Kayla Smith is a financial advisor at Credit Union Investment Services with six years of industry experience. She holds the Series 63 and Series 65 licenses and has worked in various roles within SECU-related entities since 2009. Outside of financial services, she also works in customer service for Crate and Barrel. Credit Union Investment Services serves individual and trust clients in North Carolina with a non-discretionary investment approach, focusing on low-cost mutual funds, ETFs, and fixed-income products alongside retirement and financial planning. The firm’s advisers are salaried employees of the parent credit union and provide recommendations while clients retain final decision authority.

Amanda Dowell is a Series 65–licensed financial advisor with Advisory Services Network in Hickory, NC. She joined the firm in 2024 and has prior experience in various roles outside the financial industry, including positions at The Corner Table and Shook Chiropractic. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across multiple asset classes.

Terry Hollar is a ChFC® with 38 years of industry experience, currently serving at Regal Investment Advisors LLC and Regulus, LLC. He has held roles at these firms since 2012 and 2014, respectively. Outside of his advisory work, Hollar is president of a homeowners association and is active as an officer and president in local community organizations, including a Lutheran day school and church. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and their clients, offering proprietary and third-party model portfolios across various asset classes. The firm serves individual, charitable, and corporate clients through a network of financial advisers who manage suitability and client communications.

Russell Ahlers is a financial advisor at Credit Union Investment Services with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Crump Life Insurance Services. His current roles also include positions with State Employees' Credit Union and SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm emphasizes a goals-based, long-term planning approach and employs salaried advisors rather than commission-based representatives.

Eric Whitener is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at Advisory Services Network since 2021 and previously spent nine years at Omni Star Financial Group. Outside of his advisory role, he is a managing member of Grayton & Jamison II LLC, which owns investment real estate, and is involved in a service company supporting his advisory practice. Advisory Services Network is an enterprise firm with approximately 208 independent advisers serving individuals, families, corporations, charitable organizations, and retirement plans. The firm offers portfolio management, financial planning, and a range of investment services, managing about $8.6 billion in client assets through tailored strategies across various asset classes.

Caleb Rash is a financial advisor with Credit Union Investment Services in Hudson, NC, holding Series 63 and Series 65 licenses and one year of industry experience. He has held positions at SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union since 2025. Outside of his advisory role, he serves as a Financial Advisory Services Specialist at State Employees' Credit Union and as an agent with SECU Life Insurance Company. Credit Union Investment Services serves individual investors and trust clients 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, with salaried advisers offering recommendations while clients retain final decision authority.

Noah Hollowell is a Series 66-licensed financial advisor with Credit Union Investment Services in Statesville, NC, and has three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and multiple entities within the State Employees’ Credit Union system, including SECU Life Insurance Company where he also acts as a life insurance agent. Hollowell has experience outside finance as well, having managed a home improvement business and worked with a cleaning service. Credit Union Investment Services primarily serves 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 goals-based long-term planning, with salaried advisors who provide recommendations while clients retain final decision authority.

John Tompkins is a financial advisor at Credit Union Investment Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Outside of his advisory role, he is involved in youth sports as a basketball referee and coaches the girls' basketball team at University Christian High School. Credit Union Investment Services serves individual investors and trust clients 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 long-term, goals-based planning approach, with adviser representatives who are salaried employees of the parent credit union.

Jonathan Spatz is a financial advisor at Lifeworks Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms, including Brookstone Wealth Advisors, Insight Folios, and VOYA Financial Advisors. Outside of advisory work, he is the owner and insurance agent of Spatz Delmonico LLC and Epic Income Advisors, both involved in commissionable insurance sales, and is engaged with Benefit Solutions Inc., a health insurance brokerage and third-party administrator. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche investment approach combined with factor-based and smart-beta strategies.

Louis Wetmore is a financial advisor at Advisory Services Network with 15 years of industry experience. He holds a Series 66 designation and previously worked at Omnistar Financial Group for 11 years before joining his current firm in 2021. Outside of financial advising, he is a certified court mediator operating a sole proprietorship under Wetmore Mediation. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisers. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with a range of investment strategies and implementation options.

Kaitlin Stacey is a financial advisor at PNC Wealth Management with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining PNC Investments LLC, her work history includes roles at Capital Investment Advisory Services and PNC Bank. Outside of her advisory role, she also works as a server and bartender at Warehouse 18 Venues. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to select employees. The firm’s approach involves algorithm-driven portfolio recommendations and utilizes mutual funds and ETFs within approved model strategies managed by PNC or third-party strategists.

Amy Sigmon is a financial advisor with Wells Fargo Clearing in Hickory, NC, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options for discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

James Magee Jr. is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Statesville, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Todd Ashworth is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Raymond James since 2015 and is a partner at Renaissance Financial Partners of NC, LLC. Outside of his advisory role, he is involved with the Children's Advocacy and Protection Center of Catawba County. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by firm research and an extensive affiliate network.

Michael Durham is a financial advisor with Edward Jones in Hickory, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Durham serves as the head varsity golf coach at Hickory Christian Academy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm is notable for its extensive national network of financial advisors and branch offices, as well as its affiliated capabilities including a trust company and proprietary mutual funds.

Christopher Johnson is a financial advisor at Edward Jones in Hickory, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sherrill Young III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His career includes roles at Raymond James Financial Services, Inc. since 2001 and Resource Partners LLC from 2009 to 2019. He has maintained a long-standing affiliation with MassMutual Life Insurance Company dating back to 1999. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by firm research and a broad network of affiliated services.

Benjamin Boaz is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Hickory, NC, and has 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, Boaz serves as Chairperson of the Board of Commissioners for the Lenoir Housing Authority. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

John Arney IV is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for Klingspor Abrasives Inc 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates one of the largest nationwide networks of financial advisors and branch offices.

Savannah Susanin is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked at Humana, Inc., UNC Kenan-Flagler Business School, NBCUniversal, and Wake Forest University. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a range of offerings that include insurance-related vehicles and bank deposit sweep options.

Franklin Anderson II is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, Anderson is involved in several real estate ventures, including ownership and management of real estate properties and construction financing through multiple business entities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Christopher Geoghegan is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at SunTrust Advisory Services and SunTrust Investment Services. 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 wide range of investment solutions supported by an in-house research team, combining large-scale advisory operations with extensive product offerings.

Christopher Cannon is a financial advisor with Raymond James Financial Services Advisors, Inc. in Hickory, NC, holding a Series 66 designation and 15 years of industry experience. He previously worked with MassMutual Investors Services and MassMutual Life Insurance Co. Cannon serves as a board and investment task force member for the Hickory Museum of Art and is the managing partner of Resource Partners, LLC. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory services with tailored financial plans supported by firm research and a wide affiliate network.

Tina Wilson is a Series 66-licensed financial advisor with Edward Jones in Granite Falls, NC, and has 3 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Reese is a financial advisor at Edward Jones in Hickory, NC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, Reese is involved in commercial real estate as a partner and serves as vice president of the owners association for a local property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a large national network of financial advisors and branches.

Brent McDonald is a financial advisor with Cetera, holding a Series 66 designation and over 21 years of industry experience. His career includes roles at Securities America, Investacorp, and Woodbury Financial Services, as well as co-owning Tar Heel Wealth Management since 2010. Outside of advising, he serves as a general board member for the Pregnancy Care Center of Catawba Valley and presents financial educational workshops to various employers. Cetera Investment Advisers serves a diverse client base including individuals, 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 services, utilizing a mix of advisor-managed accounts, model portfolios, and third-party solutions.

Elizabeth Rogers is a financial advisor with Raymond James Financial Services Advisors, Inc. in Hickory, NC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Raymond James since 2015 and is also a partner in Renaissance Financial Partners of North Carolina, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice supported by extensive research and a broad affiliate network.

Brandon Weiland is a financial advisor at Edward Jones in Hickory, NC, holding a Series 66 designation with three years of industry experience. His background includes roles in digital marketing and law enforcement. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services.

William Barlow is a financial advisor at Edward Jones in Hickory, NC, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he owns and manages businesses related to real estate construction and property maintenance in Hudson, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Michael Sowers is a financial advisor with Wells Fargo Clearing in Hickory, NC, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a 25% owner of Collard Greens Holdings LLC. 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 services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jackson Webber is a CFP®-credentialed financial advisor with four years of industry experience. He is currently with Wells Fargo Clearing and previously worked at The Vanguard Group, Inc. from 2021 to 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Michael Webber is a financial advisor with Wells Fargo Clearing in Hickory, NC, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Webber serves as a trustee for his father's trust, a role he has held since 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven advisory process based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michele Compton is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She previously worked at Edward Jones for 26 years and J.W. Cole Financial, Inc. for two years before joining Raymond James and Signature Wealth Group. Michele serves as a Senior Wealth Advisor at Signature Wealth Group in Hickory, NC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and public entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research, and supports clients through a combination of brokerage, advisory, and managed account solutions.

Michael Austin is a financial advisor with Thrivent Investment Management in Newton, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Wells Fargo for three years and served in the US Army North Carolina National Guard for 13 years. He is the Committee Chair for Shepherds for Sheepdogs, a nonprofit that provides trained service dogs to veterans and law enforcement officers with PTSD. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based planning across various financial topics without managing discretionary trading authority.

Sarah Montgomery is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and previously worked for Truist Investment Services, Inc. for ten years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, 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 product services.

Tyler Aiken is a CFP® with 10 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors from 2015 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Tomohiko Minami is a financial advisor at LPL Financial with 10 years of industry experience. He holds the CFP® and CFA® designations and previously worked at SunTrust Advisory Services and Suntrust Investment Services. Outside of his advisory work, he is involved with an insurance agency affiliated with his practice. 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 investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jeffrey Almond is a financial advisor at Edward Jones in Hickory, NC, with seven years of industry experience. He holds the Series 66 designation and previously worked in the mortgage industry at Movement Mortgage and W R Starkey Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

William Barlow is a financial advisor at Edward Jones based in Hickory, NC. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, he was self-employed and owned an exterior house washing business for six years, as well as operating a café for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Zachary Pierce is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his advisory career, he worked in retail and food service roles including at Sherrill's Jewelry and Gepetto's Pizza and More. 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 with a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Christopher Brauns is a financial advisor at Edward Jones in Taylorsville, NC, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Blue Ridge Molding and Scott Insurance. Outside of his advisory role, he serves as a managing member of AME Design, LLC, a real estate entity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Charles Benway is a financial advisor with Thrivent Investment Management in Hickory, NC, holding Series 63, 65, and 66 credentials and possessing 23 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Benway serves as an ordained minister and pastor, and he is active as a church elder and president of the West Point Society of Western North Carolina. 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 without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called WealthPlan.