Bre Ann Weaver is a financial advisor at Gragg Financial with a Series 65 designation and has been in the industry since 2024. Prior to joining Gragg Financial, she worked at Truist Bank for 11 years. Gragg Financial provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a value-driven investment philosophy focused on undervalued companies with strong fundamentals and offers both discretionary and non-discretionary portfolio management alongside tax and accounting services.

Jason Gragg is a financial advisor at Gragg Financial with eight years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to his current role, he worked at CPS Investment Advisors from 2017 to 2025. Gragg Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm follows a value-driven investment philosophy and combines its advisory services with Certified Public Accounting, offering income tax and accounting services alongside investment management.

Robert Pitt Jr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and 42 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1990 and worked at Antrim from 2006 to 2022. Outside of his advisory role, he serves as trustee for his parents' trust, managing its investments. 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, utilizing firm research and asset-allocation analysis to develop tailored recommendations.

Gary Gragg is a financial advisor at Gragg Financial with eight years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Gragg Financial, he worked at CPS Investment Advisors from 2017 to 2025. Outside of his advisory role, he is the owner of Revo Wifi LLC. Gragg Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm follows a value-driven investment philosophy and offers portfolio management, financial planning, and consulting services, combining investment advisory with traditional income tax and accounting services.

Patrick Mauney is a financial advisor with Raymond James Financial in Shelby, NC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James Financial since 2002 and is also a partner at Mauney Pitt Financial Management, which he co-owns. Additionally, Mauney owns a commercial property management business with multiple tenants. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary financial planning and investment consulting, using risk profiles and asset-allocation analysis to tailor recommendations while maintaining client decision authority.

Keith Miller is a financial representative at Vestech Asset Management Inc. with 35 years of industry experience. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Miller serves on several local boards, including the Kings Mountain Housing Authority and the Cleveland County Board of Equalization & Review. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both ongoing investment management and project-based planning.

Tony Walker Jr. is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has worked with Members Trust Company since 2022 and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2019 or earlier. Outside of his advisory roles, he 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 with 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 client decisions implemented at their discretion.

Jon Hoyle is a financial advisor at Gradient Advisors, LLC with Series 63 and Series 65 credentials and over a decade of experience in the financial services industry. His prior roles include work at Cambridge Investment Research Advisors, Securities America, and VOYA Financial Advisors, as well as operating his own financial services business. He is also an Independent Medicare Agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model with a mix of fundamental, technical, and cyclical analysis in portfolio management.

James Beam is a financial advisor at Capital Investment Advisory Services, LLC with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Capital Investment Advisory Services, he worked at Sollinda Capital Management LLC and Capital Investment Group, Inc. Beam serves as chairman of the Cherryville ABC Board of Directors, overseeing operations related to the controlled sale of spirits. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, implementing investment strategies through discretionary mandates or model portfolios with ongoing monitoring.

Clarissa Iannetti is a financial advisor with Principal Advised Services. She holds Series 63 and Series 66 licenses and has three years of industry experience. Her prior roles include positions at Principal Securities and Principal Life Insurance. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and leverages operational ties to the Principal Financial Group family for a range of proprietary products and services.

Bobby Watson is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. He holds the Series 65 designation and previously worked at LPL Financial for 14 years before joining Commonwealth in 2023. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operations, technology, compliance, and practice-management support to affiliated advisors.

Brandon Wright is a financial advisor with TIAA-CREF who holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has been with TIAA-CREF since 2012. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, operating under a fiduciary standard for its RIA services and managing portfolios through model-based or customized approaches.

Brandon Thomas is a financial advisor at Fifth Third Securities, Inc. based in Charlotte, NC, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Edward Jones and Ameriprise. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to offer a platform featuring multiple discretionary managed-account options, direct indexing, and tax-overlay services.

O Haydon is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Winn is a financial advisor with LPL Financial in Shelby, NC, holding Series 63 and Series 65 credentials and having 23 years of industry experience. He has been with LPL Financial since 2007. Winn serves as an advisory board member with South Mountain Children and Family Services. 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 range of investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.

Joshua Shelton is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he held positions at Broad River Retail dba Ashley HomeStore and Conn's Home Plus. Outside of his advisory role, he serves as Vice President of C J Farms Inc., a farming business in Shelby, North Carolina. 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 large nationwide network of financial advisors and branch offices.

Adam Larsen is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to that, he operated Larsen’s Greenhouse Inc. for 13 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 and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dwayne Clendaniel is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2012. He also has a longstanding role at Sharonview Federal Credit Union, where he has been involved since 2004. 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.

Paul Bukta is a CFP® professional with 19 years of industry experience, currently advising clients at LPL Financial since 2011. He holds the Series 66 designation and operates out of Shelby, North Carolina. Outside of his advisory role, he is involved in tax preparation and accounting through a separate business. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, and institutions, offering a wide range of advisory and brokerage services supported by an in-house research team and various investment delivery options.

Richard Winn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Nationwide Securities, Inc. for 16 years and has operated Winn Insurance Network, LLC since 2013. Winn is involved with the Christian Business Men's Committee in a non-investment capacity. 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 and a large network of investment adviser representatives.

Jean Mc Mullin is a financial advisor at Edward Jones with 21 years of industry experience. She previously worked at Wells Fargo Advisors, Hometrust Investment Services, Infinex Investments, and Wells Fargo Clearing. Mc Mullin holds the Series 63 and Series 66 designations. 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, operating under a fiduciary standard with a large network of advisors and branch offices nationwide.

Jamie Richard is a financial advisor at Edward Jones with 24 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 2001. Richard serves on the board of Care Solutions in Shelby, NC, where he advises on elder health care issues. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a wide range of account types. The firm offers various investment strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Jay Collins is a financial advisor with Fidelity in Bessemer City, NC, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Digital Intelligence Systems, as well as earlier experience outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of proprietary fundamental research and quantitative analysis to construct model portfolios featuring mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and employs systematic methodologies and algorithmic portfolio construction.

Garrett Sharp is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2014. Outside of his advisory role, he is president of TJRH Capital Group LLC, a commercial rental property business in Shelby, NC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products with over $1 trillion in assets under management.

Thomas Mcnichol is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 66 credentials and has 35 years of industry experience. Prior to joining MassMutual Investors Services in 2017, he worked at MetLife Securities Inc. and Metropolitan Life Insurance Company for nearly three decades. He also operates a fee-based insurance consulting business and is involved in outside insurance sales and life settlements. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved tools and generally recommends investment categories and strategies without discretionary authority.

Brentley Jenkins is a financial advisor with Edward Jones in Cherryville, NC, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns and operates Rockin J Farms LLC, a cattle-raising farm in Maiden, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cooper Bumgarner is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to joining Edward Jones, he worked at Charles Schwab and First Community Bank. He also spent three years at Appalachian State University before starting his career in finance. 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 programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Jonathan Rhodes is a financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent six years at SunTrust Bank. Jonathan holds the Series 66 designation. 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 and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lacey Beam is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously at HomeTrust Bank from 2017 to 2019. Outside of her advisory role, she owns a small business specializing in baking and family photography. 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 advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michele McDuffie is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Waddell & Reed, Inc., various insurance carriers, Ids Life Insurance Company, and American Express Financial Advisors. Outside of her advisory role, she has been involved with Alfred And Charlie's BBQ House for 18 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 range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Mason Standridge is a financial advisor with Edward Jones in Blacksburg, SC, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at XPO Logistics for two years and UPS for six years. 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, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Sheila Dobbins is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Outside of her advisory role, she is a notary public in North Carolina and holds a minor ownership stake in an auto sales business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options in its product offerings.

Brooke Duncan is a financial advisor at Edward Jones in Kings Mountain, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she has been a consultant at ABT Tax Services, Inc., an accounting firm in Shelby, NC, since 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. 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.

Sara Richard is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in healthcare roles including positions at Caromont Health, Frye Care Specialty Center, Novant Health, and Wake Forest School of Medicine. She has also worked as a medical technologist at Kings Mountain Hospital. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

David Best is a financial advisor with Wells Fargo Clearing in Rutherfordton, NC, holding Series 63 and Series 65 licenses and bringing 29 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. 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 process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Stephen Price is a ChFC® and Series 66-registered financial advisor with Edward Jones, located in Shelby, NC. He has 19 years of industry experience, all with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies along with tax-efficient services under a fiduciary standard.

Samuel Gault is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Elefante Corp and Family Home Buyers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wade Hartman is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and previously worked at The Vanguard Group for six years. His work history includes roles at MassMutual Life Insurance Company and Metlife Securities. Mass Mutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, educational seminars, and specialized planning programs, including divorce and estate-settlement planning.

Jack Buchanan Jr. is a Series 66-licensed financial advisor with Edward Jones in Kings Mountain, NC, where he has worked since 2007, accumulating 18 years of industry experience. Outside of his advisory role, he serves as a supply minister, speaking at local churches when needed. 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 nationwide network of more than 23,700 financial advisors.

Barbara Mull is a financial advisor with Cambridge Investment Research Advisors in Asheville, NC, holding Series 63 and Series 65 credentials and 24 years of industry experience. She previously worked at Edward Jones from 2001 to 2017 before joining Cambridge in 2017. Mull serves on the finance committee and board of the First Baptist Church of Bostic. Cambridge Investment Research Advisors serves individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services utilizing various account platforms and third-party strategists.

Lopez Davis is a CFP®-certified financial advisor with 35 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL in 2025, he worked at CUSO Financial Services and Cuna Brokerage Services, and he has been involved with Truliant Federal Credit Union since 2015. 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 delivery options supported by an in-house research team, combining large-scale advisory operations with various product offerings.

Leslie Wilson is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Jennifer Pelon is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. Her prior work includes positions at Fountain Group, the 6th Judicial Circuit of Pinellas County, and Buckley Madole, P.C. She has been with Raymond James & Associates since 2018. Raymond James & Associates provides financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and asset-allocation analyses using firm research and planning tools, serving a broad client base through both non-discretionary and discretionary advisory programs.