Joshua Justice is a Series 66-licensed financial advisor with Credit Union Investment Services, bringing one year of industry experience. He has held roles at Members Trust Company, Credit Union Investment Services, SECU Brokerage Services, State Employees' Credit Union, and SECU Life Insurance Company since 2024. Justice has served in the North Carolina Air National Guard since 2019 and previously served in the US Air Force from 2014 to 2019. Credit Union Investment Services serves North Carolina residents, primarily individual investors, 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 salaried advisers who provide recommendations while clients retain final decision authority.

Joseph Stenard is a financial advisor at OneSeven with one year of industry experience. He holds a Series 65 designation and has worked with MGO One Seven LLC d/b/a Resolute Wealth Management since 2024. His background also includes involvement with the Knights of Columbus and a longstanding role at the University of New York dating back to 2008. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning using diversified portfolios with access to alternatives and private placements, employing a primarily long-term investment approach combined with internal due diligence and third-party platform support.

Bradford Thorne is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Edward Jones and Horace Mann. Thorne is also co-owner of Avenor Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including trading, technology, investment management, and compliance services. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

Bradley Harrill is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. Prior to joining Commonwealth, he worked at Edward Jones for eight years and Carolina Trust Bank for two years. He is a co-owner of Avenor Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support. The firm offers discretionary and non-discretionary investment solutions, including model portfolios and personalized indexing, with a comprehensive platform covering operations, trading, compliance, and practice management.

Tabitha Marks is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her career includes roles at Merrill and Principal Life Insurance Company. Outside of financial advising, she owns and operates a family livestock farm called Twin Creeks Farm in Forest City, NC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through both adviser and promoter arrangements.

Tracy Faucette is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Commonwealth in 2025, Faucette spent 29 years at Edward D. Jones & Co., L.P. She is co-owner of Avenor Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

James Sherrill is a financial advisor with Primerica Advisors in Forest City, NC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Matthew Bright is a financial advisor with Raymond James Financial in Forest City, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2001 and is also involved with the James Bright Company, Inc. Bright serves as a trustee for a healthcare charitable organization and chairs the investment committee for an endowment fund at his church. He is a board member of the Boys and Girls Club of Rutherford County, providing oversight on after-school services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipalities. The firm offers financial planning and non-discretionary investment consulting, leveraging asset allocation analysis and firm research, with an emphasis on advisory roles rather than discretionary management.

Daniel Hudson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and four years of industry experience. He is also a shareholder and CPA at Staton CPA, P.C., where he oversees staff providing accounting, tax, and consulting services. Additionally, he manages a family-owned business formerly operated as a beauty salon and gift shop and performs landscape maintenance and repair services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions with distinctive retirement and fiduciary capabilities.

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.

Joshua Poe is a financial advisor with Edward Jones in Forest City, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at various companies including Thomas Jefferson Classical Academy and Fraser Enterprises. 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 services through a large national network of financial advisors and operates under a fiduciary standard.

Scott Dunbar is a financial advisor with Primerica Advisors in Forest City, NC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at Ohio Electric Motors and Gartner Equipment Co. In addition to advisory services, he is involved in sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and trade execution.

Andrew Tisdale is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2020. Outside of his advisory role, he serves on the Board of Directors for The Forest City Athletic Club and is involved in several business ventures including retail and real estate. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, non-discretionary advice.

Elijah Poe is a financial advisor at Edward Jones in Forest City, NC, holding the Series 66 designation with one year of industry experience. His work history includes roles at Edward Jones starting in 2024 as well as various positions at Appalachian State University, Grant Thornton, and in marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment and advisory services, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Gregory Poe is a financial advisor at Edward Jones 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 is involved with Community Bible Study Eswatini and drives a van for a local transportation business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Adam Chaney is a Series 66-licensed financial advisor with LPL Financial, based in Forest City, NC. He has 12 years of industry experience and has been with LPL Financial since 2013. Outside of his advisory work, he owns Four Oaks Farmstead, a non-investment business in Forest City. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.

Ivey Bright is a financial advisor with Raymond James Financial in Forest City, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Bright was involved with Prestige School Solutions, LLC and had multiple roles at Barley's Taproom and Pizzeria. Bright is also associated with Bright Asset Management, LLC in a support capacity. 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, combining firm research with tailored client strategies across brokerage and advisory platforms.

Nicholas Elliott is a financial advisor with Equitable Advisors in Forest City, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009, including time under the Axa Advisors, LLC name until 2020. Outside of his advisory role, he is involved with Covenant Advisory Group DBA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model that combines advisory and brokerage channels tailored to client goals and risk tolerance.

Grant Threlfall is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He previously served 20 years in the United States Air Force and has held positions at Mathnasium and J B Hunt. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 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, operating under a fiduciary standard.

Jason Harrill is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 strategies, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Martin Larsen is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously managed Larsen’s Greenhouses for 38 years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

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.

Michael Loiacono is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones. Outside of his advisory role, he is co-owner of Tutelage School Solutions and serves as treasurer on the board of ArchAngel Ministries. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients, emphasizing assets held in Ameriprise managed accounts.

Mary Anna Oliver is a financial advisor at Edward Jones in Rutherfordton, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Appalachian State University and Isothermal Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and fiduciary advisory services, supported by a large national network of financial advisors and branch offices.