Jeffrey Albright is a financial advisor at Shepherd Wealth Management with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Creative Planning for 13 years. Shepherd Wealth Management serves individual and high-net-worth clients, managing approximately $162 million in discretionary assets. The firm uses a team-based approach focused on Modern Portfolio Theory and passive index investments, complemented by various analytical methods and integrated financial planning.

Scott Garner is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked with State Employees' Credit Union since 2007 and holds roles at Secu Life Insurance Company and Members Trust Company. Credit Union Investment Services serves North Carolina residents, primarily individual investors and some trust clients, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm’s advisers are salaried employees of the parent credit union, and clients retain full decision-making authority over their accounts.

Philip Lahr is a financial advisor with Credit Union Investment Services and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at Axa Advisors, LLC. He also serves as a financial advisory services specialist with 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 and financial planning focused on low-cost, mostly index-based mutual funds and ETFs. The firm employs a goals-based, long-term approach, with salaried investment adviser representatives and client-directed implementation.

Christopher Johns 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 with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Johns serves as an elder on the finance committee at First Presbyterian Church in Lexington, NC, where he reviews financial reports and assists with budgeting. 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 a goals-based, long-term planning approach using low-cost, mostly index-based mutual funds and ETFs, with salaried adviser representatives who provide recommendations while clients retain final decision-making authority.

Anthony Cruz is a financial advisor at Credit Union Investment Services with one year of industry experience. He holds the Series 66 designation and has worked with the State Employees' Credit Union since 2019 in various financial services roles, including as a Financial Advisory Services Specialist and a life insurance agent. Prior to this, he held positions at Mariner Finance, Walgreens Inc., and UNC Greensboro. 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, and its investment adviser representatives are salaried employees of the parent credit union.

Michael Finch is a CFP® with six years of industry experience, currently serving as an advisor at Credit Union Investment Services. He has held roles at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Finch is also a district manager at State Employees' Credit Union, where he supervises the offering of financial services to members. 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 generally recommends low-cost, index-based mutual funds and ETFs, fixed-income products, and employs a goals-based, long-term planning approach.

Mickey Morton is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior roles include positions at Wells Fargo Advisors and Bb&T Securities. Morton is also the managing member of Morton Legacy Investments, LLC, a venture involved in managing a vacation property. 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 incorporate model portfolios, third-party managers, and advisor-led asset allocation.

Roger Mabe Jr. is a financial advisor with Kestra Advisory, holding a Series 66 designation and 22 years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2016 and was previously associated with LPL Financial. Outside of his advisory role, he serves as a director on the board of the local YMCA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and employee education, serving a client base that includes large institutional investors.

David Snapp is a financial advisor at Edward Jones in Thomasville, NC, with 10 years of industry experience. He holds the ChFC® designation and the Series 66 license 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, including households across the wealth spectrum, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies alongside affiliated mutual funds and specialized investment services.

Erica Miller is a financial advisor with Edward Jones in Asheboro, NC, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and also has been involved with The Flying Pig since 2014. Additionally, she worked with Thomasville City Schools for four years. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Preston Russell is a financial advisor with Equitable Advisors in Asheboro, NC, holding a Series 66 designation and three years of industry experience. Before joining Equitable Advisors in 2022, he worked in various roles including positions at Eagle Point Golf Club and Benchmark Physical Therapy. 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 third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Jay Brownfield is a CFP®-designated financial advisor with Edward Jones in Asheboro, NC, having 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory work, he owns rental property in Asheboro. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

John Dye is a financial advisor with Edward Jones in Asheboro, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is the owner of Eagle View Ventures of NC LLC, a real estate business in Sophia, NC. 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 strategies through a nationwide network of financial advisors and branch offices.

Kenny Kidd is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2024, he spent 14 years at Edward Jones. He serves as a commissioner for Randolph County Government and is a board member of the Randolph County Family Crisis Center and Emmys House, a nonprofit organization in Asheboro, NC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, 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.

Kevin White is a financial advisor at Edward Jones in Thomasville, NC, holding the CFP®, Series 63, and Series 66 designations with 24 years of industry experience. He has been with Edward Jones since 2001. 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 network of more than 23,700 financial advisors and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Celeste Little is a financial advisor at Fidelity with six years of industry experience and holds Series 63 and Series 66 credentials. She previously worked at Veritude LLC and the Wake County Public School Systems. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating day-to-day management to sub-advisers while maintaining oversight and evaluation controls.

Tyler Hickernell is a financial advisor with Edward Jones in Asheboro, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked for nine years at Certainty Home Loans. Outside of his advisory role, he owns a rental property managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 advisors and 15,000 branch offices.

Rhonda Lester is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. She previously worked at Edward Jones for seven years before joining LPL Financial in 2019. Outside of her advisory role, she operates a photography studio called Memory Lane Portraits. 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 a large network of investment adviser representatives.

Brett Thomas is a financial advisor with Raymond James Financial in Asheboro, NC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been associated with Raymond James Financial Services since 2007 and manages Thomas Capital Management, LLC, where he performs administrative duties. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing client collaboration and tailored recommendations supported by firm research and a broad affiliate network.

Colleen Mitchell is a financial advisor at Ameriprise with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Ameriprise since 2015. Outside of her advisory role, she serves on several community and nonprofit boards, including the St. Joseph Finance Advisory Committee and Kintegra Health’s advisory committee, which supports healthcare services for uninsured and underinsured individuals. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing tailored written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations, primarily focusing on assets held in Ameriprise Managed Accounts.

Thomas Morris is a Series 66-credentialed financial advisor with three years of industry experience. He is currently with LPL Financial and has previously worked at OSAIC, SagePoint Financial, and operated his own CPA practice. Outside of his advisory work, he is involved in a business entity for tax and investment purposes and co-owns a real estate rental in Oak Island, NC. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by in-house research, model portfolios, and flexible investment solutions tailored to client needs.

Logan Smith is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Northwestern Mutual Wealth Management Company and Edward Jones. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Scott Kauffman is a financial advisor with Raymond James Financial Services Advisors, Inc. in Asheboro, NC. He holds a Series 65 designation and has two years of industry experience. Prior to joining Raymond James, he worked at Klaussner Furniture Industries, Inc. and currently is involved with Wilson Realty Co as a real estate agent. He also serves as an officer of KHF Holdings, LLC, assisting with financial and tax matters related to Klaussner Furniture Industries. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client interviews and firm research.

Kevin Cook is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Truliant Federal Credit Union, CUSO Financial Services, L.P., and Cuna Brokerage Services, Inc. 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 combines large-scale advisory operations with various non-advisory product activities.

John Mcneely is a financial advisor with Equitable Advisors in Asheboro, NC, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2001. Outside of his advisory work, Mcneely is involved in community activities including serving as a counselor for the Boy Scouts of America Randolph NC District, participating on a committee at First Presbyterian Church, volunteering with Community Bible Study, and working as a tool reviewer for Stanley Black and Decker Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Neil Rabb is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Nsllc and Nationwide from 2015 to 2020. Outside of his advisory role, he is involved as an insurance agent and broker in several insurance-related activities. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse delivery options and investment strategies supported by an in-house research team, combining large-scale advisory operations with insurance and annuity product offerings.

Jeffery Hayes is a financial advisor at Edward Jones with a Series 66 designation and experience spanning several roles since 2014, including positions at Bank of America and North Carolina State Employees' Credit Union. He has been with Edward Jones since 2026. Prior to his financial services career, he worked in other industries and community organizations. 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 and investment management solutions supported by a large network of financial advisors and branch offices across the country.

Joshua Hand is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. Prior to joining Thrivent, he worked at Supreme Alliance LLC and Grace Financial Services, and served four years in the United States Navy. Outside of his advisory role, Hand is a pastor at Freedom Family Church, where he leads the prayer team, conducts communion, teaches, preaches, and performs baptisms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a broad range of financial planning topics. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while keeping planning and asset management separate.

Cornelius Griffin is a financial advisor with Raymond James Financial in Asheboro, NC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Raymond James Financial Services since 2003 and owns Advisors Financial Center, an independent support company. Griffin serves on the finance and investment committees of Central Methodist Church of Asheboro. 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 government entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Steve Williams is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Nationwide Securities LLC and Nationwide Financial from 2012 to 2020. He is also active as an agent for non-variable insurance through Financial Independence Group and Insurance Associates of the Triad. 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 range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Kimberley Aldrich is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. She previously worked at Wells Fargo Clearing and PNC Investments. Aldrich also serves as an independent contractor at Advisors Financial Center, where she supports client services and trading activities. 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 offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support roles through a range of account types and access to outside managers.

Scott Allen is a financial advisor with Equitable Advisors in Asheboro, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Equitable Advisors since 2011, including its predecessor Axa Advisors. Outside of his advisory work, Allen serves on the Asheboro Randolph Chamber of Commerce board as treasurer, participates on a community awareness committee for Randolph Electric Membership Corporation, and is active with the Asheboro Rotary Club and Rotary District 7690. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to clients’ goals and risk tolerance.

Joseph Thomas is a financial advisor with Raymond James Financial in Asheboro, NC, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been associated with Raymond James Financial Services since 2007 and runs Thomas Capitol Management since 2009. Outside of advising, he is a partner at Thomas Capital Management LLC, where he is involved in administrative support activities. 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 financial plans and collaborative client relationships supported by a broad affiliate network.

Daryn Trogdon is a financial advisor at MWA Financial Services Inc. with Series 66 credentials and two years of industry experience. His prior work includes roles at Modern Woodmen of America, Macro Integration Services, and Shoe Show Inc. He has also been involved with the YMCA. MWA Financial Services, Inc. serves individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm offers tiered financial planning and both adviser-managed and third-party managed accounts, primarily on a non-discretionary basis, combining advisory and broker-dealer activities.

Joseph Griffith III is a financial advisor with MWA Financial Services Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been associated with MWA Financial Services and Liberty Advisors since 2003, and has over four decades of experience in sports officiating. MWA Financial Services Inc. serves individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily providing services on a non-discretionary basis.

Caroline Lupo is a financial advisor with MWA Financial Services Inc. in Asheboro, NC. She holds Series 63 and Series 65 licenses and has nine years of industry experience. Caroline has been with MWA Financial Services since 2017 and is also affiliated with Modern Woodmen of America. MWA Financial Services is an SEC-registered investment adviser and FINRA-registered broker-dealer that serves individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance.

Andrew Mc Neal is a financial advisor with MWA Financial Services Inc. in Liberty, NC, holding Series 63 and Series 65 credentials and having seven years of industry experience. His work history includes roles at Legal Shield, Modern Woodmen of America, Metals USA, and self-employment, along with ownership of a lawn care business through AMC Group LLC. MWA Financial Services, Inc. serves individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily providing advisory services on a non-discretionary basis.