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.

Carla Souther is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial in North Wilkesboro, NC. She has held positions with several entities including CNS of Wilkes County, LLC, where she serves as member and president, and owns Carla Souther Financial Services, a support company. Souther is also a board member of the Women’s Worth Alliance, contributing to content development and networking efforts. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes a tailored advisory approach that often involves non-discretionary client decision-making, supported by extensive research and a broad affiliate network.

Corey Huffman is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Empower Financial Services and several other firms in the financial services and insurance sectors. 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 with a focus on various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Kathleen Shepherd is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. Prior to joining Raymond James in 2025, she worked at Capital Analysts and Lincoln Investment. She also consults on protective clothing product development for Worldwide Protective Products. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and public entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Sam Morrison is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014, with a brief tenure at Bbtis in between. He is based in Wilkesboro, NC, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households as well as corporate and charitable entities. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices, offering a range of advisory programs and tax-efficient investment solutions under a fiduciary standard.

Les Dyer is a financial advisor at OSAIC with 35 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Triad Advisors, Inc. for 25 years. Outside of his advisory role, he is co-owner of a small cattle and hay farm and serves on the board of the Wilkes Heritage Museum, a local nonprofit historical organization. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory and brokerage services through a network of over 6,200 financial advisors.

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

Makayla Lemly is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. She has previously worked at First Horizon Advisors, Inc., First Horizon Bank, Woodforest National Bank, and Ingles Markets. 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 investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Nicholas Ryder is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Amazon. 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, using tailored asset allocation and research-supported recommendations while maintaining client decision authority.

Stephen Patton is a financial advisor with Edward Jones in Wilkesboro, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he spent 22 years at Hickory Printing Solutions, an RRD Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Thomas Moriarty is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Outside of his advisory role, Moriarty and his spouse own and operate Ashe Home Care, Inc., which provides in-home healthcare services for disabled individuals. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Justin Bryson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Wells Fargo affiliates. Outside of his advisory work, he is the owner of GritFit, Inc., a fitness training business based in Waxhaw, NC. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm provides a variety of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Jose Granados Perez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing three years of industry experience. He has been with Wells Fargo Clearing since 2020 and has worked at Wells Fargo Bank, N.A. since 2017. Prior to that, he was employed at Bob Young Appliances from 2015 to 2017. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Craig Langston is a financial advisor with Edward Jones in Wilkesboro, NC, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. He serves as a board member for the Woodfield Association Home Owners Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Chad Jones is a financial advisor at Cetera with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Cetera and affiliated firms since 2018. Jones also has experience at First National Bank of PA and Bbtis, and is involved with the University of Georgia - Terry College of Business. Outside of Cetera, he is engaged in fixed life insurance sales. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with model portfolios and third-party managed options.

Trenton Walsh is a Series 66 licensed financial advisor with Osaic Wealth, Inc., bringing three years of industry experience. Prior to joining Osaic in 2024, he worked at Triad Advisors and Lakewood. Outside of his advisory role, he serves as head coach for NWNC Elite Baseball and is a board member at Catawba College, participating in event planning and volunteer activities. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with portfolio optimization tools and offers a broad range of investment options through an extensive network of financial advisers.

Christopher Finney is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Cetera Investment Advisors, First National Bank of Pennsylvania, Yadkin Valley Bank and Trust, and Securities America Advisors. Outside of his advisory work, he is involved in insurance-related businesses offering annuities, Medicare supplement life, final expense health, and long-term care products. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and combines advisory services with insurance and annuity product offerings.

Casey Bumgarner is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones and Prudential Insurance Company of America. Outside of his advisory role, he is involved with the Angelus Sano Fund, a medical device venture based in Winter Park, FL. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Carol Owens is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 42 years of industry experience. She has been with LPL Financial since 2008. Owens also serves as a notary public. 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.

Steven Griffith is a financial advisor with Morgan Stanley in Wilkesboro, NC, holding a Series 66 designation and bringing 13 years of industry experience. He served in the United States Army Reserves from 2011 to 2022 and has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and research methodologies.

Megan Sassone is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles within Wells Fargo entities since 2017, as well as prior positions at Lincoln Financial Distributors, AIG Capital Services, and American General Life Insurance. 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 options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.