Jonathan Davis is a financial advisor at E2I Financial Group, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Horter Investment Management since 2017. In addition to his role at E2I Financial Group, he owns JAD Financial Group, LLC, where he provides life insurance and income planning services involving fixed annuities. E2I Financial Group primarily serves individual clients aged 50 and over, as well as high-net-worth individuals and pension and profit-sharing plans. The firm offers modular or comprehensive financial planning and asset management, using third-party registered investment advisors to implement tactically managed mutual fund and ETF allocations tailored to clients’ financial plans.

Edwin Cummer is a CFP® professional with 26 years of industry experience, currently serving at IronBridge Wealth Counsel, LLC since 2022. Prior to this, he operated his own advisory firm, Edwin R. Cummer, LLC, for 11 years. IronBridge Wealth Counsel provides financial planning and consulting services to individuals, non-profits, corporations, and other business entities through project-based and retainer-style engagements. The firm focuses on planning and referral arrangements rather than discretionary portfolio management, using fundamental analysis and modern portfolio theory to support various investment strategies.

Sterling Barrett is a financial advisor at Sterling Wealth Advisors, Inc. located in Banner Elk, NC. He holds a Series 65 designation and has been with Sterling Wealth Advisors since 2024. Prior to his advisory role, he worked at Lowes' Food and has experience with Classical Conversations Plantation and Liberty University. Sterling Wealth Advisors serves individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and comprehensive financial planning. The firm uses a mix of investment strategies across no-load mutual funds, ETFs, bond funds, and government securities, offering both ongoing advisory relationships and shorter-term consulting engagements.

David Fink is a CFA® charterholder and holds Series 63 and 65 licenses with 19 years of industry experience. He is affiliated with Lifestyle Freedom Advisory Group, LLC and has held roles at multiple related entities since 2018, as well as Colorado Financial Service Corporation since 2020. Outside of his advisory work, he provides consulting services to CPAs and attorneys. Lifestyle Freedom Advisory Group is a registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management, financial planning, and ERISA plan services, emphasizing customized portfolios aligned with clients’ goals, time horizons, and risk tolerances.

Rita Hendrick Smith is a financial advisor at Altrius Capital Management, Inc. with 14 years of industry experience. She holds a Series 65 designation and has been with Altrius since 2007. Altrius Capital Management serves a diverse client base including individuals, retirement plans, trusts, estates, corporations, charitable organizations, and investment companies. The firm employs a fundamentally based, value-oriented, and risk-managed investment approach, offering discretionary investment management, financial planning, and advisory consulting services.

Bradley Greer is a CFP® with 20 years of industry experience, currently serving as an advisor at Allen Wealth Management, LLC. He previously worked at Sapere Wealth Management, LLC for 16 years and has been with Allen Wealth Management and Raymond James Financial Services, Inc. since 2021 and 2022, respectively. Allen Wealth Management, LLC provides advisory services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction and delivers coordinated wealth management through discretionary and non-discretionary mandates.

Jonathan Allen is a Certified Financial Planner® (CFP®) with 21 years of industry experience. He is the owner and principal advisor at Allen Wealth Management, LLC, where he has worked since 2009. Prior to that, he was affiliated with Raymond James Financial Services and Allen Financial Advisors. Outside of financial advising, he owns and operates a CPA practice, Dacchille Allen and Associates CPA PLLC. Allen Wealth Management, LLC provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios and manages over 1,000 clients across its four-person advisory team.

Eric Franklin is a financial advisor with Allen Wealth Management, LLC in Boone, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Allen Wealth Management since 2014 and previously at Empire Distributors from 2018 to 2022. Franklin serves as a committee member of the Watauga Humane Society’s investment committee, providing commentary and feedback on their holdings. Allen Wealth Management provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction and offers coordinated wealth management across discretionary and non-discretionary mandates.

Justin Jolly is a financial advisor with PFG Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at LPL Financial, Securities America, Mutual Securities, and United Planners. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm combines top-down macroeconomic allocation with fundamental and technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

John Sanders is a Series 66-licensed financial advisor with Credit Union Investment Services, bringing two years of industry experience. His background includes roles at SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union. Outside of finance, he has worked in law enforcement with the Boone Police Department and has experience in construction and hospitality. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisors providing goal-oriented, long-term financial planning without exercising trading discretion.

Bradley Dillard is a financial advisor with Credit Union Investment Services in Boone, NC, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Dillard is also involved in providing financial advisory services and life insurance through State Employees' Credit Union and its affiliates. 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, fixed-income products, and a long-term, goals-based planning approach.

We strive to deliver values-aligned planning advice to improve people’s lives. Living a higher quality of life means making decisions and having experiences that are aligned with your closest held personal values. We help you make the best use of your financial resources, freeing your time to enjoy what matters most in life. We show you where you are, protect you from financial dangers, create a roadmap for your future, manage your investments, and provide advice that touches every area of your life. With a customized personal financial plan, you can make informed decisions, take advantage of opportunities – and avoid potential obstacles and pitfalls – so that you can make measurable progress toward your goals. At Vested Wealth, we measure our success by the quality of life you achieve.

Douglas Nixon is a financial advisor with Lincoln Investment in Blowing Rock, NC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2010 and also has longstanding roles at Iron Horse Auction Co. and RJMW. Outside of his advisory work, Nixon serves as an insurance agent and is president of Nixon Financial Advisors, Inc., an entity used for tax and accounting purposes. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, charitable organizations, and other financial entities, offering a range of financial planning and investment management services that combine advisor consultation with programmatic portfolio management.

Charles Canady III is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and possessing 42 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been operating Canady Financial Services since 2001. Additionally, he is involved in selling various types of group and individual insurance, including medical, life, and long-term care policies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Joseph Turecky is a financial advisor with First Citizens Investor Services, Inc. in Boone, NC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with First Citizens Investor Services since 2015. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm offers portfolio management through wrap programs, an automated Guided Investing platform, tax-aware overlay and transition services, insurance product distribution, and financial planning, leveraging its affiliation with a bank holding company to integrate banking resources and referral relationships.

Karen Kight is a financial advisor at &PARTNERS with 33 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns an antique market with a coffee counter in Boone, NC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan advisory services, utilizing a combination of proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Alfred Gonzalez is a financial advisor at Truist Advisory Services with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Since 2016, he has been affiliated with SunTrust Advisory Services and SunTrust Investment Services, both predecessors to his current firm. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a variety of discretionary and non-discretionary investment solutions that integrate firm-level model portfolios, third-party managers, and advisor-led asset allocation, supported by extensive research and third-party platforms.

Daniel Jobe is a CFP® professional with 30 years of experience in the financial services industry. He has been with Valic Financial Advisors since 1997 and also holds a role as an agent with Agia since 2022. Outside of his advisory work, he serves as an elder on the board of Alliance Bible Fellowship in Boone, NC. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.

Paul Gargano is a CFP® with 26 years of industry experience, currently serving at Centaurus Financial, Inc. since 2004. He operates under the DBA Gargano Financial Group for branding purposes. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, small businesses, and institutions. The firm offers financial planning, investment management, access to third-party managers, and retirement-plan advisory services.

William Helms Jr is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked for Lincoln Financial Securities Corp. for 15 years before joining Cambridge in 2023. Outside of advising, Helms is active as a musician in Boone, NC. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and both discretionary and non-discretionary investment approaches.

Susan Leonard is a CFP®-certified financial advisor with 20 years of industry experience. She is currently with Cetera and has previously worked at VOYA Financial Advisors and Egan, Berger & Weiner, where she continues to serve as an associate financial planner. Leonard holds leadership roles outside of her advisory work, including vice president of the Shulls Farm Property Owners Association and board member of the Valle Crucis Community Park nonprofit. 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, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Jonathan Smith is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He has been affiliated with Cetera and its related entities since 2013 and serves as Vice President of Lifestore Bank, where he also sells fixed insurance products. Additionally, he acts as an insurance agent offering life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers serves a diverse client base including individual, 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, fiduciary, and retirement solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Gary Moss Jr. is a financial advisor with Ameriprise in Boone, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he serves as a trustee for Lees McRae College and is a committee member for the First Presbyterian Church Endowment Fund. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team.

William Weeks is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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.

Carolina Davidson is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Appalachian State University, Appalachian Ski Mountain, Watauga High School, and Hardin Park School. Carolina is the owner of Davidson Blue Ridge Legacy, an LLC established for non-investment-related business purposes. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Joshua Roberts is a CFP® and holds a Series 66 license, with seven years of experience in the financial services industry. He has worked at LPL Financial since 2022 and previously held roles at Raymond James Financial Services and Allen Wealth Management. Outside of his advisory career, Roberts has been involved with Harvest House Church since 2018. 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 solutions supported by an in-house research team and a large network of investment adviser representatives.

Sharon Covey is a financial advisor at Edward Jones with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 1999. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Stevens is a Series 66-credentialed financial advisor with Edward Jones in Mountain City, TN, where he has worked since 2019. He has seven years of industry experience and previously worked at Aplus Realty and High Shine Services Inc. Stevens also manages a property for a family member and is involved in remodeling a home intended for rental. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Jason Sutherland is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he spent nine years at Samaritan's Purse. Sutherland serves as a board member of the Ashe County Community Foundation in Hickory, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Jason Sirmon is a financial advisor with Edward Jones based in Boone, North Carolina. He holds a Series 66 designation and has 12 years of industry experience, with Edward Jones being his only listed firm since 2013. Outside of his advisory role, he is involved in consulting and continuing education through the Sirmon Training & Consulting Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Melissa Potter is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has one year of industry experience, including roles at Equitable Advisors and several banking institutions. Outside of finance, she owns and operates Buster Daniels Family Tree Farm, LLC, an agricultural business. Cambridge Investment Research Advisors serves a wide range of clients including 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 various account platforms and third-party strategists.

Garret Norris is a CFP® and ChFC® with 33 years of industry experience. He is currently with Cetera and has been associated with Cetera Advisors LLC since 2013. Outside of his advisory work, Norris serves as a volunteer board member reviewing conscientious objector cases for the U.S. Selective Service System. 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 and fiduciary solutions supported by model portfolios, third-party managers, and various program options.

Jennifer Parker is a financial advisor with Raymond James Financial in Boone, NC, holding a Series 66 designation. She began her financial services career in 2024 and has prior experience as a partner and operator of a restaurant business for over two decades. The restaurant, Samajen, LLC, closed in 2022, and she continues to manage related loan receivables. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, using asset allocation analysis and firm research to tailor recommendations while leaving final decision authority with clients.

Randal Cokeley is a financial advisor with Ameriprise in Lansing, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

Javan Braswell is a financial advisor with Edward Jones in Boone, NC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he spent five years with the Columbia Police Department and has experience in healthcare and the food service industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports its services with a large nationwide network of advisors and branch offices and operates under a fiduciary standard.

Isaac Church is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Samaritan's Purse International and Lowe's Companies, Inc., and has a background that includes self-employment and time at Appalachian State University. Outside of his advisory work, he is a sole proprietor of web design and photography businesses and occasionally photographs weddings for friends and family. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of over 23,700 financial advisors.

James Hogan II is a Series 66-licensed financial advisor with five years of industry experience, currently serving at LPL Enterprise since 2024. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise. Outside of his advisory work, he is president of the Hogan Family Foundation and serves as a virtual Sergeant at Arms for High Country Toastmasters, both nonprofit board positions based in Boone, NC. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients, offering financial planning, model portfolios, and access to third-party asset management programs.

Angelia Jenkins is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2005, including prior service at Bank of America, N.A. from 2008 to 2021. Merrill serves a broad range of clients, offering managed account programs, discretionary portfolio management, and brokerage services supported by dedicated personal financial advisors and a multi-strategy investment platform.

David Lyall is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2006 to 2020. Outside of his advisory role, he serves on the Board of Directors of Sunalei Preserve. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research and modeling with personalized recommendations delivered by a centralized consulting team, focusing on tax efficiency and adaptive withdrawal strategies.

John Ritter is a financial advisor at Edward Jones with 25 years of industry experience. He has held his current position at Edward Jones since 2000. Outside of his advisory role, Ritter is president of Wild Mountain Honey, an industrial design firm, where he manages royalty distributions. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Nelson Castro is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. Castro also operates as an independent insurance agent focusing on life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, delivering structured, collaborative planning engagements to address a range of client goals.

Tyler Moore is a Series 66 licensed financial advisor with Edward Jones in Boone, NC, with three years of industry experience. His prior work includes roles at Ameriprise Financial Services LLC and Appalachian Regional Healthcare System, as well as positions outside finance in the hospitality industry. 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, managed accounts, and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

William Williams III is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019. Prior to his advisory role, he held positions in retail and outdoor recreation businesses, including Mast General Store and Blackrock Outdoor Company. 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 large national network of advisors and branches, fiduciary standard, and affiliated services such as trust company offerings and proprietary mutual funds.

Pamela Watson is a financial advisor with Merrill and holds a Series 66 designation. She has 8 years of industry experience and has been with Bank of America, N.A. and Merrill since 2009. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution and custody services. The firm emphasizes manager selection and monitoring through multiple program strategies and benefits from integration with Bank of America’s broader banking and capital-markets platform.

Matthew Bagley is a CFP® professional with 18 years of industry experience, currently affiliated with Raymond James Financial Services, Inc. and First Community Bank since 2020. His prior experience includes roles at LPL Financial and Edward Jones. Outside of his advisory work, he serves as Treasurer for the Boone Council of the Knights of Columbus and is Vice President of a family-owned car wash business. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and recommendations supported by firm research and a broad affiliate network.

Andrew Payne is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to joining Osaic in 2024, Payne operated Payne Financial Services, Inc. since 2008 and has held roles at Executive Financial Resources, Inc., Triad Advisors, Inc., and Payne Agency. He serves as secretary and treasurer of Payne Financial Services, an S-corp involved in the sales and service of insurance products. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

David Mosher is a financial advisor with Edward Jones in Boone, NC, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a limited partner in a small-scale real estate development project focused on single-family homes in Boone, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.