ADVISOR BIO

Aaron Fisher is a financial advisor with over 15 years of experience in the industry. Aaron is registered with Terra Wealth, a firm with over 50 investment advisor representatives and a large client base. Aaron focuses on providing financial planning services to individuals and businesses. He offers various services such as selection of other advisors, portfolio management for individuals and businesses, and financial planning services.

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ADVISOR BIO

Albert Erb is a financial advisor with over 10 years of experience in the industry. Albert is currently registered with Forvis Mazars Wealth Advisors, LLC. Albert is also a Certified Financial Planner. Previously, Albert was a registered representative with M HOLDINGS SECURITIES, INC. and Lincoln Financial Distributors, Inc., where he served clients in Greensboro, NC and Radnor, PA. Albert has experience working with individuals, corporations, charitable organizations, pension and profit sharing plans, and high-net-worth individuals. Albert specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals.

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ADVISOR BIO

Alexander Weiner-goldsmith is a Registered Representative with LPL Enterprise, LLC and has been in the industry since 2024. Alexander is currently registered with the state of North Carolina. They have passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Alexander has a background in financial services and provides financial planning and portfolio management services to individuals and businesses.

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ADVISOR BIO

Ana Evelyn Nelson is a registered representative with Wells Fargo Clearing Services, LLC. Ana has been in the industry for over 8 years and has experience working with individual investors, families, businesses, and institutions. Ana is licensed in North Carolina and holds the Series 63, 65, and 6TO licenses as well as the SIE. Ana is dedicated to providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

Anderson Stockard is a registered representative and investment advisor representative with LPL Enterprise, LLC. Anderson has a background in various industries, including animal care, landscaping, and construction. Anderson holds the Series 7TO, Series 66, and SIE exams and specializes in financial planning and investment management. Anderson's expertise also extends to providing consulting and other non-discretionary advisory services. Anderson has been active in the industry since November 2023.

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ADVISOR BIO

Ashley Pritchett is an investment advisor representative with Edward Jones. Ashley has been in the securities industry since September 2013. Ashley is registered with the state of North Carolina and has a Series 7, 63, 65, and 6TO. Ashley has previously worked with Wells Fargo Clearing Services, LLC, and Metlife Securities Inc. Ashley works out of the Edward Jones office in High Point, North Carolina.

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ADVISOR BIO

Brian Buttolph is a financial advisor with Edward Jones. Brian has been in the financial services industry since April 2008. Brian is registered to provide investment advice in Alabama, Arizona, California, Florida, Indiana, Iowa, New Hampshire, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Brian is also registered as an Investment Advisor Representative in North Carolina and Texas. Brian is a Series 66, 7 and SIE licensed professional. Brian is a registered representative with Edward Jones. Brian's office is located in High Point, North Carolina.

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ADVISOR BIO

Brian Eckert is an Investment Advisor Representative with Terra Wealth. Brian has been in the industry since July 2012. He has a Series 6, 63, 26, and 65 licenses. Brian's firm has approximately 340,742,000 dollars of assets under management and serves a variety of clients, including individuals, corporations, charities, and high net worth individuals. Brian's firm offers financial planning, selection of other advisers, portfolio management for individuals, and portfolio management for businesses.

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ADVISOR BIO

Caleb Tiller is a financial professional with Pruco Securities, LLC. Caleb is a registered representative, holding Series 63, Series 6TO, and SIE licenses. Caleb has been in the financial services industry since January 4, 2022. Caleb is located at 1301 Eastchester Drive, Suite 202 in High Point, NC. Caleb specializes in investments, retirement, college savings, insurance, and wealth management. Prior to joining Pruco Securities, LLC, Caleb worked at J.P. Morgan Securities LLC in Loveland, OH.

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ADVISOR BIO

Charles Strong is an investment advisor representative at Terra Wealth. Charles has been in the industry since July 2014 and has a Series 63 and 65 licenses. Charles Strong is also a licensed insurance agent. Charles Strong is currently registered with the state of South Carolina to provide investment advisory services. Charles Strong has experience with individuals, high-net-worth individuals, and charitable organizations. Charles Strong provides financial planning, selection of other advisors, and portfolio management services.

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