Pamela Brandt

Zachary Smith is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Northside Group Wealth Management, LLC since 2017. Prior to this, he operated under Zachary Stan Smith dba Northside Wealth Management from 2010 to 2017. He is also involved in mortgage origination and insurance sales. Northside Group Wealth Management provides investment advisory and financial planning services to individuals and small businesses, including management of retirement-plan assets. The firm generally manages portfolios on a non-discretionary basis with documented risk tolerance and client approval for transactions, while also offering insurance and pension plan services.

Matthew Voreh is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2021, following prior roles at Bb&T Securities and Bb&T Investments. 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 combine firm-level model portfolios, third-party managers, and advisor-led asset allocation and fund monitoring.

Angela Nelson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and five years of industry experience. She has been with Truist Advisory Services since 2021 and previously worked at BB&T Bank / Truist Bank from 2015 to 2021. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management in its AMC programs. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering both discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation.

Edward Hanks II is a financial advisor with Ameriprise, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he is involved in several business ventures including co-owning a group of Subway restaurants and serves on multiple local boards such as the TRCH Duke Lifepoint Hospital and the Twin County Community Foundation. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing non-discretionary, research-driven recommendations on income, Social Security, and tax strategies. The firm combines algorithmic tools with advisor input and emphasizes managed accounts alongside a broad range of advisory, brokerage, and insurance solutions.

George Draughn is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to this, he held roles at RTI International and North Carolina State University. Outside of his advisory role, he serves on the finance committee at Calvary Baptist Church in Mount Airy, NC. 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, supported by a large network of over 23,000 financial advisors and 15,000 branch offices nationwide.

John Bryant is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to this, he spent time at the University of Georgia and briefly at Pine Island Country Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.