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Perry H

Series 63, Series 65

Winston Salem, NC

LPL Financial

Perry Hudspeth is a financial advisor with LPL Financial based in Winston Salem, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes roles at Lincoln Financial Securities Corporation and Osaic FS, Inc. He is also involved with Anchor Financial Management Group LLC, a business entity related to tax and investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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William H

CFP®, Series 63

Winston Salem, NC

LPL Financial

William Hege IV is a CFP®-designated financial advisor with 23 years of industry experience, currently with LPL Financial since 2019. He previously worked at Lincoln Financial Securities Corporation for 11 years and has maintained Hege Financial Group since 2004. Outside of his advisory work, he is involved in Living Swell, LLC, a family business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning and investment management services through a large network of advisors, supported by proprietary research and a range of advisory platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Steven R

CFP®, Series 66

Winston Salem, NC

LPL Financial

Steven Rubin is a CFP®-certified financial advisor with 10 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Lincoln Financial Securities Corporation and Hege Financial Group from 2016 to 2019. Rubin operates out of Winston Salem, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Grant K

Series 65, Series 63

Winston Salem, NC

LPL Financial

Grant Kunkel is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 65 and Series 63 licenses and 15 years of industry experience. He previously worked for AllianceBernstein Investments, Inc. for 16 years prior to joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew H

Series 66

Winston Salem, NC

LPL Financial

Matthew Hornaday is a financial advisor with LPL Financial in Winston Salem, NC. He holds a Series 66 designation and has been active in the industry since 2026. His prior experience includes roles at Performance CXO, 2032 Ventures, LLC, and Trust Company of the South. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Benjamin H

Series 63, Series 66

Winston Salem, NC

LPL Financial

Benjamin Hadley is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Raymond James & Associates, Navigon Financial Group, AXA Advisors, and Northwestern Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Julia P

Series 66

Winston Salem, NC

LPL Financial

Julia Powers is a financial advisor with LPL Financial in Winston Salem, NC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Bermuda Run Country Club and Austin Eye Clinic. Powers is also a certified notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jon C

Series 66

Winston Salem, NC

LPL Financial

Jon Canupp is an advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include a long tenure with the City of Winston-Salem and positions at Joe Gibbs Racing, Inc., followed by a brief retirement. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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