Anne Fitzgerald is a financial advisor at Ameriprise Financial Services LLC with two years of industry experience. She holds a Series 66 designation and has prior experience at Fifth Third Bank and Pinnacle Financial Partners. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning with a focus on dependable income and tax-aware withdrawal strategies.

Robert Higgins is a financial advisor with Mass Mutual Investors Services in Greensboro, NC. He holds the Series 66 designation and has been working in the financial industry since 2024. Prior to entering finance, he spent nine years at TEKsystems. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative planning engagements using firm-approved tools and also provides specialized programs such as divorce and estate-settlement planning.

William Depriest is a financial advisor with Cetera in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 11 years of experience in the financial services industry. Prior to joining Cetera in 2025, he worked extensively with Avantax-affiliated firms from 2014 to 2025 and has operated his own CPA practice since 1988. Outside of advising, he serves as treasurer for both the Pinecroft Sedgefield Fire District and the Oasis Shriners, overseeing financial reporting and budgeting. Cetera Investment Advisers LLC is a large SEC-registered firm providing a multi-manager platform that serves individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services with access to multiple program structures and third-party money managers.

Jonathan Foster is a financial advisor at Edward Jones in Burlington, NC, holding a Series 66 designation with over 18 years of experience. He previously worked at Cincinnati Insurance Company for 17 years before joining Edward Jones in 2025. 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 national network of advisors and branch offices, and operates under a fiduciary standard.

Walter Lambeth is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC in 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions, managing approximately $671 billion in assets with over 14,000 advisors nationwide.

Torrell Ackles is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Closet Factory, Overhead Door Co, and the United States Postal Service. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a range of clients including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Rodney Pack is a financial advisor at Edward Jones in Burlington, NC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Austin Jensen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments, Advanced Space Systems, and REI Drilling. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies and develops model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Nathaniel Anderson is a Financial Consultant at Fidelity Investments, where he has been working since 2021. He has held various roles within the company since 2015, including Investment Consultant, Financial Representative, Workplace Planning & Guidance Consultant, and Financial Associate. Nathaniel's experience spans financial consulting, investment advising, and workplace planning, focusing on helping individuals and families navigate their financial journeys. He works to build plans that support clients' current lives and future legacies. Outside of his professional duties, Nathaniel has personal interests in cars, football, movies, and traveling.

Alexander Durham is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at State Farm VP Management Corp and was involved with Michael Shoffner Insurance Agency. Outside of advisory work, he serves as an agent team member at Michael Shoffner Insurance Agency. 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 investment advisory programs and services, supported by a large network of financial advisors and branch offices nationwide.

James Dean is a financial advisor with Mass Mutual Investors Services in Greensboro, NC, holding Series 65 and Series 63 licenses with four years of industry experience. His work history includes roles at MML Investors Services, MassMutual Life Insurance Co, and Equity Services, Inc., among others. Outside of his advisory duties, he is involved in business consulting as a coach focused on personal and career development and business performance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations through collaborative annual engagements.

Brooke Carpenter is a Series 66-licensed financial advisor with LPL Financial, based in Burlington, NC, and has nine years of industry experience. Prior to joining LPL Financial in 2019, Carpenter worked with First Command Financial Planning and related entities from 2016 to 2018. She is also the owner of Residential Engineering Solutions, LLC, where she works as a structural engineer. 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 financial planning and investment management services using both proprietary and third-party strategies.

Jerrold Pinsker is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and 28 years of industry experience. He has worked with LPL Financial and its predecessor entities since 2004, following four years at WS Griffith Securities, Inc. Outside of his advisory role, he engages in the sale of non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and participant-level retirement advice, supported by a large network of advisors and extensive operational resources.

Charles Lucas is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors. The firm provides both brokerage and advisory solutions, relying on research and analytics while offering a range of financial products through its bank and insurance affiliates.

Matthew Johnson is a CFP® and Series 66 licensed advisor with six years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at LPL Financial and Trivantage. Outside of his advisory role, Johnson owns and operates a personal farm and cattle company in Burlington, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supports advisory programs across a large network, and maintains unique affiliations such as municipal advisory services.

John Bellingham is a CFP® professional with 39 years of industry experience. He is currently with LPL Financial and has held prior roles at Geneos Wealth Management Inc and HBS Financial Advisors. His outside activities include personal retirement planning as a business entity for tax and investment purposes. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Danielle Dennis Grady is a financial advisor at Cetera with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including VOYA Financial Advisors and various insurance and financial services companies she is associated with since the 1990s. She is also an independent insurance agent and president of Dennis Insurance and Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Robert Cockman is a financial advisor with Raymond James Financial Services, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James, he worked in pharmacy consulting and management roles for over 18 years. Outside of advising, he is an associate at Milestone Wealth Management and a silent partner in a local holding company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports advisory programs through a large network of advisors.

Dawn Allison is a Series 66 licensed advisor at Edward Jones in Greensboro, NC, with seven years at the firm and two years of industry experience. Prior to joining Edward Jones, she worked at Triad Insurance Partners for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates under a fiduciary standard and offers affiliated investment options alongside a large nationwide network of advisors and branch offices.

Karah Wiley is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Her prior work includes roles in education and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and planning across a broad range of financial topics.