Jennifer Mccosley is a CFP® professional with 10 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2023. Prior to this, she worked at Triad Financial Advisors, Inc. for eight years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a combination of third-party independent managers selected through a proprietary due-diligence process and offers a range of services such as discretionary wealth management, financial planning, and retirement plan consulting.

Christian Blackburn is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked with Northwestern Mutual Wealth Management Company. His background also includes roles outside finance, such as positions at Kreber Graphics Inc and Quaintance Weaver Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm uses an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

James Williams is a financial advisor with Oppenheimer in Greensboro, NC, holding Series 63, Series 65, and Series 66 credentials and bringing 46 years of industry experience. He has worked at Oppenheimer since 2010 and previously spent eight years with Morgan Keegan & Company, LLC. Oppenheimer serves individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies tailored to client objectives.

Paulette Mitchell is a financial advisor at Davenport & Company LLC in Greensboro, NC, with 23 years of industry experience. She holds a Series 66 designation and has worked at Davenport since 2009, following three years at Citigroup Global Markets. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management teams provide a range of strategies across separately managed accounts, mutual funds, ETF portfolios, and unified managed accounts.

Brittnei La Rue is a financial advisor with Bankers Life Advisory Services, Inc. in Greensboro, NC, holding a Series 66 designation and four years of industry experience. Her background includes roles at Bankers Life and Casualty, Bankers Life Securities, TD Bank, and Glens Falls National Bank. Outside of advising, she is involved with the Rotary Club of Wilmington and is a candidate for the New Hanover County School Board. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment management and consulting primarily for mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a blend of fundamental, technical, and cyclical analysis in portfolio management.

Mark Harbaugh is a financial advisor with Cerity Partners LLC, holding a Series 66 designation and 12 years of industry experience. He worked at UBS Financial Services from 2014 to 2026 before joining Cerity Partners. Harbaugh serves as trustee for multiple family trusts, overseeing asset management, tax filings, and distributions according to trust terms. Cerity Partners advises a diverse client base including individuals, families, trusts, and institutions, offering customized wealth management services and access to specialized investment strategies such as private market solutions.

Timothy Mellon is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and Series 65 licenses, with 32 years of industry experience. He has worked at firms including Triad Advisors, Kestra Financial Services, and Green Valley Financial, where he is a managing partner. Mellon also serves on the board of directors for N.C. Grange Mutual and is involved in financial education as an instructor at Alamance Community College and Guilford Tech Community College. Additionally, he owns a farm business, Hedge Farm, LLC. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, pension plans, corporations, charitable entities, and sovereign wealth funds. The firm employs a variety of investment strategies and offers services such as representative-managed programs, third-party manager and wrap programs, retirement plan consulting, and access to alternative investments.

Amy Lawson is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience and holds a Series 65 designation. She has worked at Brookstone Capital Management since 2022 and concurrently since 2017 at Retirement Wealth Advisors. Lawson also owns Lawson Financial Group, Inc., where she provides insurance and divorce financial consulting services. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and uses a variety of investment vehicles, including proprietary funds, ETFs, and options-enhanced strategies.

Judy Hill is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Truist Advisory Services and Truist Investment Services since 2021, following prior roles at BB&T Securities and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering a range of solutions including asset allocation, fiduciary support, and manager selection programs. The firm integrates discretionary and non-discretionary approaches and utilizes technological tools and inter-affiliate arrangements to support its investment processes.

Brendan Stringer is a Certified Financial Planner (CFP®) with 10 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2022. His prior roles include positions at Commonwealth Financial Network, Clarendon Wealth Management, AMERIPSE Financial Services, Inc., and Ethos Financial Partners. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Gabriel Lindeen is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked with various Truist entities since 2010, including Truist Investment Services and Truist Bank. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates affiliate services to deliver comprehensive investment solutions.

Matthew Barham is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Credit Union Investment Services and SECU Brokerage Services. Outside of finance, Barham has worked in a variety of other fields including education and retail. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing comprehensive investment advisory services along with financial, tax, retirement, and estate planning. The firm uses a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio solutions implemented through ETFs, index funds, separate account managers, and private funds.

Preston Lewis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 2 years of industry experience. His work history includes roles at Truist Investment Services and BB&T Scott & Stringfellow, as well as positions in real estate and the fitness industry. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, using a combination of discretionary manager relationships and non-discretionary consulting.

Jeffrey Chowning is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding a Series 66 designation with 24 years of industry experience. He has been with Davenport since 2009. Davenport serves individual and institutional clients, providing a range of services including asset management, brokerage, and investment banking. The firm organizes its asset management around portfolio manager teams and offers advisory programs across multiple investment strategies, including mutual funds and separately managed accounts.

Christopher Steinl is a financial advisor at Beacon Pointe Advisors, LLC with five years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Beacon Pointe Advisors in 2026, he worked at Wells Fargo Securities for six years in two separate periods. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer services to individual and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Caelan Canady is a financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. He holds the Series 66 designation and has been associated with various entities under Bankers Life since 2017. In addition to his advisory role, he works as an insurance agent specializing in Medicare supplements, advantage plans, long-term care, and life insurance for retirement-aged individuals. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Matthew Mclean is a financial advisor with LPL Financial in Burlington, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at LPL Financial since 2011 and previously spent two years with Equitable Advisors. Outside of his advisory role, he serves as a board member and treasurer for Vineland Station and acts as treasurer for Jess Hill, Clerk of Court of Columbus County, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment options and platforms, utilizing both internal research models and third-party strategies, supported by advanced operational tools.

Mariah Nadolny is a Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she consults with clients to analyze risks, educate them, and prepare them for important financial decisions. Prior to this, she worked as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Paraplanner at Ameriprise Financial from 2021 to 2022. She also gained experience as a Tax Intern at Advisors Management Group, Inc. in 2019. Mariah's professional experience spans multiple roles within the financial services industry, focusing on client consultation, relationship management, and financial planning support. Outside of her professional career, she enjoys spending time on family activities, fitness, football, social events with friends, outdoor adventures, and traveling.

Baxter Starnes is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with LPL Financial since 2006 and has operated Baxter W. Starnes CPA, P.A., a public accounting business, since 1993. Outside of advisory work, he is involved in timber sales through Roc & Roy Land & Timber, LLC. 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 financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms, and supports advisors with research and operational tools.

Michelle Myers is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, BB&T Investment Services, and Uvest Financial Services Group. Myers is also involved with Simplicity Group, a non-variable insurance 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 offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.