Joseph Rotunda is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a co-owner of a rental property in Surfside Beach, SC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

David Havens is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent six years at JJB Hilliard W.L. Lyons LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Kimberley Baker is a CFP® professional with over 41 years of experience in financial planning and investment advisory services. She is currently with OSAIC and previously worked at Securities America, Inc. for 12 years. Baker also owns Advance Financial Group, a financial planning and investment advisory firm. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Kevin Lyall is a financial advisor at Stifel with 28 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following six years at Jjb Hilliard Wl Lyons LLC. Outside of his advisory role, he is involved in managing Vandalay Properties, LLC, which focuses on purchasing commercial buildings. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm's investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decisions.

Christopher Wagner is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Wagner serves on the finance committees of the Piedmont Land Conservancy and the Greensboro Children’s Museum. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm‑approved tools and models to assist clients in developing financial plans.

Jason Pardue is a financial advisor at Edward Jones in Winston Salem, NC, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his financial advisory role, he owns and operates Honey Hill Farms, where he raises approximately 20 cows and sells the calves annually. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jill Gordon is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she owns and operates Events By Candace Jill, an event coordination business specializing in weddings, parties, and corporate functions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Keene is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at First Horizon and Tri-State Financial Advisors, and he previously worked outside the financial sector at DoorDash and High Point University. 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 institutional platforms, supported by a large network of investment adviser representatives.

Christine Ryan is a financial advisor with Merrill in Winston Salem, NC, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has been with Merrill since 1999. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tammy Watts Quesinberry is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm as a Financial Advisor in 2015 and is a member of the Pitts Watts Group. Tammy holds the CERTIFIED FINANCIAL PLANNER™ certification, which she earned in 2020. Her professional background includes a Bachelor of Arts in Political Science from the University of North Carolina at Greensboro. She began her career as a Real Estate Paralegal and became a member of the Paralegal Division of the North Carolina Bar in 2005. She also obtained a North Carolina Real Estate Broker license in 2007. Tammy works with individuals and small business owners to develop and adjust financial strategies that align with their goals in areas such as family wealth management, retirement planning, legacy planning, and philanthropic planning. Outside of work, Tammy enjoys antiquing, baseball, cooking—where she has the ability to recreate restaurant dishes by taste—dancing, music, reading, traveling, watching movies, and spending time with her family. She is a mother of three children.

Michael Dowell is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following six years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Reid Palmer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James since 2017 and previously worked at Cru from 2015 to 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Gary Bargebuhr is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He previously worked at Truist Advisory Services and Truist Investment Services for seven years, as well as Morgan Stanley Private Bank for three years. He serves on the Board of Trustees for the Greensboro Jewish Federation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors use firm research and tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.

Mark Robinson is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with UBS since 2005 and previously worked at Legg Mason Wood Walker, Incorporated from 2001 to 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research from its Chief Investment Office and global research teams.

Francis Bryan III is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 designations and 50 years of industry experience. He has been with Raymond James & Associates since 2016. Bryan serves as a director on the board of Yeamans Hall Club, a private club in Winston-Salem. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting with a variety of portfolio management styles and affiliated research resources.

Jon Fox is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including RBC Capital Markets and CUSO Financial Services, LP. He serves on the board of NC Swimming, a nonprofit organization. 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, leveraging a large network of advisors supported by proprietary research and technology.

Paul Decongilio is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Wells Fargo Clearing and Bank of America. Outside of his advisory work, he has performed independent contracting as a rideshare driver and food delivery service provider. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund consulting, and model portfolios, with noted expertise in commodity pool operation and advisory roles for multiple registered investment companies.

Turner Simpson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at Wells Fargo Bank for seven years and Blue Rock Wealth Management, LLC for two years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Avery Bowles is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Avery worked at First Horizon Advisors, First Horizon Bank, and First Citizens Bank. Outside of financial services, Avery is employed at Grandover Golf Resort & Spa in Greensboro, NC. 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 extensive research and technology tools.

Neil Allerton is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Before joining Edward Jones, he held roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment options.