Matthew Barham is a financial advisor at Mercer Global Advisors Inc. in Greensboro, NC, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at Credit Union Investment Services, SECU Brokerage Services, and the State Employees' Credit Union. He also has experience outside the financial sector, including work with Green Joe's Coffee and Chick-fil-A. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including retirement plan consulting and estate planning. The firm employs a Modern Portfolio Theory approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment vehicles, alongside client education programs and integrated affiliated service lines.

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, with 24 years of industry experience. He holds a Series 66 designation and has been with Davenport since 2009. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to a wide range of clients, including individuals, institutions, and nonprofit organizations. The firm offers diversified investment strategies and integrates advisory and broker-dealer activities across multiple asset management and financial planning services.

James Peters is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked at Valic Financial Advisors since 1997 and is also an agent for AGIA, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Christopher Steinl is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. He previously worked at Wells Fargo Securities and has held positions at Stearns Financial, Innovative Financial Solutions, Wake Forest University, and Walter Hines Page High School. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers across active and passive strategies in 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.

Heather Peters is a financial advisor with TIAA-CREF in High Point, NC, holding Series 65 and Series 63 designations and bringing 23 years of industry experience. She previously worked at Valic Financial Advisors, Resources Investment Advisors, and BB&T Institutional Investment Advisers, among others. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios within a vertically integrated structure.

Matthew Mclean is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he serves as treasurer and board member for Vineland Station and as treasurer for the campaign of Jess Hill, Clerk of Court of Columbus County, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolio management supported by LPL Research and third-party subadvisors.

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 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2006 and also operates Baxter W. Starnes CPA, P.A., a public accounting business providing tax preparation, audits, financial statement services, and bookkeeping. Outside of his advisory work, he is involved in timber sales through Roc & Roy Land & Timber, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technologies such as machine learning.

Michelle Myers is a financial advisor with LPL Financial based in Greensboro, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Sarah Coble is a financial advisor at Merrill with 11 years at the firm and eight years of industry experience. She holds a Series 66 designation and is based in Greensboro, NC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jack Horner is a financial advisor with Merrill in Greensboro, NC, holding Series 63 and Series 65 credentials and possessing 46 years of industry experience. He has worked at Merrill since 1980 and also has a tenure at Bank of America, N.A. dating from 2011. Outside of his advisory role, Horner and his wife are income beneficiaries of a charitable remainder unitrust benefiting the Wrightsville Beach Historical Museum. Merrill, along 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 offers a range of model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Grantham is a financial advisor with Edward Jones in Archdale, NC, holding a Series 66 designation and 16 years of industry experience, all with Edward Jones since 2010. He serves as an instructor and advisory committee vice chairman at Randolph Community College, where he leads basic investment classes and contributes to educational program development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

David Robinson Jr. is a financial advisor with Wells Fargo Advisors in Greensboro, NC, holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing, covering a combined 17 years before his current tenure. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that address areas such as retirement, education, risk management, and specialized needs like business-owner transition and sports & entertainment planning. Advisors utilize Wells Fargo research and tools to develop tailored recommendations, with implementation options adaptable to client preferences.

John Grissom Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2007 and is also a partner in a traditional accounting firm. Additionally, he serves as a trustee for two family trusts in a fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Thomas Watts is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at Elon University and Milestone Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its role in managing model portfolios, advisory services to registered investment companies, and use of AI and algorithmic methods in its investment approach.

Robert Mitchell Jr. is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co. Inc. for eight years. Outside of his advisory role, Mitchell is a published book author and motivational speaker based in Greensboro, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and diverse portfolio strategies.

Ryan Neely is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Lincoln Financial Group for seven years and The Sales Factory for three years. Neely holds the Series 66 designation and is based in Greensboro, NC. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning and advisory services that are generally non-discretionary, with implementation decisions made by clients.

Joel Payne Jr. is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for 24 years at Furnitureland South, Inc. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.