Samuel Bettinger is a financial advisor at OSAIC in Greensboro, NC, holding a Series 66 designation. He has one year of industry experience, with prior roles including work at Buckle and Camp Ridgecrest For Boys. Outside of finance, he has experience in the food service industry with Nonna Teresa Eatery. OSAIC serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various analytical tools.

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.

Brian Reese is a financial advisor at Edward Jones in Greensboro, NC, holding a Series 66 designation with 11 years of industry experience, all with Edward Jones since 2015. He is an owner of Franko Reese & Ruck, an LLC partnership formed to purchase commercial property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large nationwide network. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Timothy Bullard Jr. is a financial advisor with Wells Fargo Advisors in Greensboro, NC, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. In addition to his role at Wells Fargo, he is the sole owner of Bullard Investment Management, LLC, an investment-related business based in Greensboro. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and tools to develop tailored recommendations for clients.

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.

Cynthia Reames is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of her financial advisory role, she owns and operates a yoga and meditation studio in Danville, VA, where she also teaches yoga. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services supported by proprietary research and tools, delivering tailored recommendations through a network of advisors.

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.

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 Clearing and UBS Financial Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, combining proprietary research and tools to develop tailored recommendations.

Robert Ohanlon is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Nationwide Securities Inc., Nationwide Insurance, and MSI Financial Services, as well as operating O'Hanlon Insurance and Financial Services since 2007. He serves on the boards of the War Memorial Foundation and the Boy Scouts of America in Greensboro, NC, where he is chairman of the Eagle Board. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals. The firm offers a variety of account platforms and proprietary model strategies under the Founders Gate Capital brand.

James Halsch is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He previously worked at Kestra Financial Services, Kestra Investment Services, Invest Financial Corporation, and UBS Financial Services. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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 previously worked at Avantax Advisory Services and Osaic FS, Inc. Outside of his advisory role, he is a partner in a traditional accounting firm and serves as trustee for two family irrevocable trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms.

Thomas Watts is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held roles at Milestone Wealth Management and has academic experience at Elon University and Virginia Episcopal School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies to construct portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Isaiah Martin is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, Martin was involved with Tybro.com INC for nine years. Outside of his advisory work, he is active with the Iron Barbell Collective and CrossFit BIC. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports advisory programs with advanced analytical tools and specialized municipal and public-finance expertise.

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.

Andrew Vanore is a financial advisor with Raymond James & Associates, holding the Series 66 designation and 14 years of industry experience. Prior to joining Raymond James in 2023, he worked at Bank of America, N.A. for 11 years and Merrill Lynch, Pierce, Fenner & Smith Incorporated for 12 years. Raymond James & Associates is a large 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.

Carl Bass is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 47 years of industry experience. His career includes long tenures at Bass Financial Strategies, Inc. and H. Beck, Inc., as well as recent roles at Grove Point Investments and Cambridge Investment Research affiliates. Outside of his advisory work, Bass serves as a senior elder at Westover Church and is a board member of Horsepower, Inc., a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.