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.

Michael Randleman is a financial advisor with LPL Enterprise, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in direct sales through CAPSTONE HEALTH. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance product sales across an extensive network of advisors.

Samuel Bettinger is a financial advisor at Osaic Wealth Inc. in Greensboro, NC, holding a Series 66 designation. He has one year of industry experience with prior roles including positions at Buckle and Camp Ridgecrest For Boys, and involvement in the food service sector at Nonna Teresa Eatery. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management across multiple investment types.

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.

Larry Redfearn is a financial advisor at Edward Jones in Kernersville, NC, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as the Finance Committee Chair for Bunker Hill United Methodist Church in Kernersville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Jon Harris is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials. His career includes long-term roles at Avantax Investment Services and Payne Tax Group, where he currently serves as president and oversees tax operations. In addition to his advisory work, he owns and operates businesses focused on tax preparation and payroll services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

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 at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2016. Myers is also involved with Simplicity Group, a non-variable insurance business in which she dedicates a small portion of her time. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research from various sources.

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.

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.

Jacob Rice is a CFP® certified financial advisor with 10 years of industry experience. He has worked at Northwestern Mutual in various capacities from 2015 to 2025 before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

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.

Zachary Morgan is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and The Kimpton Cardinal Hotel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, employing systematic methods and long-term asset allocation benchmarks.

Robert Ohanlon is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 40 years of industry experience. His professional background includes roles at Nationwide Securities Inc. and Nationwide Insurance, 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, where he is chairman of the Eagle Board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary strategies with access to proprietary and third-party model solutions.

James Halsch is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 credential and 21 years of industry experience. He previously worked at Kestra Financial Services, Inc. from 2016 to 2019 before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing discretionary and non-discretionary management supported by model portfolios, research, and various investment strategies.