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.

Lawrence Holden III is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials and having 51 years of industry experience. He has been with Mass Mutual Investors Services since 1975 and concurrently affiliated with MassMutual Life Insurance Company since 1973. Outside of his advisory role, he is involved in life settlements and insurance sales through his ownership and agent position at Holden & Mickey, Inc. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools.

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.

Keith Seivers is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he oversees the use of Medicaid funds through the Innovations Waiver in North Carolina as a sole proprietor. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, with a focus on advisory services without providing individual security recommendations as part of standalone plans.

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.

Jacob Rice is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial in 2025, he spent nearly a decade at Northwestern Mutual in various roles across wealth management, investment services, and life insurance. 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 wide range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Hunter Coords is a CFP® professional with 19 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2019. His prior roles include positions at Pinnacle Bank and FTB Advisors, Inc. In addition to his advisory work, he is involved in agriculture through Reveille Ridge Ranch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and corporations. The firm offers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and a range of advisory programs.

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.

Shana Eagle is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she serves as a board member and finance committee member for Senior Services, Inc., a health and welfare organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and offers both direct and employer-sponsored plans.

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, 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.

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 subsidiary, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registered investment company advisory roles, use of AI and systematic methodologies, and involvement in model portfolio development.

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.

Mary Farris is a Series 66-licensed financial advisor with LPL Financial, based in Winston Salem, NC, with seven years of industry experience. Her prior roles include positions at First Horizon Advisors and Edward Jones, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies.

Robert Mitchell Jr. is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is also a published book author and motivational speaker. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging technology and a broad range of financial services alongside its advisory platform.

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.

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.

Brittany Kinneer is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch/Bank of America and several credit unions. 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 under management and provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carl Bass is a financial advisor with Cambridge Investment Research Advisors in Greensboro, NC, holding a Series 63 designation and 47 years of industry experience. His career includes roles at Grove Point Investments and Grove Point Advisors, as well as a long tenure at H. Beck, Inc. He serves as a senior elder at Westover Church and is a board member of Horsepower, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse group of clients including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through a wide network of independent financial professionals, offering various portfolio management options and both proprietary and third-party investment strategies.