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.

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.

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.

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 Series 66-licensed financial advisor with Edward Jones, based in Kernersville, NC. She has two years of industry experience and previously worked at Merrill Lynch/Bank of America, as well as several credit unions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Carl Bass is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 47 years of industry experience. His career includes roles at Grove Point Investments, H. Beck, Inc., and leadership at Bass Financial Strategies, 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 offering financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides tailored strategies through various custody platforms and combines proprietary and third-party model solutions.

Kevin Hoppens is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Edward Jones since 2008. 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 solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Jennifer Beane is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at First Bank and BB&T. Outside of advisory work, she is involved in construction renovation businesses, managing financials for Bella Lan Renovations Inc. and Badin Lake Builders LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Matthew Thiel is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. He worked at Wells Fargo Advisors LLC for 21 years before joining Raymond James Financial Services in 2020. Outside of his advisory role, he is president of Signature Wealth Group and Covenant Wealth Strategies LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal finance and employer advisory programs.

Jessica Martin is a financial advisor with Ameriprise in Sophia, NC, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Stephanie Johnson is a financial advisor at Wells Fargo Clearing in High Point, NC, holding Series 63 and Series 66 credentials with 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services and financial planning, employing research and analytics to support portfolio construction and offering brokerage and advisory solutions at scale.

Braielyn Peoples is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Primerica Advisors, she worked at Primerica Financial Services and has involvement with Peoples Private Learning Center, Inc. She also spent five years working with Charlotte Mecklenburg Schools. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of advisors.

David Lefever is a financial advisor at Osaic Wealth, Inc. based in Greensboro, NC, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services for 22 years. Outside of his advisory role, Lefever is involved in operating a non-securities insurance business. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of brokerage and advisory services and employs various tools such as asset-allocation models and automated rebalancing to construct portfolios tailored to clients' risk tolerances.

Douglas Duvall is a financial advisor at Ameriprise with 25 years of industry experience. He previously worked at Edward Jones for 23 years before joining Ameriprise in 2020. Outside of his advisory role, Duvall is the owner and operator of Jubilee Legacy, LLC, which manages the day-to-day expenses of his financial practice. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to create personalized written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Amy Neely is a Financial Advisor at Merrill Lynch Wealth Management, where she collaborates with a team of educated and experienced wealth management professionals. She is dedicated to developing diversified investment portfolios that align with clients' objectives and support their overall wealth strategies. Her expertise includes creating individualized financial plans that address a broad range of goals such as saving for education and retirement, managing debt, and analyzing life and long-term care insurance to protect families and estates. She also leverages the banking resources of Bank of America to offer comprehensive financial solutions. Amy holds a Bachelor's Degree from Michigan State University and an Associate's Degree from Glen Oaks Community College. She has earned the designations Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Amy lives in Greensboro with her husband, Scott, and their children, Kennedy and Miles. Outside of her professional work, she enjoys reading, hiking, and paddle boarding.

Radford Hyde is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 solutions, operating under a fiduciary standard.

Justin Berilla is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Investment Consultant, Workplace Planning Consultant I and II, and Workplace Planning Associate. Justin's experience encompasses various aspects of financial consulting and workplace planning. His professional focus is on helping clients achieve financial purpose, security, and freedom. Outside of his professional work, Justin has interests in art, beach activities, bowling, concerts, fitness, and playing musical instruments.

Timothy Gibson serves as a Resident Director and Wealth Management Advisor at Merrill Lynch, where he has been a team member since 2011. With over a decade of experience in the financial industry, he specializes in developing customized financial strategies for individuals, small business owners, non-profits, and foundations. His client focus areas include college education planning, family wealth management strategies, institutional investment consulting, legacy planning, personal retirement planning, philanthropic planning, and small business strategies. Timothy holds a Bachelor's Degree in Business Management and Administration from North Carolina Central University and a Master's Degree from Colorado Technical University. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also a member of Alpha Phi Alpha Fraternity, Inc. Residing in Greensboro, NC with his wife Kate and daughters Elizabeth and Kimberly, Timothy is actively involved in his community, including participation with the United Way of Greensboro. He enjoys spending time with his family and engaging in activities such as biking, football, hiking, music, running, and scuba diving.