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.

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.

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 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.

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 with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior work includes roles at Wells Fargo Clearing from 2016 to 2019. Outside of her advisory duties, she serves as a trustee for several personal trusts and is a board member and finance committee member of Senior Services, Inc., a health and welfare organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques, with an emphasis on advisory services rather than individual security 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.

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.