Thomas Phillips is a financial advisor with Raymond James & Associates in Greensboro, NC. He holds the Series 66 designation and joined the firm in 2025. Prior to entering the financial industry, Phillips worked in education at Appalachian State University and the Hong Kong International School, and he has experience in the hospitality sector with Lucky32 Southern Kitchen. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Jonathan Reganess is a CFP® and ChFC® with 26 years of experience in financial advising. He currently leads Reganess Wealth Management Group in Greensboro, NC, where he focuses on financial planning, asset management, and insurance and liability planning. Prior to this, he spent 11 years with Wells Fargo Advisors. He is affiliated with Raymond James Financial Services Advisors, Inc., a firm that provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Luke Boudreault is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 10 years of industry experience. He previously worked at Truist Investment Services and First Citizens Investor Services. Outside of finance, he is owner and president of Da Capo Brass, Inc., which provides musicians for events, and he is the principal trumpet in the Western Piedmont Symphony. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Rachel Baldwin is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. In addition to her advisory role, Baldwin is an independent health coach with Team Beachbody, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Kenneth Wince is a financial advisor with LPL Financial in Burlington, NC, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at both LPL Financial and The Fidelity Bank since 2013. Outside of his advisory role, he serves as a relationship manager at Fidelity Bank and is involved with Cleveland County Schools. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and third-party research to support diversified investment strategies.

Brittany Muha is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2019, progressing through positions including Financial Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked at UBS as a Wealth Planning Analyst in 2017 and as a UK Change PMO Analyst from 2015 to 2016. In her current role, Brittany partners with individuals and families at all stages of their financial journeys, focusing on understanding their unique financial goals and helping them plan accordingly. She emphasizes client education to enable informed investment decisions and collaborates with clients to develop strategies aimed at achieving their objectives through actionable steps.

Daniel Strayer is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 credential and 13 years of industry experience. He previously worked at Raymond James Financial Services and Kingdom Vision Financial, among other firms. Strayer is involved in AIR Financial, an entity associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside research from multiple sources.

Antonio Otero is a financial advisor with UBS Financial Services in Greensboro, NC, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and offers a range of capital markets services through its comprehensive platform.

Steven Makinson is a financial advisor at LPL Enterprise with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Hunters Insurance and Financial Services, The Prudential Insurance Company of America, and Pruco Securities LLC. He is also a 50% owner of Seven Doves LLC, a commercial real estate entity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

Timothy Rossiter is a CFP® professional with over 42 years of industry experience. He is currently with OSAIC and previously worked at American Portfolios Financial Services, Inc. for 21 years. He serves on the board of the Mrs. Cheever Porter Foundation, a nonprofit charity. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.

Claudie Armstrong Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2008. Armstrong is also involved with Innovative Financial Solutions, LLC. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Richard Dutch is a financial advisor with Edward Jones in Greensboro, NC, holding the ChFC® designation and Series 66 license. He has 16 years of industry experience and has been with Edward Jones since 2009. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sanders Cockman is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He partners with clients to develop personalized financial strategies tailored to their long-term goals, focusing on a comprehensive understanding of their full financial picture. By leveraging investment insights from Merrill and banking services from Bank of America, he aims to provide flexible solutions suited to evolving market conditions. With expertise in areas including college education planning, legacy planning, retirement income, and philanthropic planning, Sanders works closely with clients to build diversified investment portfolios and address all aspects of financial wellbeing. His approach involves creating individualized strategies that encompass saving, debt management, insurance analysis, and estate protection, with an emphasis on collaboration to understand each client’s financial vision and concerns. Sanders holds a Master’s Degree from Elon University and a Bachelor’s Degree from East Carolina University. He has earned professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Residing in Greensboro, he is married with two sons. Outside of work, Sanders enjoys fishing, hunting, and traveling.

Jacob Baker is a financial advisor with Charles Schwab in Greensboro, NC, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, and Fidelity Brokerage Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Andrew Clyne is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2013 and joined Merrill in 2016. In his role, Andrew focuses on working with affluent individuals to develop personalized financial strategies that address their short-, mid-, and long-term goals. He serves as a resource for clients on topics ranging from investing to retirement planning and saving for unexpected events. Additionally, he offers access to Bank of America specialists for banking, credit, home financing, and business solutions. Andrew holds the Chartered Retirement Planning Counselor™ designation and is a CERTIFIED FINANCIAL PLANNER® professional. He earned a bachelor's degree in Finance from The University of North Carolina at Greensboro in 2011, where he was a member of the Cross Country and Track & Field teams. He is also involved in the community as a member of the UNCG Alumni Leadership Board. Andrew resides in Greensboro with his wife, Bridgette, and their three sons. His personal interests include basketball, golfing, running, and spending time with his family.

Kevin Barth is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and having nine years of industry experience. He has been with Edward Jones since 2016. Outside of advising, he manages a personal seasonal rental property in Bradenton, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

William Fisher is a financial advisor at LPL Financial with 24 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 66 designations. Fisher operates his own wealth management business under the name Fisher Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Clint Walker is a financial advisor with Edward Jones in Reidsville, NC, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is a pastor at Hygiene United Methodist Church and founded the Freedom Academy of NC, a school where he assists with operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor and branch network and affiliated capabilities beyond advisory services.

Glenn Person Jr. is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial since 2009, following a tenure at Heyfield Partners. He is also president and officer of Beacon Capital Advisors Inc., where he manages branch assets, vendor contracts, payroll, and HR functions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Matthew Mccoy is a CFP® with 17 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at Lincoln Financial Securities Corp for 15 years and has been involved with Pilot Financial Advisors since 2009. Outside of his financial advisory work, he is the owner and instructor of The Real McCoy Instruction Services, which provides training related to the use of lethal force and firearms for self-defense. 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 advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and strategies from internal and third-party sources.