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 that encompass the full scope of their financial lives. His approach includes creating diversified investment portfolios and addressing various aspects of financial wellbeing such as education saving, retirement planning, debt management, and insurance analysis, while also leveraging banking resources from Bank of America. Sanders specializes in areas including college education planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor (CRPC) designation. He earned a Master's Degree from Elon University and a Bachelor's Degree from East Carolina University. Residing in Greensboro, Sanders is married with two sons. His personal interests include 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 with LPL Financial in Burlington, NC, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with LPL Financial since 2009. 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 extensive technology and a large network of advisors.

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 spent 15 years at Lincoln Financial Securities Corp and has maintained a longstanding role at Pilot Financial Advisors since 2009. Outside of his advisory work, Mccoy owns and instructs at The Real McCoy Instruction Services, providing training on the use of lethal force and firearms for self-defense. 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.

Jeffrey Blaser is a CFP® professional with 35 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. in Burlington, NC. His career includes multiple tenures at Raymond James and a five-year period at Commonwealth Financial Network. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and advisory services using advanced analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Alex Crawford is a financial advisor with Primerica Advisors in Mebane, NC, holding Series 63 and Series 65 licenses. He has two years of industry experience, including roles at PFS Investments Inc. and Primerica Financial Services. Crawford also serves in the U.S. Army and attended the United States Military Academy. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

Ross Vaden is a financial advisor with Mass Mutual Investors Services in Greensboro, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Mass Mutual in 2025, he worked for Southeastern Freight Lines for 12 years. Outside of his advisory role, he is involved in managing a storage unit business, Avalon Suites LLC, as a member and manager. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to develop written recommendations tailored to client goals.

Christopher Regeis is a financial advisor with LPL Financial in Greensboro, NC, holding the CFP® and ChFC® designations and possessing 37 years of industry experience. He has been with LPL Financial since 2004, following four years at WS Griffith Securities, Inc. Outside of advisory work, he rents office space to an attorney at his business location. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Tyler Cook is a financial advisor at Edward Jones in Greensboro, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at Fidelity Investments and Bankers Life Insurance. His background also includes roles outside finance, such as positions at Our Dailey Bread Restaurant and Appalachian State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets with a large network of advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

John Nee is a financial advisor with Equitable Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as Vice Chair of Deacons at Friendly Avenue Baptist Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and institutions, utilizing a network of Investment Adviser Representatives and a variety of program models and third-party managers.

Kevin Gunter is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its predecessor entities since 2004. Outside of advisory services, he serves as president of The Gunter Group Inc., an S-Corp established for a teaming arrangement with another Ameriprise advisor, and is also listed as secretary for a separate non-investment-related health coaching business owned by his wife. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and dependable income sources.

Arthur Chenail is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016, including his current tenure beginning in 2022, as well as prior roles at Wells Fargo and The Prudential Insurance Company of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Josiah White is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Graham, NC. He has nine years of industry experience, including a prior role with North Carolina State University Recreation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Kacie Loye is a financial advisor at Edward Jones in Burlington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in various roles including positions at Lomax Construction Inc and Leeper, Kean & Rumley LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices.

Edmund O'Keeffe III is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Cetera and Edward Jones. Outside of advisory work, he has entrepreneurial experience with OKE Investments. 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 advisory and brokerage services, utilizing IARs who implement model portfolios, third-party subadvisors, or customized strategies, supported by advanced research and operational tools.

Chauncey Pegram III is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Citigroup Global Markets. He has been with Stifel Nicolaus & Co Inc since 2019. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Stephen Sexton is a CFP® professional with over 30 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2022 and previously from 2009 to 2016. His prior experience includes roles at Truist Advisory Services, BB&T Securities, and Osaic FS, Inc. In addition to his advisory work, Sexton has involvement as an investment representative for non-variable insurance products. 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 investment management solutions, utilizing both proprietary and third-party strategies, and supports its advisors with advanced technology and diversified financial services.