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.

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 CFP® and ChFC® professional with 37 years of industry experience, currently with LPL Financial since 2004 in Greensboro, NC. He has had involvement in other business activities including renting office space to an attorney and ownership interests related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, utilizing both discretionary and non-discretionary management strategies.

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.

Charles Thompson is a financial advisor with Wells Fargo Advisors in Greensboro, NC, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, Thompson serves as secretary and consultant for Four Oaks Restaurant Corp., a full-service restaurant where he contributes 20-25 hours per month. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold.

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, as well as operating OKE Investments. Outside of finance, he has been involved in managing a soccer camp and a football club. 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 financial planning and advisory services, including model portfolios and research, and utilizes technologies such as machine learning in its investment processes.

Chauncey Pegram III is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2019. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology that uses forward-looking capital market assumptions and probabilistic modeling to support financial planning and asset allocation decisions.

Stephen Sexton is a CFP® with 32 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. He has held prior roles at Truist Advisory Services and BB&T Securities. In addition to his advisory work, Sexton is involved in non-variable insurance sales. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Maria Aileen Rio is a financial advisor with Merrill in Greensboro, NC, holding a Series 66 credential and seven years of industry experience. She previously worked at CitiBank from 2004 to 2017 and has been with Bank of America, N.A. and Merrill since 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Ashley Cook is a financial advisor at Ameriprise with a Series 66 designation and experience spanning roles at Lincoln Financial Group, Bell Partners Inc., and AvalonBay Communities. Based in Greensboro, NC, Cook has been with Ameriprise since 2025. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary recommendations through a centralized consulting team.

Scott Graham is a financial advisor with Equitable Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory work, he serves as managing partner of Alpha Omega Financial, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory programs, including third-party models and discretionary management, offering a range of investment options such as mutual funds, ETFs, separately managed accounts, and certain alternative investments.

Jacqueline Wieland is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Stifel Nicolaus & Co. since 2014. Wieland serves on several boards, including as Chairman of the Dean's Advisory Board at the VA Tech Carilion School of Medicine and as a board member of the Institute of World Politics, as well as participating in nonprofit finance committees and foundations in the Greensboro area. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Matthew Garcia is a CFP®-certified financial advisor with five years of industry experience, currently with LPL Financial since 2024. Prior to joining LPL, he worked at The Vanguard Group for three years and has a background that includes roles at Northwestern Mutual and various positions linked to Western Carolina University. Outside of his advisory career, he is a business owner of a local lawn care company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Patrick De Pinto is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior experience includes roles at Lincoln Financial Securities and positions outside of finance with companies like Instacart and DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by extensive research and technology integration.

Brandon Williams is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Wells Fargo Clearing, Wells Fargo Bank, and Edward Jones. Outside of advising, he is a general partner and managing member of a real estate entity focused on property transactions and renovations. Merrill, together 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.