Ryan Kelley is a financial advisor at Ameriprise in Greensboro, NC, with six years of industry experience. His prior roles include positions at Wells Fargo Clearing, M1 Finance LLC, Robinhood Markets, Inc., and Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income streams and tax-aware withdrawal strategies.

William Womack is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining LPL Financial in 2023, he worked at Lincoln Financial Securities Corporation and Northwestern Mutual in various roles from 2020 to 2023. Outside of advising, he is involved in a home services business based at home. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jessica Valverde is a financial advisor at Merrill with 4 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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 model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Gregory Smith is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of customizable investment strategies.

William Krebs is a ChFC® credentialed financial advisor with 42 years of industry experience. He has been with Raymond James & Associates since 2011. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities. Raymond James offers financial planning and investment consulting through various programs and draws on a range of portfolio management styles and affiliated research.

Daniel Southard is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is a board member of Pennrose Park Country Club in Reidsville, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Steven Brannan is a financial advisor at Edward Jones in Greensboro, NC, holding the ChFC® and Series 66 designations with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is the owner of Brannan Creations, a business focused on creating custom crafts and gifts, and serves as a media team specialist for The Church on 68. 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 with a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

William Mcneill is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has worked at LPL Financial since 2004 and previously spent three years at WS Griffith Securities, Inc. He is involved in Innovative Financial Solutions, LLC, which operates as a non-variable insurance DBA connected to his LPL 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 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.

Robert Ketner is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research, custody, underwriting, and capital markets services.

John Scott Jr. is a CFP® professional with 28 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2017. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2017. Outside of his advisory role, he contributes to education institutions as an Investment Committee Member at Greensboro College and Finance Committee Member at Greensboro Day School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

David Schofield is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. In this role, he partners with clients to develop customized financial plans tailored to their individual situations and goals. Prior to his current position, David worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023, providing workplace financial planning services. David's professional experience also includes roles as a Financial Representative at Northwestern Mutual from 2020 to 2021 and as an Account Manager at Northwest Federal Credit Union from 2019 to 2020. He holds an Arkansas Insurance License, which supports his work in the financial services industry. Outside of his professional career, David enjoys outdoor and recreational activities such as camping, canoeing, snowboarding, and surfing. He also has an interest in cooking and baking.

Matthew Shade is a financial advisor with Edward Jones in Greensboro, NC, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves on the finance team at Muirs Chapel United Methodist Church, where he helps plan the annual budget and oversees endowments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Mahogany Mohammed is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation. Her prior experience includes roles at Bank of America, Merrill, and Abercrombie and Fitch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of clients, including registered investment companies and an IRS-qualified Charitable Gift Fund, and incorporates systematic methodologies and oversight controls in its investment process.

Douglas Kenely is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Air Force and roles in various companies prior to joining Ameriprise. Outside of his advisory role, he is involved with Bailey & Smith Partnership, managing an advisory business. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized approach, supported by algorithmic automation and oversight committees.

Kent Simmons is a CFP® professional with 24 years of industry experience, serving as a financial advisor at Edward Jones since 2001. He is based in Greensboro, NC. Simmons is also a member of the advisory board for Wesleyan Christian Academy in High Point, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Catherine Whicker is a Series 66-licensed financial advisor with Edward Jones in Kernersville, NC, where she has worked since 2009. She has 17 years of industry experience. Outside of her advisory role, she is a managing member and co-owner of Southern Creations and Design, a construction business based in Lewisville, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Yomara Santiago is a financial advisor at Primerica Advisors with five years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America, N.A. Santiago is also involved in the management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective discretionary separately managed accounts to individual and high-net-worth clients. The firm utilizes third-party asset managers and employs a tiered wrap-fee structure distinct from fixed-fee billing.

Alexander Kendall is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked at Truist Advisory/Investment Services, Merrill Lynch, Bank of America, Wells Fargo Bank, and BB&T. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supporting a large network of financial advisors and branch offices nationwide.

Robert Krebs is a financial advisor with Raymond James & Associates in Greensboro, NC, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a diverse range of portfolio management styles and affiliated research.

Andrew Narcisso is a financial advisor with Charles Schwab, holding a Series 63 designation and 28 years of industry experience. He has worked at Charles Schwab since 1997 and Charles Schwab Bank, SSB since 2005. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.