Jeffrey Bercaw is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for eight years before joining Ameriprise in 2021. He serves on the Board of Directors for the Breakthrough T1D Piedmont Triad Market chapter in North Carolina. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, typically with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Melina Liliana Alejos Whitlock is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Her work history includes roles at Cetera Wealth Services, Wisdom Wealth Care, Truist Bank, and Guilford County Schools. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a large network of independent advisors, employing a multi-manager platform with various discretionary and non-discretionary program options.

Brenda Feacher is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of her advisory role, she works as a receptionist for H&R Block and volunteers as a sitter for at-risk patients at Cone Health. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Scott Mendenhall is a financial advisor with Edward Jones in Greensboro, NC. He holds the CFP® and ChFC® designations, as well as a Series 66 license, and has 13 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Proponent Federal Credit Union/ADP Total Resource. Mendenhall serves as President on the Executive Committee of Alamance Presbyterian Church, where he helps oversee the church trust accounts. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Todd Adams is a CFP® certificant with 21 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Grove Point Investments, H. Beck, Inc., and Bass Financial Strategies, where he held leadership roles. Adams serves as vice chairman of the local board of administration at Shady Grove Wesleyan Church and has been involved in various church leadership and teaching roles. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent professionals, employing a variety of portfolio management approaches and platform arrangements tailored to client objectives.

Gregory Gonzales is a financial advisor with Stifel in Greensboro, NC, holding Series 63 and Series 66 licenses and 43 years of industry experience. He has been with Stifel Nicolaus & Co. since 2014. Outside of his advisory role, he serves on the advisory board of the Moses Cone Healthcare Cancer Center and is a board member of the Ross Angel Foundation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Almog Olshtein is a Financial Advisor with KM & Associates at Merrill Lynch Wealth Management. Based in West Palm Beach and Greensboro, North Carolina, he serves a diverse clientele including physicians, corporate executives, tech employees, and investment management professionals. Almog leverages analytical rigor and a teaching approach to help clients navigate complex financial decisions, with a focus on equity compensation, concentrated stock positions, private investments, and major liquidity events. Almog holds a Bachelor's degree in Political Science and Business Institutions from Northwestern University, where he served as captain of the varsity men's swimming team. He also earned a Certificate in Quantitative Finance and holds professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to joining Merrill in 2021, he worked as a Business Development Analyst at AQR Capital Management. Originally from Haifa, Israel, Almog represented the Israeli national swimming team and was the 2011 Israeli national champion in the 50m freestyle event. Outside of work, he enjoys activities such as camping, cooking, fishing, hiking, rock climbing, swimming, tennis, and volleyball. He resides in Greensboro with his wife Lauren and their two daughters, Noa and Mika. Almog is also involved with the Special Olympics as part of his community engagement.

Cody Smith is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Financial Representative at Fidelity Investments in 2024. His career in financial services began at State Employees' Credit Union, where he progressed through various roles from Financial Services Representative in 2018 to Financial Services Officer by 2019, continuing until 2022. Throughout his career, Cody has focused on understanding clients beyond their finances to develop comprehensive plans that reflect their individual values and life goals. This approach emphasizes a holistic view of financial planning tailored to each client's unique circumstances. Outside of his professional life, Cody has interests in cars, family activities, football, kayaking, music, and writing.

Joanna Page is a financial advisor at LPL Financial with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Stifel Nicolaus & Co Inc and Wells Fargo Clearing. 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 services through a large network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

William Stone Jr. is a Series 66-licensed financial advisor at Thrivent Investment Management with six years of experience in the industry. Before joining Thrivent, he worked at Gilbarco/Veeder-Root for seven years. Outside of his advisory role, he owns a real estate investment company involved in home renovations and property management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

Howard Coley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients pursue their long-term financial goals through personalized wealth management strategies. His client focus areas include college education planning, equity compensation services, legacy planning, tax minimization, and retirement income. Howard holds a Bachelor's Degree from North Carolina State University. He has earned professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He draws on the resources of Merrill and Bank of America to provide investment insights as well as banking and lending solutions. In addition to his professional role, Howard participates in community activities and volunteers with local organizations. His personal interests include boating, fishing, football, music, running, skiing, tennis, yoga, and spending time with his family.

Christina Van Voorhis is a financial advisor with Edward Jones in High Point, NC, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at State Farm VP Management Corp and Zach Barnes Insurance Agency, as well as over two decades with Enterprise Leasing Company Southeast LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Timothy Conner is a financial advisor with Ameriprise based in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Raymond James Financial Services and Wells Fargo Advisors. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations through a centralized consulting team.

Denise Bunton is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Stifel Nicolaus & Co and Wells Fargo Clearing. Denise is involved with the R.B. Mitchell Team Powered by LPL Financial in a non-investment capacity. 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 portfolio programs, and institutional platforms, supporting advisors with research tools while managing over $819 billion in discretionary assets.

Don Webb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Webb serves as a nominating committee member for the Congressman McDowell 6th District Congressional Service Academy in High Point, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Thomas Phillips is a financial advisor with Raymond James & Associates in Greensboro, NC. He holds the Series 66 designation and has one year of industry experience. Before joining Raymond James, he worked at Lucky32 Southern Kitchen and held roles at Appalachian State University and YMCA Camp Cheerio. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Gary Everhart Jr. is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent since 2015. Outside of his advisory role, he serves as District 7690 Chair for the Coins for Alzheimer’s Research Trust and is a board member of the Fellowship of Christian Athletes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses and planning across a broad range of financial topics without implementation or discretionary trading authority.

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, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at Raymond James Financial Services and Beacon Capital Advisors. He is also involved in AIR Financial, a business operating in Greensboro, NC. 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 and model portfolio programs, supported by a large network of investment adviser representatives.