Hannah Zogzas is a Planning Consultant at Fidelity Investments, where she focuses on delivering customer service, building client relationships, and supporting financial planning. She aims to assist clients in making informed financial decisions with confidence. Her professional experience includes roles at Fidelity Investments since 2020, starting as an Investment Consultant before becoming a Planning Consultant. Prior to this, she worked at UBS Financial Services from 2016 to 2020, progressing from Client Service Associate to Senior Wealth Planning Strategist. She also held a Client Service Associate position at Merrill Lynch from 2013 to 2016. Outside of her professional work, Hannah enjoys activities such as beach outings, family activities, hiking, outdoor adventures, parenthood, and traveling.

Haskell Shelton III is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His career includes roles at Bb&T Investment Services and Pinnacle Financial Partners prior to joining Raymond James in 2020. Outside of his advisor role, he is an associate at Pinnacle Asset Management, where he refers potential clients to Raymond James advisors. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary advice using advanced analytical tools and supports a broad network of advisors and specialized services such as municipal finance and SIMPLE IRA employer consulting.

Ronald Copeland is a financial advisor at Merrill Lynch Wealth Management, specializing in comprehensive financial strategies. He focuses on helping clients pursue personal goals such as college education planning, portfolio management services, and retirement income planning. Ronald emphasizes creating personalized plans that account for clients' unique perspectives and priorities. With a background as a former professional athlete and three-time world champion kickboxer, Ronald applies discipline, accountability, and strategic focus in his financial practice. He draws on his experience to help clients maintain clear perspective amid complex and emotional financial decisions, aiming to facilitate informed and confident choices aligned with long-term objectives. Ronald holds the Personal Investment Advisor (PIA) designation and attended Guilford Technical Community College. Outside of his professional work, he enjoys basketball, boxing, and spending time with his family.

Geoffrey Haigler is a CFP® and holds a Series 66 license with six years of industry experience. He currently works at Edward Jones, where he has been employed since 2017, and previously worked at PwC from 2017 to 2019. Haigler serves as a board member of the Reidsville Downtown Corporation, contributing ideas to promote the downtown area of Reidsville, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs with approximately $1.01 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.

Jennifer Whisenant is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and 20 years of industry experience. Her prior experience includes roles at Raymond James Financial and Raymond James Financial Services from 1999 to 2017. She is also a notary public. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Logan Sharpe is a financial advisor with LPL Financial in Burlington, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at TIAA and TIA-CREF for eight years before joining LPL Financial in 2018. Outside of his advisory role, Sharpe serves as a board member for The Burlington School and works as a spin class instructor. 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 advisory representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from multiple sources.

Garrett Mullins is a financial advisor at Osaic with 22 years of industry experience and holds a Series 66 designation. He previously worked at Woodbury Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors. Mullins serves as secretary of Dignity Healthcare Inc., a home health care company with which he has little involvement. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

John Roberts is a financial advisor with Merrill in Greensboro, NC, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has been with Merrill since 1980 and has worked at Bank of America since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maxwell Gebauer is a Series 66–licensed financial advisor at Ameriprise with two years of industry experience. His background includes roles at Equitable Advisors and self-employment managing an advisory business through Honey Badger Management LLC. Ameriprise is a large institutional firm that provides a range of advisory, brokerage, and insurance solutions, including a specialized retirement-income planning service for high-net-worth individuals that combines research, modeling, and tax-efficient strategies to deliver tailored recommendations.

Preston Neal is a financial advisor at LPL Financial with four years of industry experience. He previously worked at Fidelity Investments for seven years before joining LPL Financial. Neal serves as a regional council member on the board of the New Israel Fund, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by internal and third-party research.

Jason Turner is a Series 66-credentialed financial advisor at Wells Fargo Advisors with 25 years of industry experience. He previously worked at Painewebber Incorporated for 24 years before joining Wells Fargo Clearing and then Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions through a network of advisors. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Blake Wooten is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Bank N.A. from 2021 to 2024. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that focuses on retirement income planning through written Recommendation Reports and ongoing advice, using proprietary research and third-party data.

Martha Walker is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and 22 years of industry experience. Her prior firms include Lincoln Financial Securities, AGIA, and VALIC Financial Advisors. She is also involved with Pilot Financial in fixed annuities sales and administrative support. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

David Tuxhorn Jr. is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved with Southstone Financial Resources, Inc., which conducts fixed insurance sales including long-term care products. 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, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Tyson Murphy is a financial advisor at Edward Jones in Greensboro, NC, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010 and also has a background at Ledford Medical. Outside of his advisory work, he has an interest related to a small county airport in Greensboro. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, and operates a large nationwide network of advisors and branch offices.

Michael Barnes is a Series 66 licensed financial advisor with Ameriprise, based in Greensboro, NC, and has 29 years of industry experience. He has worked at Ameriprise and its affiliate since 2008. Barnes serves on the Board of Directors for Twin Lakes Community in Burlington, NC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Robert Hargrove is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at The Prudential Insurance Company of America, Wells Fargo Advisors, and CUSO Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Culbert Mclean Jr. is a financial advisor with LPL Financial in Burlington, NC, holding a Series 66 designation and bringing 23 years of industry experience. He has been with LPL Financial since 2008 and is also a managing partner at S. Preston Douglas & Associates LLP, a CPA firm. Outside of his advisory role, he serves as Director and President of the Pinecrest Country Club, a nonprofit private country club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology to support diversified investment strategies.

James Capps IV is a financial advisor at Merrill with three years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Fidelity Investments, Bank of America, and Jos. A. Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies supported by its internal Chief Investment Office and third-party managers.

Ruth Petty is a financial advisor with OSAIC based in Greensboro, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 44 years of industry experience, including nine years with Securities America Advisors and Securities America Inc before joining OSAIC in 2024. Outside of her advisory role, she serves as president of a homeowners association and as a director for Business Professional Network, a mission organization focused on international economic development. OSAIC serves a diverse group of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses advanced portfolio construction tools and manages accounts on both discretionary and non-discretionary bases.