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.

Uno Nieeban is a CFP® with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Securities America Advisors and Lonano Financial Advisors, where he held roles related to comprehensive financial planning and insurance sales. Nieeban also holds a position as Vice President and Producer at Lonano Financial Advisors, focusing on investment-related insurance sales. OSAIC serves a diverse client base, including retail investors, high-net-worth households, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process featuring asset allocation and portfolio optimization, offering a wide range of advisory and brokerage services through a complex affiliated network.

Preston Neal is a Series 66-licensed financial advisor with LPL Financial, based in Greensboro, NC, and has five years of industry experience. He previously worked at Fidelity Investments for seven years and held earlier positions at LPL Financial and Private Advisor Group, LLC. Neal serves as a regional council member on the board of the nonprofit New Israel Fund. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

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 at LPL Financial with 22 years of industry experience. She holds a Series 66 credential and has previously worked at Lincoln Financial Securities, AGIA, and VALIC Financial Advisors. 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 portfolio programs, third-party asset management, and institutional platforms.

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.

Stanley Smith is a financial advisor with Raymond James Financial Services, Inc., holding the CFP® and ChFC® designations and over 33 years of industry experience. He previously worked at LPL Financial and has been associated with Pinnacle Financial Partners since 2018. Outside of advisory duties, he serves as a personal representative for a family member. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Robert Hargrove is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Truliant Federal Credit Union, The Prudential Insurance Company of America, and Wells Fargo Clearing. He is involved in Truliant Financial Advisors, a DBA for 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive technology and a broad platform of financial activities.

Joel Williamson is a financial advisor at LPL Financial with six years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes five years at Edward Jones and roles at General Motors and the Evangelical Fellowship Church. Williamson is also the owner of Financial Educators LLC, a financial education business. 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.

Mayco Saucedo Hernandez is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 designations and having two years of industry experience. Prior to joining Fidelity, he worked in various roles across multiple industries, including logistics, real estate, and retail. Outside of his advisory role, he works as a food delivery driver for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, offering multi-manager and fund-of-funds advisory services, and utilizes systematic methodologies and long-term asset allocation benchmarks.

Michael Wallace is a Series 66 licensed financial advisor with Edward Jones in High Point, NC, having joined the firm in 2026. Prior to Edward Jones, he was involved with Marketplace Ministries for six years and has held roles at Leadership Systems, Inc. and Creative Branding Designs since 2017. He also served at Westover Church from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates a large national network and provides advisory services under a fiduciary standard.

Ruth Petty is a ChFC® credentialed financial advisor with 44 years of industry experience, currently serving at OSAIC since 2024. Her prior experience includes nine years at Securities America Advisors and eight years at Signator Investors, Inc. Outside of her advisory role, she is President of the Streamside Homeowners Association and serves as a Director for Business Professional Network, a mission organization focused on economic development in underdeveloped countries. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization, with a platform notable for its scale, consolidation activity, and complex affiliate network.

John Cash is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, previously spending two years at Wells Fargo Clearing. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Joshua Myers is a financial advisor with LPL Financial in Greensboro, NC, holding Series 65 and Series 63 licenses and possessing four years of industry experience. He previously worked at Commonwealth Financial Network for four years and has been affiliated with EMM Financial Services, Inc. since 2011. Outside of advisory work, he serves as a trustee for a friend's trust and acts as an executor for a friend's estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various investment strategies supported by research and technology.

Tracy Cottingham IV is a financial advisor with Raymond James Financial Services Advisors, Inc. in Greensboro, NC, holding Series 65 and Series 66 credentials and bringing 27 years of industry experience. His career includes roles at Pinnacle Bank/Pinnacle Financial Partners since 2020, Wells Fargo Clearing from 2016 to 2020, and Merrill from 2001 to 2007. He is also involved as an associate employee with Capstone Investment Company and Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth individuals, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and investment consulting using advanced analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

John Copley is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Wells Fargo Clearing since 2016, with prior experience at Truist Investment Services and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Evan Dixon is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop personalized strategies to pursue their financial goals by understanding their unique perspectives and priorities. His approach involves connecting clients with the people, plans, and processes that best fit their individual ambitions. Evan's expertise includes general investing, retirement planning, and saving for unexpected events. He provides ongoing advice and guidance to clients as their needs evolve. He holds the Personal Investment Advisor (PIA) designation. His educational background includes attending the University of North Carolina System without a degree conferred and earning a High School Diploma from West Caldwell High School.

Mahalia Kennon is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2000. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Nelson is a financial advisor with Fidelity in Greensboro, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with various Fidelity entities since 2015, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, Nelson is involved in a real estate business focused on buying, building, renovating, and selling properties. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.