Jonathan Spillman is a CFP®-designated financial advisor with Edward Jones in Greensboro, NC, bringing 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Carleton Mc Donald is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Richard Ketner is a financial advisor with UBS Financial Services in Greensboro, NC, holding a Series 66 designation and 12 years of industry experience. He has worked at UBS since 2018 and previously spent three years at Sanford C. Bernstein & Co., LLC. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining wealth management with institutional trading capabilities and a broad range of financial products and research resources.

Cole Sanders is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Balser Investment Management Group, Commonwealth Financial Network, and various non-financial positions such as at Uline and Cog Hill Golf & Country Club. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and models, and it supports advisory programs along with municipal and public-finance work through a municipal advisor affiliation.

Gregory Ellington is a financial advisor with Raymond James Financial in Burlington, NC, holding Series 63 and Series 66 credentials and 12 years of industry experience. His work history includes roles at American National Bank & Trust and American National Investment Services. He serves as a board member at St Marks Evangelical and Reformed Church, advising on financial matters. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, institutions, and organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs across a large network, including specialized municipal and retirement plan consulting services.

Dajuan Taylor is a financial advisor at Edward Jones in Greensboro, NC, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones, he worked at DoorDash and several other positions including roles at the University of North Carolina at Charlotte and Autobell Car Wash. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

David Burrus is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at NYLife Securities LLC, New York Life Insurance Company, AIS Security, Towne Bank, and BB&T. He is also associated with Honey Badger Management LLC as an associate financial advisor. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Roberta Brumsey is a Certified Financial Planner™ with 30 years of industry experience. She is currently with OSAIC and has previously worked at Woodbury Financial Services, Gcg Wealth Management, and Osborne-Brumsey & Associates. Outside of her advisory role, she is also active as an insurance agent, providing clients with group and individual health, life, and disability insurance through Pilot Benefits and Gcg Wealth Management. OSAIC serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing advanced asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Myrna Wigley is a Series 66 licensed financial advisor with Edward Jones in High Point, NC, where she has worked since 2014, totaling 11 years of industry experience. Outside of advising, she owns Phoenix Training and Development LLC, which focuses on delivering motivational messages and experiential activities to support organizational vision. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining a large national network of advisors and branches.

Ryan Kelley is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing, M1 Finance LLC, Robinhood Markets, and Charles Schwab & Co., Inc. 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 sources and tax-aware withdrawal strategies.

William Womack is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 credentials. 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 his advisory work, he owns a home services business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, 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 programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

David Song is a CFP® professional with three years of industry experience, currently serving with Wells Fargo Clearing. His prior experience includes roles at Bank of America, Merrill, Credit Suisse Securities, and Goldman Sachs. Outside of finance, he is involved in print and commercial modeling and serves on the board of a homeowners association. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment strategies while providing both brokerage and advisory solutions.

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.

Jacqueline King is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones for her entire advisory career since 2007. Outside of her advisory role, she is a certified John Maxwell public speaker and hosts personal development mastermind groups, as well as serving as a chaplain and speaker at her local church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large network of advisors and branch offices nationwide.

John Gregory Smith is a financial advisor with LPL Financial based in Greensboro, NC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He was previously with Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2022. Smith is involved in several business entities related to financial services and insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven 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.

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 26 years of industry experience. He has been with LPL Financial and its predecessor firm since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit 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.

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.

Nathan Shelby is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Good Samaritan Society–Home Care and Oasis Vape. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, incorporating systematic methodologies and long-term asset allocation benchmarks.