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.

Karl Anderson is a financial advisor with Raymond James Financial in Greensboro, NC, holding Series 63 and Series 65 designations and with 24 years of industry experience. He has been with Raymond James Financial and associated entities since 2004. Outside of his advisory role, Anderson serves as Treasurer and board member for the nonprofit Friends of the Mountains-to-Sea Trail and works as a part-time poll worker in Guilford County. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, supports wrap-fee advisory programs, and maintains capabilities in municipal and public finance through an affiliated municipal advisor.

Marc Verner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Wells Fargo since 2009, initially at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as president of the Northwoods Homeowners Association in Mcleansville, 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dora Neubauer is a financial advisor at Edward Jones in Greensboro, NC, holding a Series 66 credential. She has one year of industry experience, having joined Edward Jones in 2025 after a 16-year career at Tupperware. 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 financial advisors and branch offices.

Todd Adams is a CFP® professional with 20 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Grove Point Investments, LLC and H. Beck, Inc. He is actively involved in his community, serving as Vice Chairman of the local board of administration for Shady Grove Wesleyan Church. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various custody platforms and both proprietary and unaffiliated model strategies.

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.

Justin Smith is a financial advisor at Raymond James Financial with 15 years of industry experience and holds a Series 66 designation. He is also the owner of Declaration Worship, a music group involved in producing music and performing concerts. His prior work includes roles at Living Stone Wealth Management and William Michelle LLC. 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 clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and analytical modeling to support client goals.

Bernard Franko III is a financial advisor at Raymond James Financial Services Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for 12 years. 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, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting.

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 in Greensboro, NC, holding a Series 66 designation with 13 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc for eight years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through its national network of investment adviser representatives.

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.

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 Stifel Nicolaus & Co and Stearns Financial Group. Denise is involved with the R.B. Mitchell Team Powered by LPL Financial as an employee model brand. 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 investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Richard Bettinger is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Woodbury Financial Services Inc. for 16 years. Outside of his advisory role, Bettinger owns Bettinger Financial Group, an S-corporation involved in insurance commissions and securities administration. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, combining proprietary asset-allocation tools with access to multiple advisory platforms and third-party money managers.

Thomas Phillips is a financial advisor with Raymond James & Associates in Greensboro, NC. He holds the Series 66 designation and joined the firm in 2025. Prior to entering the financial industry, Phillips worked in education at Appalachian State University and the Hong Kong International School, and he has experience in the hospitality sector with Lucky32 Southern Kitchen. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Jonathan Reganess is a CFP® and ChFC® with 26 years of experience in financial advising. He currently leads Reganess Wealth Management Group in Greensboro, NC, where he focuses on financial planning, asset management, and insurance and liability planning. Prior to this, he spent 11 years with Wells Fargo Advisors. He is affiliated with Raymond James Financial Services Advisors, Inc., a firm that 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 and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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.