John Scott Jr. is a CFP® professional with 28 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2017. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2017. Outside of his advisory role, he contributes to education institutions as an Investment Committee Member at Greensboro College and Finance Committee Member at Greensboro Day School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

David Schofield is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. In this role, he partners with clients to develop customized financial plans tailored to their individual situations and goals. Prior to his current position, David worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023, providing workplace financial planning services. David's professional experience also includes roles as a Financial Representative at Northwestern Mutual from 2020 to 2021 and as an Account Manager at Northwest Federal Credit Union from 2019 to 2020. He holds an Arkansas Insurance License, which supports his work in the financial services industry. Outside of his professional career, David enjoys outdoor and recreational activities such as camping, canoeing, snowboarding, and surfing. He also has an interest in cooking and baking.

Matthew Shade is a financial advisor with Edward Jones in Greensboro, NC, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves on the finance team at Muirs Chapel United Methodist Church, where he helps plan the annual budget and oversees endowments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Mahogany Mohammed is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation. Her prior experience includes roles at Bank of America, Merrill, and Abercrombie and Fitch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of clients, including registered investment companies and an IRS-qualified Charitable Gift Fund, and incorporates systematic methodologies and oversight controls in its investment process.

Douglas Kenely is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Air Force and roles in various companies prior to joining Ameriprise. Outside of his advisory role, he is involved with Bailey & Smith Partnership, managing an advisory business. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized approach, supported by algorithmic automation and oversight committees.

Kent Simmons is a CFP® professional with 24 years of industry experience, serving as a financial advisor at Edward Jones since 2001. He is based in Greensboro, NC. Simmons is also a member of the advisory board for Wesleyan Christian Academy in High Point, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Catherine Whicker is a Series 66-licensed financial advisor with Edward Jones in Kernersville, NC, where she has worked since 2009. She has 17 years of industry experience. Outside of her advisory role, she is a managing member and co-owner of Southern Creations and Design, a construction business based in Lewisville, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Yomara Santiago is a financial advisor at Primerica Advisors with five years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America, N.A. Santiago is also involved in the management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective discretionary separately managed accounts to individual and high-net-worth clients. The firm utilizes third-party asset managers and employs a tiered wrap-fee structure distinct from fixed-fee billing.

Alexander Kendall is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked at Truist Advisory/Investment Services, Merrill Lynch, Bank of America, Wells Fargo Bank, and BB&T. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supporting a large network of financial advisors and branch offices nationwide.

Robert Krebs is a financial advisor with Raymond James & Associates in Greensboro, NC, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a diverse range of portfolio management styles and affiliated research.

Andrew Narcisso is a financial advisor with Charles Schwab, holding a Series 63 designation and 28 years of industry experience. He has worked at Charles Schwab since 1997 and Charles Schwab Bank, SSB since 2005. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Ryan Nance is a financial advisor at Raymond James Financial in High Point, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Raymond James, he worked at Ecolab Inc. for 16 years. He is also an associate at Signature Wealth Group, where he serves as a wealth advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to support a broad client base, including high-net-worth individuals, corporations, and charitable organizations.

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.

Keith Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at LPL Financial since 2012, following eight years at Concourse Financial Group Securities, Inc. Outside of his advisory work, Wilson teaches video production, covering topics such as camera functionality, lighting, audio, and editing. 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 comprehensive financial planning and investment management, utilizing model portfolios, third-party subadvisors, and customized strategies across a range of asset classes.

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 Advisors in Greensboro, NC, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has been with Wells Fargo Advisors Financial Network since 2026. Outside of her advisory role, she works as a receptionist at H&R Block and volunteers as a sitter for at-risk patients at Cone Health. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, with recommendations supported by Wells Fargo’s research and planning tools.

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.

Karl Anderson is a financial advisor with Raymond James Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Raymond James Financial and its affiliates 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 non-partisan poll worker for Guilford County. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports its clients through various advisory programs and specialized services, including municipal finance and employer-sponsored retirement plans.

Marc Verner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Truist Investment Services and NCF Financial Services. Outside of his advisory work, he serves as president of the Northwoods Homeowners Association in McLeansville, NC. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

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.