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.

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.

Robert Krebs is a financial advisor with Raymond James & Associates in Greensboro, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large, 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 municipal entities, offering financial planning, investment consulting, and municipal advisory services through a wide range of portfolio management styles and affiliated research.

Sophia Wilkins is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, she worked in educational roles at Liberty University, Guilford Technical Community College, Northern Guilford High School, and Caldwell Academy. She was also involved with Macki LLC DBA Snatchers Sales and Service for three years. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

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 at LPL Financial in Greensboro, NC, with 23 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, Wilson teaches video production, covering topics such as camera functionality, lighting, audio, and editing, and he manages a YouTube channel. 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 range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

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.

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 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.

William Austin is a financial advisor with Edward Jones in Burlington, NC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is a 50% owner of a rental property in Atlantic Beach, NC. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Rachel Walston is a financial advisor with LPL Financial in Burlington, North Carolina. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. In addition to her advisory work, she operates a consulting business and is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management supported by in-house and third-party research.

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.

Austin Daugherty is a CFP®-designated financial advisor with eight years of industry experience, currently affiliated with Raymond James Financial. His prior experience includes roles at Commonwealth Financial Network and Elon University. He serves as secretary of Blaser Investment Management Group, Inc., an outside activity related to investment management. 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 supported by analytical tools and sponsors wrap-fee advisory programs while maintaining specialized services such as municipal and SIMPLE IRA employer advisory 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.