Dana Mckee is a financial advisor at Osaic with 13 years of industry experience and holds the Series 66 designation. Prior to joining Osaic Wealth Inc in 2026, she worked at Reganess Wealth Management Group and Raymond James Financial Services Advisors from 2021 to 2025, and Wells Fargo Clearing from 2016 to 2021. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with access to a variety of managed account strategies and third-party money managers.

Marion Hargrove Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Edward Jones since 1993. In addition to his advisory role, he serves as a trustee on the Alamance Community College Foundation Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 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, operating under a fiduciary standard.

Clayton Lawrence is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Equitable Advisors, LLC and Bank of America, N.A. Outside of his advisory duties, he coaches lacrosse for the Red Devils Lacrosse Club in Cary, NC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brittany Robertson is a CFP® professional affiliated with Cetera, based in Greensboro, NC, with 11 years of industry experience. She has held roles at various entities within the Cetera network as well as CapFinancial Partners LLC (CAPTRUST) and Erickson Advisors. Robertson is engaged in client service and financial planning through her involvement with Linda P. Erickson, CFP, Inc. dba Erickson Advisors. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with various program structures and custodial relationships.

Todd Steiman is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is a passive investor in a venture capital fund based in Ohio. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors with specialized programs and municipal finance services.

John Chaulklin III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and having 34 years of industry experience. He previously worked at LPL Financial for 15 years before joining Raymond James. Outside of his advisory role, he is a partner in an internet site for uploading pictures of fish and serves as a relationship manager at Fidelity Bank. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using detailed analytical tools and supports clients through advisory programs and institutional consulting, with specialized services in municipal and public finance.

Kevin Anglim is a financial advisor with Merrill in Greensboro, NC, holding a Series 66 designation and five years of industry experience. His work history includes roles at Bank of America, New York Community Bank, and Morgan Stanley. He also has community involvement experience with the Police Athletic League. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Uli Mueller is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team, emphasizing the use of Ameriprise-managed accounts and algorithmic support in its planning process.

William Murray is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves on the finance committee of Oak Ridge Global Methodist. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

Jonathan Perez is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked at Fidelity Investments in various capacities including Investment Consultant from 2024 to 2025, and Investment Solutions Representative from 2023 to 2024. He also gained experience as an Investment Specialist and Client Relationship Associate at Vanguard between 2021 and 2023, and worked as a Financial Representative at Northwestern Mutual in 2020. Jonathan helps clients work toward achieving their financial goals by collaborating with them to create actionable and accessible financial plans. His background includes diverse roles within the financial services industry, providing him with a broad perspective on investment solutions and client relationships. Outside of his professional responsibilities, Jonathan has an interest in movies.

Shelby Lay is a financial advisor at Edward Jones in Greensboro, NC, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, Shelby worked at National General Insurance for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Karla Johnson is a CFP® professional with 12 years of experience in the financial industry, currently serving at Stifel since 2022. Her previous roles include positions at Principal Securities Inc, Principal Life Insurance Company, and Axa Advisors, LLC. Outside of her advisory work, she is a member of the UNC Greensboro Planned Giving Network of Professional Advisors and owns Karla Davis Music, where she works as a musician. Stifel serves a broad client base, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses for clients.

Sammy Tuggle Jr. is a CFP® with 37 years of industry experience, currently serving at LPL Financial since 2024. He previously worked at Lincoln Financial Securities Corporation for 16 years and Osaic FS, Inc. for 20 years. Outside of his advisory role, he owns The Rhino Club, LLC, a restaurant in Greensboro, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment options including financial planning, model portfolios, third-party asset management, and participant-level retirement advice.

Walter Yates is a Series 66-registered financial advisor with LPL Financial, based in Burlington, NC, and has seven years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance, Weatherby Healthcare, and Elon University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a broad range of advisory and brokerage services, including financial planning and model portfolio programs. The firm supports advisors with tools such as machine learning for operational support and manages over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Jan Williams is a financial advisor with Primerica Advisors, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Primerica, Williams worked at Edward Jones and has been involved in various caregiving and consulting roles, including ownership in a home care services company and consulting for organizations supporting individuals with intellectual disabilities. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, primarily serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Samuel Unger is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. His prior roles include positions at Bank of America, Baldwin Risk Partners, and the University of South Florida. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Benjamin E. Link is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Truist Advisory Services, BB&T Securities, UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He also serves as a notary in the state of North Carolina. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

Branson Hodgin is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Fidelity, he worked in various roles including engineering consulting and positions at Liberty University and United Parcel Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios constructed from mutual funds, ETFs, and ETPs.

Brian Schoonover is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank NA, OneAmerica Securities, and American United Life. He is also involved with Honey Badger Management LLC, providing registered paraplanner support within his practice. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. The firm operates as a large institutional provider of advisory, brokerage, and insurance solutions through affiliated entities.

J. Brian Glaze is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Avantax Investment Services, IFG Advisory, LPL Financial, and operating his own DBA, Envision Wealth Partners. He serves as treasurer for a local government election committee and is an executive board member of a religious nonprofit organization. Cetera Investment Advisers LLC provides advisory services through a large nationwide network, serving individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and financial planning options.