Greyson Collins is a financial advisor at Edward Jones in Kernersville, NC, holding a Series 66 designation with one year of experience at the firm. Prior to joining Edward Jones, he worked for four years at Stretch Zone and spent six years in full-time education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Steven Makinson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities LLC, Eagle Strategies, LPL Financial, and other firms. Outside of advisory work, he is a 50% owner of a commercial real estate property through Seven Doves LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

James Beamon is a financial advisor with Thrivent Investment Management in Jamestown, NC. He holds the Series 66 credential and has two years of experience in the financial industry, following a 20-year career at Tempur-Sealy. Beamon serves on the board of directors for Greensboro Youth for Christ, where he and his wife volunteer mentoring middle school youth. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority and offering the option to combine planning with managed-account services under a consolidated billing arrangement.

Timothy Rossiter is a CFP® professional with over 42 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at American Portfolios Financial Services, Inc. for 21 years. Rossiter serves on the board of the Mrs. Cheever Porter Foundation, a nonprofit charity. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Alexa Ritz is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Allegacy Federal Credit Union, CUSO Financial Services, and Homepoint Financial. Ritz is also a licensed notary operating a home-based notary service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Claudie Armstrong Jr. is a financial advisor with LPL Financial based in Greensboro, NC, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has worked at LPL Financial since 2008 and briefly at Ameriprise in the same year. Armstrong is also involved with Innovative Financial Solutions, LLC. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Charles Wilfong is a financial advisor with Wells Fargo Clearing in High Point, NC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Securities, Inc. in 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages assets on a large scale and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

Richard Anderson Jr. is a Series 66-licensed financial advisor with Edward Jones in High Point, NC, where he has worked since 2019. He has seven years of industry experience, including twelve years at Highland Ventures Ltd. prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices nationwide.

Richard Dutch is a financial advisor with Edward Jones in Greensboro, NC, holding the ChFC® designation and Series 66 license. He has 16 years of industry experience and has been with Edward Jones since 2009. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James King III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked at Commonwealth Financial Network and WS Griffith Securities, and is also president and sole owner of Austin Financial Management, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Alden Lindstrom is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America and Northwestern Mutual, as well as involvement with nonprofit efforts such as Ukraine Friends Kyiv. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies.

Sanders Cockman is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He partners with clients to develop personalized financial strategies that encompass the full scope of their financial lives. His approach includes creating diversified investment portfolios and addressing various aspects of financial wellbeing such as education saving, retirement planning, debt management, and insurance analysis, while also leveraging banking resources from Bank of America. Sanders specializes in areas including college education planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor (CRPC) designation. He earned a Master's Degree from Elon University and a Bachelor's Degree from East Carolina University. Residing in Greensboro, Sanders is married with two sons. His personal interests include fishing, hunting, and traveling.

Jacob Baker is a financial advisor with Charles Schwab in Greensboro, NC, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, and Fidelity Brokerage Services. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Kevin Pattman is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Group for ten years. 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 variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Justin Plummer is a financial advisor with Cetera in Greensboro, NC, holding a Series 66 designation and three years of industry experience. He has worked with firms including Avantax and Wisdom Wealth Care. Outside of his advisory work, Plummer serves as an attorney specializing in estate planning and elder care, and he is involved in community service as the incoming president of the Downtown Rotary Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporations, and institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program options.

Kimberly Moser is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Raymond James & Associates and Morgan Stanley. Outside of her advisory role, she owns and operates a small crafts business called A&K Crafty Corner. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its offerings with municipal advisory services and specialized employer retirement programs.

Andrew Clyne is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2013 and joined Merrill in 2016. In his role, Andrew focuses on working with affluent individuals to develop personalized financial strategies that address their short-, mid-, and long-term goals. He serves as a resource for clients on topics ranging from investing to retirement planning and saving for unexpected events. Additionally, he offers access to Bank of America specialists for banking, credit, home financing, and business solutions. Andrew holds the Chartered Retirement Planning Counselor™ designation and is a CERTIFIED FINANCIAL PLANNER® professional. He earned a bachelor's degree in Finance from The University of North Carolina at Greensboro in 2011, where he was a member of the Cross Country and Track & Field teams. He is also involved in the community as a member of the UNCG Alumni Leadership Board. Andrew resides in Greensboro with his wife, Bridgette, and their three sons. His personal interests include basketball, golfing, running, and spending time with his family.

Kevin Barth is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and having nine years of industry experience. He has been with Edward Jones since 2016. Outside of advising, he manages a personal seasonal rental property in Bradenton, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Jill Painter is a CFP® certificant with 30 years of experience in the financial services industry. She has worked at Wells Fargo Clearing since 2016 and previously at UBS Financial Services from 2001 to 2006. Outside of her advisory work, she serves on the endowment committee for Westminster Presbyterian Church in Greensboro, NC, and is treasurer for the nonprofit A Simple Gesture. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research-driven investment strategies with a range of brokerage and advisory solutions, managing approximately $671 billion in assets through a nationwide network of over 14,000 advisors.

Lisa Aldridge is a financial advisor with LPL Enterprise in High Point, NC, holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, PRUCO Securities, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm’s approach is primarily model-driven, offering financial planning, access to third-party asset managers, and a wrap program, along with affiliated trust and insurance services.