Warren Lackey Sr. is a financial advisor with Edward Jones in High Point, NC, holding Series 63 and Series 66 licenses and over 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he serves as a member of the finance committee at High Point Country Club and holds trustee and managerial roles in various local trusts, family LLCs, and real estate ventures. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Kelley Wheaton is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved with Honey Badger Management, a management company linked to Fiducial Financial. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset criteria, providing tailored recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mickael Gautier is a financial advisor with Merrill in Greensboro, NC, holding a Series 66 designation and with 4 years of industry experience. He has been with Merrill since 2011. Outside of his advisory role, he is a consultant for SCENTSY, a home and personal fragrance business, which he pursues as a hobby. 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 offers model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients, using both internal and third-party managers and implementing trading, administration, and custody support.

Stephanie Demetrelis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and seven years of industry experience. Her career includes roles at Lincoln Financial Securities, Wells Fargo Clearing, and Wells Fargo Bank. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jonathan Peters is a CFP® professional affiliated with LPL Financial, with 11 years of industry experience. He has worked at several firms including Stifel Nicolaus, National General Insurance Company, and Wells Fargo Clearing. Peters is based in Greensboro, NC. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, combining extensive advisory services with a broad array of non-advisory financial products.

Duane Edwards is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Candice Pope is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has been with Ameriprise in various capacities since 2013. Outside of her advisory role, she is involved with Honey Badger Management, where she dedicates time monthly during trading hours. Ameriprise is an institutional firm offering a retirement-income planning service focused on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations tailored to clients approaching or in retirement.

Thomas Lembeck is a financial advisor at Edward Jones in High Point, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Shepherd Financial Group and Numerica Credit Union. 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 and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of financial advisors and branch offices nationwide.

Shirley Sohmer is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Charles Schwab, Securities America, and Truist Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by various operational and research tools.

Dana Mckee is a financial advisor with Osaic Wealth, Inc. in Greensboro, NC, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Raymond James Financial Services and Wells Fargo Advisors. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment options and employs firm-provided tools for portfolio construction and management.

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.

Brittain Huffstetler is a financial advisor with Thrivent Investment Management in Greensboro, NC, holding a Series 66 credential and two years of industry experience. Prior to joining Thrivent, Brittain worked at The Exercise Coach and the University of North Carolina at Charlotte, and served in the United States Coast Guard. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a range of planning topics without including implementation of recommendations. The firm combines planning with managed-account programs under consolidated billing while maintaining separate services.

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.

George Mc Clanahan is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked at firms including Avantax Advisory Services and Lincoln Financial Group. Outside of his advisory role, he serves as an accountant for the Law Offices of Cheryl David and as a client services coordinator for Wisdom Wealth Care, the financial planning division of that law office. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and advisory services with access to both affiliated and third-party investment managers across multiple program structures.

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, with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019, following four years at National General Insurance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

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.

Matthew Farver is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he owns CruzMill Inc., a business related to managing his Ameriprise advisory activities. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing tailored, non-discretionary recommendations based on research, modeling, and tax-efficiency analysis. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.