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.

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 tailored to their long-term goals, focusing on a comprehensive understanding of their full financial picture. By leveraging investment insights from Merrill and banking services from Bank of America, he aims to provide flexible solutions suited to evolving market conditions. With expertise in areas including college education planning, legacy planning, retirement income, and philanthropic planning, Sanders works closely with clients to build diversified investment portfolios and address all aspects of financial wellbeing. His approach involves creating individualized strategies that encompass saving, debt management, insurance analysis, and estate protection, with an emphasis on collaboration to understand each client’s financial vision and concerns. Sanders holds a Master’s Degree from Elon University and a Bachelor’s Degree from East Carolina University. He has earned professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Residing in Greensboro, he is married with two sons. Outside of work, Sanders enjoys 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® professional with 30 years of experience in the financial industry. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for seven years. Outside of her advisory role, she serves as treasurer for A Simple Gesture, a nonprofit organization focused on budgeting and fundraising, and is a member of the Endowment Committee at Westminster Presbyterian Church in Greensboro, 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 investment approach 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.

Lisa Aldridge is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, PRUCO Securities, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels, offering financial planning, consulting, model portfolios, and access to various third-party asset management programs.

Jonathan Szarke is a Series 66-licensed advisor with LPL Enterprise LLC, based in Greensboro, NC. He joined LPL Enterprise in 2026 and has prior experience in various hospitality and community-focused roles, including positions at Epic Chophouse and WhiteStone: A Masonic and Eastern Star Community. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

Glenn Person Jr. is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial since 2009, following a tenure at Heyfield Partners. He is also president and officer of Beacon Capital Advisors Inc., where he manages branch assets, vendor contracts, payroll, and HR functions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

William Cobb is a financial advisor with Wells Fargo Clearing in High Point, NC, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages roughly $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Matthew Mccoy is a CFP® with 17 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at Lincoln Financial Securities Corp for 15 years and has been involved with Pilot Financial Advisors since 2009. Outside of his financial advisory work, he is the owner and instructor of The Real McCoy Instruction Services, which provides training related to the use of lethal force and firearms for self-defense. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and strategies from internal and third-party sources.

Rodney Alexander is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Qorvo, Inc., Pike Corporation, and Ernst & Young, LLP. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Ross Vaden is a financial advisor with Mass Mutual Investors Services in Greensboro, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Mass Mutual in 2025, he worked for Southeastern Freight Lines for 12 years. Outside of his advisory role, he is involved in managing a storage unit business, Avalon Suites LLC, as a member and manager. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to develop written recommendations tailored to client goals.

Vicky Tsitseras Leonard is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings 30 years of experience in the financial services industry, including 14 years with Merrill Lynch. Her expertise focuses on helping clients develop personalized financial plans tailored to their unique ambitions, such as funding education, planning for retirement and healthcare costs, and achieving long-term family goals. Vicky holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Wake Forest University. Residing in High Point, North Carolina, Vicky is an active participant in her community. Her personal interests include basketball, cooking, tennis, and yoga.

Christopher Regeis is a CFP® and ChFC® professional with 37 years of industry experience, currently with LPL Financial since 2004 in Greensboro, NC. He has had involvement in other business activities including renting office space to an attorney and ownership interests related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, utilizing both discretionary and non-discretionary management strategies.

Tyler Cook is a financial advisor at Edward Jones in Greensboro, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at Fidelity Investments and Bankers Life Insurance. His background also includes roles outside finance, such as positions at Our Dailey Bread Restaurant and Appalachian State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets with a large network of advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

John Nee is a financial advisor with Equitable Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as Vice Chair of Deacons at Friendly Avenue Baptist Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and institutions, utilizing a network of Investment Adviser Representatives and a variety of program models and third-party managers.