Frank Bruno is a financial advisor at Edward Jones in Greensboro, NC, holding Series 63 and Series 66 credentials with 15 years of industry experience. His prior roles include positions at Allstate Insurance, Colonial Life, and Prudential Insurance, among others. Outside of his advisory career, he serves as an election day worker for the Guilford County Board of Elections and is involved in local business ventures such as Triad Wine & Gifts. 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 more than 23,000 financial advisors. The firm emphasizes fiduciary standards, tax-efficient services, and maintains affiliated capabilities beyond advisory services.

Tate Coley is a Financial Advisor with Merrill Lynch Wealth Management, having joined the firm in October 2023. Originally from Greensboro, North Carolina, he relocated to Denver, Colorado, in July 2023. Tate has been working in the financial industry since May 2021, following in his parents' footsteps. He holds a Bachelor's Degree in Business Administration with a concentration in finance from North Carolina State University. Tate is also a Personal Investment Advisor (PIA). His areas of expertise include education planning, legacy planning, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional role, Tate enjoys activities such as skiing, watching sports, golfing, and spending time with his family. He focuses on helping clients pursue their financial goals and aims to assist them not only in retiring but retiring comfortably.

Robert Edmonds is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Edmonds serves on the Board of Visitors at the University of North Carolina at Greensboro. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets individuals approaching or in retirement who meet specific asset criteria, providing written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Adam Perryman is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by research and technology-driven portfolio management.

Alexander Durham is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at State Farm VP Management Corp and was involved with Michael Shoffner Insurance Agency. Outside of advisory work, he serves as an agent team member at Michael Shoffner Insurance Agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment advisory programs and services, supported by a large network of financial advisors and branch offices nationwide.

Michael Stiefel is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 designations and having 38 years of industry experience. He has worked with LPL Financial since 2003. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations, offering a wide range of advisory and brokerage services supported by proprietary and third-party research and technology.

Grant Gillespie is a financial advisor at Stifel in Greensboro, NC, holding a Series 66 designation with four years of industry experience. Prior to joining Stifel in 2022, he spent six years at Inmar from 2016 to 2022. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, incorporating forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Brian Clayton is a financial advisor at Raymond James Financial Services Advisors, Inc. with 27 years of industry experience. He previously spent 15 years at LPL Financial and holds Series 65 and Series 63 designations. Outside of advisory work, he manages a forestry land holding in North Carolina and serves as a relationship manager at Fidelity Bank. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and consulting using risk profiling and modeling tools, supporting clients through its advisory programs and institutional consulting network.

Robert Green Jr. is a financial advisor with UBS Financial Services in Greensboro, NC, holding Series 63, 65, and 66 licenses and bringing 46 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

George Harris III is a financial advisor at OSAIC with 35 years of industry experience. He has held prior roles at Woodbury Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors. Harris serves as a board member for several nonprofit organizations, including a neighborhood swim and tennis club and a continuing care retirement community in Greensboro, NC. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage, advisory services, and financial planning. The firm employs asset-allocation tools and risk-tolerance analysis to manage portfolios that include a variety of investment vehicles and supports both discretionary and non-discretionary accounts.

James Dean is a financial advisor with Mass Mutual Investors Services in Greensboro, NC, holding Series 65 and Series 63 credentials and four years of industry experience. His career includes roles at MML Investors Services, MassMutual Life Insurance Co, Equity Services, Inc., and National Life Group. Outside of his advisory work, he is involved in business consulting focused on personal and career development and business performance coaching. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented client relationships and a variety of planning services.

Brooke Carpenter is a financial advisor with LPL Financial in Burlington, NC, holding a Series 66 designation and 9 years of industry experience. Prior to joining LPL Financial in 2019, Carpenter worked at First Command Insurance and related entities from 2016 to 2018. Outside of financial advising, Carpenter is the owner and structural engineer of Residential Engineering Solutions, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Wesley Blackwell is a financial advisor with Primerica Advisors in Greensboro, NC, holding Series 63 and Series 65 designations and with 11 years of industry experience. His prior roles include positions at Professional Training Services and Order Up. In addition to his advisory work, he is involved in the sale of home security and automation product referrals through affiliates of his firm. Primerica Advisors manages a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm’s approach centers on model-delivery strategies managed by unaffiliated asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Jerrold Pinsker is a financial advisor at LPL Financial with 28 years of industry experience and holds the Series 66 designation. He has been with LPL Financial and its predecessor since 2004. Pinsker is also engaged in selling non-variable insurance products in Greensboro, NC, and acts in fiduciary roles for family members. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various technologies.

Charles Lucas is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and includes a broader set of financial products such as insurance-related vehicles and bank deposit sweep options.

Eric Allen is a financial advisor with Ameriprise in Greensboro, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Ameriprise since 2017, including its predecessor entity Ameriprise Financial Services, and previously worked at Great Outdoor Provision Co. Outside of his advisory role, he is involved with Honey Badger Management, the management company operating as Fiduciam Financial. Ameriprise offers retirement-income planning services for clients generally with significant investable assets, delivering annual, non-discretionary recommendations that integrate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Matthew Johnson is a CFP® and Series 66 licensed advisor with six years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at LPL Financial and Trivantage. Outside of his advisory role, Johnson owns and operates a personal farm and cattle company in Burlington, NC. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supports advisory programs across a large network, and maintains unique affiliations such as municipal advisory services.

Todd Depinto is a financial advisor with LPL Financial based in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives, providing both discretionary and non-discretionary management options supported by in-house and third-party research.

John Bellingham is a CFP® with 39 years of industry experience and is currently affiliated with LPL Financial. He previously worked at Geneos Wealth Management Inc. and HBS Financial Advisors, with twelve years at each firm. His outside activities include operating a personal retirement planning business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by research and model portfolios.

Danielle Dennis Grady is a financial advisor at Cetera with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including VOYA Financial Advisors and various insurance and financial services companies she has been involved with since the early 1990s. She is also an independent insurance agent. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering diversified portfolio management and advisory services through a multi-manager platform with access to third-party money managers.