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.

Jeffrey Blaser is a CFP® professional with 35 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. in Burlington, NC. His career includes multiple tenures at Raymond James and a five-year period at Commonwealth Financial Network. 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, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and advisory services using advanced analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

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 worked with Equitable Advisors since 1999, including its predecessor Axa Advisors, Llc. Outside of his advisory role, he serves as Vice Chair of Deacons at Friendly Ave. Baptist Church. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage channels tailored through a client intake process that documents goals, risk tolerance, and time horizon.

Martin Mc Farling is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, Mc Farling serves as treasurer on the board of directors for Guilford Crossing Professional Center POA and is involved in sign installation and photography services for auction.com properties. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Kevin Gunter is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its predecessor entities since 2004. Outside of advisory services, he serves as president of The Gunter Group Inc., an S-Corp established for a teaming arrangement with another Ameriprise advisor, and is also listed as secretary for a separate non-investment-related health coaching business owned by his wife. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and dependable income sources.

John Cooper is a financial advisor with Ameriprise in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Arthur Chenail is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016, including his current tenure beginning in 2022, as well as prior roles at Wells Fargo and The Prudential Insurance Company of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Charles Thompson is a financial advisor with Wells Fargo Advisors in Greensboro, NC, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, Thompson serves as secretary and consultant for Four Oaks Restaurant Corp., a full-service restaurant where he contributes 20-25 hours per month. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold.

Kacie Loye is a financial advisor at Edward Jones in Burlington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in various roles including positions at Lomax Construction Inc and Leeper, Kean & Rumley LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices.

William Davis is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, and Cogent Analytics. Outside of his advisory role, he is involved as a tutor and driver/courier in Greensboro, NC, and serves as a directly appointed agent for the Catholic Order of Foresters. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Warren Lackey Jr. is a Series 66-licensed financial advisor with Edward Jones, based in High Point, NC, and has 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a board member for Wesley Memorial United Methodist Church School in High Point, participating in school activities and parent engagement. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, and maintains a large nationwide network of financial advisors and branch offices.

Edmund O'Keeffe III is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Cetera and Edward Jones, as well as operating OKE Investments. Outside of finance, he has been involved in managing a soccer camp and a football club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios and research, and utilizes technologies such as machine learning in its investment processes.