Timothy Reid is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has held various roles within Cetera and Avantax firms since 2012 and operates his own tax preparation and accounting services through Reid Tax Service and Payne Tax Group, where he is a partner. Outside of his advisory work, he serves as treasurer of the Wallburg Recreational Center nonprofit and holds leadership positions with the High Point Civitan Club and Wallburg Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across diverse program structures and custodial relationships.

Samuel Unger is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. His prior roles include positions at Bank of America, Baldwin Risk Partners, and the University of South Florida. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and institutions.

James Squires is a financial advisor with Edward Jones in High Point, NC. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Plank Road Solutions, LLC, Camco Manufacturing LLC, and Hanesbrands Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment strategies.

Benjamin E. Link is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Truist Advisory Services, BB&T Securities, UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He also serves as a notary in the state of North Carolina. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

Branson Hodgin is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Fidelity, he worked in various roles including engineering consulting and positions at Liberty University and United Parcel Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios constructed from mutual funds, ETFs, and ETPs.

Brian Schoonover is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank NA, OneAmerica Securities, and American United Life. He is also involved with Honey Badger Management LLC, providing registered paraplanner support within his practice. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. The firm operates as a large institutional provider of advisory, brokerage, and insurance solutions through affiliated entities.

Benjamin Powell is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill Lynch Pierce Fenner & Smith, Inc. since 2003 and Bank of America, NA since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Hronich is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America and Merrill since 2025, along with positions outside the financial sector, such as at Roto-Rooter Plumbing and Barbershop Landscaping. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Larry Hammonds is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2019, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach is supported by proprietary models developed by the Investment Strategy Group, which inform asset allocation and financial planning analyses.

David Ruck is a Certified Financial Planner® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Chick-fil-A Brassfield for two years. Outside of his advisory role, he operates a small online business buying and selling collectibles on eBay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory services and investment options supported by a nationwide network of advisors and branch offices.

Phillip Joyce is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. He holds the Series 63 and Series 66 designations. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Troy Blamer is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding a Series 66 designation and one year of experience in advisory services. He has been associated with MassMutual Life Insurance Co since 2014. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools to analyze client goals and offers event-driven planning services including divorce and estate settlement planning.

Anne Wishon is a financial advisor with LPL Financial based in Greensboro, NC. She holds a Series 66 designation and has six years of industry experience. Prior to joining LPL Financial in 2019, she worked at Grady-White Boats and spent sixteen years in full-time education. Outside of advising, she serves as Commodore of the Cape Lookout Grady-White Owners' Club and is involved with Windrose Travel Co. 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 a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes.

Kia Streater is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. She has 18 years of industry experience, including roles at Wells Fargo Advisors and Triad Financial Advisors, Inc. Outside of her advisory work, she serves on the finance committee of The Foundation for a Healthy High Point, where she reviews account balances for granting purposes. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a wide range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Evan Hunter is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Anne Fitzgerald is a financial advisor at Ameriprise Financial Services LLC with two years of industry experience. She holds a Series 66 designation and has prior experience at Fifth Third Bank and Pinnacle Financial Partners. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning with a focus on dependable income and tax-aware withdrawal strategies.

David Austin is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Signing Carolina Inc. Outside of advising, he has experience in retail management through a nearly two-decade tenure at The UPS Store. 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 a range of financial planning and investment management solutions, utilizing various advisory platforms and technologies to support a broad network of more than 22,800 advisors.

Robert Higgins is a financial advisor with Mass Mutual Investors Services in Greensboro, NC. He holds the Series 66 designation and has been working in the financial industry since 2024. Prior to entering finance, he spent nine years at TEKsystems. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative planning engagements using firm-approved tools and also provides specialized programs such as divorce and estate-settlement planning.

Gregory Sardzinski is a financial advisor with Raymond James & Associates in Greensboro, NC, holding Series 63 and Series 65 licenses with 25 years of industry experience. His career includes prior roles at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

James Dicus is a financial advisor with Equitable Advisors in High Point, NC, holding a Series 66 designation and six years of industry experience. He has worked at Equitable Advisors since 2019 and previously spent time at AxA Advisors and Vann York Honda. Outside of his advisory role, he is involved in sales activities with Dergalis Associates, Realty Benefits Services, and Oakbridge Financial Group, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized risk assessment and matching clients to suitable investment models.