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 with LPL Financial in Greensboro, NC, holding a Series 66 designation and 28 years of industry experience. He has worked with LPL Financial and its predecessor entities since 2004, following four years at WS Griffith Securities, Inc. Outside of his advisory role, he engages in the sale of non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and participant-level retirement advice, supported by a large network of advisors and extensive operational resources.

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 been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors. The firm provides both brokerage and advisory solutions, relying on research and analytics while offering a range of financial products through its bank and insurance affiliates.

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 in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He worked at Lincoln Financial Securities Corporation for 16 years prior to joining LPL Financial in 2024. 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, third-party asset management access, and institutional platforms, with advice provided primarily through investment adviser representatives utilizing various strategic and tactical portfolio options.

John Bellingham is a CFP® professional with 39 years of industry experience. He is currently with LPL Financial and has held prior roles at Geneos Wealth Management Inc and HBS Financial Advisors. His outside activities include personal retirement planning as a business entity for tax and investment purposes. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Danielle Dennis Grady is a financial advisor at Cetera with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including VOYA Financial Advisors and various insurance and financial services companies she is associated with since the 1990s. She is also an independent insurance agent and president of Dennis Insurance and Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Daniel Boone is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2013, he worked at Osaic FS, Inc. for 11 years. Outside of his advisory role, Boone offers fixed insurance products as an outside business activity. 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 supported by various investment programs and technology tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Warren Wise is a financial advisor at LPL Financial with 40 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 2004 following three years at WS Griffith Securities, Inc. He is involved in non-variable insurance activities as part of his professional work. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Regina Mccormick is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with LPL Financial since 2013. In addition to her advisory role, she serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Brian Smith is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63, Series 65, and Series 66 licenses and 21 years of industry experience. His prior work includes roles at First Horizon Bank, Fifth Third Bank, Merrill, Banc of America Investment Services, and BB&T Asset Management. 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 range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Robert Cockman is a financial advisor with Raymond James Financial Services, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James, he worked in pharmacy consulting and management roles for over 18 years. Outside of advising, he is an associate at Milestone Wealth Management and a silent partner in a local holding company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports advisory programs through a large network of advisors.

John Robinson is a CFP® professional with seven years of experience in the financial services industry. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing, PNC Bank, and Appalachian State University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning.

Yolanda Cobb is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 22 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously at Lincoln Financial Advisors from 2013 to 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Scott Brewington is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings extensive experience in wealth management and financial services, having been active in the industry since 1987. Since joining Merrill Lynch in 1995, Scott has focused on serving businesses, executives, professionals, and retirement clients. His background includes significant expertise in middle market business opportunities, cash management, lending, and advisory services, which informs his current wealth management approach. Scott specializes in family wealth management strategies, legacy planning, liquidity management, managing new wealth, philanthropic planning, small business strategies, and retirement income. He is a Personal Investment Advisor (PIA) and holds a bachelor's degree from Wofford College. Beyond his professional work, Scott is actively involved in his community in Greensboro, North Carolina. He serves as President of the Summit Rotary Club and has held leadership roles with the Community Theatre of Greensboro Board of Directors and the Greensboro Board of Adjustment. He is also a member of Holy Trinity Episcopal Church, where he has served on the Vestry, Business and Finance Committee and chaired stewardship campaigns. Scott enjoys endurance sports, including biking, running, and swimming, and has completed over 26 marathons and two Ironman competitions. He lives with his wife, Libby, in Elk Creek, Virginia, and they have two adult children.

Jason Markey is Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients and their families to develop financial plans that align with their individual preferences and financial goals. He has been with Fidelity Investments since 2011, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, Vice President Financial Consultant, and currently Vice President, Wealth Planner. This experience has given him a comprehensive understanding of financial planning and investment consulting. No information about his education, credentials, personal interests, or community involvement has been provided.

Paul Burns is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, Burns coaches girls’ basketball at Alamance Christian School and serves as president of the Pay It Forward Foundation, a nonprofit that provides scholarships for private education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Paul Vidovich is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Stifel since 2014. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a member of Vidken LLC, which owns a beach house in Greensboro, NC. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipal entities. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and financial planning guidance.

Cory Barber is a financial advisor with Edward Jones in Greensboro, NC, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Barber serves on the Finance Committee of Canterbury School in Greensboro. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.