Blake Wooten is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Bank N.A. from 2021 to 2024. 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 focuses on retirement income planning through written Recommendation Reports and ongoing advice, using proprietary research and third-party data.

Martha Walker is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and 22 years of industry experience. Her prior firms include Lincoln Financial Securities, AGIA, and VALIC Financial Advisors. She is also involved with Pilot Financial in fixed annuities sales and administrative support. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

David Tuxhorn Jr. is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved with Southstone Financial Resources, Inc., which conducts fixed insurance sales including long-term care products. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Tyson Murphy is a financial advisor at Edward Jones in Greensboro, NC, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010 and also has a background at Ledford Medical. Outside of his advisory work, he has an interest related to a small county airport in Greensboro. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, and operates a large nationwide network of advisors and branch offices.

Michael Barnes is a Series 66 licensed financial advisor with Ameriprise, based in Greensboro, NC, and has 29 years of industry experience. He has worked at Ameriprise and its affiliate since 2008. Barnes serves on the Board of Directors for Twin Lakes Community in Burlington, NC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Stanley Smith is a financial advisor with Raymond James Financial Services, Inc., holding the CFP® and ChFC® designations and over 33 years of industry experience. He previously worked at LPL Financial and has been associated with Pinnacle Financial Partners since 2018. Outside of advisory duties, he serves as a personal representative for a family member. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Robert Hargrove is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at The Prudential Insurance Company of America, Wells Fargo Advisors, and CUSO Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Ruth Petty is a financial advisor with OSAIC based in Greensboro, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 44 years of industry experience, including nine years with Securities America Advisors and Securities America Inc before joining OSAIC in 2024. Outside of her advisory role, she serves as president of a homeowners association and as a director for Business Professional Network, a mission organization focused on international economic development. OSAIC serves a diverse group of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses advanced portfolio construction tools and manages accounts on both discretionary and non-discretionary bases.

Austin Bailey is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and has teaching experience at Southeastern University during the same period. Prior to that, he spent six years working at Winston Salem Christian School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

John Cash is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co. Inc since 2018. Prior to that, he was with Wells Fargo Advisors from 2009 to 2018. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Tracy Cottingham IV is a financial advisor with Raymond James Financial in Greensboro, NC, holding Series 65 and Series 66 credentials and bringing 27 years of industry experience. His career includes positions at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James and Pinnacle Financial Partners in 2020. Outside of advisory work, he is involved as an associate with Capstone Investment Company and Pinnacle Asset Management. 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 institutional clients. The firm offers non-discretionary, tailored planning and utilizes analytical tools and modeling to support client goals, with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Jeffrey Hill is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Outside of his advisory work, he is involved in managing office condominium rentals through an LLC shared with his spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with a network of over 23,700 advisors and more than $1 trillion in assets under management.

Evan Dixon is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop personalized strategies to pursue their financial goals by understanding their unique perspectives and priorities. His approach involves connecting clients with the people, plans, and processes that best fit their individual ambitions. Evan's expertise includes general investing, retirement planning, and saving for unexpected events. He provides ongoing advice and guidance to clients as their needs evolve. He holds the Personal Investment Advisor (PIA) designation. His educational background includes attending the University of North Carolina System without a degree conferred and earning a High School Diploma from West Caldwell High School.

Jordan Davis is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. His background includes roles at National General Insurance Company, Allstate Insurance Co, and Affordable Insurance Solution. Davis has been with Edward Jones since 2022. 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 across a broad network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Emily Farrell is a financial advisor with Edward Jones in Oak Ridge, NC, holding a Series 66 designation and four years of industry experience. She has worked with Edward Jones, Thrivent, W&S Brokerage Services, and Ameriprise Financial Services. She serves on the Board of Directors for The Shepherd’s Center of Kernersville and is Vice President and Programming Coordinator of the Kernersville Women’s Club, a local service organization providing scholarships and community education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Mahalia Kennon is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2000. 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. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberly Gordon is a Series 66-credentialed financial advisor with Edward Jones in Greensboro, NC. She has 18 years of experience with Edward Jones and two years in the financial industry more broadly. Outside of her advisory role, she is involved as a lead server at a local restaurant and bakery. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joseph Nelson is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various Fidelity affiliates since 2015. Outside of his advisory role, he is planning to start a real estate LLC focused on property development and renovation. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research and quantitative analysis, including algorithmic portfolio construction, to manage a wide range of investment products and model portfolios.

Timothy Anzulewicz is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at RPM Plastics, Zen Business, and ownership interests in Moon Brew LLC and Full Moon Oyster Bar. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

James Bowman is a financial advisor at Edward Jones in Oak Ridge, NC, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Bowman serves on the finance committee of Central Baptist Church in Oak Ridge, where he is involved in preparing the annual budget and overseeing financial operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.