Sarah Coble is a financial advisor at Merrill with 11 years at the firm and eight years of industry experience. She holds a Series 66 designation and is based in Greensboro, NC. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Keith Seivers is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he oversees the use of Medicaid funds through the Innovations Waiver in North Carolina as a sole proprietor. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, with a focus on advisory services without providing individual security recommendations as part of standalone plans.

Jack Horner is a financial advisor with Merrill in Greensboro, NC, holding Series 63 and Series 65 credentials and possessing 46 years of industry experience. He has worked at Merrill since 1980 and also has a tenure at Bank of America, N.A. dating from 2011. Outside of his advisory role, Horner and his wife are income beneficiaries of a charitable remainder unitrust benefiting the Wrightsville Beach Historical Museum. 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 tailored for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Grantham is a financial advisor with Edward Jones in Archdale, NC, holding a Series 66 designation and 16 years of industry experience, all with Edward Jones since 2010. He serves as an instructor and advisory committee vice chairman at Randolph Community College, where he leads basic investment classes and contributes to educational program development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jacob Rice is a CFP® certified financial advisor with 10 years of industry experience. He has worked at Northwestern Mutual in various capacities from 2015 to 2025 before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Hunter Coords is a CFP® professional with 19 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2019. His prior roles include positions at Pinnacle Bank and FTB Advisors, Inc. In addition to his advisory work, he is involved in agriculture through Reveille Ridge Ranch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and corporations. The firm offers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and a range of advisory programs.

David Robinson Jr. is a financial advisor with Wells Fargo Advisors in Greensboro, NC, holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing, covering a combined 17 years before his current tenure. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that address areas such as retirement, education, risk management, and specialized needs like business-owner transition and sports & entertainment planning. Advisors utilize Wells Fargo research and tools to develop tailored recommendations, with implementation options adaptable to client preferences.

Zachary Morgan is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and The Kimpton Cardinal Hotel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, employing systematic methods and long-term asset allocation benchmarks.

Shana Eagle is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she serves as a board member and finance committee member for Senior Services, Inc., a health and welfare organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and offers both direct and employer-sponsored plans.

Michael Bryant is a financial advisor at LPL Financial in Winston Salem, NC, holding a Series 66 credential with 26 years of industry experience. His career includes roles at First Horizon Advisors and SunTrust Advisory Services. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options.

Jeffrey Herman is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. Outside of his advisory role, he serves as the executor and beneficiary of a private estate. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings.

James Halsch is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 credential and 21 years of industry experience. He previously worked at Kestra Financial Services, Inc. from 2016 to 2019 before joining LPL Financial in 2019. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing discretionary and non-discretionary management supported by model portfolios, research, and various investment strategies.

Wesley Huff is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2020. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Jackson is a financial advisor at Edward Jones in Lexington, NC, with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1998. Outside of his advisory role, he serves as a board member and finance committee member for The Life Center of Davidson County and will be president of the board of directors in 2025 and 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Thomas Watts is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at Elon University and Milestone Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its role in managing model portfolios, advisory services to registered investment companies, and use of AI and algorithmic methods in its investment approach.

Isaiah Martin is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, Martin was involved with Tybro.com INC for nine years. Outside of his advisory work, he is active with the Iron Barbell Collective and CrossFit BIC. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports advisory programs with advanced analytical tools and specialized municipal and public-finance expertise.

Brook Biddy is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves on the finance committee of the Wilkes Education Foundation Inc. in North Wilkesboro, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kayley Coyle is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2025. She is also a Certified Financial Planner, committed to educating and empowering clients and their families to build financial plans aligned with their goals and preferences. Kayley has extensive experience within Fidelity Investments, having held multiple roles since 2016, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, Customer Relationship Advocate, and Financial Associate-Defined Contribution. This progression reflects her broad expertise in financial planning and client relationship management. Outside of her professional work, Kayley has interests in baseball, cooking and baking, music, pets, softball, and traveling.

Mary Farris is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with LPL Financial and has previously worked at First Horizon Advisors, Edward Jones, and Mass Mutual Life Insurance Co, among others. LPL Financial is an SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Robert Mitchell Jr. is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co. Inc. for eight years. Outside of his advisory role, Mitchell is a published book author and motivational speaker based in Greensboro, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and diverse portfolio strategies.