Timothy Conner is a financial advisor with Ameriprise based in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Raymond James Financial Services and Wells Fargo Advisors. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations through a centralized consulting team.

Joseph Mc Kee is a financial advisor with MassMutual Investors Services holding Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining MassMutual and its affiliated entities in 2026, he worked with NYLIFE Securities LLC and New York Life from 2023 to 2026. Before entering the financial services sector, he spent 15 years at T-Mobile. MassMutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that use firm-approved tools to analyze client goals and deliver written recommendations.

Denise Bunton is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Stifel Nicolaus & Co and Wells Fargo Clearing. Denise is involved with the R.B. Mitchell Team Powered by LPL Financial in a non-investment capacity. 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, supporting advisors with research tools while managing over $819 billion in discretionary assets.

Richard Bettinger is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Woodbury Financial Services Inc. for 16 years. Outside of his advisory role, Bettinger owns Bettinger Financial Group, an S-corporation involved in insurance commissions and securities administration. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, combining proprietary asset-allocation tools with access to multiple advisory platforms and third-party money managers.

Thomas Phillips is a financial advisor with Raymond James & Associates in Greensboro, NC. He holds the Series 66 designation and has one year of industry experience. Before joining Raymond James, he worked at Lucky32 Southern Kitchen and held roles at Appalachian State University and YMCA Camp Cheerio. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jonathan Reganess is a CFP® and ChFC® with 26 years of experience in financial advising. He currently leads Reganess Wealth Management Group in Greensboro, NC, where he focuses on financial planning, asset management, and insurance and liability planning. Prior to this, he spent 11 years with Wells Fargo Advisors. He is affiliated with Raymond James Financial Services Advisors, Inc., a firm that provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Luke Boudreault is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 10 years of industry experience. He previously worked at Truist Investment Services and First Citizens Investor Services. Outside of finance, he is owner and president of Da Capo Brass, Inc., which provides musicians for events, and he is the principal trumpet in the Western Piedmont Symphony. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Steven Davis is a financial advisor with MassMutual Investors Services in Winston-Salem, NC, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked with MML Investors Services since 2012 and has been associated with MassMutual Life Insurance Company since 2009. Outside of his advisory role, he is an agent involved in life and group health insurance. MassMutual 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 ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Gary Everhart Jr. is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent since 2015. Outside of his advisory role, he serves as District 7690 Chair for the Coins for Alzheimer’s Research Trust and is a board member of the Fellowship of Christian Athletes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses and planning across a broad range of financial topics without implementation or discretionary trading authority.

Brittany Muha is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2019, progressing through positions including Financial Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked at UBS as a Wealth Planning Analyst in 2017 and as a UK Change PMO Analyst from 2015 to 2016. In her current role, Brittany partners with individuals and families at all stages of their financial journeys, focusing on understanding their unique financial goals and helping them plan accordingly. She emphasizes client education to enable informed investment decisions and collaborates with clients to develop strategies aimed at achieving their objectives through actionable steps.

Mark Harris is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Hoffman & Hoffman, Amazon, and Guilford College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with a managed-account program under a consolidated billing option, focusing on planning without discretionary trading authority.

Daniel Strayer is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at Raymond James Financial Services and Beacon Capital Advisors. He is also involved in AIR Financial, a business operating in Greensboro, NC. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

Antonio Otero is a financial advisor with UBS Financial Services in Greensboro, NC, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and offers a range of capital markets services through its comprehensive platform.

Greyson Collins is a financial advisor at Edward Jones in Kernersville, NC, holding a Series 66 designation with one year of experience at the firm. Prior to joining Edward Jones, he worked for four years at Stretch Zone and spent six years in full-time education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Lauren Casey is a financial advisor at Morgan Stanley with 13 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and utilizes structured planning tools and estimates from its Global Investment Committee.

Steven Makinson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities LLC, Eagle Strategies, LPL Financial, and other firms. Outside of advisory work, he is a 50% owner of a commercial real estate property through Seven Doves LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

James Beamon is a financial advisor with Thrivent Investment Management in Jamestown, NC. He holds the Series 66 credential and has two years of experience in the financial industry, following a 20-year career at Tempur-Sealy. Beamon serves on the board of directors for Greensboro Youth for Christ, where he and his wife volunteer mentoring middle school youth. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority and offering the option to combine planning with managed-account services under a consolidated billing arrangement.

Timothy Rossiter is a CFP® professional with over 42 years of industry experience. He is currently with OSAIC and previously worked at American Portfolios Financial Services, Inc. for 21 years. He serves on the board of the Mrs. Cheever Porter Foundation, a nonprofit charity. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.

Alexa Ritz is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Allegacy Federal Credit Union, CUSO Financial Services, and Homepoint Financial. Ritz is also a licensed notary operating a home-based notary service. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Claudie Armstrong Jr. is a financial advisor with LPL Financial based in Greensboro, NC, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has worked at LPL Financial since 2008 and briefly at Ameriprise in the same year. Armstrong is also involved with Innovative Financial Solutions, LLC. 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.