Dana Mckee is a financial advisor with Osaic Wealth, Inc. in Greensboro, NC, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Raymond James Financial Services and Wells Fargo Advisors. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment options and employs firm-provided tools for portfolio construction and management.

Marion Hargrove Jr. is a financial advisor with Edward Jones in Gibsonville, NC, holding Series 63 and Series 66 credentials and possessing 31 years of industry experience. He has been with Edward Jones since 1995. Hargrove serves as a trustee on the Alamance Community College Foundation Board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Brittany Robertson is a CFP® professional affiliated with Cetera, based in Greensboro, NC, with 11 years of industry experience. She has held roles at various entities within the Cetera network as well as CapFinancial Partners LLC (CAPTRUST) and Erickson Advisors. Robertson is engaged in client service and financial planning through her involvement with Linda P. Erickson, CFP, Inc. dba Erickson Advisors. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with various program structures and custodial relationships.

Brittain Huffstetler is a financial advisor with Thrivent Investment Management in Greensboro, NC, holding a Series 66 credential and two years of industry experience. Prior to joining Thrivent, Brittain worked at The Exercise Coach and the University of North Carolina at Charlotte, and served in the United States Coast Guard. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a range of planning topics without including implementation of recommendations. The firm combines planning with managed-account programs under consolidated billing while maintaining separate services.

Todd Steiman is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is a passive investor in a venture capital fund based in Ohio. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors with specialized programs and municipal finance services.

Kevin Anglim is a financial advisor with Merrill in Greensboro, NC, holding a Series 66 designation and five years of industry experience. His work history includes roles at Bank of America, New York Community Bank, and Morgan Stanley. He also has community involvement experience with the Police Athletic League. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Uli Mueller is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team, emphasizing the use of Ameriprise-managed accounts and algorithmic support in its planning process.

George Mc Clanahan is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked at firms including Avantax Advisory Services and Lincoln Financial Group. Outside of his advisory role, he serves as an accountant for the Law Offices of Cheryl David and as a client services coordinator for Wisdom Wealth Care, the financial planning division of that law office. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and advisory services with access to both affiliated and third-party investment managers across multiple program structures.

William Murray is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves on the finance committee of Oak Ridge Global Methodist. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

Jonathan Perez is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked at Fidelity Investments in various capacities including Investment Consultant from 2024 to 2025, and Investment Solutions Representative from 2023 to 2024. He also gained experience as an Investment Specialist and Client Relationship Associate at Vanguard between 2021 and 2023, and worked as a Financial Representative at Northwestern Mutual in 2020. Jonathan helps clients work toward achieving their financial goals by collaborating with them to create actionable and accessible financial plans. His background includes diverse roles within the financial services industry, providing him with a broad perspective on investment solutions and client relationships. Outside of his professional responsibilities, Jonathan has an interest in movies.

Shelby Lay is a financial advisor at Edward Jones in Greensboro, NC, with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019, following four years at National General Insurance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Karla Johnson is a CFP® professional with 12 years of experience in the financial industry, currently serving at Stifel since 2022. Her previous roles include positions at Principal Securities Inc, Principal Life Insurance Company, and Axa Advisors, LLC. Outside of her advisory work, she is a member of the UNC Greensboro Planned Giving Network of Professional Advisors and owns Karla Davis Music, where she works as a musician. Stifel serves a broad client base, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses for clients.

Sammy Tuggle Jr. is a CFP® with 37 years of experience in the financial industry. He has been with LPL Financial since 2024 and previously spent 16 years at Lincoln Financial Securities Corporation. Outside of his advisory work, he is the owner of The Rhino Club, LLC, a restaurant 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 national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios, third-party research, and technology-driven solutions.

Walter Yates is a Series 66-licensed financial advisor with LPL Financial in Burlington, NC, and has seven years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance, Weatherby Healthcare, and Elon University. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Matthew Farver is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he owns CruzMill Inc., a business related to managing his Ameriprise advisory activities. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing tailored, non-discretionary recommendations based on research, modeling, and tax-efficiency analysis. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Samuel Unger is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Baldwin Risk Partners, and the University of South Florida. 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.

James Squires is a financial advisor at Edward Jones in High Point, NC, holding a Series 66 designation with 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 over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Benjamin E Link is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. He is also a licensed notary public in the state of North Carolina. 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, including discretionary and non-discretionary management, and provides access to research, model portfolios, and technology-driven investment solutions.

James Kirven IV is a CFP® with 28 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., having joined in 2025 after a long tenure at Edward Jones from 1997 to 2025. Kirven serves on the Investment and Endowment Committee for the YMCA of Greensboro. 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 uses analytical tools for outcome modeling, supporting clients through its advisory programs and consulting services.

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.