Uno Nieeban is a CFP® with 18 years of experience in the financial services industry. He is currently with OSAIC and has previously worked with Securities America Advisors and Lonano Financial Advisors, where he holds a vice president and producer role focused on insurance sales and comprehensive financial planning. OSAIC serves a diverse client base, including individuals, high-net-worth investors, corporations, and nonprofit organizations, offering integrated brokerage and advisory services supported by advanced portfolio construction tools and multiple third-party solutions.

Preston Neal is a financial advisor at LPL Financial with four years of industry experience. He previously worked at Fidelity Investments for seven years before joining LPL Financial. Neal serves as a regional council member on the board of the New Israel Fund, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by internal and third-party research.

Jason Turner is a Series 66-credentialed financial advisor at Wells Fargo Advisors with 25 years of industry experience. He previously worked at Painewebber Incorporated for 24 years before joining Wells Fargo Clearing and then Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions through a network of advisors. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

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.

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.

Joel Williamson is a CFP® with six years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. He previously worked at Edward Jones for five years and has held various roles including business ownership in financial education. Williamson is also the owner of Financial Educators LLC, a firm focused on investment-related services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Mayco Saucedo Hernandez is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 designations and having two years of industry experience. Prior to joining Fidelity, he worked in various roles across multiple industries, including logistics, real estate, and retail. Outside of his advisory role, he works as a food delivery driver for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, offering multi-manager and fund-of-funds advisory services, and utilizes systematic methodologies and long-term asset allocation benchmarks.

Culbert Mclean Jr. is a financial advisor with LPL Financial in Burlington, NC, holding a Series 66 designation and bringing 23 years of industry experience. He has been with LPL Financial since 2008 and is also a managing partner at S. Preston Douglas & Associates LLP, a CPA firm. Outside of his advisory role, he serves as Director and President of the Pinecrest Country Club, a nonprofit private country club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology to support diversified investment strategies.

James Capps IV is a financial advisor at Merrill with three years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Fidelity Investments, Bank of America, and Jos. A. Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies supported by its internal Chief Investment Office and third-party managers.

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.

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.

John Copley is a financial advisor with Wells Fargo Clearing in High Point, NC, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

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.

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.