Logan Smith is a financial advisor with Ameriprise in Winston Salem, NC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Northwestern Mutual and Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and ongoing advice. The firm uses proprietary research and third-party data to support its recommendations, which are implemented non-discretionarily by clients or their advisors.

Richard Dutch is a financial advisor with Edward Jones in Greensboro, NC, holding the ChFC® designation and Series 66 license. He has 16 years of industry experience and has been with Edward Jones since 2009. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alden Lindstrom is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America and Northwestern Mutual, as well as involvement with nonprofit efforts such as Ukraine Friends Kyiv. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies.

Sanders Cockman is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He partners with clients to develop personalized financial strategies tailored to their long-term goals, focusing on a comprehensive understanding of their full financial picture. By leveraging investment insights from Merrill and banking services from Bank of America, he aims to provide flexible solutions suited to evolving market conditions. With expertise in areas including college education planning, legacy planning, retirement income, and philanthropic planning, Sanders works closely with clients to build diversified investment portfolios and address all aspects of financial wellbeing. His approach involves creating individualized strategies that encompass saving, debt management, insurance analysis, and estate protection, with an emphasis on collaboration to understand each client’s financial vision and concerns. Sanders holds a Master’s Degree from Elon University and a Bachelor’s Degree from East Carolina University. He has earned professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Residing in Greensboro, he is married with two sons. Outside of work, Sanders enjoys fishing, hunting, and traveling.

Jacob Baker is a financial advisor with Charles Schwab in Greensboro, NC, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, and Fidelity Brokerage Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Kevin Pattman is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Group for ten years. 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 and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Justin Plummer is a financial advisor with Cetera in Greensboro, NC, holding a Series 66 designation and three years of industry experience. He has worked with firms including Avantax and Wisdom Wealth Care. Outside of his advisory work, Plummer serves as an attorney specializing in estate planning and elder care, and he is involved in community service as the incoming president of the Downtown Rotary Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporations, and institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program options.

Olya Dadressan is a financial advisor with Primerica Advisors in Winston Salem, NC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2008. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients, operating under a wrap-fee structure.

Scott Southerland is a CFP®-credentialed financial advisor with over 21 years of industry experience. He has been with Raymond James Financial since 2020, following 14 years at BB&T Securities LLC. Outside of advising, Southerland is active as a musician in the band Dead Drag Motion and serves as Treasurer and Finance Committee member for Home Moravian Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Brian Holden is a financial advisor with MassMutual Investors Services in Winston-Salem, NC. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Holden has worked with MassMutual Life Insurance Co since 2010 and with MassMutual Investors Services since 2013. He is also involved in insurance brokerage through Holden & Mickey, Inc., focusing on individual and group life and health insurance sales. MassMutual Investors Services is a subsidiary of MassMutual that offers financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides asset management, wrap and money-manager programs, and educational seminars.

Andrew Clyne is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2013 and joined Merrill in 2016. In his role, Andrew focuses on working with affluent individuals to develop personalized financial strategies that address their short-, mid-, and long-term goals. He serves as a resource for clients on topics ranging from investing to retirement planning and saving for unexpected events. Additionally, he offers access to Bank of America specialists for banking, credit, home financing, and business solutions. Andrew holds the Chartered Retirement Planning Counselor™ designation and is a CERTIFIED FINANCIAL PLANNER® professional. He earned a bachelor's degree in Finance from The University of North Carolina at Greensboro in 2011, where he was a member of the Cross Country and Track & Field teams. He is also involved in the community as a member of the UNCG Alumni Leadership Board. Andrew resides in Greensboro with his wife, Bridgette, and their three sons. His personal interests include basketball, golfing, running, and spending time with his family.

Kevin Barth is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and having nine years of industry experience. He has been with Edward Jones since 2016. Outside of advising, he manages a personal seasonal rental property in Bradenton, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Lisa Aldridge is a financial advisor with LPL Enterprise in High Point, NC, holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, PRUCO Securities, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm’s approach is primarily model-driven, offering financial planning, access to third-party asset managers, and a wrap program, along with affiliated trust and insurance services.

Jonathan Szarke is a financial advisor with LPL Enterprise in Greensboro, NC. He holds a Series 66 designation and has been with LPL Enterprise since 2026. Prior to his current role, his professional experience includes positions outside the financial services industry, such as working at Epic Chophouse and WhiteStone: A Masonic and Eastern Star Community. 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 a model-driven investment approach and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Glenn Person Jr. is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial since 2009, following a tenure at Heyfield Partners. He is also president and officer of Beacon Capital Advisors Inc., where he manages branch assets, vendor contracts, payroll, and HR functions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

William Cobb is a financial advisor with Wells Fargo Clearing in High Point, NC, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages roughly $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Matthew Mccoy is a CFP® with 17 years of industry experience, currently affiliated with LPL Financial since 2024. He previously spent 15 years at Lincoln Financial Securities Corp and has maintained a longstanding role at Pilot Financial Advisors since 2009. Outside of his advisory work, Mccoy owns and instructs at The Real McCoy Instruction Services, providing training on the use of lethal force and firearms for self-defense. 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 portfolios, third-party asset management, and institutional platforms.

Carly Diaz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Raymond James, she worked at SG Americas Securities, LLC, and has a background including roles at Societe Generale, PTC Inc, and Emory University. 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Rodney Alexander is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Qorvo, Inc., Pike Corporation, and Ernst & Young, LLP. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Amanda Hall is a financial advisor at Cetera with 17 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Cetera, she worked at Capital Guardian Wealth Management and has been involved with Masters Private Client Group LLC since 2015. Outside of advising, she provides accounting services including financial statement preparation and account reconciliations. Cetera Investment Advisers LLC operates as a large multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a broad network of over 10,000 advisors and manages more than $256 billion in assets.