Walter Lambeth is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 65 designations and bringing 31 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 options. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Michael Fischer is a financial advisor with Ameriprise in Kernersville, NC, holding a Series 66 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Fischer serves on the board of the Kernersville Masonic Lodge #669 as Assistant Treasurer and Chairman of the Budget and Finance Committee, and holds leadership positions in several Scottish Rite Masonic organizations, including Secretary of the Winston-Salem Scottish Rite Valley. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice through a centralized consulting team.

Mark Witte is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he provides wealth planning and investment management services to families and high net worth individuals. He focuses on goals-based wealth management, including wealth accumulation, preservation, and generational wealth transfer. Mark specializes in areas such as college education planning, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Mark has been serving the financial industry since 1998 and joined Merrill Lynch Wealth Management in 2000. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. Mark earned a bachelor's degree in Finance from Clarion University of Pennsylvania in 1997. Outside of his professional role, Mark is an active member of the Crescent Rotary Club of Greensboro and serves on the Board of Directors of Junior Achievement of the Triad. He enjoys biking, cooking, golfing, running marathons, spending time with his family, and traveling.

Christopher Barbee is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at Oppenheimer & Co. Inc. from 2014 to 2017. He serves on the Greensboro Financial Services Advisory Council as a board member. Stifel provides investment advisory and brokerage services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, offering analysis and guidance intended to support client decision-making.

Anna Knight is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, she spent a total of nine years affiliated with Emory University in various capacities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Alejandra Rico Rivera is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked for seven years at Vanderbilt Mortgage and Finance before joining Merrill. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Tracie Lucas is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She previously worked at Truist Investment Services and BB&T Securities. Outside of her advisory role, she serves as a notary public and works as an outside employee for Kersey Valley, Inc. 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 financial planning and investment services, utilizing both proprietary and third-party strategies, supported by advanced advisor tools and a broad platform that includes insurance and banking partnerships.

Chad Barber is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., Edward Jones, and Blue Ridge Bank. He also serves as a trustee for the James Barber II Revocable Trust. 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 other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors utilizing various model portfolios, third-party subadvisors, and customized strategies.

Craig Forys is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked in the education sector for Guilford County Schools and Charlotte Mecklenburg Schools. He is also a licensed disability insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms.

Austin Jensen is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at Advanced Space Systems and REI Drilling. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

John Dubel Jr. is a financial advisor with Raymond James Financial in Greensboro, NC, holding the CFP® designation along with Series 63, 65, and 66 licenses. He has 26 years of industry experience, including roles at Dubel Wealth Design and Raymond James Financial Services. 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 emphasizes tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting implementation through advisory programs and maintaining unique municipal and SIMPLE IRA advisory offerings.

Nathaniel Anderson is a Financial Consultant at Fidelity Investments, where he has been working since 2021. He has held various roles within the company since 2015, including Investment Consultant, Financial Representative, Workplace Planning & Guidance Consultant, and Financial Associate. Nathaniel's experience spans financial consulting, investment advising, and workplace planning, focusing on helping individuals and families navigate their financial journeys. He works to build plans that support clients' current lives and future legacies. Outside of his professional duties, Nathaniel has personal interests in cars, football, movies, and traveling.

John Aderholdt is a financial advisor at UBS Financial Services in Greensboro, NC, with 37 years of industry experience. He has been with UBS Financial Services since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as treasurer for the CROP Walk Greensboro Urban Ministry and is a board member and occasional mentor for Communities in Schools of Greater Greensboro. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

Frank Bruno is a financial advisor at Edward Jones in Greensboro, NC, holding Series 63 and Series 66 credentials with 15 years of industry experience. His prior roles include positions at Allstate Insurance, Colonial Life, and Prudential Insurance, among others. Outside of his advisory career, he serves as an election day worker for the Guilford County Board of Elections and is involved in local business ventures such as Triad Wine & Gifts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors. The firm emphasizes fiduciary standards, tax-efficient services, and maintains affiliated capabilities beyond advisory services.

Tate Coley is a Financial Advisor with Merrill Lynch Wealth Management, having joined the firm in October 2023. Originally from Greensboro, North Carolina, he relocated to Denver, Colorado, in July 2023. Tate has been working in the financial industry since May 2021, following in his parents' footsteps. He holds a Bachelor's Degree in Business Administration with a concentration in finance from North Carolina State University. Tate is also a Personal Investment Advisor (PIA). His areas of expertise include education planning, legacy planning, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional role, Tate enjoys activities such as skiing, watching sports, golfing, and spending time with his family. He focuses on helping clients pursue their financial goals and aims to assist them not only in retiring but retiring comfortably.

Mark Pruitt is a financial advisor with Edward Jones in Reidsville, NC, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elisabeth Sanders is a financial advisor with Edward Jones in Kernersville, NC, holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Cetera, HMC Partners, Summit Financial Group, LPL Financial, and Morgan Stanley. Outside of financial advising, she serves as a precinct official and judge for the Davidson County Board of Elections. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Robert Edmonds is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Edmonds serves on the Board of Visitors at the University of North Carolina at Greensboro. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets individuals approaching or in retirement who meet specific asset criteria, providing written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Madison Riggs is a financial advisor at Edward Jones in Kernersville, NC, holding a Series 66 designation with three years of industry experience. Prior to returning to Edward Jones in 2023, Madison worked at Enterprise Holdings and has experience in coaching youth volleyball, serving as a coach with the Carolina Union Volleyball Club and as a volunteer assistant coach at Holy Trinity Catholic Middle School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of financial advisors and branch offices.

Adam Perryman is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 2004, following four years at WS Griffith Securities, Inc. 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.