Corina Parmenter is a financial advisor at Empower Advisory Group with eight years of industry experience. She holds a Series 66 designation and has previously worked at firms including Fidelity Investments, GWFS Equities, Advised Assets Group, Nuveen, and TIAA. Outside of advising, she is the owner of Bue Properties, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers a financial planning service focused on long-term portfolio returns and annual rebalancing, delivered through an integrated platform connected to Empower’s recordkeeping and administrative systems.

Thomas Laws is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and one year of industry experience. He previously worked at LPL Financial and has experience with community organizations such as the Lewisville-Clemmons Chamber of Commerce and First Presbyterian Church Nashville. Independent Advisor Alliance serves a diverse range of clients including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and wealth coaching, combining discretionary and non-discretionary portfolio management with technology-driven tools and a network model supported by partnerships with LPL Financial and third-party managers.

William Amburn is a financial advisor with Farther, holding a Series 66 designation and 23 years of industry experience. He has worked at multiple firms including LPL Financial and Private Client Services, LLC, and is also a partner at Cannon & Company, LLP, a CPA firm. In addition to his advisory role, Amburn is involved with an insurance agency and maintains a partnership in a CPA firm. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform along with in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a range of securities including ETFs, mutual funds, equities, and fixed income.

Dustin Ainsworth is a financial advisor with Truist Advisory Services, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Truist, he worked four years at Sheffield Financial and has experience spanning roles in both finance and other industries. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Christopher Borzych is a CFP® with 36 years of industry experience. He is currently with Schwab Wealth Advisory and has previously worked at USAA Financial Advisors and Usaa Investment Management Company. He holds the Series 63 designation. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Charles Schwab & Co.’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client education and leaving final trading decisions to clients.

Beverly Settle is a financial advisor at Truist Advisory Services with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Truist Advisory Services and its affiliated entities since 2013, including Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering a range of asset allocation, fiduciary support, and manager selection programs. The firm integrates a mix of discretionary and non-discretionary consulting, supported by AI-enabled research tools and a structured oversight framework.

Lori Williams is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes positions at Sterling Wealth Management, LLC and LifeTime Asset Management, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Sean Starling is a financial advisor with Eagle Strategies (NY Life) based in Clemmons, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Pinnacle Wealth Strategies, LLC and NYLIFE Securities, LLC, alongside tenure with New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Walton is a financial advisor with LPL Financial in Clemmons, NC, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. His prior roles include positions at Allegacy Federal Credit Union, CUSO Financial Services, Mass Mutual Investors Services, Massmutual Life Insurance, and Metlife Securities. 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 a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Amy Hill is a financial advisor at LPL Financial with a Series 66 credential and over 30 years of industry experience, including 27 years at Wells Fargo. She has also worked at Principal Trust Company, Ascensus, and Allegacy Federal Credit Union. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, research from multiple sources, and advanced technologies such as machine learning.

Tracy Duncan is a CFP®-certified financial advisor with 32 years of industry experience. She is currently with LPL Financial and has worked concurrently with Cuso Financial Services, L.P., and Allegacy Federal Credit Union since 2001. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jennifer Gibson is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at LPL Financial since 2025. Prior to that, she was affiliated with Allegacy Federal Credit Union and CUSO Financial Services, LP for over a decade. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party providers.

Jason Pardue is a financial advisor at Edward Jones in Winston Salem, NC, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his financial advisory role, he owns and operates Honey Hill Farms, where he raises approximately 20 cows and sells the calves annually. 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 wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Aaron Misenheimer is a financial advisor at Edward Jones in Jonesville, NC, holding CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory work, he is involved in music as an artist for Conn trombones and serves as a supply preacher at area churches. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and features a large network of advisors and branch offices nationwide.

Mitchell Tomlinson is a financial advisor with LPL Financial and holds the Series 66 designation. He has one year of industry experience, including roles at LPL Financial, Allegacy Federal Credit Union, and prior work in education with Winston Salem/Forsyth County Schools and Anne Hill International School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research and model portfolios.

Frank Beals is a financial advisor with Edward Jones in Elkin, NC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, he serves on the boards of the Surry Community College Athletics Knights Foundation and the Hugh Chatham Memorial Hospital Foundation. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Neil Allerton is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Before joining Edward Jones, he held roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors, LLC. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment options.

Douglas Esleeck is a financial advisor with Edward Jones in Lewisville, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he has held roles at Forsyth Country Day School and two universities. He is the head varsity boys basketball coach and athletic director at Forsyth Country Day School. Edward Jones is a full-service wealth management firm serving both individual and institutional clients across a wide wealth spectrum. 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.

Michael Stokes is a financial advisor with LPL Financial and holds the PFS™ and Series 66 designations. He has 27 years of industry experience and has been with LPL Financial since 2011. Prior to that, he was self-employed as a CPA and has been associated with Integrated Financial Group since 2005. He also provides tax preparation and accounting services through his CPA practice. LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, with a focus on both discretionary and non‑discretionary management supported by research and diversified strategies.

Johnny Berry is a financial advisor with LPL Financial based in Clemmons, NC. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at Fidelity Bank, Maplewood Investments, Blueprint Financial Advisors, and Northwestern Mutual. Outside of his advisory work, he is involved as an agent on record handling Medicare supplement plans with American Benefits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and technology tools.