George Gillespie is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Gillespie serves as co-trustee for his mother’s trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Vicky Tsitseras Leonard is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings 30 years of experience in the financial services industry, including 14 years with Merrill Lynch. Her expertise focuses on helping clients develop personalized financial plans tailored to their unique ambitions, such as funding education, planning for retirement and healthcare costs, and achieving long-term family goals. Vicky holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Wake Forest University. Residing in High Point, North Carolina, Vicky is an active participant in her community. Her personal interests include basketball, cooking, tennis, and yoga.

Frank Miller Jr. is a financial advisor with MassMutual Investors Services in Winston Salem, NC, holding Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at MetLife Securities and MassMutual Life Insurance Company. Miller is also an independent insurance agent affiliated with Blue Cross Blue Shield. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of investment and educational programs.

Martin Mc Farling is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, Mc Farling serves as treasurer on the board of directors for Guilford Crossing Professional Center POA and is involved in sign installation and photography services for auction.com properties. 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 provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

William Davis is a financial advisor at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, and Cogent Analytics. Outside of his advisory role, he is involved as a tutor and driver/courier in Greensboro, NC, and serves as a directly appointed agent for the Catholic Order of Foresters. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Sarah Bagnoni is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Warren Lackey Jr. is a Series 66-licensed financial advisor with Edward Jones, based in High Point, NC, and has 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a board member for Wesley Memorial United Methodist Church School in High Point, participating in school activities and parent engagement. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, and maintains a large nationwide network of financial advisors and branch offices.

Sarah Weeks is a financial advisor at Raymond James Financial Services Advisors, Inc. She holds the Series 66 designation and has recent experience at Horne from 2021 to 2025. She is also involved with Freedom Works Private Advisory Group, LLC, a non-investment-related business based in Winston Salem, NC. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Deborah Morand is a Series 66-credentialed financial advisor at Merrill with three years of industry experience. She previously worked at UBS Financial Services Inc and held positions at Phillips Industries and as an assistant to Vicky Leonard. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brandon Persia is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 11 years of industry experience. He previously worked at Starboard Wealth Advisors and has been associated with Raymond James since 2014. Outside of finance, he is employed as a bartender with the Bravo Brio Restaurant Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public finance through a unique municipal advisor affiliation.

Heath Pierce is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at First Horizon Advisors, First Citizens Bank, Pruco Securities LLC, and SunTrust Advisory Services. 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 retirement consulting services, utilizing model portfolios, third-party subadvisors, and technology-driven investment approaches.

Jane Dunlap is a financial advisor at Robert Baird & Co. with a Series 66 credential and two years of industry experience. She has held positions at Covenant Wealth Management, LPL Financial, Independent Bank, and Calvin University. Prior to her advisory roles, she worked in various non-financial positions including at Panera Bread and United Parcel Service. The DDK Group, within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies along with internal research tools, including artificial intelligence.

John Mickey is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials and has 40 years of industry experience. He has been with Mass Mutual Investors Services since 1985. In addition to his advisory role, he is involved in the sales of individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars.

Jackson Aronson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work includes roles at FedEx, DYSIS, and various organizations during his time at North Carolina State University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Roma Hall is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 65 and Series 63 licenses. Her prior experience includes roles at Janney Montgomery Scott and Ameriprise Financial Services, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Joy Richardson is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC. She holds Series 63 and Series 66 licenses and has 33 years of industry experience, including 25 years with Metlife Securities Inc. She also has an individual life and long-term care insurance sales activity. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using firm-approved analytic tools.

Denise Absher is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding a Series 63 designation and six years of industry experience. Prior to joining Wells Fargo in 2019, she worked for 23 years at Lowe's Companies, Inc. Outside of her advisory role, she co-owns an automotive collision repair business with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and serves clients with customized portfolio strategies.

Kimberly Marriott is a CFP®-designated financial advisor with Morgan Stanley, bringing 29 years of industry experience. She has worked at Merrill and Bank of America prior to joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Kimberly serves on the boards of Communities in Schools for Greater Greensboro and the Women’s Professional Forum Foundation, focusing on mentoring and leadership training programs. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and extensive resources.

Brian Nason is a financial advisor with Ameriprise in Winston-Salem, NC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior work includes 15 years at Ameriprise Financial Services, Inc. before joining Ameriprise in 2020. Outside of financial advising, he has been involved with At&T Family Federal Credit Union for over 30 years and owns Village Pressure Washing Co, which he founded 36 years ago. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Ryan Howard is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work history includes positions at Gravity Haus and East Carolina University. Equitable Advisors serves a broad client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of third-party advisory programs and emphasizes matching clients to appropriate investment models and discretionary managers.