William Depriest is a financial advisor with Cetera in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 11 years of experience in the financial services industry. Prior to joining Cetera in 2025, he worked extensively with Avantax-affiliated firms from 2014 to 2025 and has operated his own CPA practice since 1988. Outside of advising, he serves as treasurer for both the Pinecroft Sedgefield Fire District and the Oasis Shriners, overseeing financial reporting and budgeting. Cetera Investment Advisers LLC is a large SEC-registered firm providing a multi-manager platform that serves individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services with access to multiple program structures and third-party money managers.

Douglas Williams Jr. is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for four years. Outside of his advisory role, he operates Springboard Promotions as an independent contractor, selling promotional products to individuals and businesses. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting based on client goals, using analytical tools and risk profiling.

Erick Ellsweig is a Managing Director and Wealth Management Advisor with Merrill Lynch Wealth Management. He is also designated as a Sports and Entertainment Advisor within Merrill. Erick guides high-net-worth and ultra-high-net-worth individuals and families, including members of the entertainment industry, entrepreneurs, business owners, and senior executives, toward achieving their financial goals and managing their complex wealth. With over two decades of experience, Erick and his team focus on family wealth management strategies, sports and entertainment, and retirement income. They work closely with clients to develop comprehensive wealth management services that address retirement, personal goals, philanthropy, and wealth preservation. Erick's approach is informed by his background growing up in a multi-generational family business, providing him with insight into critical wealth decision points. Erick earned his bachelor's degree from Northwestern University, where he remains active in volunteer leadership, serving as Co-Chair of the National Alumni Admissions Council and as Director for South Florida. He holds a law degree from Brooklyn Law School and the Certified Investment Management Analyst (CIMA) designation. Erick has received national recognition, including being named to Barron's "Top 1,200 Financial Advisors" from 2014 to 2025 and Forbes' "Best-In-State Wealth Advisors" from 2018 to 2025.

Trent Reisberger is a Financial Advisor at Merrill Lynch Wealth Management. He has been serving clients, primarily in the Greensboro area, since 2012 while stationed at the Friendly Center Bank of America. Trent earned a bachelor's degree from Marietta College in Ohio in 2003. Prior to his career in financial advising, he operated his own business for ten years. He obtained the Chartered Retirement Planning Counselor (CRPC) designation in 2016 from The College for Financial Planning Institutes Corp. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Trent spends considerable time with his wife and three daughters, often traveling as his daughters participate in competitive athletics.

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.

Angela Eddins is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 credentials and over 31 years of industry experience. She has worked at firms including Pinnacle Bank, LPL Financial, and High Point Bank. In addition to her advisory role, she serves as an operations manager at Pinnacle Asset Management and as a registered principal at Anchor Wealth Advisors. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance advisory services through unique affiliations.

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.

Caleb Barker is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Smith Barney LLC and Rech Global. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tracie Lucas is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 designations and 12 years of industry experience. Her prior experience includes roles at Truist Investment Services and BB&T Securities. Outside of advising, she serves as a Notary Public and is employed part-time with Kersey Valley, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Chad Barber is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 66 credentials and having 24 years of industry experience. His prior roles include positions at Blue Ridge Bank and Ameriprise Financial Services, Inc. Barber also serves as a trustee for the James Barber II Revocable Trust. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Craig Forys is a financial advisor at LPL Financial with four years of industry experience. He previously worked in education at Guilford County Schools and Charlotte Mecklenburg Schools and has experience in marketing. 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 financial planning and advisory programs utilizing both discretionary and non-discretionary management, supported by extensive research and model portfolios.

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.