Felix Delgado is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Edward Jones in Greensboro, NC, where he has worked since 2025 and previously from 2018 to 2021. His prior experience includes roles at Truist Investment Services and Truist Advisory Services. Edward Jones is a wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Tyler Oakley is a Series 66-registered advisor with LPL Enterprise in Greensboro, NC, beginning his advisory career in 2026. Prior to joining LPL, he completed an MBA at Wake Forest University and worked in the education sector for several years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory and brokerage solutions.

Christopher Wray is a financial advisor with Robert W. Baird & Co. in Winston-Salem, NC, holding a Series 66 designation and 28 years of industry experience. He has been with Robert W. Baird & Co. since 2009. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Emma Riley is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked at British American Tobacco and was a student for eight years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Danny Pigge is a financial advisor with Ameriprise in Kernersville, NC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Steven Brackman is a financial advisor with Raymond James Financial Services Advisors, Inc. in High Point, NC, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He serves as a co-trustee of his wife's trust. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, charitable organizations, and institutional entities. The firm emphasizes advisory and implementation-support services, utilizing asset-allocation analysis and firm research to develop tailored financial plans.

Jack Wilson 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 roles outside the financial services industry, including at ADT Defenders and FurnitureLand South. In addition to his advisory work, he is involved in photography as a side activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Jonathan Haynes is a financial advisor with Raymond James Financial in Winston Salem, NC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Raymond James Financial since 2009 and has owned Haynes Financial Group since 2004. Outside of his advisory role, he is the owner of Haynes Financial Group, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory and implementation-support services rather than discretionary management.

Jonathan Spillman is a CFP®-designated financial advisor with Edward Jones in Greensboro, NC, bringing 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Ben Miller Jr. is a financial advisor at OSAIC with 47 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked for Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he is president of Miller & Co. Financial Planners Inc. and owns Miller Tax Services, where he prepares income taxes. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios, supporting both discretionary and non-discretionary account management.

Camden Norman is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to that, he worked at IH Services INC. for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donna Shore is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2011 to 2016. Outside of her advisory role, Shore is an organist and musician involved with Unity Moravian Church and Holy Family Catholic Church. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Carleton Mc Donald is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Hannah Duvall is a financial advisor with Ameriprise in Kernersville, NC, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Tom James and Edward Jones, as well as positions connected to North Carolina State University. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver tailored advice while emphasizing the use of Ameriprise-managed accounts.

Richard Ketner is a financial advisor with UBS Financial Services in Greensboro, NC, holding a Series 66 designation and 12 years of industry experience. He has worked at UBS since 2018 and previously spent three years at Sanford C. Bernstein & Co., LLC. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining wealth management with institutional trading capabilities and a broad range of financial products and research resources.

Ralph Miller is a financial advisor with LPL Financial in Winston-Salem, NC, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked at LPL Financial since 2025 and has a long-standing tenure with Allegacy Federal Credit Union since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Robert Quick is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he is involved in several personal business activities, including founding and managing the youth travel baseball nonprofit Pfafftown Raiders 2034, where he serves as president. Raymond James & Associates is a dually registered broker‑dealer and SEC‑registered investment adviser with more than 5,400 financial advisors and approximately $500 billion in assets under management. The firm offers wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, corporations, and government entities, delivering planning and consulting on a non‑discretionary basis.

Gary Warren is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on managing clients' wealth by developing personalized strategies tailored to their unique financial situations and goals. He leverages the investment resources of Merrill Lynch alongside the banking and lending services of Bank of America to provide comprehensive wealth management solutions. Gary holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from East Carolina University. He emphasizes a client-centered approach, prioritizing an understanding of each client’s life priorities to create flexible plans aligned with their aspirations. He and his team are actively involved in community service, including volunteering and fundraising for organizations like the Leukemia Society of North Carolina. Gary aims to provide dedicated client service to benefit individuals and families through professional financial guidance.

Dajuan Taylor is a financial advisor at Edward Jones in Greensboro, NC, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones, he worked at DoorDash and several other positions including roles at the University of North Carolina at Charlotte and Autobell Car Wash. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Christopher Wilson is a financial advisor with Raymond James Financial Services, Inc. He holds a Series 66 designation and has nine years of industry experience. Prior to his current role, he worked at Wells Fargo in various capacities from 2010 to 2021. He is also employed as a licensed banker with Pinnacle Bank/Pinnacle Financial Partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice supported by firm research and a broad affiliate network.