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.

Robert Quick is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding a Series 66 license and 17 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory work, he is involved in youth sports as the founder and president of the Pfafftown Raiders 2034, a youth travel baseball organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and non-discretionary consulting supported by a broad range of portfolio management styles and affiliated research.

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 with three years of industry experience and holds a Series 66 designation. Prior to his current role, he worked at DoorDash and the University of North Carolina at Charlotte. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Christopher Wilson is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Clearing Services for over a decade before joining Pinnacle Bank and Raymond James in 2021. Outside of advisory work, he is employed as a licensed banker at Pinnacle Bank and Pinnacle Asset Management in Winston Salem, NC. 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 consulting using analytical tools and supports advisory programs through a large network of advisors and affiliated firms.

David Burrus is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at NYLife Securities LLC, New York Life Insurance Company, AIS Security, Towne Bank, and BB&T. He is also associated with Honey Badger Management LLC as an associate financial advisor. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Roberta Brumsey is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Osaic. Her prior experience includes roles at Woodbury Financial Services, Pilot Benefits, GCG Wealth Management Inc., and Securian Financial Services. She is also active as an insurance agent, providing life, health, disability, and group insurance products through her involvement with Pilot Benefits and GCG Wealth Management. OSAIC serves a broad range of retail and institutional clients through a large network of advisors and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes various asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios tailored to client needs.

Alexis Reeves is a financial advisor at Edward Jones in Winston Salem, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, Alexis worked for nine years at Old Dominion Freight Line, Inc. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Myrna Wigley is a Series 66 credentialed financial advisor with Edward Jones in High Point, NC, where she has worked since 2014, totaling 12 years of industry experience. She is also the owner of Phoenix Training and Development LLC, a company that develops and facilitates motivational messaging and experiential activities for organizational clients. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household segments and corporate entities, and manages approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Ashton Brown is a financial advisor with Merrill in Kernersville, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Bank of America, PNC Bank, Edward Jones, and AXA Advisors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Kelley is a financial advisor at Ameriprise in Greensboro, NC, with six years of industry experience. His prior roles include positions at Wells Fargo Clearing, M1 Finance LLC, Robinhood Markets, Inc., and Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income streams and tax-aware withdrawal strategies.

William Womack is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining LPL Financial in 2023, he worked at Lincoln Financial Securities Corporation and Northwestern Mutual in various roles from 2020 to 2023. Outside of advising, he is involved in a home services business based at home. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

David Song is a CFP® professional with three years of industry experience, currently serving with Wells Fargo Clearing. His prior experience includes roles at Bank of America, Merrill, Credit Suisse Securities, and Goldman Sachs. Outside of finance, he is involved in print and commercial modeling and serves on the board of a homeowners association. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment strategies while providing both brokerage and advisory solutions.

Karyn Harris is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She worked at Wells Fargo Clearing from 2003 to 2008 before joining Merrill from 2008 to 2016 and returned to Wells Fargo Clearing in 2016. 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, utilizing research from Wells Fargo Investment Institute and third-party sources along with diversification and modern portfolio theory principles.

Jessica Valverde is a financial advisor at Merrill with 4 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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 offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Choplin is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Choplin serves on the finance committee of the West Bend Masonic Lodge #434. 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 combines research from Wells Fargo Investment Institute with third-party data to guide investment decisions.

Jacqueline King is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones for her entire advisory career since 2007. Outside of her advisory role, she is a certified John Maxwell public speaker and hosts personal development mastermind groups, as well as serving as a chaplain and speaker at her local church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large network of advisors and branch offices nationwide.

William Krebs is a ChFC® credentialed financial advisor with 42 years of industry experience. He has been with Raymond James & Associates since 2011. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities. Raymond James offers financial planning and investment consulting through various programs and draws on a range of portfolio management styles and affiliated research.

Evan Handy is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2023. He previously worked at Edward Jones from 2016 to 2023. Outside of his advisory role, he serves on the finance committee of Wilkesboro Baptist Church, is a member of the Wilkes Community College Board of Trustees, and acts as a commissioner for Wilkes County, focusing on economic development and budgeting. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Grant Miller is a Financial Advisor at Merrill Lynch Wealth Management in Winston-Salem, North Carolina. He began his financial services career with Merrill in 2020, assisting clients in managing their wealth to meet individual needs. Grant's approach focuses on listening to clients to provide solutions grounded in their financial goals. He specializes in areas including executive compensation, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Grant holds FINRA registrations for SIE, Series 7, and Series 66, and carries the Personal Investment Advisor (PIA) designation. Grant graduated with Honors from North Carolina State University with a Bachelor of Science in Business Administration, concentrating in Finance. He resides in Winston-Salem with his wife and their labradoodle. Outside of work, Grant enjoys spending time with family and friends, reading, golfing, football, music, and traveling.