Richard Fisher Jr. is a CFP® professional affiliated with LPL Financial, with 29 years of industry experience. He has worked at LPL Financial since 2005 and previously spent four years at Edward Jones. Outside of his advisory role, Fisher is the owner of Wilson Brown Sock Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, with a platform that supports both discretionary and non-discretionary strategies.

Anne Wishon is a financial advisor with LPL Financial based in Greensboro, NC. She holds a Series 66 designation and has six years of industry experience. Prior to joining LPL Financial in 2019, she worked at Grady-White Boats and spent sixteen years in full-time education. Outside of advising, she serves as Commodore of the Cape Lookout Grady-White Owners' Club and is involved with Windrose Travel Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes.

Kia Streater is a financial advisor with Wells Fargo Clearing in High Point, NC, holding a Series 66 designation and 18 years of industry experience. She previously worked at Triad Financial Advisors, Inc. from 2009 to 2013 before joining Wells Fargo Clearing in 2016. Streater serves on the finance committee of The Foundation for a Healthy High Point, reviewing account balances for grant purposes. 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 manages roughly $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute alongside third-party data to support portfolio management.

Evan Hunter is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Anne Fitzgerald is a financial advisor at Ameriprise Financial Services LLC with two years of industry experience. She holds a Series 66 designation and has prior experience at Fifth Third Bank and Pinnacle Financial Partners. 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 tailored retirement planning with a focus on dependable income and tax-aware withdrawal strategies.

David Austin is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Signing Carolina Inc. Outside of advising, he has experience in retail management through a nearly two-decade tenure at The UPS Store. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various advisory platforms and technologies to support a broad network of more than 22,800 advisors.

Robert Higgins is a financial advisor with Mass Mutual Investors Services in Greensboro, NC. He holds the Series 66 designation and has been working in the financial industry since 2024. Prior to entering finance, he spent nine years at TEKsystems. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative planning engagements using firm-approved tools and also provides specialized programs such as divorce and estate-settlement planning.

Gregory Sardzinski is a financial advisor with Raymond James & Associates in Greensboro, NC, holding Series 63 and Series 65 licenses with 25 years of industry experience. His career includes prior roles at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith. 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 and profit-sharing plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

James Dicus is a financial advisor with Equitable Advisors in High Point, NC, holding a Series 66 designation and six years of industry experience. He has worked at Equitable Advisors since 2019 and previously spent time at AxA Advisors and Vann York Honda. Outside of his advisory role, he is involved in sales activities with Dergalis Associates, Realty Benefits Services, and Oakbridge Financial Group, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized risk assessment and matching clients to suitable investment models.

Randall Richard is a Series 66 credentialed financial advisor with 27 years of industry experience. He has worked at LPL Financial since 2019 and previously held positions at Lincoln Financial Securities Corporation, Osaic FS, Inc., and PRUCO Securities, LLC. Outside of his advisory work, he is involved in selling fixed annuities, long-term care insurance, disability insurance, and life insurance through ECA Marketing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through its extensive network of advisors.

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, where he also holds the Sports and Entertainment Advisor designation. He has over two decades of experience working with high-net-worth and ultra-high-net-worth individuals and families, including clients from the entertainment and technology industries, entrepreneurs, business owners, and senior executives. Erick and his team provide holistic wealth management services, focusing on areas such as family wealth management strategies, sports and entertainment, and retirement income. Erick grew up involved in a multi-generational family business, an experience that informs his approach to advising clients through significant financial decision points and wealth planning. He has earned recognition from Barron's, Forbes, and the Financial Times for his work in the industry. Erick holds a bachelor's degree in political science from Northwestern University, where he remains active in volunteer leadership, and a law degree from Brooklyn Law School. He also holds the Certified Investment Management Analyst (CIMA) designation and Personal Investment Advisor (PIA) credential. In addition to his professional work, Erick serves as co-chair of the National Alumni Admissions Council and Director for South Florida at Northwestern University. He is involved with Northwestern University, Chabad, and Sigma Chi - Omega Chapter. Erick resides in Palm Beach County with his wife and three children and enjoys music, traveling, spending time with his family, and watching movies.

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 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC in 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions, managing approximately $671 billion in assets with over 14,000 advisors nationwide.

Angela Eddins is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63, 65, and 66 licenses and has 31 years of industry experience. Her prior work includes roles at LPL Financial, BNC Bank, and Pinnacle Bank/Pinnacle Financial Partners. Outside of her advisory work, she serves as an Associate and 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, corporations, and institutional clients. The firm employs analytical tools and risk profiling to deliver non-discretionary consulting tailored to client goals and maintains specialized advisory programs such as municipal and SIMPLE IRA Employer Advisory Services.

Torrell Ackles is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Closet Factory, Overhead Door Co, and the United States Postal Service. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a range of clients including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Jeffrey Barker is a financial advisor with Osaic Wealth, holding the ChFC® designation along with Series 63 and Series 66 licenses, and has 37 years of industry experience. He has worked at Osaic since 2024 and previously held roles at Securities America Advisors and Questar Capital Corporation, as well as operating Barker Financial Services since 1993. Outside of financial advising, he owns a photography business and is involved in selling sports memorabilia. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment and retirement solutions supported by a complex network of affiliates and proprietary strategies.

Richard Sexton Jr. is a financial advisor with Raymond James Financial in High Point, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James and its affiliated entities since 2002 and serves as president of Sexton Companies Inc., where he oversees tax preparation and bookkeeping services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.