Larry Hammonds is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2019, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach is supported by proprietary models developed by the Investment Strategy Group, which inform asset allocation and financial planning analyses.

David Ruck is a CFP®-designated financial advisor with Edward Jones in Greensboro, NC, where he has worked since 2017. He has eight years of industry experience, including two years in management at Chick-fil-A Brassfield before joining Edward Jones. Outside of his advisory role, he is a self-employed online seller of collectibles on eBay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Phillip Joyce is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. He holds the Series 63 and Series 66 designations. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Richard Fisher Jr. is a CFP®-designated financial advisor with LPL Financial, where he has worked since 2005, totaling 29 years of industry experience. Based in Burlington, NC, he has been involved in managing wealth advisory services throughout his tenure. Outside of his advisory role, he owns a family business called Wilson Brown Sock Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research to support diversified investment strategies.

Anne Wishon is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2019, she worked at Grady-White Boats from 2017 to 2019 and spent 16 years in full-time education. She serves as Commodore for the Cape Lookout Grady-White Owners' Club and is involved with Windrose Travel Co., a travel-related business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research to support diversified investment strategies.

Kia Streater is a Series 66-credentialed financial advisor with 17 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors from 2013 to 2016. Streater serves as a finance committee member for The Foundation for a Healthy High Point. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach includes investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Evan Hunter is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 1997, including 27 years with Pruco Securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through a combined advisory and brokerage platform.

Anne Fitzgerald is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and one year of industry experience. She previously worked at Fifth Third Bank for five years and Pinnacle Financial Partners for six years. Outside of her advisory role, she is involved in commercial real estate ownership. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

David Austin is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and Signing Carolina Inc, as well as a long tenure at The UPS Store. 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 consulting services, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

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, holding a Series 66 designation and six years of industry experience. He has worked at Equitable Advisors since 2019, following prior roles at AxA Advisors and Vann York Honda. Outside of his advisory work, he is involved as a sales associate with multiple businesses including Dergalis Associates and Oakbridge Financial Group, LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed third-party managers.

Randall Richard is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 26 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 11 years before joining LPL Financial in 2019. In addition to his advisory role, he is involved in selling fixed annuities, long-term care insurance, disability insurance, and life insurance through an affiliated marketing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

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.