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.

Jordan Balmforth is the Vice President and Branch Leader at Fidelity Investments, where he leads the local Investor Center. In this role, he provides financial and investment guidance to customers. Jordan has been with Fidelity Investments since 2005, progressing through various roles including Customer Service Representative, Active Trader Representative, Active Trader VIP Specialist, Client Services Team Leader, Assistant Branch Leader, and currently Branch Leader. This extensive experience reflects his familiarity with client services and investment strategies within the firm.

Nora Kowalcheck is a financial advisor with Ameriprise in Winston Salem, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2023, she worked at Edward Jones from 2018 to 2023. She also has experience in early childhood education and counseling-related roles, and has operated a Beautycounter business since 2013. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, offering tailored written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and supports a broad range of investment and insurance solutions.

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.

Jeffrey Barker is a financial advisor at OSAIC with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Questar Capital Corporation, and he has operated his own firm, Barker Financial Services, since 1993. Outside of financial advising, he is involved in photography and owns a sports memorabilia business. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes advanced asset-allocation tools and third-party platforms to construct and manage customized investment portfolios.

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.

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.