William Mcneill is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with LPL Financial and its predecessor firm since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Ketner is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research, custody, underwriting, and capital markets services.

James Abernethy is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at UBS Financial Services for 14 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with a focus on various specialized planning areas for clients who meet certain net-worth thresholds.

Elijah Payton is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at several organizations including Doordash and The Carolina Inn. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Nathan Shelby is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Good Samaritan Society–Home Care and Oasis Vape. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, incorporating systematic methodologies and long-term asset allocation benchmarks.

Lauren Barnes is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2025, she was affiliated with Monkees of Blowing Rock for one year and was a full-time student from 2016 to 2024. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

John Scott Jr. is a CFP® professional with 28 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2017. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2017. Outside of his advisory role, he contributes to education institutions as an Investment Committee Member at Greensboro College and Finance Committee Member at Greensboro Day School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

David Schofield is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. In this role, he partners with clients to develop customized financial plans tailored to their individual situations and goals. Prior to his current position, David worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023, providing workplace financial planning services. David's professional experience also includes roles as a Financial Representative at Northwestern Mutual from 2020 to 2021 and as an Account Manager at Northwest Federal Credit Union from 2019 to 2020. He holds an Arkansas Insurance License, which supports his work in the financial services industry. Outside of his professional career, David enjoys outdoor and recreational activities such as camping, canoeing, snowboarding, and surfing. He also has an interest in cooking and baking.

Matthew Shade is a financial advisor with Edward Jones in Greensboro, NC, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves on the finance team at Muirs Chapel United Methodist Church, where he helps plan the annual budget and oversees endowments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Nicole Helcher is a Financial Consultant at Fidelity Investments. She has held various roles within the financial services industry, including Planning Consultant and Relationship Manager at Fidelity Investments, as well as Registered Client Service Associate positions at Independent Advisor Alliance, LPL Financial, and Woodbury Financial Services, Inc. Prior to these roles, she worked as a Client Service Expert at Jackson National Life Insurance. Nicole's experience spans client relationship management and financial planning, focusing on guiding clients to make informed financial decisions that align with their individual goals and values. She emphasizes building trust and strong client partnerships to develop evolving financial plans. Outside of her professional work, Nicole enjoys activities such as hiking, outdoor adventures, photography, reading, traveling, and participating in social events with friends.

Charles Corpening is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and governmental entities, delivering non-discretionary planning and advice supported by research and a wide affiliate network.

William Spry Jr. is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets and serving a broad client base including individuals, pension plans, corporations, and government entities. The firm offers wealth advisory planning and investment consulting through non-discretionary services, supported by a network of affiliates and notable municipal and public finance capabilities.

Debora Ryder is a financial advisor at Raymond James & Associates in Winston-Salem, NC, with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over 5,400 financial advisors and approximately $500.956 billion in assets under management. The firm serves a broad client base, including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting mainly on a non-discretionary basis.

James Kluttz is a financial advisor with Wells Fargo Advisors in Winston Salem, NC, holding a Series 63 designation and 48 years of industry experience. He has worked across several Wells Fargo entities since 2009. Outside of advising, he serves as a director of Accusport, Inc. and holds ownership interests in inherited farmland and a vacation property. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, risk management, and niche areas such as business-owner transition and special-needs planning. Advisors utilize Wells Fargo’s research and planning tools to create tailored recommendations, with clients retaining discretion over implementation.

John Cox is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Harding is a financial advisor with MassMutual Investors Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with MML Investors Services, Inc. since 1996 and has worked with Connecticut Mutual Life since 1973. Outside of his advisory role, Harding is also an agent with D L Davis & Co Inc., focusing on individual, group life, and group health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative planning relationships and using firm-approved analytic tools to develop written recommendations.

Andrew Holmes is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at FTB Advisors, Wells Fargo Clearing, and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs and retirement plan consulting through a national network of investment adviser representatives.

Mahogany Mohammed is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation. Her prior experience includes roles at Bank of America, Merrill, and Abercrombie and Fitch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of clients, including registered investment companies and an IRS-qualified Charitable Gift Fund, and incorporates systematic methodologies and oversight controls in its investment process.

Jonathan Hendrickson is a financial advisor with Fidelity Investments based in Winston-Salem, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Amazon Inc, Symmetry Financial, and various service and retail companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across diversified funds and model portfolios.

Cynthia Kelley is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management in High Point, North Carolina. She has over two decades of experience in the financial services industry, focusing on personalized strategies that help individuals, families, and organizations achieve their financial goals. Her expertise includes investment guidance, retirement planning, cash accumulation strategies, wealth transfer services, insurance planning, and business succession planning. Cynthia is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from Wake Forest University, where she was a member of the women's basketball team. Beyond her professional work, Cynthia is actively involved in the Triad community. She volunteers and conducts educational workshops with organizations such as Financial Pathways of the Piedmont, Wake Forest University Trail Blazer, and Winston Salem Foundation Community Philanthropy Builders. Her community engagement reflects her commitment to giving back and supporting nonprofit initiatives.