Grant Gillespie is a financial advisor at Stifel in Greensboro, NC, holding a Series 66 designation with four years of industry experience. Prior to joining Stifel in 2022, he spent six years at Inmar from 2016 to 2022. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, incorporating forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Robert Green Jr. is a financial advisor with UBS Financial Services in Greensboro, NC, holding Series 63, 65, and 66 licenses and bringing 46 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

George Harris III is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior roles include positions at Woodbury Financial Services, Wells Fargo Clearing, and UBS Financial Services. Harris serves on several local nonprofit boards, including Lake Jeanette Swim and Tennis Club, Team Voyage, and Friends Homes, a continuing care retirement community. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirees, charities, and corporate clients. The firm’s investment approach relies on model-based asset allocation, portfolio optimization, and a variety of advisory programs delivered through an extensive affiliate network.

James Dean is a financial advisor with Mass Mutual Investors Services in Greensboro, NC, holding Series 65 and Series 63 licenses with four years of industry experience. His work history includes roles at MML Investors Services, MassMutual Life Insurance Co, and Equity Services, Inc., among others. Outside of his advisory duties, he is involved in business consulting as a coach focused on personal and career development and business performance. 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, and charitable organizations through collaborative annual engagements.

Brooke Carpenter is a Series 66-licensed financial advisor with LPL Financial, based in Burlington, NC, and has nine years of industry experience. Prior to joining LPL Financial in 2019, Carpenter worked with First Command Financial Planning and related entities from 2016 to 2018. She is also the owner of Residential Engineering Solutions, LLC, where she works as a structural engineer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services using both proprietary and third-party strategies.

Wesley Blackwell is a financial advisor with Primerica Advisors in Greensboro, NC, holding Series 63 and Series 65 designations and with 11 years of industry experience. His prior roles include positions at Professional Training Services and Order Up. In addition to his advisory work, he is involved in the sale of home security and automation product referrals through affiliates of his firm. Primerica Advisors manages a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm’s approach centers on model-delivery strategies managed by unaffiliated asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Jerrold Pinsker is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and 28 years of industry experience. He has worked with LPL Financial and its predecessor entities since 2004, following four years at WS Griffith Securities, Inc. Outside of his advisory role, he engages in the sale of non-variable insurance products. 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, and participant-level retirement advice, supported by a large network of advisors and extensive operational resources.

Charles Lucas is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has been with Wells Fargo Clearing since 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, managing approximately $671 billion in assets across more than 14,000 financial advisors. The firm provides both brokerage and advisory solutions, relying on research and analytics while offering a range of financial products through its bank and insurance affiliates.

Eric Allen is a financial advisor with Ameriprise in Greensboro, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Ameriprise since 2017, including its predecessor entity Ameriprise Financial Services, and previously worked at Great Outdoor Provision Co. Outside of his advisory role, he is involved with Honey Badger Management, the management company operating as Fiduciam Financial. Ameriprise offers retirement-income planning services for clients generally with significant investable assets, delivering annual, non-discretionary recommendations that integrate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Matthew Johnson is a CFP® and Series 66 licensed advisor with six years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at LPL Financial and Trivantage. Outside of his advisory role, Johnson owns and operates a personal farm and cattle company in Burlington, 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supports advisory programs across a large network, and maintains unique affiliations such as municipal advisory services.

Todd Depinto is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He worked at Lincoln Financial Securities Corporation for 16 years prior to joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, third-party asset management access, and institutional platforms, with advice provided primarily through investment adviser representatives utilizing various strategic and tactical portfolio options.

Danielle Dennis Grady is a financial advisor at Cetera with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including VOYA Financial Advisors and various insurance and financial services companies she is associated with since the 1990s. She is also an independent insurance agent and president of Dennis Insurance and Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kevin Littlejohn is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Thrivent since 2020 and previously owned and operated a UPS Store franchise. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other financial planning topics without implementation, supported by goal-based analyses and periodic reviews.

Daniel Boone is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2013, he worked at Osaic FS, Inc. for 11 years. Outside of his advisory role, Boone offers fixed insurance products as an outside business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services supported by various investment programs and technology tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Warren Wise is a financial advisor at LPL Financial with 40 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 2004 following three years at WS Griffith Securities, Inc. He is involved in non-variable insurance activities as part of his professional work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Zachery Edwards is a financial advisor with Wells Fargo Advisors in Greensboro, NC, holding a Series 66 designation and 13 years of industry experience. He previously worked with Wells Fargo Clearing from 2016 to 2024 and Edward Jones from 2013 to 2015. Edwards has ownership interests in several businesses, including Prosperity Tree Investments LLC and Atlas Investment Management LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, using proprietary research and tools to develop tailored recommendations. The firm offers a broad range of planning services, with a focus on meeting net-worth thresholds and specialized client needs.

Regina Mccormick is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with LPL Financial since 2013. In addition to her advisory role, she serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Brian Smith is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63, Series 65, and Series 66 licenses and 21 years of industry experience. His prior work includes roles at First Horizon Bank, Fifth Third Bank, Merrill, Banc of America Investment Services, and BB&T Asset Management. 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 a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

John Robinson is a CFP® professional with seven years of experience in the financial services industry. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing, PNC Bank, and Appalachian State University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning.

Raymond Kuethe is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is based in High Point, NC, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Kuethe serves as a board member for the Piedmont Soccer Alliance, participating in governance for the local soccer club. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.