Michael Stiefel is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 designations and having 38 years of industry experience. He has worked with LPL Financial since 2003. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations, offering a wide range of advisory and brokerage services supported by proprietary and third-party research and technology.

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 at OSAIC with 35 years of industry experience. He has held prior roles at Woodbury Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors. Harris serves as a board member for several nonprofit organizations, including a neighborhood swim and tennis club and a continuing care retirement community in Greensboro, NC. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage, advisory services, and financial planning. The firm employs asset-allocation tools and risk-tolerance analysis to manage portfolios that include a variety of investment vehicles and supports both discretionary and non-discretionary accounts.

James Dean is a financial advisor with Mass Mutual Investors Services in Greensboro, NC, holding Series 65 and Series 63 credentials and four years of industry experience. His career includes roles at MML Investors Services, MassMutual Life Insurance Co, Equity Services, Inc., and National Life Group. Outside of his advisory work, he is involved in business consulting focused on personal and career development and business performance coaching. Mass Mutual Investors Services operates as 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, goal-oriented client relationships and a variety of planning services.

Brooke Carpenter is a financial advisor with LPL Financial in Burlington, NC, holding a Series 66 designation and 9 years of industry experience. Prior to joining LPL Financial in 2019, Carpenter worked at First Command Insurance and related entities from 2016 to 2018. Outside of financial advising, Carpenter is the owner and structural engineer of Residential Engineering Solutions, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide 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.

Wesley Blackwell is a financial advisor with Primerica Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses and 10 years of industry experience. His career includes roles at Professional Training Services and Order Up, alongside ongoing work with PFS Investments Inc. and Primerica Financial Services since 2015. He is involved in the sale of investment-related products and also receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on retail rather than institutional clients.

Jerrold Pinsker is a financial advisor at LPL Financial with 28 years of industry experience and holds the Series 66 designation. He has been with LPL Financial and its predecessor since 2004. Pinsker is also engaged in selling non-variable insurance products in Greensboro, NC, and acts in fiduciary roles for family members. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various technologies.

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 worked at Wells Fargo Clearing since 2016 and previously at 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 follows an IPS-driven advisory process grounded in modern portfolio theory and includes a broader set of financial products such as insurance-related vehicles and bank deposit sweep options.

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.

Mark Harbaugh is a financial advisor with UBS Financial Services in Greensboro, NC, holding a Series 66 credential and 12 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves as trustee for multiple family trusts, overseeing asset management, tax filings, and distributions to beneficiaries. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of Financial Advisors who tailor plans based on proprietary research and model-based asset allocations.

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 based in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives, providing both discretionary and non-discretionary management options supported by in-house and third-party research.

Danielle Dennis Grady is a financial advisor at Cetera with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including VOYA Financial Advisors and various insurance and financial services companies she has been involved with since the early 1990s. She is also an independent insurance agent. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering diversified portfolio management and advisory services through a multi-manager platform with access to third-party money managers.

Daniel Boone is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he offers fixed insurance products as an outside business activity. 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 provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Warren Wise is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 63 designation and over 40 years of industry experience. He has been with LPL Financial since 2004. In addition to his advisory role, he is involved with LTCi Partners and WDW Land Company in investment-related and other business activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Zachery Edwards is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Wells Fargo in various roles since 2015. Outside of his advisory work, Edwards has ownership interests in several business ventures, including Prosperity Tree Investments LLC and Atlas Investment Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with clients deciding how to implement them through the firm’s brokerage or advisory programs.

Regina Mccormick is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with LPL Financial since 2013. Outside of her advisory role, she serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Brian Smith is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63, Series 65, and Series 66 licenses. He has 20 years of industry experience, including prior roles at First Horizon Bank, Fifth Third Bank, and First Citizens Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.