Christine Bland is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. Her work history includes roles at First Tennessee Brokerage, Wells Fargo Clearing, and Ftb Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools and a broad platform of investment options.

Kelley Wheaton is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved with Honey Badger Management, a management company linked to Fiducial Financial. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset criteria, providing tailored recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Morgan is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Greensboro, NC. Prior to joining Raymond James in 2025, he worked at Edward Jones from 2012 to 2025. Outside of his advisory role, he owns Morgan Wealth Partners, a support company, and holds an ownership interest in Morgan Investment Properties of Greensboro, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique capabilities in municipal advisory and employer-sponsored retirement plan consulting.

Samir Alem is a financial advisor with Raymond James Financial Services Advisors Inc. in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James since 2014 and also served as CEO of Alem Wealth Management, a financial advisory support company. Prior to his current roles, he was affiliated with Directions Model and Talent for eight years. 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, and institutional investors. The firm employs analytical tools and risk profiling in its non-discretionary planning, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

David Holden is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding a Series 66 designation and 26 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual since 2003. Outside of his financial advisory role, he serves as president of a high school booster club focused on supporting local athletics. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charities, and employers. The firm uses a structured planning approach with firm-approved software to develop written recommendations, offering additional services such as educational seminars and event-driven planning programs.

Mickael Gautier is a financial advisor with Merrill in Greensboro, NC, holding a Series 66 designation and with 4 years of industry experience. He has been with Merrill since 2011. Outside of his advisory role, he is a consultant for SCENTSY, a home and personal fragrance business, which he pursues as a hobby. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients, using both internal and third-party managers and implementing trading, administration, and custody support.

Stephanie Demetrelis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and seven years of industry experience. Her career includes roles at Lincoln Financial Securities, Wells Fargo Clearing, and Wells Fargo Bank. 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 through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Crystal Kidd is a financial advisor at Morgan Stanley with 27 years of industry experience. She has held her current position since 2009. Kidd holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and advanced modeling tools.

Jonathan Peters is a CFP® professional affiliated with LPL Financial, with 11 years of industry experience. He has worked at several firms including Stifel Nicolaus, National General Insurance Company, and Wells Fargo Clearing. Peters is based in Greensboro, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining extensive advisory services with a broad array of non-advisory financial products.

Patricia Slone is a financial advisor at Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Candice Pope is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has been with Ameriprise in various capacities since 2013. Outside of her advisory role, she is involved with Honey Badger Management, where she dedicates time monthly during trading hours. Ameriprise is an institutional firm offering a retirement-income planning service focused on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations tailored to clients approaching or in retirement.

Shirley Sohmer is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Charles Schwab, Securities America, and Truist Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by various operational and research tools.

Rose Gillespie is a financial advisor at Ameriprise with five years of industry experience and holds a Series 66 designation. Her prior positions include roles at Mass Mutual Life Insurance Company, John Deere Financial, and Veridian Fiscal Solutions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement planning focused on dependable income and tax-aware withdrawal strategies.

Dana Mckee is a financial advisor with Osaic Wealth, Inc. in Greensboro, NC, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Raymond James Financial Services and Wells Fargo Advisors. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment options and employs firm-provided tools for portfolio construction and management.

Clayton Lawrence is a financial advisor at Merrill with a Series 66 credential and approximately one year of industry experience. Prior to joining Merrill, he was with Equitable Advisors and Bank of America. Outside of his advisory role, he coaches lacrosse with the Red Devils Lacrosse Club in Cary, NC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving a range of clients including individuals, high-net-worth clients, and institutional accounts with model-based and discretionary investment strategies.

Brittany Robertson is a CFP® professional affiliated with Cetera, based in Greensboro, NC, with 11 years of industry experience. She has held roles at various entities within the Cetera network as well as CapFinancial Partners LLC (CAPTRUST) and Erickson Advisors. Robertson is engaged in client service and financial planning through her involvement with Linda P. Erickson, CFP, Inc. dba Erickson Advisors. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with various program structures and custodial relationships.

Brittain Huffstetler is a financial advisor with Thrivent Investment Management in Greensboro, NC, holding a Series 66 credential and two years of industry experience. Prior to joining Thrivent, Brittain worked at The Exercise Coach and the University of North Carolina at Charlotte, and served in the United States Coast Guard. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a range of planning topics without including implementation of recommendations. The firm combines planning with managed-account programs under consolidated billing while maintaining separate services.

Richard Spangler is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding a Series 66 designation and eight years of industry experience. Before joining Raymond James in 2017, he worked at PNC Financial Services for one year. Outside of his advisory role, he owns and manages a rental property in Winston-Salem. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles, affiliated research, and municipal advisory services.

Todd Steiman is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is a passive investor in a venture capital fund based in Ohio. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors with specialized programs and municipal finance services.

Kevin Anglim is a financial advisor with Merrill in Greensboro, NC, holding a Series 66 designation and five years of industry experience. His work history includes roles at Bank of America, New York Community Bank, and Morgan Stanley. He also has community involvement experience with the Police Athletic League. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.