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.

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, 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.

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.

Yolanda Cobb is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 22 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously at Lincoln Financial Advisors from 2013 to 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Dawn Allison is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2019 and previously spent five years with Triad Insurance Partners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Karah Wiley is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Her prior work includes roles in education and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and planning across a broad range of financial topics.

Scott Brewington is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings extensive experience in wealth management and financial services, having been active in the industry since 1987. Since joining Merrill Lynch in 1995, Scott has focused on serving businesses, executives, professionals, and retirement clients. His background includes significant expertise in middle market business opportunities, cash management, lending, and advisory services, which informs his current wealth management approach. Scott specializes in family wealth management strategies, legacy planning, liquidity management, managing new wealth, philanthropic planning, small business strategies, and retirement income. He is a Personal Investment Advisor (PIA) and holds a bachelor's degree from Wofford College. Beyond his professional work, Scott is actively involved in his community in Greensboro, North Carolina. He serves as President of the Summit Rotary Club and has held leadership roles with the Community Theatre of Greensboro Board of Directors and the Greensboro Board of Adjustment. He is also a member of Holy Trinity Episcopal Church, where he has served on the Vestry, Business and Finance Committee and chaired stewardship campaigns. Scott enjoys endurance sports, including biking, running, and swimming, and has completed over 26 marathons and two Ironman competitions. He lives with his wife, Libby, in Elk Creek, Virginia, and they have two adult children.

Jason Markey is Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients and their families to develop financial plans that align with their individual preferences and financial goals. He has been with Fidelity Investments since 2011, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, Vice President Financial Consultant, and currently Vice President, Wealth Planner. This experience has given him a comprehensive understanding of financial planning and investment consulting. No information about his education, credentials, personal interests, or community involvement has been provided.

Kevin Parrish is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His prior work includes roles at LPL Financial, State Farm, and Terrana Group. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Blanche Cheeley is a financial advisor with LPL Enterprise, holding a Series 66 designation and 13 years of industry experience. She has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she owns Legacy Up Financial Services, where she works as an educator, coach, facilitator, and speaker on financial literacy. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, supported by a platform that integrates advisor programs with a range of financial products and services.

Paul Vidovich is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Stifel since 2014. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a member of Vidken LLC, which owns a beach house in Greensboro, NC. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipal entities. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and financial planning guidance.

Cory Barber is a financial advisor with Edward Jones in Greensboro, NC, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Barber serves on the Finance Committee of Canterbury School in Greensboro. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.

Diswa Malu is a financial advisor at Merrill in Greensboro, NC, with over 10 years of industry experience and a Series 66 designation. He has been with Merrill since 2005. Malu serves as a board member for Family Service of the Piedmont, a nonprofit organization focused on supporting individuals and families through advocacy and education. 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, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.