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.

Ashby Brooks is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, Brooks is a member of B&B Of Greensboro LLC, which owns an office building in Greensboro, NC. Edward Jones is a full-service wealth management firm serving more than 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 strategies, separately managed accounts, and affiliated mutual funds.

Stanley Holt is a financial advisor with Edward Jones in High Point, NC, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been with Edward Jones since 2003. In addition to his advisory role, he consults orthodontists on the valuation of their practices and on partner buy-in and buy-out arrangements. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated capabilities, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Nicholas Johnson is a CFP®-certified financial advisor with Edward Jones in Greensboro, NC, and has nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Verizon Wireless from 2012 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Herbert Andrew is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

Ursula Strong is a CFP®-certified financial advisor with 26 years of industry experience. She currently works at Edward Jones and previously spent nine years at The Vanguard Group Inc. 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 through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Logan Whitlock is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cetera. He has previously worked with Avantax Investment Services, 1st Global Advisors, and the Army National Guard. Whitlock is also a co-owner and financial advisor at Wisdom Wealth Care in Greensboro, NC. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Keith Crosby is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2019 after spending nine years at Wells Fargo and Northwestern Mutual. Keith offers a range of financial services including education planning, employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, and portfolio management. He serves a diverse clientele including business owners and corporate executives, focusing on helping them achieve their retirement goals. With more than fifteen years of experience in the financial services industry, Keith emphasizes understanding clients' mindsets, motivations, and personal goals before discussing financial matters. He seeks to educate clients and their families in straightforward language and coordinates with other professionals such as CPAs and attorneys to align tax and estate planning strategies. Keith leverages resources within Bank of America, including lending solutions and trust professionals, to provide comprehensive financial guidance. Keith graduated from Elizabeth City State University and holds the Personal Investment Advisor (PIA) designation. He is actively involved in his community through leadership roles in Goodwill Industries of Central North Carolina, Sharpe Rd Church of Christ, F3 Greensboro, and Kappa Alpha Psi Fraternity. He and his wife, Gayle, are parents of four children and engage in activities such as biking, fitness workouts, and exploring culinary destinations.

Jeffrey Chesson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Greensboro, NC, holding Series 63 and Series 65 designations with 21 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wachovia Bank. He is also involved in providing financial advice and wealth management services through Capstone Investment Partners and Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools and maintains unique affiliations supporting municipal and public finance advisory services.

Paul Lessard is a financial advisor with Edward Jones in High Point, NC, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.