Steven Brendle is a CFP® and PFS™ credentialed advisor with 26 years of experience, currently with Cetera since 2025. His prior roles include positions at Avantax Investment Services, 1st Global Advisors, and he is owner and president of Brendle Crouse P.A., a certified public accounting firm. Additionally, he holds a real estate broker license and owns a financial services firm, Brendle Financial Group, LLC. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Joel Ayers is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Ameriprise since 2018, following prior roles at BB&T Securities and BB&T Investment Services. Outside of his advisory work, he serves as a trustee for family-held entities involved in royalty management and real estate. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering detailed reports on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Andrew Narcisso is a financial advisor with Charles Schwab, holding a Series 63 designation and 28 years of industry experience. He has worked at Charles Schwab since 1997 and Charles Schwab Bank, SSB since 2005. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Philip Pleasants is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of solutions including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Ryan Nance is a Series 66-credentialed financial advisor with Raymond James Financial, based in High Point, NC. He has two years of industry experience and previously worked at Ecolab Inc. for sixteen years. He is also employed as a Wealth Advisor with Signature Wealth Group in High Point. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, institutions, and charitable organizations. The firm focuses on non-discretionary financial planning and investment consulting, providing tailored advice supported by extensive research and a broad affiliate network.

Hardt Bing is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 23 years of industry experience. He has been associated with various Raymond James entities since 2016. Outside his advisory role, he owns and manages Freedom Works Private Advisory Group, LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and manages a program specifically designed for small business SIMPLE IRA plans.

Keith Wilson is a financial advisor at LPL Financial in Greensboro, NC, with 23 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, Wilson teaches video production, covering topics such as camera functionality, lighting, audio, and editing, and he manages a YouTube channel. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Marty Mitchell is a financial advisor with Ameriprise in Walnut Cove, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at IFG Advisory, LLC and LPL Financial, LLC. Outside of his advisory work, Mitchell serves on the board of East Coast Outreach Ministry and is president of Ocean Place Villas in North Myrtle Beach, SC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, typical of its large institutional category.

James Galloway Jr. is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as a board member and finance committee participant for the Old Town Club, a nonprofit organization. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and public entities, delivering non-discretionary planning and recommendations supported by extensive research and an integrated affiliate network.

Clinton Mayfield is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked previously at Fifth Third Bank and Charles Schwab. Before entering the financial industry, he was employed at Walt Disney World. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles for multiple registered investment companies.

Scott Mendenhall is a financial advisor with Edward Jones in Greensboro, NC. He holds the CFP® and ChFC® designations, as well as a Series 66 license, and has 13 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Proponent Federal Credit Union/ADP Total Resource. Mendenhall serves as President on the Executive Committee of Alamance Presbyterian Church, where he helps oversee the church trust accounts. 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.

Robert Nichols is a financial advisor with Wells Fargo Advisors in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at various Wells Fargo entities since 2009. Nichols is also a 50% owner of 2T Partners DBA Goodson & Nichols Financial Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products through multiple compensation arrangements.

William Landschoot is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2017, following a one-year tenure at Spark Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process 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.

James Kelly III is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. His prior roles include positions at Benzil LLC, Westhampton Capital, Wennco, LLC, and Waterfall Capital Partners, LLC. Outside of advisory work, he has operated an Airbnb rental through Benzil LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a broad client base, including individuals and institutional clients, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Mary Thackerson is a Series 66-registered financial advisor with Wells Fargo Advisors in Winston Salem, NC, bringing three years of industry experience. Her prior work experience includes roles at Raymond James & Associates, Oracle, and Lenovo. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations based on its research and planning tools, with planning engagements typically being discrete rather than ongoing.

Bryan Dixon is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He holds a Series 66 license and is based in Winston Salem, NC. Outside of his advisory role, Dixon is president of Dixon Holdings LLC, a real estate holdings company. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and supports clients with affiliated mutual funds, trust services, and securities-based lending.

John Mathews is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently affiliated with LPL Financial and Allegacy Federal Credit Union, having also worked at Wells Fargo and Scottrade. Mathews operates under the Allegacy Investment Group, a business related to his LPL activities. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through its network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

David Maynard is a financial advisor with OSAIC in Winston Salem, NC, holding Series 63, 65, and 66 licenses and with 26 years of industry experience. He previously worked at Securities America Advisors, Inc., and LPL Financial. In addition to his advisory role, he manages a wealth management business providing investment advisory and financial planning services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of advisors and multiple platforms. The firm employs a range of asset allocation tools and offers integrated brokerage and advisory services with access to various investment products and third-party managers.

Todd Adams is a CFP® professional with 20 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Grove Point Investments, LLC and H. Beck, Inc. He is actively involved in his community, serving as Vice Chairman of the local board of administration for Shady Grove Wesleyan Church. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various custody platforms and both proprietary and unaffiliated model strategies.

Gregory Gonzales is a financial advisor with Stifel in Greensboro, NC, holding Series 63 and Series 66 licenses and 43 years of industry experience. He has been with Stifel Nicolaus & Co. since 2014. Outside of his advisory role, he serves on the advisory board of the Moses Cone Healthcare Cancer Center and is a board member of the Ross Angel Foundation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.