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 at Osaic with 13 years of industry experience and holds the Series 66 designation. Prior to joining Osaic Wealth Inc in 2026, she worked at Reganess Wealth Management Group and Raymond James Financial Services Advisors from 2021 to 2025, and Wells Fargo Clearing from 2016 to 2021. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with access to a variety of managed account strategies and third-party money managers.

Clayton Lawrence is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Equitable Advisors, LLC and Bank of America, N.A. Outside of his advisory duties, he coaches lacrosse for 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations 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.

Uli Mueller is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team, emphasizing the use of Ameriprise-managed accounts and algorithmic support in its planning process.

George Mc Clanahan is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked at firms including Avantax Advisory Services and Lincoln Financial Group. Outside of his advisory role, he serves as an accountant for the Law Offices of Cheryl David and as a client services coordinator for Wisdom Wealth Care, the financial planning division of that law office. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and advisory services with access to both affiliated and third-party investment managers across multiple program structures.

Sarah Casey is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and three years of industry experience. She has been with Morgan Stanley since 2023 and has prior work experience including roles at KHRG Reynolds LLC and Vami LLC. Outside of her advisory work, she is involved as an employee at The Katharine Brasserie & Bar in Winston-Salem. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that uses firm-approved tools and modeling techniques to assist clients with their financial goals.

William Murray is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves on the finance committee of Oak Ridge Global Methodist. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

Jonathan Perez is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked at Fidelity Investments in various capacities including Investment Consultant from 2024 to 2025, and Investment Solutions Representative from 2023 to 2024. He also gained experience as an Investment Specialist and Client Relationship Associate at Vanguard between 2021 and 2023, and worked as a Financial Representative at Northwestern Mutual in 2020. Jonathan helps clients work toward achieving their financial goals by collaborating with them to create actionable and accessible financial plans. His background includes diverse roles within the financial services industry, providing him with a broad perspective on investment solutions and client relationships. Outside of his professional responsibilities, Jonathan has an interest in movies.