Mark Harris is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Hoffman & Hoffman, Amazon, and Guilford College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with a managed-account program under a consolidated billing option, focusing on planning without discretionary trading authority.

Kevin Westrich is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at Atrium Health - Davie Medical Center and held roles with local government recreation and parks departments in Winston-Salem and Wytheville. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Daniel Strayer is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at Raymond James Financial Services and Beacon Capital Advisors. He is also involved in AIR Financial, a business operating in Greensboro, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Antonio Otero is a financial advisor with UBS Financial Services in Greensboro, NC, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and offers a range of capital markets services through its comprehensive platform.

Greyson Collins is a financial advisor at Edward Jones in Kernersville, NC, holding a Series 66 designation with one year of experience at the firm. Prior to joining Edward Jones, he worked for four years at Stretch Zone and spent six years in full-time education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Robert Patronete is a CFP® with 34 years of industry experience and has been with Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008. Patronete is also the owner and president of a land-holding company based in Greensboro, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Lauren Casey is a financial advisor at Morgan Stanley with 13 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and utilizes structured planning tools and estimates from its Global Investment Committee.

Julio Aller is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes over two decades at Metlife Securities Inc. prior to joining Mass Mutual. In addition to his advisory role, he has an individual life insurance sales activity. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach involves ongoing, collaborative planning engagements using approved software tools to analyze client goals and deliver written recommendations.

James Beamon is a financial advisor with Thrivent Investment Management in Jamestown, NC. He holds the Series 66 credential and has two years of experience in the financial industry, following a 20-year career at Tempur-Sealy. Beamon serves on the board of directors for Greensboro Youth for Christ, where he and his wife volunteer mentoring middle school youth. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority and offering the option to combine planning with managed-account services under a consolidated billing arrangement.

Alexa Ritz is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Allegacy Federal Credit Union, CUSO Financial Services, and Homepoint Financial. Ritz is also a licensed notary operating a home-based notary service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Claudie Armstrong Jr. is a financial advisor with LPL Financial based in Greensboro, NC, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has worked at LPL Financial since 2008 and briefly at Ameriprise in the same year. Armstrong is also involved with Innovative Financial Solutions, LLC. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Bonnie Suther is a financial advisor with UBS Financial Services in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with UBS since 2009. Outside of her advisory work, she serves on the board of advisors for Ace and Tj's Grin Kids, a nonprofit organization, and is a member of the board of directors at Pfeiffer University, where she acts as a fundraising liaison. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment strategies based on proprietary research and capital market assumptions.

Charles Wilfong is a financial advisor with Wells Fargo Clearing in High Point, NC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Securities, Inc. in 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages assets on a large scale and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

Hugo Guerola is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2016. Outside of his advisory work, he tutors Spanish and operates an independent e-commerce business as an Amazon seller. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with a variety of brokerage and advisory solutions.

Richard Anderson Jr. is a Series 66-licensed financial advisor with Edward Jones in High Point, NC, where he has worked since 2019. He has seven years of industry experience, including twelve years at Highland Ventures Ltd. prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices nationwide.

Logan Smith is a financial advisor with Ameriprise in Winston Salem, NC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Northwestern Mutual and Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and ongoing advice. The firm uses proprietary research and third-party data to support its recommendations, which are implemented non-discretionarily by clients or their advisors.

James King III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has previously worked at Commonwealth Financial Network and WS Griffith Securities, and is also president and sole owner of Austin Financial Management, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Sandra Smith is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets and supporting more than 14,000 financial advisors.

Hudson Bazemore is a financial advisor at Merrill with Series 63, 65, and 66 credentials and 37 years of industry experience. He has been with Merrill since 1999. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Alden Lindstrom is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America and Northwestern Mutual, as well as involvement with nonprofit efforts such as Ukraine Friends Kyiv. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies.