Philip Thomas is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, Thomas serves as a trustee for a local trust in Winston-Salem, NC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad range of clients including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting through multiple advisory programs and supporting services.

Alexander Kendall is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked at Truist Advisory/Investment Services, Merrill Lynch, Bank of America, Wells Fargo Bank, and BB&T. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supporting a large network of financial advisors and branch offices nationwide.

Joseph Davis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, and Wells Fargo Clearing. Outside of his advisory work, he is a silent partner in a concealed carry handgun instruction business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party managers, and customized strategies.

Robert Krebs is a financial advisor with Raymond James & Associates in Greensboro, NC, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a diverse range of portfolio management styles and affiliated research.

Richard Spangler III is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2016. He has 26 years of industry experience. Outside of his advisory role, he manages a rental property in Winston-Salem, NC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.

Timothy Barnes is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 registrations and with 32 years of industry experience. His career includes ten years at Wells Fargo Clearing and several years at Morgan Stanley in various capacities. 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 approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Dinkins is a financial advisor at Edward Jones in Winston Salem, NC, holding a Series 66 designation. He has one year of industry experience and previously worked at BFGoodrich and served in the United States Marine Corps for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sandrine Goble is a Series 66-licensed financial advisor with Wells Fargo Clearing in Winston Salem, NC, where she has worked since 2015. She has seven years of industry experience. Outside of her advisory role, she serves as treasurer for the Davie Trails and Tails 4H Club, overseeing fundraising and spending. 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 approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anisa Nakawatase Ibarra is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at Secu Brokerage Services, Secu Life Insurance Company, and New York Life Insurance Company. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

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 financial advisor at Raymond James Financial in High Point, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Raymond James, he worked at Ecolab Inc. for 16 years. He is also an associate at Signature Wealth Group, where he serves as a wealth advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to support a broad client base, including high-net-worth individuals, corporations, and charitable organizations.

Jeffrey Bercaw is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for eight years before joining Ameriprise in 2021. He serves on the Board of Directors for the Breakthrough T1D Piedmont Triad Market chapter in North Carolina. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, typically with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Hardt Bing is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 24 years of industry experience. He has been affiliated with various Raymond James entities since 2016. Bing is the owner and managing director of Freedom Works Private Advisory Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Keith Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at LPL Financial since 2012, following eight years at Concourse Financial Group Securities, Inc. Outside of his advisory work, Wilson teaches video production, covering topics such as camera functionality, lighting, audio, and editing. 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 comprehensive financial planning and investment management, utilizing model portfolios, third-party subadvisors, and customized strategies across a range of asset classes.

Marty Mitchell is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at firms including LPL Financial, Securities America Advisors, and IFG Advisory. Mitchell is active in community and nonprofit roles, serving on the Board of Directors for East Coast Outreach Ministry and as President of Ocean Place Villas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides tailored written recommendations and ongoing tax-aware withdrawal advice.

Melina Liliana Alejos Whitlock is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Her work history includes roles at Cetera Wealth Services, Wisdom Wealth Care, Truist Bank, and Guilford County Schools. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a large network of independent advisors, employing a multi-manager platform with various discretionary and non-discretionary program options.

James Galloway Jr. is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 credentials and 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 on the finance committee of the Old Town Club, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and charitable organizations. The firm offers financial planning and investment consulting with a focus on tailored, non-discretionary advice supported by firm research, multiple portfolio management styles, and municipal advisory services.

Brenda Feacher is a financial advisor with Wells Fargo Advisors in Greensboro, NC, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has been with Wells Fargo Advisors Financial Network since 2026. Outside of her advisory role, she works as a receptionist at H&R Block and volunteers as a sitter for at-risk patients at Cone Health. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, with recommendations supported by Wells Fargo’s research and planning tools.