Clinton Mayfield is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab and Fifth Third Bank, as well as employment at Walt Disney World. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

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.

Karl Anderson is a financial advisor with Raymond James Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Raymond James Financial and its affiliates since 2004. Outside of his advisory role, Anderson serves as Treasurer and Board Member for the nonprofit Friends of the Mountains-to-Sea Trail and works as a non-partisan poll worker for Guilford County. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports its clients through various advisory programs and specialized services, including municipal finance and employer-sponsored retirement plans.

Robert Nichols is a financial advisor with Wells Fargo Advisors based in Winston Salem, NC. He holds Series 63 and Series 65 licenses and has 39 years of industry experience, including prior roles at Wells Fargo Clearing and Wachovia Securities. He is a 50% owner of Goodson & Nichols Financial Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory recommendations with multiple financial product offerings.

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 licenses and bringing 10 years of industry experience. Prior to joining Raymond James in 2024, he worked at Benzil LLC, Westhampton Capital, LLC, Wennco, LLC, and Waterfall Capital Partners, LLC. Outside of advisory work, he has operated an Airbnb hosting business through Benzil LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, pension, charitable, and municipal clients, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

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.

Dora Neubauer is a financial advisor at Edward Jones in Greensboro, NC, holding a Series 66 credential. She has one year of industry experience, having joined Edward Jones in 2025 after a 16-year career at Tupperware. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

John Mathews is a financial advisor with LPL Financial in Winston-Salem, NC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Allegacy Federal Credit Union, CUSO Financial Services, Wells Fargo, Scottrade, PNC Wealth Management, BB&T Investment Services, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment programs, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

David Maynard is a financial advisor at Osaic Wealth with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Securities America Advisors, Independent Advisor Alliance, LPL Financial, PNC Wealth Management, and Mass Mutual Investors Services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services supported by a model-based investment process that incorporates portfolio optimization, risk tolerance analysis, and a variety of managed account programs.

Todd Adams is a Certified Financial Planner® with over 21 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has previously worked at Grove Point Investments, H. Beck, Inc., and Bass Financial Strategies. Adams serves as vice chairman of the local board of administration for Shady Grove Wesleyan Church in Colfax, NC. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to individual and institutional clients, including pension and charitable organizations. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and third-party sub-advisers.

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.

Robert Maltzahn is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 designations and with 32 years of industry experience. He has worked at Wells Fargo Clearing since 2005, with a brief period at Merrill from 2008 to 2016. Outside of advising, he owns and operates an online retail business called The Maltz Shop. 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 provides both brokerage and advisory solutions, incorporating research from Wells Fargo Investment Institute and third-party sources into its investment approach.

Bernard Franko III is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. prior to joining Raymond James Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Robert Garland is a financial advisor at Fidelity with Series 65 and Series 63 designations and four years of industry experience. His prior roles include positions at Edward Jones, Wells Fargo, and Truist. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies. The firm employs a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple funds and model portfolio platforms.

Lauren Robinson is a financial advisor with Raymond James & Associates holding a Series 66 designation. She has prior experience at Linden Thomas & Company, Stearns Lending, Cardinal Financial, and was self-employed for two years. Lauren is based in Winston-Salem, NC. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipalities, offering financial planning and consulting with a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Almog Olshtein is a Financial Advisor with KM & Associates at Merrill Lynch Wealth Management. Based in West Palm Beach and Greensboro, North Carolina, he serves a diverse clientele including physicians, corporate executives, tech employees, and investment management professionals. Almog leverages analytical rigor and a teaching approach to help clients navigate complex financial decisions, with a focus on equity compensation, concentrated stock positions, private investments, and major liquidity events. Almog holds a Bachelor's degree in Political Science and Business Institutions from Northwestern University, where he served as captain of the varsity men's swimming team. He also earned a Certificate in Quantitative Finance and holds professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to joining Merrill in 2021, he worked as a Business Development Analyst at AQR Capital Management. Originally from Haifa, Israel, Almog represented the Israeli national swimming team and was the 2011 Israeli national champion in the 50m freestyle event. Outside of work, he enjoys activities such as camping, cooking, fishing, hiking, rock climbing, swimming, tennis, and volleyball. He resides in Greensboro with his wife Lauren and their two daughters, Noa and Mika. Almog is also involved with the Special Olympics as part of his community engagement.

Cody Smith is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Financial Representative at Fidelity Investments in 2024. His career in financial services began at State Employees' Credit Union, where he progressed through various roles from Financial Services Representative in 2018 to Financial Services Officer by 2019, continuing until 2022. Throughout his career, Cody has focused on understanding clients beyond their finances to develop comprehensive plans that reflect their individual values and life goals. This approach emphasizes a holistic view of financial planning tailored to each client's unique circumstances. Outside of his professional life, Cody has interests in cars, family activities, football, kayaking, music, and writing.

Joanna Page is a financial advisor at LPL Financial with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Stifel Nicolaus & Co Inc and Wells Fargo Clearing. 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 a range of financial planning and investment management services through a large network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

William Stone Jr. is a Series 66-licensed financial advisor at Thrivent Investment Management with six years of experience in the industry. Before joining Thrivent, he worked at Gilbarco/Veeder-Root for seven years. Outside of his advisory role, he owns a real estate investment company involved in home renovations and property management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.