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.

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.

Brent Parmenter is a Financial Consultant at Fidelity Investments, where he has been working since 2026. He collaborates with clients to develop strategies that align with their goals and prepare for life's 'what-ifs.' Brent has held several roles within Fidelity Investments, including Investment Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. These positions have provided him with a broad range of experience in financial advising and client relationship management. Outside of his professional work, Brent enjoys spending time with family and friends, participating in social events, playing golf, and reading.

Sanders Cockman is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He partners with clients to develop personalized financial strategies that encompass the full scope of their financial lives. His approach includes creating diversified investment portfolios and addressing various aspects of financial wellbeing such as education saving, retirement planning, debt management, and insurance analysis, while also leveraging banking resources from Bank of America. Sanders specializes in areas including college education planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor (CRPC) designation. He earned a Master's Degree from Elon University and a Bachelor's Degree from East Carolina University. Residing in Greensboro, Sanders is married with two sons. His personal interests include fishing, hunting, and traveling.

Jacob Baker is a financial advisor with Charles Schwab in Greensboro, NC, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., TD Ameritrade, and Fidelity Brokerage Services. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Kevin Pattman is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Group for ten years. 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 variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

William Nason is a financial advisor at Ameriprise in Winston-Salem, NC, holding a Series 66 designation. He has been with Ameriprise since 2025 and previously worked in commercial real estate and academia. His background includes roles at Freeman Commercial Real Estate and the University of Alabama. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through a combination of investment research and algorithmic tools. The firm’s approach includes restrictive enrollment criteria and integrates its affiliated product ecosystem into recommendations.

Justin Plummer is a financial advisor with Cetera in Greensboro, NC, holding a Series 66 designation and three years of industry experience. He has worked with firms including Avantax and Wisdom Wealth Care. Outside of his advisory work, Plummer serves as an attorney specializing in estate planning and elder care, and he is involved in community service as the incoming president of the Downtown Rotary Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporations, and institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program options.

Olya Dadressan is a financial advisor with Primerica Advisors in Winston Salem, NC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2008. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients, operating under a wrap-fee structure.

Daniel Bernabe is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 21 years of industry experience. His prior work includes roles at UBS Financial Services, Wells Fargo Clearing, and Allegacy Federal Credit Union, where he continues to be involved. 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 wide range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party portfolio strategies and advanced operational tools.