Carly Diaz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Raymond James, she worked at SG Americas Securities, LLC, and has a background including roles at Societe Generale, PTC Inc, and Emory University. 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 non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Rodney Alexander is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Qorvo, Inc., Pike Corporation, and Ernst & Young, LLP. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Amanda Hall is a financial advisor at Cetera with 17 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Cetera, she worked at Capital Guardian Wealth Management and has been involved with Masters Private Client Group LLC since 2015. Outside of advising, she provides accounting services including financial statement preparation and account reconciliations. Cetera Investment Advisers LLC operates as a large multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a broad network of over 10,000 advisors and manages more than $256 billion in assets.

Carma Wentzlaff is a financial advisor at Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation with 24 years of industry experience. Her prior experience includes roles at UBS Financial Services, JP Morgan Chase Bank, J.P. Morgan Securities, Bank of America Corporation, and Merrill. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and investment strategies supported by its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services including tailored financial planning and estate planning strategies.

James McBride Jr. is a financial advisor with LPL Financial in Winston-Salem, NC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc., Lincoln Financial Securities Corporation, and Capital Investment Advisory Services, LLC. Outside of his advisory work, he serves as a board member for Window World, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to a wide range of clients, including individuals, retirement plan participants, banks, and institutions. The firm offers diverse investment solutions such as financial planning, model portfolio programs, and institutional platforms, supporting its large network of advisors with research and operational tools.

Grant Kunkel is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 65 and Series 63 licenses and 15 years of industry experience. He previously worked for AllianceBernstein Investments, Inc. for 16 years prior to joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bryson Mckinney is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently with Raymond James Financial and has prior experience at Pinnacle Bank, Pinnacle Financial Partners, BNC Bank, and LPL Financial. He also serves as an investment consultant for Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary strategies supported by advanced analytical tools.

George Gillespie is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously was with Wachovia Securities in 2002. Gillespie serves as co-trustee for his mother’s trust and his brother’s portion of the trust. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

Vicky Tsitseras Leonard is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings 30 years of experience in the financial services industry, including 14 years with Merrill Lynch. Her expertise focuses on helping clients develop personalized financial plans tailored to their unique ambitions, such as funding education, planning for retirement and healthcare costs, and achieving long-term family goals. Vicky holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Wake Forest University. Residing in High Point, North Carolina, Vicky is an active participant in her community. Her personal interests include basketball, cooking, tennis, and yoga.

Christopher Regeis is a financial advisor with LPL Financial in Greensboro, NC, holding the CFP® and ChFC® designations and possessing 37 years of industry experience. He has been with LPL Financial since 2004, following four years at WS Griffith Securities, Inc. Outside of advisory work, he rents office space to an attorney at his business location. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Tyler Cook is a financial advisor at Edward Jones in Greensboro, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at Fidelity Investments and Bankers Life Insurance. His background also includes roles outside finance, such as positions at Our Dailey Bread Restaurant and Appalachian State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets with a large network of advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Frank Miller Jr. is a financial advisor with MassMutual Investors Services in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes 16 years at MetLife Securities and over a decade with MassMutual Life Insurance Co. Outside of advisory work, he is an independent insurance agent specializing in life, accident, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships and using firm-approved analytical tools to develop client recommendations.

Martin Mc Farling is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, Mc Farling serves as treasurer on the board of directors for Guilford Crossing Professional Center POA and is involved in sign installation and photography services for auction.com properties. 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 retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

John Cooper is a financial advisor with Ameriprise in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Charles Thompson is a financial advisor with Wells Fargo Advisors in Greensboro, NC, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, Thompson serves as secretary and consultant for Four Oaks Restaurant Corp., a full-service restaurant where he contributes 20-25 hours per month. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold.

William Davis is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Cogent Analytics. Outside of his advisory work, he is involved as a tutor and courier in Greensboro, NC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services that include financial planning, access to asset managers, and insurance product facilitation.

Sarah Bagnoni is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2016. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Warren Lackey Jr. is a Series 66-registered financial advisor with Edward Jones in High Point, NC, where he has worked since 2011. He has 15 years of industry experience. Outside of his advisory role, he serves as a board member for the Wesley Memorial United Methodist Church School in High Point. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering 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 and is known for its extensive advisor and branch network as well as additional affiliated capabilities.

Sarah Weeks is a financial advisor at Raymond James Financial Services Advisors, Inc. She holds the Series 66 designation and has recent experience at Horne from 2021 to 2025. She is also involved with Freedom Works Private Advisory Group, LLC, a non-investment-related business based in Winston Salem, NC. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Chauncey Pegram III is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Citigroup Global Markets. He has been with Stifel Nicolaus & Co Inc since 2019. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.