Ti'tiana Davis Frederick is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has worked with LPL Financial since 2013. Outside of her advisory role, she owns and operates several family-owned trucking and freight brokerage businesses, as well as a consulting firm focused on freight and warehousing. 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, third-party asset management access, and institutional platforms, supporting a large network of over 22,800 advisors.

William Depriest is a financial advisor with Cetera in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 11 years of experience in the financial services industry. Prior to joining Cetera in 2025, he worked extensively with Avantax-affiliated firms from 2014 to 2025 and has operated his own CPA practice since 1988. Outside of advising, he serves as treasurer for both the Pinecroft Sedgefield Fire District and the Oasis Shriners, overseeing financial reporting and budgeting. Cetera Investment Advisers LLC is a large SEC-registered firm providing a multi-manager platform that serves individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services with access to multiple program structures and third-party money managers.

Alexandra Turpin is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and with 10 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analyses to support its advisory services.

Douglas Williams Jr. is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for four years. Outside of his advisory role, he operates Springboard Promotions as an independent contractor, selling promotional products to individuals and businesses. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting based on client goals, using analytical tools and risk profiling.

Parker Sheffield is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked for seven years at Truelook. He is a partner in Mosby Realty LLC, a non-investment-related business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by extensive research and model manager options.

John Scala is a financial advisor with LPL Financial in Winston Salem, NC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at FTB Advisors, CitiGroup, Capital One Advisors, Capital One Investing, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Erick Ellsweig is a Managing Director and Wealth Management Advisor with Merrill, where he also holds the Sports and Entertainment Advisor designation. He has over two decades of experience working with high-net-worth and ultra-high-net-worth individuals and families, including clients from the entertainment and technology industries, entrepreneurs, business owners, and senior executives. Erick and his team provide holistic wealth management services, focusing on areas such as family wealth management strategies, sports and entertainment, and retirement income. Erick grew up involved in a multi-generational family business, an experience that informs his approach to advising clients through significant financial decision points and wealth planning. He has earned recognition from Barron's, Forbes, and the Financial Times for his work in the industry. Erick holds a bachelor's degree in political science from Northwestern University, where he remains active in volunteer leadership, and a law degree from Brooklyn Law School. He also holds the Certified Investment Management Analyst (CIMA) designation and Personal Investment Advisor (PIA) credential. In addition to his professional work, Erick serves as co-chair of the National Alumni Admissions Council and Director for South Florida at Northwestern University. He is involved with Northwestern University, Chabad, and Sigma Chi - Omega Chapter. Erick resides in Palm Beach County with his wife and three children and enjoys music, traveling, spending time with his family, and watching movies.

Trent Reisberger is a Financial Advisor at Merrill Lynch Wealth Management. He has been serving clients, primarily in the Greensboro area, since 2012 while stationed at the Friendly Center Bank of America. Trent earned a bachelor's degree from Marietta College in Ohio in 2003. Prior to his career in financial advising, he operated his own business for ten years. He obtained the Chartered Retirement Planning Counselor (CRPC) designation in 2016 from The College for Financial Planning Institutes Corp. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Trent spends considerable time with his wife and three daughters, often traveling as his daughters participate in competitive athletics.

Jeremy Bush is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at Cetera, Avantax Advisory Services, and Maestro Wealth Advisors. Outside of advisory work, he has experience in the restaurant industry, having worked at Cicciones Restaurant and Famous Toastery. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipalities—and offers financial planning, investment consulting, and institutional fiduciary solutions.

Walter Lambeth is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Angela Eddins is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 credentials and over 31 years of industry experience. She has worked at firms including Pinnacle Bank, LPL Financial, and High Point Bank. In addition to her advisory role, she serves as an operations manager at Pinnacle Asset Management and as a registered principal at Anchor Wealth Advisors. 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 supports municipal and public-finance advisory services through unique affiliations.

Ernest Osborn is a financial advisor at Morgan Stanley in Winston-Salem, NC, with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets prior to that. He serves as a board member of 920 Outdoor Youth, Inc., a nonprofit organization focused on children and youth. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through employer relationships.

Michael Fischer is a financial advisor with Ameriprise in Kernersville, NC, holding a Series 66 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Fischer serves on the board of the Kernersville Masonic Lodge #669 as Assistant Treasurer and Chairman of the Budget and Finance Committee, and holds leadership positions in several Scottish Rite Masonic organizations, including Secretary of the Winston-Salem Scottish Rite Valley. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice through a centralized consulting team.

Mark Witte is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he provides wealth planning and investment management services to families and high net worth individuals. He focuses on goals-based wealth management, including wealth accumulation, preservation, and generational wealth transfer. Mark specializes in areas such as college education planning, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Mark has been serving the financial industry since 1998 and joined Merrill Lynch Wealth Management in 2000. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. Mark earned a bachelor's degree in Finance from Clarion University of Pennsylvania in 1997. Outside of his professional role, Mark is an active member of the Crescent Rotary Club of Greensboro and serves on the Board of Directors of Junior Achievement of the Triad. He enjoys biking, cooking, golfing, running marathons, spending time with his family, and traveling.

Christopher Barbee is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at Oppenheimer & Co. Inc. from 2014 to 2017. He serves on the Greensboro Financial Services Advisory Council as a board member. Stifel provides investment advisory and brokerage services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, offering analysis and guidance intended to support client decision-making.

Anna Knight is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, she spent a total of nine years affiliated with Emory University in various capacities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Caleb Barker is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Smith Barney LLC and Rech Global. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alejandra Rico Rivera is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked for seven years at Vanderbilt Mortgage and Finance before joining Merrill. Merrill, along 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 developed by internal and third-party managers.

Tracie Lucas is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She previously worked at Truist Investment Services and BB&T Securities. Outside of her advisory role, she serves as a notary public and works as an outside employee for Kersey Valley, Inc. 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 services, utilizing both proprietary and third-party strategies, supported by advanced advisor tools and a broad platform that includes insurance and banking partnerships.

Chad Barber is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., Edward Jones, and Blue Ridge Bank. He also serves as a trustee for the James Barber II Revocable Trust. 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 other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors utilizing various model portfolios, third-party subadvisors, and customized strategies.