James Kelly III is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Westhampton Capital, LLC and Waterfall Capital Partners, LLC. Outside of his advisory role, he is the owner of Benzil LLC, where he operates an Airbnb rental business. 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 diverse client base with tailored financial planning and investment consulting, offering a range of portfolio management styles and specialized municipal advisory services.

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 Series 66-licensed financial advisor with 17 years of industry experience. He is currently affiliated with LPL Financial and Allegacy Federal Credit Union, having also worked at Wells Fargo and Scottrade. Mathews operates under the Allegacy Investment Group, a business related to his LPL activities. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through its network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

David Maynard is a financial advisor with OSAIC in Winston Salem, NC, holding Series 63, 65, and 66 licenses and with 26 years of industry experience. He previously worked at Securities America Advisors, Inc., and LPL Financial. In addition to his advisory role, he manages a wealth management business providing investment advisory and financial planning services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of advisors and multiple platforms. The firm employs a range of asset allocation tools and offers integrated brokerage and advisory services with access to various investment products and third-party managers.

Todd Adams is a CFP® professional with 20 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Grove Point Investments, LLC and H. Beck, Inc. He is actively involved in his community, serving as Vice Chairman of the local board of administration for Shady Grove Wesleyan Church. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various custody platforms and both proprietary and unaffiliated model strategies.

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, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he owns and operates The Maltz Shop, a small e-commerce business selling items on eBay. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Bernard Franko III is a financial advisor at Raymond James Financial Services Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for 12 years. 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, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting.

Robert Garland is a financial advisor at Fidelity with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2026, he worked at Edward Jones, Wells Fargo, and Truist. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios constructed from a broad investable universe.

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 in Greensboro, NC, holding a Series 66 designation with 13 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc for eight years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through its national network of investment adviser representatives.

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.

Howard Coley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients pursue their long-term financial goals through personalized wealth management strategies. His client focus areas include college education planning, equity compensation services, legacy planning, tax minimization, and retirement income. Howard holds a Bachelor's Degree from North Carolina State University. He has earned professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He draws on the resources of Merrill and Bank of America to provide investment insights as well as banking and lending solutions. In addition to his professional role, Howard participates in community activities and volunteers with local organizations. His personal interests include boating, fishing, football, music, running, skiing, tennis, yoga, and spending time with his family.

Christina Van Voorhis is a financial advisor at Edward Jones in High Point, NC, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior roles include positions at State Farm VP Management Corp and Zach Barnes Insurance Agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of over 23,000 financial advisors.

Timothy Conner is a financial advisor with Ameriprise based in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Raymond James Financial Services and Wells Fargo Advisors. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations through a centralized consulting team.

James Graham is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach 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.

Joseph Mc Kee is a financial advisor with MassMutual Investors Services holding Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining MassMutual and its affiliated entities in 2026, he worked with NYLIFE Securities LLC and New York Life from 2023 to 2026. Before entering the financial services sector, he spent 15 years at T-Mobile. MassMutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that use firm-approved tools to analyze client goals and deliver written recommendations.