Karl Anderson is a financial advisor with Raymond James Financial in Greensboro, NC, holding Series 63 and Series 65 designations and with 24 years of industry experience. He has been with Raymond James Financial and associated entities 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 part-time poll worker in Guilford County. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, supports wrap-fee advisory programs, and maintains capabilities in municipal and public finance through an affiliated municipal advisor.

Marc Verner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Wells Fargo since 2009, initially at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as president of the Northwoods Homeowners Association in Mcleansville, NC. 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 process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Austin is a financial advisor with Edward Jones in Burlington, NC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is a 50% owner of a rental property in Atlantic Beach, NC. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Martin is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. His prior work history includes roles at Duke University, the Orange County School System, Biogen, and service in the U.S. Air Force. He has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

Rachel Walston is a financial advisor with LPL Financial in Burlington, North Carolina. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. In addition to her advisory work, she operates a consulting business and is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management supported by in-house and third-party research.

Austin Daugherty is a CFP®-designated financial advisor with eight years of industry experience, currently affiliated with Raymond James Financial. His prior experience includes roles at Commonwealth Financial Network and Elon University. He serves as secretary of Blaser Investment Management Group, Inc., an outside activity related to investment management. 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 supported by analytical tools and sponsors wrap-fee advisory programs while maintaining specialized services such as municipal and SIMPLE IRA employer advisory consulting.

Rachel Baldwin is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. In addition to her advisory role, Baldwin is an independent health coach with Team Beachbody, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Kenneth Wince is a financial advisor with LPL Financial in Burlington, NC, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked at both LPL Financial and The Fidelity Bank since 2013. Outside of his advisory role, he serves as a relationship manager at Fidelity Bank and is involved with Cleveland County Schools. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and third-party research to support diversified investment strategies.

Kevin Barth is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and having nine years of industry experience. He has been with Edward Jones since 2016. Outside of advising, he manages a personal seasonal rental property in Bradenton, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Mark Benenati is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He currently assists clients in understanding their benefits and provides expert guidance in benefits planning. Mark joined Fidelity Investments in 2021 as a Workplace Planning Consultant and transitioned to his current role in 2026. His experience focuses on workplace benefits and planning solutions. Outside of his professional work, Mark enjoys camping, hiking, watching movies, and playing table tennis.

William Fisher is a financial advisor at LPL Financial with 24 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 66 designations. Fisher operates his own wealth management business under the name Fisher Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Glenn Person Jr. is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial since 2009, following a tenure at Heyfield Partners. He is also president and officer of Beacon Capital Advisors Inc., where he manages branch assets, vendor contracts, payroll, and HR functions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jeffrey Blaser is a CFP® professional with 35 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. in Burlington, NC. His career includes multiple tenures at Raymond James and a five-year period at Commonwealth Financial Network. 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, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and advisory services using advanced analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Alex Crawford is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Primerica Advisors, he worked at PFS Investments Inc. He also serves in the U.S. Army and attended the United States Military Academy. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors, utilizing model-delivery strategies from third-party managers and supporting trade execution and custody through established financial service providers.

Josiah White is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Graham, NC. He has nine years of industry experience, including a prior role with North Carolina State University Recreation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Kacie Loye is a financial advisor at Edward Jones in Burlington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in various roles including positions at Lomax Construction Inc and Leeper, Kean & Rumley LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices.

Scott Graham is a financial advisor with Equitable Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory work, he serves as managing partner of Alpha Omega Financial, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory programs, including third-party models and discretionary management, offering a range of investment options such as mutual funds, ETFs, separately managed accounts, and certain alternative investments.

Matthew Garcia is a CFP®-certified financial advisor with five years of industry experience, currently with LPL Financial since 2024. Prior to joining LPL, he worked at The Vanguard Group for three years and has a background that includes roles at Northwestern Mutual and various positions linked to Western Carolina University. Outside of his advisory career, he is a business owner of a local lawn care company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

John Wagner is a financial advisor at Edward Jones in Mebane, NC, holding the CFP®, ChFC®, and Series 66 designations with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he owns land used as a timber farm in Efland, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Logan Sharpe is a financial advisor with LPL Financial in Burlington, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at TIAA and TIA-CREF for eight years before joining LPL Financial in 2018. Outside of his advisory role, Sharpe serves as a board member for The Burlington School and works as a spin class instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisory representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from multiple sources.