Keith Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at LPL Financial since 2012, following eight years at Concourse Financial Group Securities, Inc. Outside of his advisory work, Wilson teaches video production, covering topics such as camera functionality, lighting, audio, and editing. 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 comprehensive financial planning and investment management, utilizing model portfolios, third-party subadvisors, and customized strategies across a range of asset classes.

Marty Mitchell is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at firms including LPL Financial, Securities America Advisors, and IFG Advisory. Mitchell is active in community and nonprofit roles, serving on the Board of Directors for East Coast Outreach Ministry and as President of Ocean Place Villas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides tailored written recommendations and ongoing tax-aware withdrawal advice.

Melina Liliana Alejos Whitlock is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Her work history includes roles at Cetera Wealth Services, Wisdom Wealth Care, Truist Bank, and Guilford County Schools. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a large network of independent advisors, employing a multi-manager platform with various discretionary and non-discretionary program options.

James Galloway Jr. is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as a board member on the finance committee of the Old Town Club, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and charitable organizations. The firm offers financial planning and investment consulting with a focus on tailored, non-discretionary advice supported by firm research, multiple portfolio management styles, and municipal advisory services.

Brenda Feacher is a financial advisor with Wells Fargo Advisors in Greensboro, NC, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has been with Wells Fargo Advisors Financial Network since 2026. Outside of her advisory role, she works as a receptionist at H&R Block and volunteers as a sitter for at-risk patients at Cone Health. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, with recommendations supported by Wells Fargo’s research and planning tools.

Clinton Mayfield is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab and Fifth Third Bank, as well as employment at Walt Disney World. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Scott Mendenhall is a financial advisor with Edward Jones in Greensboro, NC. He holds the CFP® and ChFC® designations, as well as a Series 66 license, and has 13 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Proponent Federal Credit Union/ADP Total Resource. Mendenhall serves as President on the Executive Committee of Alamance Presbyterian Church, where he helps oversee the church trust accounts. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Karl Anderson is a financial advisor with Raymond James Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Raymond James Financial and its affiliates 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 non-partisan poll worker for Guilford County. 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 consulting using advanced analytical tools and supports its clients through various advisory programs and specialized services, including municipal finance and employer-sponsored retirement plans.

Robert Nichols is a financial advisor with Wells Fargo Advisors based in Winston Salem, NC. He holds Series 63 and Series 65 licenses and has 39 years of industry experience, including prior roles at Wells Fargo Clearing and Wachovia Securities. He is a 50% owner of Goodson & Nichols Financial Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory recommendations with multiple financial product offerings.

William Landschoot is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2017, following a one-year tenure at Spark Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process 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.

James Kelly III is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining Raymond James in 2024, he worked at Benzil LLC, Westhampton Capital, LLC, Wennco, LLC, and Waterfall Capital Partners, LLC. Outside of advisory work, he has operated an Airbnb hosting business through Benzil LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, pension, charitable, and municipal clients, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

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.

Bryan Dixon is a financial advisor with Edward Jones in Winston Salem, NC, holding CFP® and Series 66 credentials and bringing 22 years of industry experience. He has been with Edward Jones since 2006 and previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2006. Outside of his advisory role, he is president of Dixon Holdings LLC, a real estate holdings company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large advisor and branch network and its affiliated capabilities beyond advisory services.

David Maynard is a financial advisor at Osaic Wealth with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Securities America Advisors, Independent Advisor Alliance, LPL Financial, PNC Wealth Management, and Mass Mutual Investors Services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services supported by a model-based investment process that incorporates portfolio optimization, risk tolerance analysis, and a variety of managed account programs.

Todd Adams is a Certified Financial Planner® with over 21 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has previously worked at Grove Point Investments, H. Beck, Inc., and Bass Financial Strategies. Adams serves as vice chairman of the local board of administration for Shady Grove Wesleyan Church in Colfax, NC. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to individual and institutional clients, including pension and charitable organizations. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and third-party sub-advisers.

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 in Winston Salem, NC, holding Series 63 and Series 65 designations and with 32 years of industry experience. He has worked at Wells Fargo Clearing since 2005, with a brief period at Merrill from 2008 to 2016. Outside of advising, he owns and operates an online retail business called The Maltz Shop. 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, incorporating research from Wells Fargo Investment Institute and third-party sources into its investment approach.

Bernard Franko III is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Edward Jones, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. prior to joining Raymond James Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Morris Moser is a CFP® professional with 36 years of experience in financial advising, currently affiliated with Raymond James & Associates. His career includes roles at firms such as Cetera, Avantax, World Equity Group, and Taylor Capital Management. Outside of his advisory work, he is engaged in teaching financial and retirement topics locally and is a partial owner involved in oversight of a car wash business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with a diverse array of portfolio management styles supported by affiliated research and sub-advisers.