Jerrold Pinsker is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and 28 years of industry experience. He has worked with LPL Financial and its predecessor entities since 2004, following four years at WS Griffith Securities, Inc. Outside of his advisory role, he engages in the sale of non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and participant-level retirement advice, supported by a large network of advisors and extensive operational resources.

Charles Lucas is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors. The firm provides both brokerage and advisory solutions, relying on research and analytics while offering a range of financial products through its bank and insurance affiliates.

Michele Webb is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses. She has 27 years of industry experience, including prior roles at Morgan Stanley and BB&T Securities. Webb has been with Raymond James & Associates since 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing multiple portfolio management styles supported by firm research and affiliated sub-advisers.

Eric Allen is a financial advisor with Ameriprise in Greensboro, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Ameriprise since 2017, including its predecessor entity Ameriprise Financial Services, and previously worked at Great Outdoor Provision Co. Outside of his advisory role, he is involved with Honey Badger Management, the management company operating as Fiduciam Financial. Ameriprise offers retirement-income planning services for clients generally with significant investable assets, delivering annual, non-discretionary recommendations that integrate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Todd Depinto is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He worked at Lincoln Financial Securities Corporation for 16 years prior to joining LPL Financial in 2024. 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 services including financial planning, third-party asset management access, and institutional platforms, with advice provided primarily through investment adviser representatives utilizing various strategic and tactical portfolio options.

Danielle Dennis Grady is a financial advisor at Cetera with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including VOYA Financial Advisors and various insurance and financial services companies she is associated with since the 1990s. She is also an independent insurance agent and president of Dennis Insurance and Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mary Henshaw is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 66 credentials and 34 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Kevin Littlejohn is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Thrivent since 2020 and previously owned and operated a UPS Store franchise. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other financial planning topics without implementation, supported by goal-based analyses and periodic reviews.

Daniel Boone is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2013, he worked at Osaic FS, Inc. for 11 years. Outside of his advisory role, Boone offers fixed insurance products as an outside business activity. 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 provides a range of advisory and brokerage services supported by various investment programs and technology tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Francis Bryan IV is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services. Their approach includes tailored planning supported by firm research, multiple portfolio management styles, and municipal advisory services.

Warren Wise is a financial advisor at LPL Financial with 40 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 2004 following three years at WS Griffith Securities, Inc. He is involved in non-variable insurance activities as part of his professional work. 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, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Stephen Dockham is a financial advisor with Edward Jones in Winston Salem, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. 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 large nationwide network of financial advisors and branch offices.

Chester Sheffield Jr. is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves on the Advisory Board for the College of Business at Appalachian State University. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various programs, combining multiple portfolio management styles with firm research and model manager options.

Matthew Riggs is a financial advisor with Edward Jones in Kernersville, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Edward Jones in 2017, he worked with Raymond James Financial Services and 4 Mu Financial Group. Outside of his advisory role, he has been involved with Bishop McGuinness Catholic High School since 2014. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Zachery Edwards is a financial advisor with Wells Fargo Advisors in Greensboro, NC, holding a Series 66 designation and 13 years of industry experience. He previously worked with Wells Fargo Clearing from 2016 to 2024 and Edward Jones from 2013 to 2015. Edwards has ownership interests in several businesses, including Prosperity Tree Investments LLC and Atlas Investment Management LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, using proprietary research and tools to develop tailored recommendations. The firm offers a broad range of planning services, with a focus on meeting net-worth thresholds and specialized client needs.

Regina Mccormick is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with LPL Financial since 2013. In addition to her advisory role, she serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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 solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Brian Smith is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63, Series 65, and Series 66 licenses and 21 years of industry experience. His prior work includes roles at First Horizon Bank, Fifth Third Bank, Merrill, Banc of America Investment Services, and BB&T Asset Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

John Robinson is a CFP® professional with seven years of experience in the financial services industry. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing, PNC Bank, and Appalachian State University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning.

Raymond Kuethe is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is based in High Point, NC, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Kuethe serves as a board member for the Piedmont Soccer Alliance, participating in governance for the local soccer club. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Yolanda Cobb is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 22 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously at Lincoln Financial Advisors from 2013 to 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.