Brian Holden is a financial advisor with MassMutual Investors Services in Winston-Salem, NC. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Holden has worked with MassMutual Life Insurance Co since 2010 and with MassMutual Investors Services since 2013. He is also involved in insurance brokerage through Holden & Mickey, Inc., focusing on individual and group life and health insurance sales. MassMutual Investors Services is a subsidiary of MassMutual that offers financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides asset management, wrap and money-manager programs, and educational seminars.

Gerald Malmo III is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Mass Mutual Investors Services since 1994 and with MassMutual Life Insurance Co. since 1992. Outside of his advisory role, he is involved in individual and group life and health insurance sales and owns The Malmo Group, LLC, an entity used to receive income and pay operational expenses. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and a range of investment and educational programs.

Kimberly Moser is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Raymond James & Associates and Morgan Stanley. Outside of her advisory role, she owns and operates a small crafts business called A&K Crafty Corner. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its offerings with municipal advisory services and specialized employer retirement programs.

Andrew Clyne is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2013 and joined Merrill in 2016. In his role, Andrew focuses on working with affluent individuals to develop personalized financial strategies that address their short-, mid-, and long-term goals. He serves as a resource for clients on topics ranging from investing to retirement planning and saving for unexpected events. Additionally, he offers access to Bank of America specialists for banking, credit, home financing, and business solutions. Andrew holds the Chartered Retirement Planning Counselor™ designation and is a CERTIFIED FINANCIAL PLANNER® professional. He earned a bachelor's degree in Finance from The University of North Carolina at Greensboro in 2011, where he was a member of the Cross Country and Track & Field teams. He is also involved in the community as a member of the UNCG Alumni Leadership Board. Andrew resides in Greensboro with his wife, Bridgette, and their three sons. His personal interests include basketball, golfing, running, and spending time with his family.

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.

Jill Painter is a CFP® professional with 30 years of experience in the financial industry. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for seven years. Outside of her advisory role, she serves as treasurer for A Simple Gesture, a nonprofit organization focused on budgeting and fundraising, and is a member of the Endowment Committee at Westminster Presbyterian Church in Greensboro, 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 investment approach 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.

Lisa Aldridge is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, PRUCO Securities, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels, offering financial planning, consulting, model portfolios, and access to various third-party asset management programs.

Jonathan Szarke is a Series 66-licensed advisor with LPL Enterprise LLC, based in Greensboro, NC. He joined LPL Enterprise in 2026 and has prior experience in various hospitality and community-focused roles, including positions at Epic Chophouse and WhiteStone: A Masonic and Eastern Star Community. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

Candace Farabee is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2016. Merrill, together 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 offers model-based and discretionary investment strategies for individual, high-net-worth, pension, corporate, and charitable clients, supported by internal Chief Investment Office teams and third-party managers.

William Goodson is a financial advisor with Wells Fargo Advisors in Winston Salem, NC, holding a Series 66 credential and 17 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he serves as vice chairman of the Poole College of Management Finance Advisory Board, participates in investment and finance committees for local institutions, and sits on the board of the Trellis Supportive Care Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net worth thresholds. The firm integrates advisory services with other financial products through a variety of compensation arrangements.

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.

William Cobb is a financial advisor with Wells Fargo Clearing in High Point, NC, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages roughly $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Matthew Mccoy is a CFP® with 17 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at Lincoln Financial Securities Corp for 15 years and has been involved with Pilot Financial Advisors since 2009. Outside of his financial advisory work, he is the owner and instructor of The Real McCoy Instruction Services, which provides training related to the use of lethal force and firearms for self-defense. 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 advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and strategies from internal and third-party sources.

Carly Diaz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Raymond James, she worked at SG Americas Securities, LLC, and has a background including roles at Societe Generale, PTC Inc, and Emory University. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Rodney Alexander is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Qorvo, Inc., Pike Corporation, and Ernst & Young, LLP. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Amanda Hall is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with Cetera and Masters Private Client Group LLC since 2015. Outside of her advisory work, she provides accounting services involving routine preparation of financial statements and account reconciliations. Cetera Investment Advisers LLC serves a broad client base, including 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 a variety of program options and third-party managers.

Carma Wentzlaff is a financial advisor at Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation with 24 years of industry experience. Her prior experience includes roles at UBS Financial Services, JP Morgan Chase Bank, J.P. Morgan Securities, Bank of America Corporation, and Merrill. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and investment strategies supported by its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services including tailored financial planning and estate planning strategies.

Bryson Mckinney is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently with Raymond James Financial and has prior experience at Pinnacle Bank, Pinnacle Financial Partners, BNC Bank, and LPL Financial. He also serves as an investment consultant for Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary strategies supported by advanced analytical tools.

Ross Vaden is a financial advisor with Mass Mutual Investors Services in Greensboro, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Mass Mutual in 2025, he worked for Southeastern Freight Lines for 12 years. Outside of his advisory role, he is involved in managing a storage unit business, Avalon Suites LLC, as a member and manager. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to develop written recommendations tailored to client goals.

George Gillespie is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Gillespie serves as co-trustee for his mother’s trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.