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 with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously was with Wachovia Securities in 2002. Gillespie serves as co-trustee for his mother’s trust and his brother’s portion of the trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

Vicky Tsitseras Leonard is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings 30 years of experience in the financial services industry, including 14 years with Merrill Lynch. Her expertise focuses on helping clients develop personalized financial plans tailored to their unique ambitions, such as funding education, planning for retirement and healthcare costs, and achieving long-term family goals. Vicky holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Wake Forest University. Residing in High Point, North Carolina, Vicky is an active participant in her community. Her personal interests include basketball, cooking, tennis, and yoga.

Christopher Regeis is a financial advisor with LPL Financial in Greensboro, NC, holding the CFP® and ChFC® designations and possessing 37 years of industry experience. He has been with LPL Financial since 2004, following four years at WS Griffith Securities, Inc. Outside of advisory work, he rents office space to an attorney at his business location. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Tyler Cook is a financial advisor at Edward Jones in Greensboro, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked at Fidelity Investments and Bankers Life Insurance. His background also includes roles outside finance, such as positions at Our Dailey Bread Restaurant and Appalachian State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets with a large network of advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

John Nee is a financial advisor with Equitable Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as Vice Chair of Deacons at Friendly Avenue Baptist Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and institutions, utilizing a network of Investment Adviser Representatives and a variety of program models and third-party managers.

Martin Mc Farling is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, Mc Farling serves as treasurer on the board of directors for Guilford Crossing Professional Center POA and is involved in sign installation and photography services for auction.com properties. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Kevin Gunter is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its predecessor entities since 2004. Outside of advisory services, he serves as president of The Gunter Group Inc., an S-Corp established for a teaming arrangement with another Ameriprise advisor, and is also listed as secretary for a separate non-investment-related health coaching business owned by his wife. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and dependable income sources.

John Cooper is a financial advisor with Ameriprise in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Arthur Chenail is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016, including his current tenure beginning in 2022, as well as prior roles at Wells Fargo and The Prudential Insurance Company of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Charles Thompson is a financial advisor with Wells Fargo Advisors in Greensboro, NC, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of his advisory role, Thompson serves as secretary and consultant for Four Oaks Restaurant Corp., a full-service restaurant where he contributes 20-25 hours per month. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold.

William Davis is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Cogent Analytics. Outside of his advisory work, he is involved as a tutor and courier in Greensboro, NC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services that include financial planning, access to asset managers, and insurance product facilitation.

Sarah Bagnoni is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 25 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Warren Lackey Jr. is a Series 66-registered financial advisor with Edward Jones in High Point, NC, where he has worked since 2011. He has 15 years of industry experience. Outside of his advisory role, he serves as a board member for the Wesley Memorial United Methodist Church School in High Point. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is known for its extensive advisor and branch network as well as additional affiliated capabilities.

Sarah Weeks is a financial advisor at Raymond James Financial Services Advisors, Inc. She holds the Series 66 designation and has recent experience at Horne from 2021 to 2025. She is also involved with Freedom Works Private Advisory Group, LLC, a non-investment-related business based in Winston Salem, NC. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Edmund O'Keeffe III is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Cetera and Edward Jones. Outside of advisory work, he has entrepreneurial experience with OKE Investments. 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, utilizing IARs who implement model portfolios, third-party subadvisors, or customized strategies, supported by advanced research and operational tools.

Chauncey Pegram III is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Citigroup Global Markets. He has been with Stifel Nicolaus & Co Inc since 2019. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Stephen Sexton is a CFP® professional with over 30 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2022 and previously from 2009 to 2016. His prior experience includes roles at Truist Advisory Services, BB&T Securities, and Osaic FS, Inc. In addition to his advisory work, Sexton has involvement as an investment representative for non-variable insurance products. 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 a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, and supports its advisors with advanced technology and diversified financial services.