Chad Barber is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., Edward Jones, and Blue Ridge Bank. He also serves as a trustee for the James Barber II Revocable Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 management solutions through a large network of advisors utilizing various model portfolios, third-party subadvisors, and customized strategies.

Tracy Collins is a financial advisor with Raymond James Financial Services Advisors, Inc. located in High Point, NC, holding a Series 66 designation and bringing 16 years of industry experience. Prior to joining Raymond James, Collins worked at several firms including BB&T and Wells Fargo Clearing. Outside of advisory roles, Collins is involved with Pinnacle Asset Management in a licensed bank advisor capacity and supports clients through Pinnacle Financial Partners/Pinnacle Bank by integrating financial planning with banking strategies. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to align with client goals and supports municipal and public finance services through a unique affiliation with a municipal advisor.

Craig Forys is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked in the education sector for Guilford County Schools and Charlotte Mecklenburg Schools. He is also a licensed disability insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms.

Austin Jensen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments, Advanced Space Systems, and REI Drilling. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies and develops model portfolios using systematic methodologies and long-term asset allocation benchmarks.

John Thomas is a financial advisor with Edward Jones in High Point, NC, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at CipherHealth, Inc. and West Corporation (now Intrado). 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

John Dubel Jr. is a financial advisor with Raymond James Financial in Greensboro, NC, holding the CFP® designation along with Series 63, 65, and 66 licenses. He has 26 years of industry experience, including roles at Dubel Wealth Design and Raymond James Financial Services. 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, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting implementation through advisory programs and maintaining unique municipal and SIMPLE IRA advisory offerings.

Nathaniel Anderson is a Financial Consultant at Fidelity Investments, where he has been working since 2021. He has held various roles within the company since 2015, including Investment Consultant, Financial Representative, Workplace Planning & Guidance Consultant, and Financial Associate. Nathaniel's experience spans financial consulting, investment advising, and workplace planning, focusing on helping individuals and families navigate their financial journeys. He works to build plans that support clients' current lives and future legacies. Outside of his professional duties, Nathaniel has personal interests in cars, football, movies, and traveling.

John Aderholdt is a financial advisor at UBS Financial Services in Greensboro, NC, with 37 years of industry experience. He has been with UBS Financial Services since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as treasurer for the CROP Walk Greensboro Urban Ministry and is a board member and occasional mentor for Communities in Schools of Greater Greensboro. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

Frank Bruno is a financial advisor at Edward Jones in Greensboro, NC, holding Series 63 and Series 66 credentials with 15 years of industry experience. His prior roles include positions at Allstate Insurance, Colonial Life, and Prudential Insurance, among others. Outside of his advisory career, he serves as an election day worker for the Guilford County Board of Elections and is involved in local business ventures such as Triad Wine & Gifts. 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 more than 23,000 financial advisors. The firm emphasizes fiduciary standards, tax-efficient services, and maintains affiliated capabilities beyond advisory services.

Patrick Crowley is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and UBS Financial Services. Crowley is based in Winston-Salem, NC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Tate Coley is a Financial Advisor with Merrill Lynch Wealth Management, having joined the firm in October 2023. Originally from Greensboro, North Carolina, he relocated to Denver, Colorado, in July 2023. Tate has been working in the financial industry since May 2021, following in his parents' footsteps. He holds a Bachelor's Degree in Business Administration with a concentration in finance from North Carolina State University. Tate is also a Personal Investment Advisor (PIA). His areas of expertise include education planning, legacy planning, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional role, Tate enjoys activities such as skiing, watching sports, golfing, and spending time with his family. He focuses on helping clients pursue their financial goals and aims to assist them not only in retiring but retiring comfortably.

Bryce Brooks is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Prudential Advisors, ADVIA Credit Union, and Automation Design + Entertainment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Robert Given is a financial advisor at Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes roles in education and fitness, spanning positions at the University of West Georgia, Northgate High School, and fitness centers. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

James Gooding Jr. is a financial advisor at Edward Jones in High Point, NC, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining a large national network of financial advisors and branch offices. The firm provides discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Elisabeth Sanders is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 and Series 65 designations and has held roles at firms including Cetera, HMC Partners, Summit Financial Group, LPL Financial, and Morgan Stanley. Outside of her advisory work, she serves as an election official for the Davidson County Board of Elections in Wallburg, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm operates under a fiduciary standard and maintains extensive retail advisor and branch networks along with affiliated capabilities beyond advisory services.

Robert Edmonds is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Edmonds serves on the Board of Visitors at the University of North Carolina at Greensboro. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets individuals approaching or in retirement who meet specific asset criteria, providing written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Madison Riggs is a financial advisor at Edward Jones in Kernersville, NC, holding a Series 66 designation with three years of industry experience. Prior to returning to Edward Jones in 2023, Madison worked at Enterprise Holdings and has experience in coaching youth volleyball, serving as a coach with the Carolina Union Volleyball Club and as a volunteer assistant coach at Holy Trinity Catholic Middle School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of financial advisors and branch offices.

Beth Hawkins is a CFP® with nine years of industry experience, currently serving at Edward Jones in Lexington, NC. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard. The firm has approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors and 15,100 branch offices.

Adam Perryman is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 2004, following four years at WS Griffith Securities, Inc. 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 portfolios, third-party asset management, and institutional platforms.

Michael Stiefel 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 has worked at LPL Financial since 2003 and prior to that spent five years with Prudential Equity Group, LLC. Stiefel is also involved with investment-related business activities under his own management firm. 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 wide range of advisory and brokerage services including financial planning, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced research and operational tools.