Ronald Copeland is a financial advisor at Merrill Lynch Wealth Management, specializing in comprehensive financial strategies. He focuses on helping clients pursue personal goals such as college education planning, portfolio management services, and retirement income planning. Ronald emphasizes creating personalized plans that account for clients' unique perspectives and priorities. With a background as a former professional athlete and three-time world champion kickboxer, Ronald applies discipline, accountability, and strategic focus in his financial practice. He draws on his experience to help clients maintain clear perspective amid complex and emotional financial decisions, aiming to facilitate informed and confident choices aligned with long-term objectives. Ronald holds the Personal Investment Advisor (PIA) designation and attended Guilford Technical Community College. Outside of his professional work, he enjoys basketball, boxing, and spending time with his family.

Byron Mason Phipps is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at The Results Company, Greene Resources, First Citizens Bank, and several other firms. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning solutions, utilizing proprietary research and tools, with an option for clients to implement recommendations through various brokerage or advisory programs.

Jason Allen is a financial advisor with Wells Fargo Clearing in High Point, NC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been associated with Wachovia Bank, N.A. since 2002. Outside of his advisory role, he serves as an executor for an estate. 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 both brokerage and advisory solutions, utilizing research from internal and third-party sources and applying diversification principles and modern portfolio theory.

Joylette Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Davenport & Company LLC. She also serves as a FINRA arbitrator in Washington, DC. 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 combines extensive research and analytics with diversified investment approaches and offers a broad range of brokerage and advisory solutions.

William Loveless is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and investment committee estimates.

Tatiana Mckee is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Her prior work includes roles at Wells Fargo Bank and Sprint. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including advisory roles to registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Michelle Seamon is a financial advisor at Merrill with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at First Citizens Bank and Investor Services, Wells Fargo Clearing, and Wachovia Bank. Outside of her professional role, she serves as a board member for the Winter Garden Home Owners Association. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nathan Hooker is a financial advisor with Cambridge Investment Research Advisors, Inc., holding a Series 66 designation and over 20 years of industry experience. His career includes prior roles at Kestra Financial Services, VOYA Financial Advisors, and Ameriprise. He serves as a board member of the Shady Grove Wesleyan Church in Colfax, NC. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides both discretionary and non-discretionary management options across multiple platforms.

Jennifer Whisenant is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and 21 years of industry experience. She previously worked at Raymond James Financial and Raymond James Financial Services from 1999 to 2017 before joining LPL Financial in 2017. She is also a notary public, assisting with notarizing client signatures. 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 financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Irene Apgar is a financial advisor with UBS Financial Services in Winston-Salem, NC, holding Series 63 and Series 66 licenses. She has 28 years of industry experience and has been with UBS since 2005. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Ana Nelson is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Bank, N.A. since 2015. Wells Fargo Advisors is a nationwide 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.

Freda Evans is a financial advisor with Ameriprise in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She worked at Merrill from 2009 to 2018 before joining Ameriprise Financial Services Inc., where she has been since 2018. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides detailed retirement income planning advice and tax-aware withdrawal strategies. The firm’s approach includes collaboration between centralized service teams and financial advisors, with recommendations based on proprietary research and third-party data.

Robert Proctor is a CFP® with 10 years of industry experience, currently serving at Wells Fargo Clearing in Winston Salem, NC. He has worked at various Wells Fargo entities since 2008, including Wells Fargo Bank and Wells Fargo Clearing Services. Outside of his advisory role, he co-owns an investment-related LLC with his spouse. 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 advisory process 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.

Samuel Etheredge is a financial advisor with Ameriprise in Jamestown, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he spent five years at Clemson University and five years at High Point Central High School. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Darren Scales is a financial advisor with Edward Jones in Kernersville, NC, holding a Series 66 designation and two years of industry experience. He has served in the US Army through the North Carolina Army National Guard since 2003. Edward Jones is a full-service wealth management firm catering to individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Garrett Mullins is a financial advisor with Osaic Wealth, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Woodbury Financial Services, Wells Fargo Clearing, and UBS Financial Services. Outside of advising, he serves as secretary of a home health care company owned by his family. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with a model-based investment process focusing on asset allocation and portfolio optimization.

John Roberts is a financial advisor with Merrill in Greensboro, NC, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has been with Merrill since 1980 and has worked at Bank of America since 2009. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mackenzie Urquhart is a financial advisor at Wells Fargo Advisors with six years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing. Outside of her advisory role, she serves as treasurer and board member for the Washington Park Neighborhood Association in Winston Salem, NC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes specialized services such as business-owner transition and special-needs planning.

Maxwell Gebauer is a Series 66–licensed financial advisor at Ameriprise with two years of industry experience. His background includes roles at Equitable Advisors and self-employment managing an advisory business through Honey Badger Management LLC. Ameriprise is a large institutional firm that provides a range of advisory, brokerage, and insurance solutions, including a specialized retirement-income planning service for high-net-worth individuals that combines research, modeling, and tax-efficient strategies to deliver tailored recommendations.

Uno Nieeban is a CFP® with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Securities America Advisors and Lonano Financial Advisors, where he held roles related to comprehensive financial planning and insurance sales. Nieeban also holds a position as Vice President and Producer at Lonano Financial Advisors, focusing on investment-related insurance sales. OSAIC serves a diverse client base, including retail investors, high-net-worth households, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process featuring asset allocation and portfolio optimization, offering a wide range of advisory and brokerage services through a complex affiliated network.