Shirley Sohmer is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Charles Schwab, Securities America, and Truist Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by various operational and research tools.

Rose Gillespie is a financial advisor at Ameriprise with five years of industry experience and holds a Series 66 designation. Her prior positions include roles at Mass Mutual Life Insurance Company, John Deere Financial, and Veridian Fiscal Solutions. 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 annual retirement planning focused on dependable income and tax-aware withdrawal strategies.

Dana Mckee is a financial advisor at Osaic Wealth Inc with 13 years of industry experience and holds a Series 66 designation. Prior to joining Osaic in 2026, Mckee worked at Reganess Wealth Management Group and Raymond James Financial Services Advisors from 2021 to 2025, and Wells Fargo Clearing from 2016 to 2021. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with extensive portfolio construction tools and access to third-party money managers.

Clayton Lawrence is a financial advisor at Merrill with a Series 66 credential and approximately one year of industry experience. Prior to joining Merrill, he was with Equitable Advisors and Bank of America. Outside of his advisory role, he coaches lacrosse with the Red Devils Lacrosse Club in Cary, NC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving a range of clients including individuals, high-net-worth clients, and institutional accounts with model-based and discretionary investment strategies.

John Schmitt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Clearing for 10 years. Outside of his advisory role, he holds powers of attorney for family members related to investment matters. 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 supported by research from Wells Fargo Investment Institute and other sources.

Brittany Robertson is a CFP® professional affiliated with Cetera, based in Greensboro, NC, with 11 years of industry experience. She has held roles at various entities within the Cetera network as well as CapFinancial Partners LLC (CAPTRUST) and Erickson Advisors. Robertson is engaged in client service and financial planning through her involvement with Linda P. Erickson, CFP, Inc. dba Erickson Advisors. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with various program structures and custodial relationships.

Brittain Huffstetler is a financial advisor with Thrivent Investment Management in Greensboro, NC, holding a Series 66 credential and two years of industry experience. Prior to joining Thrivent, Brittain worked at The Exercise Coach and the University of North Carolina at Charlotte, and served in the United States Coast Guard. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a range of planning topics without including implementation of recommendations. The firm combines planning with managed-account programs under consolidated billing while maintaining separate services.

Richard Spangler is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding a Series 66 designation and eight years of industry experience. Before joining Raymond James in 2017, he worked at PNC Financial Services for one year. Outside of his advisory role, he owns and manages a rental property in Winston-Salem. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles, affiliated research, and municipal advisory services.

William Wall is a financial advisor with UBS Financial Services in Winston-Salem, NC, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at UBS since 2019 and previously held positions at The Vanguard Group, Needham & Company, Universitat Autonoma de Barcelona, and Wake Forest University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary market research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Carla Thrasher is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 66 credentials and over 20 years of industry experience. Her career includes roles at CUSO Financial Services, Allegacy Federal Credit Union, Piedmont Advantage Credit Union, Metlife Securities, Edward Jones, and Massachusetts Mutual Life Insurance Company. 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 portfolio programs, third-party asset management, and institutional platforms.

Kevin Anglim is a financial advisor with Merrill in Greensboro, NC, holding a Series 66 designation and five years of industry experience. His work history includes roles at Bank of America, New York Community Bank, and Morgan Stanley. He also has community involvement experience with the Police Athletic League. 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 model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Mc Clanahan is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked at firms including Avantax Advisory Services and Lincoln Financial Group. Outside of his advisory role, he serves as an accountant for the Law Offices of Cheryl David and as a client services coordinator for Wisdom Wealth Care, the financial planning division of that law office. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and advisory services with access to both affiliated and third-party investment managers across multiple program structures.

Amy Simmons is a Series 66 licensed financial advisor with Merrill in Winston Salem, NC, where she has worked since 2009. She has 21 years of industry experience. Outside of her advisory role, she has a minor involvement in a rental business based in Hyannis, Massachusetts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sarah Casey is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and three years of industry experience. She has been with Morgan Stanley since 2023 and has prior work experience including roles at KHRG Reynolds LLC and Vami LLC. Outside of her advisory work, she is involved as an employee at The Katharine Brasserie & Bar in Winston-Salem. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that uses firm-approved tools and modeling techniques to assist clients with their financial goals.

William Murray is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves on the finance committee of Oak Ridge Global Methodist. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

Jonathan Perez is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked at Fidelity Investments in various capacities including Investment Consultant from 2024 to 2025, and Investment Solutions Representative from 2023 to 2024. He also gained experience as an Investment Specialist and Client Relationship Associate at Vanguard between 2021 and 2023, and worked as a Financial Representative at Northwestern Mutual in 2020. Jonathan helps clients work toward achieving their financial goals by collaborating with them to create actionable and accessible financial plans. His background includes diverse roles within the financial services industry, providing him with a broad perspective on investment solutions and client relationships. Outside of his professional responsibilities, Jonathan has an interest in movies.

Anthony Mason is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at SCOTTRADE and TD Ameritrade, as well as several years of self-employment before joining LPL Financial. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

John Barrow is a CFP® and PFS™ professional with 12 years of industry experience. He currently works at Cetera and has held prior roles at Avantax Investment Services, Blue Rock Wealth Management, and 1st Global Advisors, among others. He is also a financial advisor at Brendle Financial Group, LLC, where he provides wealth management and financial planning services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mary Martin is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 credentials and 39 years of industry experience. Her career includes ten years at Wells Fargo Clearing and previous roles at Morgan Stanley from 2002 to 2011. Outside of her advisory work, she serves as co-trustee for family trusts and is involved in estate planning activities. 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 through over 14,000 advisors, employing research-driven investment approaches and offering a range of brokerage and advisory solutions.

Shelby Lay is a financial advisor at Edward Jones in Greensboro, NC, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, Shelby worked at National General Insurance for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.