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, as well as operating OKE Investments. Outside of finance, he has been involved in managing a soccer camp and a football club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios and research, and utilizes technologies such as machine learning in its investment processes.

Chauncey Pegram III is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2019. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology that uses forward-looking capital market assumptions and probabilistic modeling to support financial planning and asset allocation decisions.

Stephen Sexton is a CFP® with 32 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. He has held prior roles at Truist Advisory Services and BB&T Securities. In addition to his advisory work, Sexton is involved in non-variable insurance sales. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Deborah Morand is a Series 66-credentialed financial advisor at Merrill with three years of industry experience. She previously worked at UBS Financial Services Inc and held positions at Phillips Industries and as an assistant to Vicky Leonard. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Brandon Persia is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 11 years of industry experience. He previously worked at Starboard Wealth Advisors and has been associated with Raymond James since 2014. Outside of finance, he is employed as a bartender with the Bravo Brio Restaurant Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public finance through a unique municipal advisor affiliation.

John Voight is a CFP® professional with 28 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving in Summerfield, NC. Outside of his advisory work, he coaches a junior varsity boys high school soccer team as an employee of the county school system. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research and modeling to produce tailored recommendation reports.

Heath Pierce is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at First Horizon Advisors, First Citizens Bank, Pruco Securities LLC, and SunTrust Advisory Services. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and technology-driven investment approaches.

Jane Dunlap is a financial advisor at Robert Baird & Co. with a Series 66 credential and two years of industry experience. She has held positions at Covenant Wealth Management, LPL Financial, Independent Bank, and Calvin University. Prior to her advisory roles, she worked in various non-financial positions including at Panera Bread and United Parcel Service. The DDK Group, within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies along with internal research tools, including artificial intelligence.

John Mickey is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials and has 40 years of industry experience. He has been with Mass Mutual Investors Services since 1985. In addition to his advisory role, he is involved in the sales of individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars.

Maria Aileen Rio is a financial advisor with Merrill in Greensboro, NC, holding a Series 66 credential and seven years of industry experience. She previously worked at CitiBank from 2004 to 2017 and has been with Bank of America, N.A. and Merrill since 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Roma Hall is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 65 and Series 63 licenses. Her prior experience includes roles at Janney Montgomery Scott and Ameriprise Financial Services, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Ashley Cook is a financial advisor at Ameriprise with a Series 66 designation and experience spanning roles at Lincoln Financial Group, Bell Partners Inc., and AvalonBay Communities. Based in Greensboro, NC, Cook has been with Ameriprise since 2025. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary recommendations through a centralized consulting team.

Scott Graham is a financial advisor with Equitable Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 26 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 the managing partner of Alpha Omega Financial, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing various advisory programs and allowing certain advisors discretionary authority under specific conditions.

Jacqueline Wieland is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Stifel Nicolaus & Co. since 2014. Wieland serves on several boards, including as Chairman of the Dean's Advisory Board at the VA Tech Carilion School of Medicine and as a board member of the Institute of World Politics, as well as participating in nonprofit finance committees and foundations in the Greensboro area. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Patrick De Pinto is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior experience includes roles at Lincoln Financial Securities and positions outside of finance with companies like Instacart and DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by extensive research and technology integration.

Ronda Faggart is a financial advisor with Edward Jones in High Point, NC, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is an owner member of 733 Flower Manor, LLC in Wendell, NC. 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 23,700 advisors and 15,000 branch offices.

Joy Richardson is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC. She holds Series 63 and Series 66 licenses and has 33 years of industry experience, including 25 years with Metlife Securities Inc. She also has an individual life and long-term care insurance sales activity. Mass Mutual Investors Services 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 emphasizes collaborative, goal-based planning using firm-approved analytic tools.

Brandon Williams is a Financial Advisor with Merrill Lynch Wealth Management. With over seven years of experience in the financial industry, Brandon focuses on providing clients with clear and strategic advice to help them pursue long-term financial success. He prioritizes his clients' needs in areas such as retirement planning, investment management, and handling complex financial decisions. Brandon's expertise includes college education planning, legacy planning, managing new wealth, personal retirement planning, sports and entertainment finance, tax minimization, and retirement income strategies. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Wingate University. Beyond his professional work, Brandon has a background as a football player and coach, which informs his disciplined and team-first approach to client service. His personal interests include drawing and sketching, football, spending time with his family, and traveling.

Denise Absher is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding a Series 63 designation and six years of industry experience. Prior to joining Wells Fargo in 2019, she worked for 23 years at Lowe's Companies, Inc. Outside of her advisory role, she co-owns an automotive collision repair business with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and serves clients with customized portfolio strategies.

Kimberly Marriott is a CFP®-designated financial advisor with Morgan Stanley, bringing 29 years of industry experience. She has worked at Merrill and Bank of America prior to joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Kimberly serves on the boards of Communities in Schools for Greater Greensboro and the Women’s Professional Forum Foundation, focusing on mentoring and leadership training programs. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and extensive resources.