Matthew Farver is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he owns CruzMill Inc., a business related to managing his Ameriprise advisory activities. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing tailored, non-discretionary recommendations based on research, modeling, and tax-efficiency analysis. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Timothy Reid is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has held various roles within Cetera and Avantax firms since 2012 and operates his own tax preparation and accounting services through Reid Tax Service and Payne Tax Group, where he is a partner. Outside of his advisory work, he serves as treasurer of the Wallburg Recreational Center nonprofit and holds leadership positions with the High Point Civitan Club and Wallburg Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across diverse program structures and custodial relationships.

Samuel Unger is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. His prior roles include positions at Bank of America, Baldwin Risk Partners, and the University of South Florida. 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 strategies for a range of clients including individuals, high-net-worth investors, and institutions.

James Squires is a financial advisor with Edward Jones in High Point, NC. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Plank Road Solutions, LLC, Camco Manufacturing LLC, and Hanesbrands Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment strategies.

Ryan Tilley is a CFP® professional with 14 years of experience at Edward Jones, where he has worked since 2012. He holds a Series 66 designation and is based in Kernersville, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Benjamin E. Link is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Truist Advisory Services, BB&T Securities, UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He also serves as a notary in the state of North Carolina. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

James Kirven IV is a CFP® with 28 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., having joined in 2025 after a long tenure at Edward Jones from 1997 to 2025. Kirven serves on the Investment and Endowment Committee for the YMCA of Greensboro. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools for outcome modeling, supporting clients through its advisory programs and consulting services.

Branson Hodgin is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Fidelity, he worked in various roles including engineering consulting and positions at Liberty University and United Parcel Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios constructed from mutual funds, ETFs, and ETPs.

Henry Persia is a CFP®-certified financial advisor with 27 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2013. He is also the owner and president of Starboard Wealth Advisors, Inc., a branch support company for his Raymond James practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes non-discretionary planning and analytical tools tailored to client goals and supports a broad network of advisors and advisory firms.

Brian Schoonover is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank NA, OneAmerica Securities, and American United Life. He is also involved with Honey Badger Management LLC, providing registered paraplanner support within his practice. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. The firm operates as a large institutional provider of advisory, brokerage, and insurance solutions through affiliated entities.

David Cooil is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC, holding a Series 66 designation and nine years of industry experience. He has worked with Mass Mutual Life Insurance Company since 2014 and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, he is also an agent involved in life and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented client relationships.

Benjamin Powell is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill Lynch Pierce Fenner & Smith, Inc. since 2003 and Bank of America, NA 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.

David Hronich is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America and Merrill since 2025, along with positions outside the financial sector, such as at Roto-Rooter Plumbing and Barbershop Landscaping. 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 and profit-sharing plans, corporations, and charitable organizations.

Griffin Smith is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and is based in Winston Salem, NC. Prior to joining LPL Financial, he held several roles at Bermuda Run Country Club and Winston Wealth Management. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Larry Hammonds is a financial advisor at Stifel with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2019, following three years at Wells Fargo Clearing. Stifel serves a diverse client base including individuals, high net worth clients, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodology.

Brittney Schlicker is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2016. Before joining Baird, she worked at United Brokerage Services, INC for two years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management solutions, combining manager-traded and model-traded strategies with tax-management and direct-indexing capabilities.

David Ruck is a Certified Financial Planner® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Chick-fil-A Brassfield for two years. Outside of his advisory role, he operates a small online business buying and selling collectibles on eBay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory services and investment options supported by a nationwide network of advisors and branch offices.

David Jacobius is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He previously worked at Metlife Securities Inc. for 31 years before joining MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, he manages an LLC that handles business expenses and payroll related to his work as an agent and sales manager. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Phillip Joyce is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. He holds the Series 63 and Series 66 designations. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Jennifer Powell is a financial advisor with Robert W. Baird & Co. Inc. in Winston-Salem, NC. She holds a Series 66 designation and has 21 years of industry experience, with her entire career spent at Robert W. Baird & Co. since 2003. The DDK Group, where she works, is part of Baird’s Private Wealth Management department and serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and ongoing manager oversight.