David Tuxhorn Jr. is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved with Southstone Financial Resources, Inc., which conducts fixed insurance sales including long-term care products. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Michael ODowd is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to help them understand their employer benefits and develop solid plans to work toward their financial goals. Michael has held multiple positions at Fidelity Investments, including Benefits & Planning Consultant since 2025, Workplace Planning Consultant from 2022 to 2025, College Planning Specialist in 2022, and Customer Relationship Advocate from 2021 to 2022. His experience spans various aspects of financial planning and client relationship management. Outside of his professional work, Michael enjoys activities such as beach outings, bowling, comedy, hiking, movies, and outdoor adventures.

Culbert Mclean Jr. is a financial advisor with LPL Financial in Burlington, NC, holding a Series 66 designation and bringing 23 years of industry experience. He has been with LPL Financial since 2008 and is also a managing partner at S. Preston Douglas & Associates LLP, a CPA firm. Outside of his advisory role, he serves as Director and President of the Pinecrest Country Club, a nonprofit private country club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology to support diversified investment strategies.

James Capps IV is a financial advisor at Merrill with three years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Fidelity Investments, Bank of America, and Jos. A. Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies supported by its internal Chief Investment Office and third-party managers.

Stephanie Davis is a financial advisor with Edward Jones in Burlington, NC, holding a Series 66 designation and six years of industry experience. Her prior work includes positions at Kayser Roth, Randstad, Wayfair LLC, and American National Bank and Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Jill Middleton is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2016, with a five-year period at Commonwealth Financial Network in between. 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 investors. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance work through its affiliation with a municipal advisor.

Timothy Bolinger is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with LPL Financial and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 consulting services, utilizing model portfolios, third-party research, and technology-driven strategies.

Vernon Horne is a financial advisor at OSAIC with 48 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2025, he worked for 17 years at Lincoln Financial Securities Corporation. Outside of his advisory role, he is involved in insurance services through two entities where he offers various insurance products including accident/health and life insurance. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of financial services such as brokerage and investment advisory, financial planning, retirement consulting, and access to third-party money managers, utilizing advanced portfolio construction tools and multiple advisory platforms.

Samuel Starling III is a financial advisor with LPL Financial based in Greensboro, NC. He holds a Series 66 designation and has 27 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 brokerage services supported by research and technology-driven portfolio management.

Betty Andrews is a financial advisor with LPL Financial in Burlington, NC, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Timothy Hinton is a financial advisor with Thrivent Investment Management in Mebane, NC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior positions include roles at First Citizens Bank and PNC Bank. Outside of his advisory work, he is a master instructor at a karate school he co-runs with his wife, teaching self-defense classes to children and adults. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering both one-time and ongoing planning engagements focused on comprehensive, goal-based analyses across various financial topics.

Charles Morgan is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. 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 variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Samir Alem is a financial advisor with Raymond James Financial Services Advisors Inc. in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James since 2014 and also served as CEO of Alem Wealth Management, a financial advisory support company. Prior to his current roles, he was affiliated with Directions Model and Talent for eight years. 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, and institutional investors. The firm employs analytical tools and risk profiling in its non-discretionary planning, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Larry Ware is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 28 years of industry experience. His prior work includes roles at Avantax Investment Services, IFG Advisory, and LPL Financial. He is a member of the advisory board for the local Salvation Army chapter. Ware also operates BGLW LLC, doing business as Envision Wealth Partners, where he provides investment advice to clients focused on retirement planning, college funding, income management, and debt control. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a large nationwide network of advisors and provides access to various investment strategies and third-party managers.

James Johnson III is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at LPL Financial LLC and Edward Jones. Outside of his advisory work, he is involved with Johnson Cattle Company LLC, a cattle farming business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advisory services that incorporate risk profiling and modeling tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Marion Hargrove Jr. is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Edward Jones since 1993. In addition to his advisory role, he serves as a trustee on the Alamance Community College Foundation Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Todd Steiman is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is a passive investor in a venture capital fund based in Ohio. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors with specialized programs and municipal finance services.

John Chaulklin III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and having 34 years of industry experience. He previously worked at LPL Financial for 15 years before joining Raymond James. Outside of his advisory role, he is a partner in an internet site for uploading pictures of fish and serves as a relationship manager at Fidelity Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using detailed analytical tools and supports clients through advisory programs and institutional consulting, with specialized services in municipal and public finance.

Walter Yates is a Series 66-licensed financial advisor with LPL Financial in Burlington, NC, and has seven years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance, Weatherby Healthcare, and Elon University. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Daniel Shannon is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at Sports Endeavors, Incorporated for one year. 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 strategies, supported by a large nationwide network of advisors and branch offices, and manages approximately $1.01 trillion in assets.