David Song is a CFP® professional with three years of industry experience, currently serving with Wells Fargo Clearing. His prior experience includes roles at Bank of America, Merrill, Credit Suisse Securities, and Goldman Sachs. Outside of finance, he is involved in print and commercial modeling and serves on the board of a homeowners association. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment strategies while providing both brokerage and advisory solutions.

Jacqueline King is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones for her entire advisory career since 2007. Outside of her advisory role, she is a certified John Maxwell public speaker and hosts personal development mastermind groups, as well as serving as a chaplain and speaker at her local church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large network of advisors and branch offices nationwide.

Nathan Shelby is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Good Samaritan Society–Home Care and Oasis Vape. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, incorporating systematic methodologies and long-term asset allocation benchmarks.

Jarrod Dunbar is a Series 66-credentialed financial advisor with Edward Jones, based in Lexington, NC, and has six years of industry experience. He has been with Edward Jones since 2020. Outside of advising, he is a joint owner of a beach house rental property in Myrtle Beach, SC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by an extensive nationwide network of financial advisors and branch offices.

William Britt is a financial advisor with Ameriprise in Lexington, NC, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Ameriprise and its affiliate since 2016. Britt is also the owner of W Britt, Inc., a business through which he manages his Ameriprise practice. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and automated tools overseen by a Retirement Income Oversight Committee to support its advisory process.

Ryan Nance is a financial advisor at Raymond James Financial in High Point, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Raymond James, he worked at Ecolab Inc. for 16 years. He is also an associate at Signature Wealth Group, where he serves as a wealth advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to support a broad client base, including high-net-worth individuals, corporations, and charitable organizations.

Scott Mendenhall is a financial advisor with Edward Jones in Greensboro, NC. He holds the CFP® and ChFC® designations, as well as a Series 66 license, and has 13 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Proponent Federal Credit Union/ADP Total Resource. Mendenhall serves as President on the Executive Committee of Alamance Presbyterian Church, where he helps oversee the church trust accounts. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Colleen Mitchell is a financial advisor at Ameriprise with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Ameriprise since 2015. Outside of her advisory role, she serves on several community and nonprofit boards, including the St. Joseph Finance Advisory Committee and Kintegra Health’s advisory committee, which supports healthcare services for uninsured and underinsured individuals. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing tailored written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations, primarily focusing on assets held in Ameriprise Managed Accounts.

William Stone Jr. is a Series 66-licensed financial advisor at Thrivent Investment Management with six years of experience in the industry. Before joining Thrivent, he worked at Gilbarco/Veeder-Root for seven years. Outside of his advisory role, he owns a real estate investment company involved in home renovations and property management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

Christina Van Voorhis is a financial advisor with Edward Jones in High Point, NC, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at State Farm VP Management Corp and Zach Barnes Insurance Agency, as well as over two decades with Enterprise Leasing Company Southeast LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Don Webb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He previously worked at Merrill from 2003 to 2009 before joining Wells Fargo in 2016. Webb serves as a nominating committee member for the Congressman McDowell 6th District Congressional Service Academy in High Point, NC. 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 with over 14,000 financial advisors and offers a combination of brokerage and advisory solutions.

James Beamon is a financial advisor with Thrivent Investment Management in Jamestown, NC. He holds the Series 66 credential and has two years of experience in the financial industry, following a 20-year career at Tempur-Sealy. Beamon serves on the board of directors for Greensboro Youth for Christ, where he and his wife volunteer mentoring middle school youth. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority and offering the option to combine planning with managed-account services under a consolidated billing arrangement.

Alexa Ritz is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Allegacy Federal Credit Union, CUSO Financial Services, and Homepoint Financial. Ritz is also a licensed notary operating a home-based notary service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers 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.

Charles Wilfong is a financial advisor with Wells Fargo Clearing in High Point, NC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Securities, Inc. in 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages assets on a large scale and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

Richard Anderson Jr. is a Series 66-licensed financial advisor with Edward Jones in High Point, NC, where he has worked since 2019. He has seven years of industry experience, including twelve years at Highland Ventures Ltd. prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices nationwide.

Kimberly Moser is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Raymond James & Associates and Morgan Stanley. Outside of her advisory role, she owns and operates a small crafts business called A&K Crafty Corner. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its offerings with municipal advisory services and specialized employer retirement programs.

Jill Painter is a CFP® certificant with 30 years of experience in the financial services industry. She has worked at Wells Fargo Clearing since 2016 and previously at UBS Financial Services from 2001 to 2006. Outside of her advisory work, she serves on the endowment committee for Westminster Presbyterian Church in Greensboro, NC, and is treasurer for the nonprofit A Simple Gesture. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research-driven investment strategies with a range of brokerage and advisory solutions, managing approximately $671 billion in assets through a nationwide network of over 14,000 advisors.

Lisa Aldridge is a financial advisor with LPL Enterprise in High Point, NC, holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, PRUCO Securities, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm’s approach is primarily model-driven, offering financial planning, access to third-party asset managers, and a wrap program, along with affiliated trust and insurance services.

William Cobb is a financial advisor with Wells Fargo Clearing in High Point, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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.

Scott Kauffman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 65 designation and has three years of industry experience. Prior to his current role, he has worked at Advisors Financial Center and is involved in real estate as an independent contractor with Wilson Realty Co. He also serves as an officer of KHF Holdings, LLC, assisting with financial and tax-related matters. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.