Thomas King is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes tenures at MetLife Securities, MassMutual, Pruco Securities, and Prudential Insurance Company of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Connel Ware is a CFP®-designated financial advisor with Edward Jones in Jamestown, NC, bringing 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is the managing member of Double Garnet Properties, LLC, an entity established to purchase his Edward Jones branch office building. 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 operates a large nationwide network of advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kevin White is a financial advisor at Edward Jones in Thomasville, NC, holding the CFP®, Series 63, and Series 66 designations with 24 years of industry experience. He has been with Edward Jones since 2001. 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 through a network of more than 23,700 financial advisors and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jerry Grimes Jr. is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge since 2014, also operating Grimes Financial Services, Inc. since 1997. He serves as a board member and membership secretary of the Piedmont Handgunners Association and volunteers on the board of the Davidson County Education Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management options and proprietary as well as third-party strategies.

Steven Brackman is a financial advisor with Raymond James Financial Services Advisors, Inc. in High Point, NC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He serves as co-trustee of his wife's trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work through unique affiliations.

Everett Swaim III is a financial advisor with Cetera, holding a Series 63 designation and bringing 43 years of industry experience. He has worked with Cetera and its affiliates since 2013 and owns The Swaim Agency, an insurance agency operating since 1990. Outside of financial advising, he is involved in a timber leasing partnership with his spouse. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms with a multi-manager approach.

Dajuan Taylor is a financial advisor at Edward Jones in Greensboro, NC, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones, he worked at DoorDash and several other positions including roles at the University of North Carolina at Charlotte and Autobell Car Wash. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Myrna Wigley is a Series 66 licensed financial advisor with Edward Jones in High Point, NC, where she has worked since 2014, totaling 11 years of industry experience. Outside of advising, she owns Phoenix Training and Development LLC, which focuses on delivering motivational messages and experiential activities to support organizational vision. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining a large national network of advisors and branches.

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 at Edward Jones in High Point, NC, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior roles include positions at State Farm VP Management Corp and Zach Barnes Insurance Agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of over 23,000 financial advisors.

Don Webb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Webb serves as a nominating committee member for the Congressman McDowell 6th District Congressional Service Academy in High Point, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Greyson Collins is a financial advisor with Edward Jones in High Point, NC, holding a Series 66 designation and one year of experience at the firm. Prior to joining Edward Jones, he worked for four years at Stretch Zone and spent six years in full-time education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.