Todd Stout is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC since 2008, with a three-year tenure at City National Bank prior to that. Stout serves as Treasurer on the Board of Directors for the Southern Pines Business Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on each client’s Advisory Risk Profile, utilizing a combination of in-house and third-party managers.

Jonathan Medlin is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, N.A., and entrepreneurial involvement with Bruce's Tavern LLC. 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 a range of individual and institutional clients.

Colleen O'Donnell is a financial advisor at Cetera with 21 years of industry experience and holds a Series 66 designation. Her prior work includes a decade at Merrill and roles at firms such as Purshe Kaplan Sterling Investments and Griz Global Solutions. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, offering portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform allowing advisors to implement various investment strategies across multiple program structures and custodial relationships.

Timothy Gendron is a financial advisor at Merrill with 8 years of industry experience. He holds Series 63 and Series 66 licenses. His prior firms include Bank of America, Wells Fargo, and Brian Hicks State Farm. 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.

James Mitchell IV is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he was involved with the Sanford Golf Course for six years and spent over a decade in full-time education. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

William Thomas is a financial advisor with Merrill in Pinehurst, NC, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Merrill since 1994 and concurrently at Bank of America, N.A. since 2011. Outside of advising, he owns a commercial building leased to Farm Bureau Insurance and manages a rental property in Pinehurst. Merrill, together 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, pension plans, corporations, and charitable organizations.

Joshua Polidori is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Cetera. His prior roles include positions at Commonwealth Financial Network and Tucker Bria Wealth Strategies. Outside of his advisory work, he engages in contracting for BrandedSurveys, a non-investment-related activity. Cetera Investment Advisers LLC is an SEC-registered firm offering a broad range of portfolio management and consulting services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform, providing access to both affiliated and third-party managers across various program structures and investment authorities.

Jody Johnson is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Ameriprise since 2005 and also owns a business called NaturaLead. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize tax-aware withdrawal strategies and dependable income sources.

Bryan Griffin is a financial advisor at Raymond James Financial Services Advisors, Inc. with 25 years of industry experience. He previously worked at Edward Jones for 23 years before joining Raymond James in 2025. Griffin is the president of PineTrust Wealth Partners, a support company related to his work at Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm provides tailored, non-discretionary planning using various analytical tools and supports clients through advisory programs and consulting services.

Hillary Rogers is a financial advisor with Wells Fargo Clearing in Pinehurst, NC, holding a Series 66 designation and four years of industry experience. She has worked at Wells Fargo Clearing Services since 2019 and previously was employed as a homemaker from 2016 to 2019. 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

James Mitchell III is a CFP® certificant with 24 years of industry experience. He has been with Edward Jones since 2001, based in Sanford, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Christshon Hicks is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on areas including college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Christshon helps clients uncover what matters to them and their families to create strategies that pursue their financial goals. Born and raised in North Carolina, Christshon holds a High School Diploma/GED from the University of North Carolina System and is a Personal Investment Advisor (PIA). He is fluent in English and Spanish. Outside of work, he is involved in his community as a volunteer at Middle Fork Christian Church, where he serves local community members through meal preparation and food distribution programs. Christshon has three children and values family highly. In his free time, he enjoys basketball, football, ice hockey, singing, spending time with family, traveling, and watching movies.

Hayden Ayers is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. He has worked at Charles Schwab since 2020 and previously was employed at ProVantage Corporate Solutions and Campbell University Athletics. He serves as assistant treasurer for the Southern Pines Rotary Club, assisting with transaction records. Charles Schwab & Co., Inc. provides wealth advisory, brokerage, custody, and financial planning services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm’s model combines non-discretionary advice with access to discretionary separately managed accounts using multi-asset model portfolios and centralized operational support.

David Palmer is a Series 66-licensed financial advisor with Wells Fargo Clearing, where he has worked since 2016. He has 18 years of industry experience, including seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as managing director of two consulting firms and holds a law license in North Carolina. Wells Fargo Clearing provides retirement plan consulting services focused on ERISA-qualified and non-qualified deferred compensation plans. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles, and offers both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Gregory Pace is a financial advisor with Edward Jones in Sanford, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a 25% partner in Storm All-Star Cheerleading, a cheerleading gym in Sanford. Edward Jones is a full-service wealth management firm serving more than 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 strategies, separately managed accounts, and affiliated mutual funds.

John Buechel Jr. is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior roles include positions at Wells Fargo Advisors LLC and Bankmark. Outside of his advisory work, he serves on the finance committee of Our Lady Queen of Peace Church and is a board trustee for the Knights of Columbus Council 6139. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Hillary Moore is a financial advisor with LPL Financial in Sanford, NC, holding a Series 66 credential and six years of industry experience. She has worked with LPL Financial since 2020 and is also involved with Lucia Capital Group. Outside of advising, she works with a CPA firm preparing taxes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad advisory and brokerage platform. The firm offers financial planning, asset management, and institutional services, supported by technology and a large network of over 22,800 advisors.

Taylor Clement is a CFP® professional with 11 years of experience in financial advising. He is currently with Cetera and has previously worked at Commonwealth Financial Network and Edward Jones. Outside of his advisory career, he serves as mayor of the Town of Southern Pines and is involved in entrepreneurial ventures including a yoga studio and a business called Casino Guitars. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Judson Bullard is a financial advisor with Wells Fargo Clearing, holding the Series 66 designation and based in Pinehurst, NC. He has experience at multiple financial institutions, including Uwharrie Bank and First Citizens Bank, and has also worked in educational roles from middle school through university levels. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm includes a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary in its advisory services.

Troy Spence is a financial advisor with Edward Jones in Pinehurst, NC, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he officiates high school football games in Iowa and serves as a trustee for Calvary Baptist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment programs. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies through a large network of financial advisors and branch offices nationwide.