Robert Hargrove is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at The Prudential Insurance Company of America, Wells Fargo Advisors, and CUSO Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Brad Clasby is a financial advisor with Ameriprise in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Ameriprise since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver written recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Joel Williamson is a CFP® with six years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. He previously worked at Edward Jones for five years and has held various roles including business ownership in financial education. Williamson is also the owner of Financial Educators LLC, a firm focused on investment-related services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Mayco Saucedo Hernandez is a financial advisor with Fidelity in Durham, NC, holding Series 63 and Series 66 designations and having two years of industry experience. Prior to joining Fidelity, he worked in various roles across multiple industries, including logistics, real estate, and retail. Outside of his advisory role, he works as a food delivery driver for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, offering multi-manager and fund-of-funds advisory services, and utilizes systematic methodologies and long-term asset allocation benchmarks.

Amanda Urban is a financial advisor with LPL Financial in Winston Salem, NC, holding a Series 66 designation and two years of industry experience. Her prior roles include work at Treloar & Heisel Wealth Management and several positions connected to Liberty University, including Academic Affairs for Athletics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients such as individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Diane Wimmer is a financial advisor with Ameriprise in Winston-Salem, NC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Ameriprise since 2005, including six years under the current firm structure. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Ruth Petty is a financial advisor with OSAIC based in Greensboro, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 44 years of industry experience, including nine years with Securities America Advisors and Securities America Inc before joining OSAIC in 2024. Outside of her advisory role, she serves as president of a homeowners association and as a director for Business Professional Network, a mission organization focused on international economic development. OSAIC serves a diverse group of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses advanced portfolio construction tools and manages accounts on both discretionary and non-discretionary bases.

Austin Bailey is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and has teaching experience at Southeastern University during the same period. Prior to that, he spent six years working at Winston Salem Christian School. 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, supported by a large network of financial advisors and branch offices across the country.

John Cash is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co. Inc since 2018. Prior to that, he was with Wells Fargo Advisors from 2009 to 2018. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Tracy Cottingham IV is a financial advisor with Raymond James Financial in Greensboro, NC, holding Series 65 and Series 66 credentials and bringing 27 years of industry experience. His career includes positions at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James and Pinnacle Financial Partners in 2020. Outside of advisory work, he is involved as an associate with Capstone Investment Company and Pinnacle Asset Management. 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 clients. The firm offers non-discretionary, tailored planning and utilizes analytical tools and modeling to support client goals, with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

John Copley is a financial advisor with Wells Fargo Clearing in High Point, NC, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Crystal Diamond is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. She previously worked at Wells Fargo Clearing and BB&T Securities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Morgan Ford is a financial advisor at Robert W. Baird & Co. Incorporated with three years of industry experience. He holds a Series 66 designation and previously worked in architecture and financial services roles, including at Graves Architects & Planners and Money Concepts Capital Corp. Morgan is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and separately managed accounts, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology tools.

Andre Conway is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019 and previously was involved with AdaptFirst Investments LLC and the Alarm Service Company of America, Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm emphasizes a structured planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Jeffrey Hill is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Outside of his advisory work, he is involved in managing office condominium rentals through an LLC shared with his spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with a network of over 23,700 advisors and more than $1 trillion in assets under management.

Evan Dixon is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop personalized strategies to pursue their financial goals by understanding their unique perspectives and priorities. His approach involves connecting clients with the people, plans, and processes that best fit their individual ambitions. Evan's expertise includes general investing, retirement planning, and saving for unexpected events. He provides ongoing advice and guidance to clients as their needs evolve. He holds the Personal Investment Advisor (PIA) designation. His educational background includes attending the University of North Carolina System without a degree conferred and earning a High School Diploma from West Caldwell High School.

Anthony Diffenbaugh is a financial advisor with LPL Financial based in Winston Salem, NC. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior experience includes roles at Allegacy Federal Credit Union, CUSO Financial Services, Truist, TD Ameritrade, and Scottrade. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by extensive research and a variety of investment strategies.

Jonathan Norman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has built his career advising affluent individuals and families on wealth management strategies, aiming to simplify and clarify their financial lives by understanding their core values such as family, business, and legacy. Jonathan's focus areas include college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Jonathan began his career at Merrill Lynch the summer after graduating from college and plans to continue his career there until retirement. He holds a Bachelor's degree from Wake Forest University. Jonathan is also a CERTIFIED FINANCIAL PLANNER® (CFP), a Certified Investment Management Analyst® (CIMA®), and a Personal Investment Advisor (PIA). Outside of his professional work, Jonathan enjoys basketball, camping, fishing, football, golfing, hiking, running, skiing, woodworking, and spending time with his family.

Jordan Davis is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. His background includes roles at National General Insurance Company, Allstate Insurance Co, and Affordable Insurance Solution. Davis has been with Edward Jones since 2022. 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 across a broad network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kelia Coffey is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipalities, offering financial planning and consulting services supported by a large adviser network and a variety of portfolio management styles.