Alana Ibironke is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining LPL Enterprise, she worked at Cetera Wealth and Tapfin/EY, among other firms. Outside of her advisory role, she is the owner of 605 Rental LLC, a real estate business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, along with affiliated trust and insurance services.

Mark Witte is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he provides wealth planning and investment management services to families and high net worth individuals. He focuses on goals-based wealth management, including wealth accumulation, preservation, and generational wealth transfer. Mark specializes in areas such as college education planning, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Mark has been serving the financial industry since 1998 and joined Merrill Lynch Wealth Management in 2000. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. Mark earned a bachelor's degree in Finance from Clarion University of Pennsylvania in 1997. Outside of his professional role, Mark is an active member of the Crescent Rotary Club of Greensboro and serves on the Board of Directors of Junior Achievement of the Triad. He enjoys biking, cooking, golfing, running marathons, spending time with his family, and traveling.

Christopher Barbee is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at Oppenheimer & Co. Inc. from 2014 to 2017. He serves on the Greensboro Financial Services Advisory Council as a board member. Stifel provides investment advisory and brokerage services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, offering analysis and guidance intended to support client decision-making.

Anna Knight is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, she spent a total of nine years affiliated with Emory University in various capacities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Caleb Barker is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Smith Barney LLC and Rech Global. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Mullin is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 23 years of industry experience. He has worked with Cetera Investment Advisors, Cetera Investment Services LLC, and First National Bank of PA since 2016. Outside of Cetera, he is involved in fixed life insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a nationwide network of independent advisors to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various program options and affiliated partners.

Alejandra Rico Rivera is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked for seven years at Vanderbilt Mortgage and Finance before joining Merrill. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Beverly Funderburk is a financial advisor with UBS Financial Services in Winston-Salem, NC, holding Series 63 and Series 66 registrations and 33 years of industry experience. She previously worked at Merrill for 13 years before joining UBS in 2009. Outside of her advisory role, she serves as a notary public. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs a model-based approach using proprietary research to tailor financial plans and portfolios to client goals.

Christopher Holbrook is a financial advisor with Edward Jones in High Point, NC, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he manages and owns commercial rental properties in the High Point area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Tracie Lucas is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She previously worked at Truist Investment Services and BB&T Securities. Outside of her advisory role, she serves as a notary public and works as an outside employee for Kersey Valley, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, utilizing both proprietary and third-party strategies, supported by advanced advisor tools and a broad platform that includes insurance and banking partnerships.

Chad Barber is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., Edward Jones, and Blue Ridge Bank. He also serves as a trustee for the James Barber II Revocable Trust. 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 other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors utilizing various model portfolios, third-party subadvisors, and customized strategies.

Tracy Collins is a financial advisor with Raymond James Financial Services Advisors, Inc. located in High Point, NC, holding a Series 66 designation and bringing 16 years of industry experience. Prior to joining Raymond James, Collins worked at several firms including BB&T and Wells Fargo Clearing. Outside of advisory roles, Collins is involved with Pinnacle Asset Management in a licensed bank advisor capacity and supports clients through Pinnacle Financial Partners/Pinnacle Bank by integrating financial planning with banking strategies. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to align with client goals and supports municipal and public finance services through a unique affiliation with a municipal advisor.

Craig Forys is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked in the education sector for Guilford County Schools and Charlotte Mecklenburg Schools. He is also a licensed disability insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms.

Robert Northington Jr. is a financial advisor with Raymond James Financial in Winston Salem, NC, holding a Series 63 designation and over 54 years of industry experience. He has been affiliated with Raymond James since 2009 and was also associated with Pennington Financial Group during part of that time. Northington Jr. owns a support company that operates as an independent contractor for Raymond James Financial Services. 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, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and uses analytical tools to support client decision-making, with notable offerings in municipal advisory and SIMPLE IRA Employer Advisory services.

Paul Ebert is a financial advisor with LPL Financial in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked for Commonwealth Financial Network for 11 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

John Thomas is a financial advisor with Edward Jones in High Point, NC, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at CipherHealth, Inc. and West Corporation (now Intrado). 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Julia Powers is a financial advisor with LPL Financial in Winston Salem, NC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Bermuda Run Country Club and Austin Eye Clinic. Powers is also a certified notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Collins is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He collaborates with clients to provide education, tools, resources, and support to create and maintain personalized financial plans. His approach focuses on helping clients understand how they are invested and why, aiming for clients to clearly articulate their strategy to those impacted by their plan. His experience in the financial services industry includes roles as an Investment Consultant at Fidelity Investments from 2016 to 2019, a Financial Representative at Fidelity Investments from 2015 to 2016, a Financial Representative at Western and Southern Life from 2014 to 2015, and an Insurance Agent at The Collins Group from 2010 to 2011.

Grayson Harris is a Planning Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to develop financial plans tailored to their individual goals and circumstances. Grayson emphasizes education and relationship building to help clients gain confidence in making financial decisions aligned with their long-term aspirations. He has held the position of Workplace Planning Consultant at Fidelity Investments from 2022 to 2024. Outside of his professional work, Grayson enjoys attending concerts, participating in family activities, exploring food as a foodie, and following football.

Nathaniel Anderson is a Financial Consultant at Fidelity Investments, where he has been working since 2021. He has held various roles within the company since 2015, including Investment Consultant, Financial Representative, Workplace Planning & Guidance Consultant, and Financial Associate. Nathaniel's experience spans financial consulting, investment advising, and workplace planning, focusing on helping individuals and families navigate their financial journeys. He works to build plans that support clients' current lives and future legacies. Outside of his professional duties, Nathaniel has personal interests in cars, football, movies, and traveling.