Jeremy Bush is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at Cetera, Avantax Advisory Services, and Maestro Wealth Advisors. Outside of advisory work, he has experience in the restaurant industry, having worked at Cicciones Restaurant and Famous Toastery. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipalities—and offers financial planning, investment consulting, and institutional fiduciary solutions.

Angela Eddins is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63, 65, and 66 licenses and has 31 years of industry experience. Her prior work includes roles at LPL Financial, BNC Bank, and Pinnacle Bank/Pinnacle Financial Partners. Outside of her advisory work, she serves as an Associate and Operations Manager at Pinnacle Asset Management and as a Registered Principal at Anchor Wealth Advisors. 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, corporations, and institutional clients. The firm employs analytical tools and risk profiling to deliver non-discretionary consulting tailored to client goals and maintains specialized advisory programs such as municipal and SIMPLE IRA Employer Advisory Services.

Cameron Moser is a financial advisor with Raymond James & Associates in Winston Salem, NC, holding a Series 66 designation and two years of industry experience. He has previously worked at Cetera, Avantax, and Insight Global, and has also served as a Wealth Management Coordinator for Maestro Wealth Advisors. Outside of finance, he buys and sells rare books online. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers tailored financial planning and non-discretionary investment consulting through various advisory programs, utilizing multiple portfolio management styles and affiliated research.

Benjamin Hadley is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Raymond James & Associates, Navigon Financial Group, AXA Advisors, and Northwestern Mutual. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Jeffrey Barker is a financial advisor at OSAIC with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Questar Capital Corporation, and he has operated his own firm, Barker Financial Services, since 1993. Outside of financial advising, he is involved in photography and owns a sports memorabilia business. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes advanced asset-allocation tools and third-party platforms to construct and manage customized investment portfolios.

Richard Sexton Jr. is a financial advisor with Raymond James Financial in High Point, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James and its affiliated entities since 2002 and serves as president of Sexton Companies Inc., where he oversees tax preparation and bookkeeping services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ernest Osborn is a financial advisor at Morgan Stanley in Winston-Salem, NC, with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets prior to that. He serves as a board member of 920 Outdoor Youth, Inc., a nonprofit organization focused on children and youth. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through employer relationships.

Michael Fischer is a financial advisor with Ameriprise in Kernersville, NC, holding a Series 66 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Fischer serves on the board of the Kernersville Masonic Lodge #669 as Assistant Treasurer and Chairman of the Budget and Finance Committee, and holds leadership positions in several Scottish Rite Masonic organizations, including Secretary of the Winston-Salem Scottish Rite Valley. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice through a centralized consulting team.

Clinton Yarbrough is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of advisors and branch offices nationwide.

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.