Henry Persia is a CFP®-certified financial advisor with 27 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2013. He is also the owner and president of Starboard Wealth Advisors, Inc., a branch support company for his Raymond James practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes non-discretionary planning and analytical tools tailored to client goals and supports a broad network of advisors and advisory firms.

Brian Schoonover is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank NA, OneAmerica Securities, and American United Life. He is also involved with Honey Badger Management LLC, providing registered paraplanner support within his practice. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. The firm operates as a large institutional provider of advisory, brokerage, and insurance solutions through affiliated entities.

Benjamin Powell is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill Lynch Pierce Fenner & Smith, Inc. since 2003 and Bank of America, NA since 2009. 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 plans, corporations, and charitable organizations.

David Hronich is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America and Merrill since 2025, along with positions outside the financial sector, such as at Roto-Rooter Plumbing and Barbershop Landscaping. 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.

Larry Hammonds is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2019, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach is supported by proprietary models developed by the Investment Strategy Group, which inform asset allocation and financial planning analyses.

Brittney Schlicker is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2016. Prior to joining Baird, she worked at United Brokerage Services, INC. from 2013 to 2016. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a range of managed account programs and proprietary research, including artificial intelligence tools.

David Ruck is a CFP®-designated financial advisor with Edward Jones in Greensboro, NC, where he has worked since 2017. He has eight years of industry experience, including two years in management at Chick-fil-A Brassfield before joining Edward Jones. Outside of his advisory role, he is a self-employed online seller of collectibles on eBay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Phillip Joyce is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. He holds the Series 63 and Series 66 designations. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Jennifer Powell is a financial advisor at Robert W. Baird & Co. with 23 years at the firm and 20 years of industry experience. She holds the Series 66 designation and is based in Winston-Salem, North Carolina. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals including high net worth clients, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside internal research tools.

Daniel Branon is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Outside of his advisory role, Branon coaches boys' varsity basketball at both Caldwell Academy and North Carolina Leadership Academy. 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 strategies, operating under a fiduciary standard and supporting a nationwide network of financial advisors and branch offices.

Troy Blamer is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding a Series 66 designation and one year of experience in advisory services. He has been associated with MassMutual Life Insurance Co since 2014. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools to analyze client goals and offers event-driven planning services including divorce and estate settlement planning.

Ronald Jackson is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. He is also the owner of Barbell Brothers, LLC, a fitness training business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Anne Wishon is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2019, she worked at Grady-White Boats from 2017 to 2019 and spent 16 years in full-time education. She serves as Commodore for the Cape Lookout Grady-White Owners' Club and is involved with Windrose Travel Co., a travel-related business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various model portfolios and research to support diversified investment strategies.

Kia Streater is a Series 66-credentialed financial advisor with 17 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors from 2013 to 2016. Streater serves as a finance committee member for The Foundation for a Healthy High Point. 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 includes investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Evan Hunter is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 1997, including 27 years with Pruco Securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through a combined advisory and brokerage platform.

Robert Saunders Jr. is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and investment models as part of its structured financial planning process.

William Cary is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Advisors, LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of financial products that include insurance-related vehicles and bank deposit sweep options.

Anne Fitzgerald is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and one year of industry experience. She previously worked at Fifth Third Bank for five years and Pinnacle Financial Partners for six years. Outside of her advisory role, she is involved in commercial real estate ownership. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

David Austin is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and Signing Carolina Inc, as well as a long tenure at The UPS Store. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

Jordan Balmforth is the Vice President and Branch Leader at Fidelity Investments, where he leads the local Investor Center. In this role, he provides financial and investment guidance to customers. Jordan has been with Fidelity Investments since 2005, progressing through various roles including Customer Service Representative, Active Trader Representative, Active Trader VIP Specialist, Client Services Team Leader, Assistant Branch Leader, and currently Branch Leader. This extensive experience reflects his familiarity with client services and investment strategies within the firm.