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.

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.

Joshua Donley is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2011. Prior to joining LPL, he worked at Securities America Advisors, Inc. and Veravest Investment Advisors, Inc. He is also involved with Mosaic Capital Management, focusing on fixed insurance products. 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, offering a range of financial planning and asset management solutions through a large network of investment adviser representatives.

John Aderholdt is a financial advisor at UBS Financial Services in Greensboro, NC, with 37 years of industry experience. He has been with UBS Financial Services since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as treasurer for the CROP Walk Greensboro Urban Ministry and is a board member and occasional mentor for Communities in Schools of Greater Greensboro. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

Frank Bruno is a financial advisor at Edward Jones in Greensboro, NC, holding Series 63 and Series 66 credentials with 15 years of industry experience. His prior roles include positions at Allstate Insurance, Colonial Life, and Prudential Insurance, among others. Outside of his advisory career, he serves as an election day worker for the Guilford County Board of Elections and is involved in local business ventures such as Triad Wine & Gifts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors. The firm emphasizes fiduciary standards, tax-efficient services, and maintains affiliated capabilities beyond advisory services.

Patrick Crowley is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and UBS Financial Services. Crowley is based in Winston-Salem, NC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Tate Coley is a Financial Advisor with Merrill Lynch Wealth Management, having joined the firm in October 2023. Originally from Greensboro, North Carolina, he relocated to Denver, Colorado, in July 2023. Tate has been working in the financial industry since May 2021, following in his parents' footsteps. He holds a Bachelor's Degree in Business Administration with a concentration in finance from North Carolina State University. Tate is also a Personal Investment Advisor (PIA). His areas of expertise include education planning, legacy planning, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional role, Tate enjoys activities such as skiing, watching sports, golfing, and spending time with his family. He focuses on helping clients pursue their financial goals and aims to assist them not only in retiring but retiring comfortably.

Wesley Perry is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he is a 33% owner of Herron View, LLC, a real estate investment entity. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jessica Barger is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, previously holding positions at RBC Wealth Management and Bank of America. Outside of her advisory role, she serves as an executor and holds power of attorney for her parents. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individual, high-net-worth, and institutional clients.

Bryce Brooks is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Prudential Advisors and Automation Design + Entertainment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors as well as registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

David Smith is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He previously worked at Merrill for 12 years before joining UBS in 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital market insights.

Robert Given is a financial advisor at Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 66 licenses with one year of industry experience. His background includes roles in education and fitness, with positions at Colorado State University-Global, University of West Georgia, and OneLife Fitness. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research from its Global Investment Committee.

James Gooding Jr. is a financial advisor at Edward Jones in High Point, NC, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining a large national network of financial advisors and branch offices. The firm provides discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Salvador Valencia III is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked at Edward Jones and First Citizens Investor Services. Outside of his advisory role, he coaches youth soccer for NC Rush Triad in Winston Salem. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Elisabeth Sanders is a financial advisor with Edward Jones in Kernersville, NC, holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Cetera, HMC Partners, Summit Financial Group, LPL Financial, and Morgan Stanley. Outside of financial advising, she serves as a precinct official and judge for the Davidson County Board of Elections. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.