Robert Edmonds is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Edmonds serves on the Board of Visitors at the University of North Carolina at Greensboro. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets individuals approaching or in retirement who meet specific asset criteria, providing written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Madison Riggs is a financial advisor at Edward Jones in Kernersville, NC, holding a Series 66 designation with three years of industry experience. Prior to returning to Edward Jones in 2023, Madison worked at Enterprise Holdings and has experience in coaching youth volleyball, serving as a coach with the Carolina Union Volleyball Club and as a volunteer assistant coach at Holy Trinity Catholic Middle School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of financial advisors and branch offices.

Adam Perryman is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 2004, following four years at WS Griffith Securities, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jon Canupp is an advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include a long tenure with the City of Winston-Salem and positions at Joe Gibbs Racing, Inc., followed by a brief retirement. 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 offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brett Ledgerwood is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies tailored to clients' individual goals and priorities. Brett's areas of focus include college education planning, corporate benefits, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from Wake Forest University and has earned several professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Brett emphasizes building enduring relationships with individuals, families, and business owners by providing intelligent, organized financial guidance designed to reduce complexity and address clients’ financial concerns. In addition to his professional responsibilities, Brett is committed to community involvement, volunteering with local organizations in line with Merrill’s tradition of community service. Outside of work, he enjoys biking, fishing, gardening, golfing, music, reading, skiing, soccer, and spending time with his family.

Michael Stiefel is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at LPL Financial since 2003 and prior to that spent five years with Prudential Equity Group, LLC. Stiefel is also involved with investment-related business activities under his own management firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services including financial planning, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced research and operational tools.

Beth Croxall is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. since 2022 and previously held roles within the broader Raymond James organization and AJB Financial Services Inc. Croxall also serves as a Client Relationship Manager at All Seasons Wealth in Winston-Salem, NC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs fact-finding, risk profiling, and analytical modeling to tailor non-discretionary planning and investment consulting to client goals.

Grant Gillespie is a financial advisor at Stifel in Greensboro, NC, holding a Series 66 designation with four years of industry experience. Prior to joining Stifel in 2022, he spent six years at Inmar from 2016 to 2022. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, incorporating forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Robert Green Jr. is a financial advisor with UBS Financial Services in Greensboro, NC, holding Series 63, 65, and 66 licenses and bringing 46 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

George Harris III is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Woodbury Financial Services, Wells Fargo Clearing, and UBS Financial Services. He serves as a board member for several local nonprofit organizations, including a neighborhood swim and tennis club and a continuing care retirement community. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services with a broad suite of investment solutions and platforms. The firm utilizes advanced portfolio construction tools and supports various managed account programs and third-party services.

Patrick Mcgowan is a financial advisor with UBS Financial Services, holding a Series 66 credential and bringing 13 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he supports an online course on business communication for Wake Forest University School of Medicine. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances, while combining institutional trading capabilities with wealth management services.

John Smith is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill for 18 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market modeling techniques.

Christina Wright Campbell is a financial advisor with Raymond James & Associates, holding Series 63 and 66 licenses and bringing 25 years of industry experience. She previously worked at Bank of America and Merrill. Campbell serves as Treasurer on the Board of Directors for the Forsyth Humane Society, a nonprofit organization. Raymond James & Associates 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by research and a variety of portfolio management styles.

Katharine Cain is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously at AeroTek in 2019. Outside of her advisory role, she has been involved with Old Town Draught House since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Michele Webb is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses. She has 27 years of industry experience, including prior roles at Morgan Stanley and BB&T Securities. Webb has been with Raymond James & Associates since 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing multiple portfolio management styles supported by firm research and affiliated sub-advisers.

Eric Allen is a financial advisor with Ameriprise in Greensboro, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Ameriprise since 2017, including its predecessor entity Ameriprise Financial Services, and previously worked at Great Outdoor Provision Co. Outside of his advisory role, he is involved with Honey Badger Management, the management company operating as Fiduciam Financial. Ameriprise offers retirement-income planning services for clients generally with significant investable assets, delivering annual, non-discretionary recommendations that integrate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Larson is a financial advisor with Primerica Advisors in Lewisville, NC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. In addition to his advisory role, Larson is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm employs a curated third-party asset manager approach with a tiered wrap-fee structure and delegates trading responsibilities to BNY Mellon Advisors.

Mary Henshaw is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 66 credentials and 34 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Kevin Littlejohn is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Thrivent since 2020 and previously owned and operated a UPS Store franchise. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other financial planning topics without implementation, supported by goal-based analyses and periodic reviews.

Daniel Boone is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2013, he worked at Osaic FS, Inc. for 11 years. Outside of his advisory role, Boone offers fixed insurance products as an outside business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services supported by various investment programs and technology tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.