Walter Lambeth is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Angela Eddins is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 credentials and over 31 years of industry experience. She has worked at firms including Pinnacle Bank, LPL Financial, and High Point Bank. In addition to her advisory role, she serves as an 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance advisory services through unique affiliations.

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 25 years of industry experience. He has worked with Raymond James Financial Services since 2002 and leads Sexton Companies Inc., where he provides tax preparation and bookkeeping services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse clientele, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting services aligned with client goals.

Ernest Osborn is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1993. Outside of his advisory role, he serves on the board of 920 Outdoor Youth, Inc., a nonprofit focused on youth activities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations and firm-approved tools, serving clients through both direct and corporate financial planning arrangements.

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.

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.

Beverly Funderburk is a financial advisor with UBS Financial Services in Winston-Salem, NC, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has worked at Merrill for 30 years and has been with UBS since 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 solutions.

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 designations and 12 years of industry experience. Her prior experience includes roles at Truist Investment Services and BB&T Securities. Outside of advising, she serves as a Notary Public and is employed part-time with Kersey Valley, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Chad Barber is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 66 credentials and having 24 years of industry experience. His prior roles include positions at Blue Ridge Bank and Ameriprise Financial Services, Inc. Barber also serves as a trustee for the James Barber II Revocable Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Tracy Collins is a financial advisor at Raymond James Financial with 15 years of industry experience and holds a Series 66 designation. Prior to joining Raymond James, Collins worked at BB&T and Pinnacle Financial Partners. Outside of advisory work, Collins serves as a Licensed Bank Advisor at Pinnacle Asset Management, where they refer potential clients to Raymond James advisors and engage in holistic financial planning and banking strategies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA employer consulting services.

Craig Forys is a financial advisor at LPL Financial with four years of industry experience. He previously worked in education at Guilford County Schools and Charlotte Mecklenburg Schools and has experience in marketing. 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 financial planning and advisory programs utilizing both discretionary and non-discretionary management, supported by extensive research and model portfolios.

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.

John Dubel Jr. is a financial advisor with Raymond James Financial in Greensboro, NC, holding the CFP® designation along with Series 63, 65, and 66 licenses. He has 26 years of industry experience, including roles at Dubel Wealth Design and Raymond James Financial Services. 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, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting implementation through advisory programs and maintaining unique municipal and SIMPLE IRA advisory offerings.

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.