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.

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.

Jacob Hoheisel is a CFP® with two years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. He previously worked at Autumn Branch Capital, PYA Waltman Capital, and Comprehensive Wealth Management. Outside of finance, he has experience with Muirfield Village Golf Club and Liberty University. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology tools.

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 at Stifel Nicolaus & Co Inc since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. Stifel serves a diverse clientele, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

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 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a 33% owner of Herron View, LLC, a real estate investment entity. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

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 in Winston-Salem, NC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client investments.

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.

Elisabeth Sanders is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 66 and Series 65 credentials and has worked at several firms, including Cetera, HMC Partners, LLC, Summit Financial Group, LPL Financial, and Morgan Stanley. Outside of her advisory work, she serves as a precinct official for the Davidson County Board of Elections in Wallburg, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated services under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

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.

Adam Perryman is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by research and technology-driven portfolio management.

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 designations and having 38 years of industry experience. He has worked with LPL Financial since 2003. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations, offering a wide range of advisory and brokerage services supported by proprietary and third-party research and technology.

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.