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.

Todd Depinto 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 worked at Lincoln Financial Securities Corporation for 16 years prior to joining LPL Financial in 2024. 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 services including financial planning, third-party asset management access, and institutional platforms, with advice provided primarily through investment adviser representatives utilizing various strategic and tactical portfolio options.

Danielle Dennis Grady is a financial advisor at Cetera with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including VOYA Financial Advisors and various insurance and financial services companies she is associated with since the 1990s. She is also an independent insurance agent and president of Dennis Insurance and Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

Francis Bryan IV is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Raymond James & Associates since 2016. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services. Their approach includes tailored planning supported by firm research, multiple portfolio management styles, and municipal advisory services.

Edward Raymer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on managing clients' wealth by developing personalized financial strategies that address their individual goals and adapt to changing market conditions. Edward leverages investment insights from Merrill as well as banking and lending solutions from Bank of America to provide comprehensive wealth management services. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Wake Forest University. In addition to his professional work, Edward is actively involved in community service, following the Merrill tradition of supporting local organizations through volunteer activities.

Warren Wise is a financial advisor at LPL Financial with 40 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 2004 following three years at WS Griffith Securities, Inc. He is involved in non-variable insurance activities as part of his professional work. 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 portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Stephen Dockham is a financial advisor with Edward Jones in Winston Salem, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Chester Sheffield Jr. is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves on the Advisory Board for the College of Business at Appalachian State University. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various programs, combining multiple portfolio management styles with firm research and model manager options.

Matthew Riggs is a financial advisor with Edward Jones in Kernersville, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Edward Jones in 2017, he worked with Raymond James Financial Services and 4 Mu Financial Group. Outside of his advisory role, he has been involved with Bishop McGuinness Catholic High School since 2014. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Katherine Wiley is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held positions at Atrium Health Wake Forest Baptist and Lifeworks Employment Services. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Zachery Edwards is a financial advisor with Wells Fargo Advisors in Greensboro, NC, holding a Series 66 designation and 13 years of industry experience. He previously worked with Wells Fargo Clearing from 2016 to 2024 and Edward Jones from 2013 to 2015. Edwards has ownership interests in several businesses, including Prosperity Tree Investments LLC and Atlas Investment Management LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, using proprietary research and tools to develop tailored recommendations. The firm offers a broad range of planning services, with a focus on meeting net-worth thresholds and specialized client needs.

Geoffrey Lynch is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm operates with over 14,000 financial advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions.

Amy Pitts is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding a Series 66 designation and approximately one year of industry experience. Her prior work includes roles at Younique and nearly a decade with Winston Salem Forsyth County Schools at Sedge Garden Elementary. 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 roughly $671 billion in assets across more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Regina Mccormick is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with LPL Financial since 2013. In addition to her advisory role, she serves as a notary public. 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. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.

John Martin is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously held positions at A. G. Edwards & Sons, Inc. and Charles Schwab. Based in Winston Salem, NC, Martin holds Series 63 and Series 65 licenses. 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.

Brian Smith is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63, Series 65, and Series 66 licenses and 21 years of industry experience. His prior work includes roles at First Horizon Bank, Fifth Third Bank, Merrill, Banc of America Investment Services, and BB&T Asset Management. 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 a range of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Joshua Johnson Sr. is a financial advisor with Merrill in Winston Salem, NC, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2012. Johnson serves as a volunteer member of the investment committee for the United Methodist Foundation of Western North Carolina, providing general guidance to the board. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes managed account and manager-selection capabilities supported by integration with Bank of America affiliates and a variety of tax-focused investment strategies.