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.

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.

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.

Julia Powers is a financial advisor with LPL Financial in Winston Salem, NC, holding a Series 66 designation and one year of industry experience. She previously worked at Bermuda Run Country Club and Austin Eye Clinic. Powers is also a commissioned notary in Salem, NC. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management with access to multiple model portfolios and research resources.

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.

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.