James Beamon is a financial advisor with Thrivent Investment Management in Jamestown, NC. He holds the Series 66 credential and has two years of experience in the financial industry, following a 20-year career at Tempur-Sealy. Beamon serves on the board of directors for Greensboro Youth for Christ, where he and his wife volunteer mentoring middle school youth. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial planning without discretionary trading authority and offering the option to combine planning with managed-account services under a consolidated billing arrangement.

Alexa Ritz is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Allegacy Federal Credit Union, CUSO Financial Services, Homepoint Financial, and various educational institutions. Additionally, she is a commissioned notary. 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 a range of financial planning and advisory programs along with retirement plan consulting and brokerage services.

Charles Wilfong is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm follows an IPS-driven, modern portfolio theory-based advisory process and acts as an ERISA fiduciary when providing investment advice.

Richard Anderson Jr. is a Series 66-licensed financial advisor with Edward Jones in High Point, NC, where he has worked since 2019. He has seven years of industry experience, including twelve years at Highland Ventures Ltd. prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices nationwide.

Kimberly Moser is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Raymond James & Associates and Morgan Stanley. Outside of her advisory role, she owns and operates a small crafts business called A&K Crafty Corner. 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 emphasizes tailored, non-discretionary planning using analytical tools and supports its offerings with municipal advisory services and specialized employer retirement programs.

Jill Painter is a CFP® professional with 30 years of experience in the financial industry. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for seven years. Outside of her advisory role, she serves as treasurer for A Simple Gesture, a nonprofit organization focused on budgeting and fundraising, and is a member of the Endowment Committee at Westminster Presbyterian Church in Greensboro, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lisa Aldridge is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, PRUCO Securities, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels, offering financial planning, consulting, model portfolios, and access to various third-party asset management programs.

William Cobb is a financial advisor with Wells Fargo Clearing in High Point, NC, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages roughly $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Scott Kauffman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 65 designation and has three years of industry experience. Prior to his current role, he has worked at Advisors Financial Center and is involved in real estate as an independent contractor with Wilson Realty Co. He also serves as an officer of KHF Holdings, LLC, assisting with financial and tax-related matters. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services 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 offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Vicky Tsitseras Leonard is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings 30 years of experience in the financial services industry, including 14 years with Merrill Lynch. Her expertise focuses on helping clients develop personalized financial plans tailored to their unique ambitions, such as funding education, planning for retirement and healthcare costs, and achieving long-term family goals. Vicky holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Wake Forest University. Residing in High Point, North Carolina, Vicky is an active participant in her community. Her personal interests include basketball, cooking, tennis, and yoga.

Ethan Goude is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and several other companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a large nationwide network of advisors and branch offices.

Martin Mc Farling is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, Mc Farling serves as treasurer on the board of directors for Guilford Crossing Professional Center POA and is involved in sign installation and photography services for auction.com properties. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Warren Lackey Jr. is a Series 66-licensed financial advisor with Edward Jones, based in High Point, NC, and has 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a board member for Wesley Memorial United Methodist Church School in High Point, participating in school activities and parent engagement. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, and maintains a large nationwide network of financial advisors and branch offices.

Deborah Morand is a Series 66-credentialed financial advisor at Merrill with three years of industry experience. She previously worked at UBS Financial Services Inc and held positions at Phillips Industries and as an assistant to Vicky Leonard. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Maria Aileen Rio is a financial advisor with Merrill in Greensboro, NC, holding a Series 66 credential and seven years of industry experience. She previously worked at CitiBank from 2004 to 2017 and has been with Bank of America, N.A. and Merrill since 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Ronda Faggart is a financial advisor with Edward Jones in High Point, NC, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is an owner member of 733 Flower Manor, LLC in Wendell, NC. 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 23,700 advisors and 15,000 branch offices.

Ryan Howard is a financial advisor with Equitable Advisors in High Point, NC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Equitable Advisors in 2023, he held various roles including positions at Gravity Haus and East Carolina University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Julie Hocevar is a financial advisor at LPL Enterprise with 24 years of industry experience. She holds the ChFC®, Series 63, and Series 65 designations. Her prior experience includes roles at Prudential Insurance Company of America, PRUCO Securities, Mass Mutual Investors Services, MassMutual Life Insurance, and Metlife Securities. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model wealth portfolios and third-party asset management through an integrated advisory and brokerage platform.

Jason Allen is a financial advisor with Wells Fargo Clearing in High Point, NC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He also serves as an executor for his mother's estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of advisory and discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Ana Nelson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. She has been with Wells Fargo Clearing since 2023 and has worked at Wells Fargo Bank, N.A. 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 advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.