Michele Webb is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses. She has 27 years of industry experience, including prior roles at Morgan Stanley and BB&T Securities. Webb has been with Raymond James & Associates since 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing multiple portfolio management styles supported by firm research and affiliated sub-advisers.

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.

Mark Harbaugh is a financial advisor with UBS Financial Services in Greensboro, NC, holding a Series 66 credential and 12 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves as trustee for multiple family trusts, overseeing asset management, tax filings, and distributions to beneficiaries. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of Financial Advisors who tailor plans based on proprietary research and model-based asset allocations.

Michael Larson is a financial advisor with Primerica Advisors in Lewisville, NC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. In addition to his advisory role, Larson is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm employs a curated third-party asset manager approach with a tiered wrap-fee structure and delegates trading responsibilities to BNY Mellon Advisors.

Todd Depinto is a financial advisor with LPL Financial based in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives, providing both discretionary and non-discretionary management options supported by in-house and third-party research.

Judith Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and over 23 years of industry experience. She has been associated with Raymond James entities since 2005 and leads her own firm, Judith Smith Financial Inc., while also working as an independent contractor for Haynes Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling and supports municipal and public-finance work through a unique municipal advisor affiliation.

Danielle Dennis Grady is a financial advisor at Cetera with 32 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including VOYA Financial Advisors and various insurance and financial services companies she has been involved with since the early 1990s. She is also an independent insurance agent. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering diversified portfolio management and advisory services through a multi-manager platform with 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.

Daniel Boone is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he offers fixed insurance products as an outside business activity. 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 provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

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 with LPL Financial in Greensboro, NC, holding a Series 63 designation and over 40 years of industry experience. He has been with LPL Financial since 2004. In addition to his advisory role, he is involved with LTCi Partners and WDW Land Company in investment-related and other business activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

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, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Wells Fargo in various roles since 2015. Outside of his advisory work, Edwards has ownership interests in several business ventures, including Prosperity Tree Investments LLC and Atlas Investment Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with clients deciding how to implement them through the firm’s brokerage or advisory programs.

Geoffrey Lynch is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s 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.

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 bringing 12 years of industry experience. She has been with LPL Financial since 2013. Outside of her advisory role, she serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.