Ashby Brooks is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, Brooks is a member of B&B Of Greensboro LLC, which owns an office building in Greensboro, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Johnny Campbell II is a Series 66-registered financial advisor with Raymond James Financial in Burlington, NC, with six years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Bank, and Edward Jones. Outside of his advisory work, he has been employed as a delivery driver for Amazon Flex and DoorDash. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports both retail and institutional markets, with notable offerings in municipal advisory and SIMPLE IRA consulting services.

Peter Graham is a Series 66 licensed advisor with Equitable Advisors based in Greensboro, NC, with four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked for AVACARE INC. for eight years. He volunteers with Make-A-Wish Central and Western North Carolina as a committee member for a 2025 fundraising event and serves on the Parish Council of Dormition of The Theotokos Greek Orthodox Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individual and institutional clients. The firm’s services include a range of advisory programs delivered through Investment Adviser Representatives and third-party asset managers.

Steven Moffitt is a CFP®-certified financial advisor with 12 years of industry experience. He is currently affiliated with XYPN Sapphire and has held roles at Carolina Wealth Planners, XYPN Invest, and Fidelity Investments in various capacities. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm emphasizes a long-term, risk-based investment approach using diversified portfolios and is notable for its pilot programs in digital-asset management and tokenized securities custody.

Kevin Kennedy is a CFP® professional with ten years of experience in financial services. He is currently affiliated with XYPN Sapphire and previously worked with Fidelity Investments in various capacities over a ten-year period. Outside of his advisory work, he is the owner of a short-term rental property in Greensboro, North Carolina. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm emphasizes a long-term, risk-based investment approach and supports affiliated advisors through centralized back-office and compliance services.