Warren Lackey Sr. is a financial advisor with Edward Jones in High Point, NC, holding Series 63 and Series 66 licenses and over 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he serves as a member of the finance committee at High Point Country Club and holds trustee and managerial roles in various local trusts, family LLCs, and real estate ventures. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Duane Edwards is a CFP®-certified financial advisor with 25 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Thomas Lembeck is a financial advisor at Edward Jones in High Point, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Shepherd Financial Group and Numerica Credit Union. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of financial advisors and branch offices nationwide.

Timothy Reid is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has held various roles within Cetera and Avantax firms since 2012 and operates his own tax preparation and accounting services through Reid Tax Service and Payne Tax Group, where he is a partner. Outside of his advisory work, he serves as treasurer of the Wallburg Recreational Center nonprofit and holds leadership positions with the High Point Civitan Club and Wallburg Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across diverse program structures and custodial relationships.

James Squires is a financial advisor with Edward Jones in High Point, NC. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Plank Road Solutions, LLC, Camco Manufacturing LLC, and Hanesbrands Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment strategies.

Andrew Morton is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked at Cetera and Cetera Investment Services LLC since 2018. Prior to that, he was employed at First National Bank of PA for 13 years. He also serves as treasurer for the Welcome Booster Club. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Joshua Hamm is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and also works with Pinnacle Asset Management and Pinnacle Financial Partners in Lexington, NC. His prior experience includes roles at Wells Fargo Clearing Services and Edward Jones. Hamm's work involves managing client investment accounts and building relationships with bank partners. 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, and institutions. The firm emphasizes tailored, non-discretionary planning and uses analytical modeling tools to support client goals.

William Greathouse Jr. is a financial advisor at LPL Financial with 46 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Ameriprise Financial Services, Ameriprise Financial, Oppenheimer & Co, RBC Capital Markets, and Scott & Stringfellow. Outside of his advisory work, he is a business owner of KTG Diva, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Kia Streater is a financial advisor with Wells Fargo Clearing in High Point, NC, holding a Series 66 designation and 18 years of industry experience. She previously worked at Triad Financial Advisors, Inc. from 2009 to 2013 before joining Wells Fargo Clearing in 2016. Streater serves on the finance committee of The Foundation for a Healthy High Point, reviewing account balances for grant purposes. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute alongside third-party data to support portfolio management.

David Austin is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Signing Carolina Inc. Outside of advising, he has experience in retail management through a nearly two-decade tenure at The UPS Store. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various advisory platforms and technologies to support a broad network of more than 22,800 advisors.

James Dicus is a financial advisor with Equitable Advisors in High Point, NC, holding a Series 66 designation and six years of industry experience. He has worked at Equitable Advisors since 2019 and previously spent time at AxA Advisors and Vann York Honda. Outside of his advisory role, he is involved in sales activities with Dergalis Associates, Realty Benefits Services, and Oakbridge Financial Group, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized risk assessment and matching clients to suitable investment models.

Randall Richard is a financial advisor with LPL Financial in High Point, NC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation, Osaic FS, Inc., and PRUCO Securities, LLC. Outside of his advisory work, he is involved with ECA Marketing, where he sells fixed annuities, long-term care insurance, disability insurance, and life insurance. 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 portfolios, third-party asset management, and institutional platforms, supported by technology and a broad array of financial products.

Angela Eddins is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63, 65, and 66 licenses and has 31 years of industry experience. Her prior work includes roles at LPL Financial, BNC Bank, and Pinnacle Bank/Pinnacle Financial Partners. Outside of her advisory work, she serves as an Associate and Operations Manager at Pinnacle Asset Management and as a Registered Principal at Anchor Wealth Advisors. 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, corporations, and institutional clients. The firm employs analytical tools and risk profiling to deliver non-discretionary consulting tailored to client goals and maintains specialized advisory programs such as municipal and SIMPLE IRA Employer Advisory Services.

Jeffrey Barker is a financial advisor at OSAIC with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Questar Capital Corporation, and he has operated his own firm, Barker Financial Services, since 1993. Outside of financial advising, he is involved in photography and owns a sports memorabilia business. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes advanced asset-allocation tools and third-party platforms to construct and manage customized investment portfolios.

Richard Sexton Jr. is a financial advisor with Raymond James Financial in High Point, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James and its affiliated entities since 2002 and serves as president of Sexton Companies Inc., where he oversees tax preparation and bookkeeping services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Caleb Barker is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Smith Barney LLC and Rech Global. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Holbrook is a financial advisor with Edward Jones in High Point, NC, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he manages and owns commercial rental properties in the High Point area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Tracy Collins is a financial advisor with Raymond James Financial Services Advisors, Inc. located in High Point, NC, holding a Series 66 designation and bringing 16 years of industry experience. Prior to joining Raymond James, Collins worked at several firms including BB&T and Wells Fargo Clearing. Outside of advisory roles, Collins is involved with Pinnacle Asset Management in a licensed bank advisor capacity and supports clients through Pinnacle Financial Partners/Pinnacle Bank by integrating financial planning with banking strategies. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to align with client goals and supports municipal and public finance services through a unique affiliation with a municipal advisor.

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.

Cornelius Griffin is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services since 2003. Griffin is an owner of Advisors Financial Center and serves on the finance and investment committees of Central Methodist Church in Asheboro, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations.