Kimberly Faucette is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016. In addition to her advisory role, she is a notary public and serves as a power of attorney for Faucette Investments LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Angela Hall is a financial advisor with LPL Financial in Burlington, NC, holding the Series 63 and Series 65 designations and bringing 25 years of industry experience. Her prior roles include positions at Raymond James Financial Services, Wells Fargo Clearing, and Merrill. She is also associated with Ancora Wealth Partners, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Jeffrey Bercaw is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for eight years before joining Ameriprise in 2021. He serves on the Board of Directors for the Breakthrough T1D Piedmont Triad Market chapter in North Carolina. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, typically with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brenda Feacher is a financial advisor with Wells Fargo Advisors in Greensboro, NC, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has been with Wells Fargo Advisors Financial Network since 2026. Outside of her advisory role, she works as a receptionist at H&R Block and volunteers as a sitter for at-risk patients at Cone Health. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, with recommendations supported by Wells Fargo’s research and planning tools.

Scott Mendenhall is a financial advisor with Edward Jones in Greensboro, NC. He holds the CFP® and ChFC® designations, as well as a Series 66 license, and has 13 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Proponent Federal Credit Union/ADP Total Resource. Mendenhall serves as President on the Executive Committee of Alamance Presbyterian Church, where he helps oversee the church trust accounts. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Austin is a financial advisor with Edward Jones in Burlington, NC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is a 50% owner of a rental property in Atlantic Beach, NC. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Todd Adams is a Certified Financial Planner® with over 21 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has previously worked at Grove Point Investments, H. Beck, Inc., and Bass Financial Strategies. Adams serves as vice chairman of the local board of administration for Shady Grove Wesleyan Church in Colfax, NC. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to individual and institutional clients, including pension and charitable organizations. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and third-party sub-advisers.

Joshua Martin is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. His prior work history includes roles at Duke University, the Orange County School System, Biogen, and service in the U.S. Air Force. He has been with Edward Jones since 2019. 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 under management through a network of over 23,700 financial advisors, offering a range of advisory programs and affiliated investment products.

Rachel Walston is a financial advisor with LPL Financial in Burlington, NC, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked at LPL since 2013 and also operates Fisher Wealth Management. Outside of advising, she owns REW Consulting & Implementation, a home-based consulting business, and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and asset management services through a large network of advisors, utilizing various model portfolios and customized strategies.

Austin Daugherty is a CFP®-designated financial advisor with eight years of industry experience, currently affiliated with Raymond James Financial. His prior experience includes roles at Commonwealth Financial Network and Elon University. He serves as secretary of Blaser Investment Management Group, Inc., an outside activity related to investment management. 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 offers tailored non-discretionary planning supported by analytical tools and sponsors wrap-fee advisory programs while maintaining specialized services such as municipal and SIMPLE IRA employer advisory consulting.

Cody Smith is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Financial Representative at Fidelity Investments in 2024. His career in financial services began at State Employees' Credit Union, where he progressed through various roles from Financial Services Representative in 2018 to Financial Services Officer by 2019, continuing until 2022. Throughout his career, Cody has focused on understanding clients beyond their finances to develop comprehensive plans that reflect their individual values and life goals. This approach emphasizes a holistic view of financial planning tailored to each client's unique circumstances. Outside of his professional life, Cody has interests in cars, family activities, football, kayaking, music, and writing.

Timothy Conner is a financial advisor with Ameriprise based in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Raymond James Financial Services and Wells Fargo Advisors. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations through a centralized consulting team.

Luke Boudreault is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 10 years of industry experience. He previously worked at Truist Investment Services and First Citizens Investor Services. Outside of finance, he is owner and president of Da Capo Brass, Inc., which provides musicians for events, and he is the principal trumpet in the Western Piedmont Symphony. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Kenneth Wince is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His previous work includes roles at Edward Jones and Fifth Third Securities, and he currently serves as a relationship manager at Fidelity Bank. Kenneth is also involved with Cleveland County Schools in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and custom strategies supported by advanced operational tools.

Brittany Muha is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2019, progressing through positions including Financial Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked at UBS as a Wealth Planning Analyst in 2017 and as a UK Change PMO Analyst from 2015 to 2016. In her current role, Brittany partners with individuals and families at all stages of their financial journeys, focusing on understanding their unique financial goals and helping them plan accordingly. She emphasizes client education to enable informed investment decisions and collaborates with clients to develop strategies aimed at achieving their objectives through actionable steps.

Steven Makinson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities LLC, Eagle Strategies, LPL Financial, and other firms. Outside of advisory work, he is a 50% owner of a commercial real estate property through Seven Doves LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Timothy Rossiter is a CFP® professional with over 42 years of experience in the financial services industry. He is currently with OSAIC and has previously worked at American Portfolios Financial Services, Inc. for 21 years. Rossiter serves on the board of the Mrs. Cheever Porter Foundation, a nonprofit charity. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

William Fisher is a financial advisor with LPL Financial in Burlington, NC, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with LPL Financial since 2009. 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 extensive technology and a large network of advisors.

Jeffrey Blaser is a CFP® professional with 35 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. in Burlington, NC. His career includes multiple tenures at Raymond James and a five-year period at Commonwealth Financial Network. 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, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and advisory services using advanced analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Rodney Alexander is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Qorvo, Inc., Pike Corporation, and Ernst & Young, LLP. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.