Durham, NC Office

Robert Scholes is a financial advisor at Allworth Financial, L.P. in Durham, NC, with six years of industry experience. He holds the CFP®, CFA®, and Series 63 credentials. Prior to joining Allworth Financial in 2025, he worked at Investors Trust Company, Cook Wealth Management Group, Park Avenue Securities, and Guardian Life Insurance Company. Scholes also spent nine years at Southeastern Baptist Theological Seminary. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm implements customized portfolios using a range of model strategies and employs third-party sub-advisers, offering both discretionary and non-discretionary asset management and financial planning services.

Miles Richardson is a financial advisor at Allworth Financial, L.P. in Durham, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Allworth Financial in 2024, he worked at Fleet Feet, First Citizens Bank, and the University of North Carolina. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

David Weiss is a financial advisor at Allworth Financial, L.P. in Durham, NC, holding Series 63, 65, and 66 licenses with 29 years of industry experience. His prior work includes positions at Scottrade, Inc. and Weston Banks Wealth Partners. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using various model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

Michelle Disney is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. in Durham, NC. Her prior experience includes roles at Adams Chetwood Wealth Management and Purshe Kaplan Sterling Investments. Disney holds the Series 66 designation. Allworth Financial is a fee-based SEC-registered adviser serving a diverse client base including individuals, qualified retirement plans, trusts, charitable organizations, and corporate clients. The firm employs a range of customized portfolio strategies and uses technology to manage held-away employer retirement accounts, with notable ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

James Chetwood III is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Allworth Financial. His prior experience includes roles at Adams Chetwood Wealth Management and Purshe Kaplan Sterling Investments. He is an elder at The Summit Church and author of *Retire to the Fullest: Four Dimensions of Financial Peace of Mind*. Allworth Financial is a fee-based SEC-registered adviser serving individual, retirement, trust, charitable, and corporate clients. The firm offers customized portfolio strategies, including model allocations and options-based overlays, and incorporates technology to manage held-away retirement accounts.

Donella Winkler is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. She has prior experience at Adams Chetwood Wealth Management, Zeiders Enterprises, BancWest Investment Services, Inc., and Bank of the West BNP Paribas. Outside of her advisory role, she provides financial education through Zeiders Enterprises, focusing on topics such as Thrift Savings Plan (TSP), credit scores, and budgeting. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized investment portfolios using various model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.