Charmon Baker is a financial advisor with Edward Jones in Winston Salem, NC, holding Series 63 and Series 66 designations and having 22 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she has served as past board president of the Delta Fine Arts Center in Winston-Salem. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions and operates with a fiduciary standard.

Cole Foley is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. He has worked at MassMutual Life Insurance Co and Mass Mutual Investors Services since 2022. Prior to his career in finance, he attended Davidson College and was affiliated with Mount Tabor High School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations through collaborative client relationships.

Ethan Coe is a financial advisor at LPL Financial with three years of industry experience. His prior roles include positions at Truliant Federal Credit Union, TRUIST Advisory Services, and SECU Brokerage Services. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Philip Grande is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera in Winston-Salem, NC. His prior roles include positions at Raymond James Financial and NewBridge Bank. Outside of his advisory work, he serves as secretary for the Calvary Provision Foundation board and is a member of the finance committee for Calvary Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, institutional, and charitable clients through a nationwide network of independent advisors. The firm offers various portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party managers and caters to a broad client base with multiple program structures.

Matthew Healy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He previously worked at Merrill for 13 years before joining Wells Fargo Clearing in 2016. 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 and combines research from internal and third-party sources to support its investment approach, offering both brokerage and advisory solutions.

Jeffrey Shealy is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley and Citigroup Global Markets. He serves on the Board of Directors for The Dottie Shealy Ministry Foundation. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to develop personalized recommendations, primarily for clients with substantial investable assets.

Jason Zaks is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as a senior vice president and volunteer officer on the board of the Old Town Club, a social and country club in Winston-Salem. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Jacob Routh is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. He has held positions at Fidelity Investments since 2022 and has a background that includes roles in various sectors such as credit unions, retail, and education. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of AI and systematic methodologies in portfolio management.

Lori Pettyjohn is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 designations and 24 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a power of attorney for her mother, dedicating time to investment-related matters. 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 approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from internal and third-party sources.

Angel Herman is a financial advisor with UBS Financial Services in Winston-Salem, NC. He holds the Series 66 designation and has 20 years of industry experience, including 12 years at UBS. Herman is also involved with Defining Home, LLC, a privately held business. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans according to clients’ goals and risk tolerances.

James Zich is a financial advisor with Morgan Stanley in Winston-Salem, NC. He holds a Series 66 designation and has two years of experience at Morgan Stanley Smith Barney. Prior to his financial advisory role, he worked in education with Guilford County Schools and has experience in retail and university settings. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm employs a structured planning process and utilizes tools such as Monte Carlo simulations and secular return estimates to support client goals.

Michael Forsyth is a financial advisor with Merrill in Winston Salem, NC, holding a Series 66 designation and 18 years of industry experience. He has worked with Merrill and Bank of America since 2008 and 2011, respectively. Outside of his advisory role, Forsyth serves as an advisory board member for Kernersville Little League and is involved as a silent partner in a family-held LLC. 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, and institutions.

Benjamin Abitz is a CFP® with seven years of industry experience, currently affiliated with Cetera in Winston Salem, NC. His career includes roles at Morgan Stanley, Piedmont Capital Management, and TMRW Wealth. In addition to his advisory work, he teaches online courses for the University of Virginia's Certified Financial Planner education program. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a broad range of third-party money managers across multiple program structures.

Barbara Woodcock is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She is also a co-owner of Woodcock Racing Rods and Restorations LLC, an automotive restoration business she operates with her husband. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers a range of financial planning and advisory services, utilizing various portfolio management styles and supported by extensive research and affiliated sub-advisers.

Mary Newcomb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to her current role, she has worked in various capacities including roles in childcare and religious educational settings. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Dan Craver is a Financial Consultant at Fidelity Investments, where he assists clients in developing financial plans aligned with their personal goals. He has been with Fidelity Investments since 2015, holding various roles including Workplace Planning & Guidance Consultant, Relationship Manager, Investment Consultant, and currently Financial Consultant. Throughout his tenure at Fidelity, Dan has gained experience in financial consulting and relationship management, contributing to his expertise in building financial strategies for clients. His career progression within the company reflects a sustained commitment to client service and financial planning. Outside of his professional role, Dan has interests in fitness, golf, running, soccer, and tennis.

Sean Newby is a financial advisor with Edward Jones in Winston Salem, NC, holding the ChFC® designation and Series 66 license. He has 13 years of industry experience and has been with Edward Jones since 2012. Outside of his advising role, he is involved in executive business coaching. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 advisors.

Christopher Stanley is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Lee Salisbury is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Bank, Raymond James & Associates Inc, and the Wells Fargo Investment Institute. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

Sutton Miller is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Morgan Stanley Private Bank, AccruePartners, Lululemon Athletica, The Ahn Group International, and Keller Williams Beverly Hills. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and analyses.