Mary Farris is a Series 66-licensed financial advisor with LPL Financial, based in Winston Salem, NC, with seven years of industry experience. Her prior roles include positions at First Horizon Advisors and Edward Jones, among others. 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 services, utilizing both proprietary and third-party strategies.

Zachary Brown is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work includes roles at SkyBound, LLC and Cone Health. Outside of his advisory role, he owns and manages a rental property in Durham, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach includes investment policy preparation, performance reporting, and participant education, with a broader range of financial products than many institutional advisors.

Jeremy Autry is a financial advisor at Edward Jones with 23 years of industry experience, having been with the firm since 2003. He holds Series 63 and Series 66 designations. Outside of his advisory role, Autry is a singer/songwriter and founder of Automatic Entertainment LLC, and he coaches basketball at East Forsyth High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Mark Walton is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 22 years of industry experience. His career includes previous roles at Allegacy Federal Credit Union, Cuso Financial Services, Mass Mutual, Metlife Securities, and Edward Jones. Walton is also involved in managing the Allegacy Investment Group, an affiliated business related to his LPL activities. 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 financial planning and advisory services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Stacy Hennessee is a financial advisor with Wells Fargo Clearing in Lexington, NC, holding a Series 66 designation and 15 years of industry experience. She worked at Edward Jones from 2010 to 2017 before joining Wells Fargo Clearing, where she has been since 2017. Outside of her advisory role, she has partial ownership in THH, LLC, a non-investment-related business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

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.

Amy Hill is a financial advisor with LPL Financial in Clemmons, NC. She holds a Series 66 designation and has extensive industry experience, having worked at Wells Fargo for 27 years before roles at Principal Trust Company, Ascensus, and Allegacy Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by advanced operational tools and a large network of more than 22,800 advisors.

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.

Tracy Duncan is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial. She has a long tenure at Allegacy Federal Credit Union since 2001 and previously worked with CUSO Financial Services, L.P. from 2001 until 2025. 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 portfolios, and institutional platforms, supported by extensive advisor tools and a broad non-advisory financial services network.

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.

Jennifer Gibson is a financial advisor with LPL Financial in Clemmons, NC, holding Series 63 and Series 66 licenses with 21 years of industry experience. Her prior work includes roles at Allegacy Federal Credit Union and Cuso Financial Services, LP. 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 portfolio programs, and institutional platforms, supported by extensive operational and research tools.

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.