Jackson Johnson is a Series 66-licensed financial advisor with LPL Financial in Winston-Salem, NC, bringing two years of industry experience. His background includes roles at Edward Jones Investments and CUSO Financial Services, LP, as well as involvement with Allegacy Federal Credit Union. He serves as a board member of the King Public Library. 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 through a large network of investment adviser representatives who utilize various portfolio programs and strategies supported by research and technology tools.

Kenneth Jones II is a CFP®-certified financial advisor at Edward Jones with 31 years of industry experience. He worked at Franklin/Templeton Distributors, Inc. for 28 years before joining Edward Jones in 2023. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Lawrence Holden III is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials and having 51 years of industry experience. He has been with Mass Mutual Investors Services since 1975 and concurrently affiliated with MassMutual Life Insurance Company since 1973. Outside of his advisory role, he is involved in life settlements and insurance sales through his ownership and agent position at Holden & Mickey, Inc. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Keith Seivers is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he oversees the use of Medicaid funds through the Innovations Waiver in North Carolina as a sole proprietor. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, with a focus on advisory services without providing individual security recommendations as part of standalone plans.

Jacob Rice is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial in 2025, he spent nearly a decade at Northwestern Mutual in various roles across wealth management, investment services, and life insurance. 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 wide range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Hunter Coords is a CFP® professional with 19 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2019. His prior roles include positions at Pinnacle Bank and FTB Advisors, Inc. In addition to his advisory work, he is involved in agriculture through Reveille Ridge Ranch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and corporations. The firm offers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and a range of advisory programs.

Zachary Morgan is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and The Kimpton Cardinal Hotel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, employing systematic methods and long-term asset allocation benchmarks.

Shana Eagle is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior work includes roles at Wells Fargo Clearing from 2016 to 2019. Outside of her advisory duties, she serves as a trustee for several personal trusts and is a board member and finance committee member of Senior Services, Inc., a health and welfare organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques, with an emphasis on advisory services rather than individual security recommendations.

Michael Bryant is a financial advisor with LPL Financial in Winston Salem, NC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at First Horizon Advisors, SunTrust Advisory Services, and Merrill. 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 technology and a large network of investment adviser representatives.

Jeffrey Herman is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. Outside of his advisory role, he serves as the executor and beneficiary of a private estate. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings.

Wesley Huff is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2020. 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 model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brook Biddy is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Edward Jones from 2007 to 2011. Outside of his advisory role, he serves on the finance committee for the Wilkes Education Foundation. 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 combines proprietary research and third-party analytics to guide investment decisions and offers a variety of brokerage and advisory solutions.

Kayley Coyle is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2025. She is also a Certified Financial Planner, committed to educating and empowering clients and their families to build financial plans aligned with their goals and preferences. Kayley has extensive experience within Fidelity Investments, having held multiple roles since 2016, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, Customer Relationship Advocate, and Financial Associate-Defined Contribution. This progression reflects her broad expertise in financial planning and client relationship management. Outside of her professional work, Kayley has interests in baseball, cooking and baking, music, pets, softball, and traveling.

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.