Jordan Laws is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he held positions at Bank of America, Merrill, and several other firms across various industries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and a range of discretionary and non-discretionary management options.

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.

William Rives is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency and Avantax Investment Services, and he also has over 40 years of experience as a CPA at W. Leon Rives CPA. Outside of advising, he serves as a board member at Wake Forest/Lexington Medical Center and is a partner in an accounting and tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services, operating a multi-manager platform with flexible program options and custodial arrangements.

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.

Dustin Van Weerdhuizen is a financial advisor with Edward Jones in Lexington, NC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His career includes roles at LPL Financial, Raymond James Financial, and BB&T Investment Services, in addition to his current tenure at Edward Jones that began in 2016. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.

Sutton Miller is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018. His prior work experience includes roles at AccruePartners, Lululemon Athletica, The Ahn Group International, and Keller Williams Beverly Hills. Morgan Stanley Wealth Management provides a range of advisory services to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved processes in its financial planning approach.

Melvin Mccord is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 license and 18 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney, LLC since 2010. Outside of his advisory role, he acts as an independent contractor with Signature Wealth Management, Inc., selling life, health, long-term care, and Medicare insurance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Brett Hickman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advisory work, he is the owner and sole employee of BVH Investments, a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by extensive research and affiliated sub-advisers.

Joseph Rotunda is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a co-owner of a rental property in Surfside Beach, SC. 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 investment approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

David Havens is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent six years at JJB Hilliard W.L. Lyons LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Kimberley Baker is a CFP® professional with over 41 years of experience in financial planning and investment advisory services. She is currently with OSAIC and previously worked at Securities America, Inc. for 12 years. Baker also owns Advance Financial Group, a financial planning and investment advisory firm. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Perry Hudspeth is an advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Securities Corporation for 11 years before joining LPL Financial in 2019. He is also involved with Anchor Financial Management Group LLC, a business focused on tax and investment services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by internal research and third-party subadvisors.

Kevin Lyall is a financial advisor at Stifel with 28 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following six years at Jjb Hilliard Wl Lyons LLC. Outside of his advisory role, he is involved in managing Vandalay Properties, LLC, which focuses on purchasing commercial buildings. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm's investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decisions.

Christopher Wagner is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Wagner serves on the finance committees of the Piedmont Land Conservancy and the Greensboro Children’s Museum. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm‑approved tools and models to assist clients in developing financial plans.

Jill Gordon is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she owns and operates Events By Candace Jill, an event coordination business specializing in weddings, parties, and corporate functions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.