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 seven years of industry experience. She is currently with LPL Financial and has previously worked at First Horizon Advisors, Edward Jones, and Mass Mutual Life Insurance Co, among others. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

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 in Winston Salem, NC, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, he is involved in songwriting and performing through his business, Automatic Entertainment LLC, and coaches basketball at East Forsyth High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Mark Walton is a financial advisor with LPL Financial in Clemmons, NC, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. His prior roles include positions at Allegacy Federal Credit Union, CUSO Financial Services, Mass Mutual Investors Services, Massmutual Life Insurance, and Metlife Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

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 at LPL Financial with a Series 66 credential and over 30 years of industry experience, including 27 years at Wells Fargo. She has also worked at Principal Trust Company, Ascensus, and Allegacy Federal Credit Union. 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 offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research from multiple sources, and advanced technologies such as machine learning.

Cole Foley is a Series 66-credentialed financial advisor with Mass Mutual Investors Services in Winston-Salem, NC. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2022 and has prior experience at Davidson College and Mount Tabor High School. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations in collaborative annual engagements.

Tracy Duncan is a CFP®-certified financial advisor with 32 years of industry experience. She is currently with LPL Financial and has worked concurrently with Cuso Financial Services, L.P., and Allegacy Federal Credit Union since 2001. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 at Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 66 licenses with 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment products such as group annuity contracts and bank deposit sweep options.

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 at Raymond James & Associates with 26 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2016. Zaks serves as a volunteer officer and senior vice president on the board of the Old Town Club, a social and country club in Winston-Salem, NC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, providing non-discretionary financial advice supported by extensive research and an affiliate network.

Jacob Routh is a financial advisor with Fidelity in Winston-Salem, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at State Employees Credit Union and various customer service and educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also engages in fund advisory and manages model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jennifer Gibson is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at LPL Financial since 2025. Prior to that, she was affiliated with Allegacy Federal Credit Union and CUSO Financial Services, LP for over a decade. 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 offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party providers.

Lori Pettyjohn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Outside of her advisory role, she serves as a power of attorney for her mother, managing investment-related matters. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 at Merrill with 17 years of industry experience. He holds a Series 66 designation and has been associated with Merrill since 2008 and Bank of America, N.A. since 2011. Outside of his advisory role, he serves as an advisory board member for the Kernersville Little League and is a silent partner in a family-held LLC involved in real estate investment. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.