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 17 years of industry experience. He has been with Merrill since 2008 and is also affiliated with Bank of America, N.A. outside of regular trading hours, he serves as an advisory board member for Kernersville Little League. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Curtis Dillon is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Greenville Country Club and East Carolina University. 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 employs research and analytics to guide its investment approach and offers a broad range of brokerage and advisory solutions.

Dustin Van Weerdhuizen is a financial advisor at Edward Jones in Lexington, NC, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has worked at Edward Jones since 2016 and previously at Bank of North Carolina and LPL Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.