Richard Shore III is a financial advisor with Robert Baird & Co. in Winston-Salem, NC, holding a Series 66 designation and six years of industry experience. Prior to joining Baird in 2020, he worked for Aladdin Travel/Direct Travel from 2016 to 2019. Outside of his advisory role, he co-owns and manages a rental property. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves a diverse client base including individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through various separately managed account programs, and utilizes manager selection, internal research, and technology including artificial intelligence in its advisory process.

Mark Ebert is a Series 66-licensed financial advisor with LPL Financial in Winston-Salem, NC, and has one year of industry experience. Before joining LPL Financial, he worked at Commonwealth Wealth Financial Network and founded Ebert Financial. Outside of his advisory work, Ebert serves as Director of Corporate Accounts at Atlantic Coast Orthopedic Resources and is involved in orthopedic consulting and sales through Paramark, LLC, as well as consulting for an online orthopedic retailer. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, using various portfolio models and strategies supported by technology and research tools.

Rebecca Gentry is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2018, with prior experience at Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Christopher Wray is a financial advisor with Robert W. Baird & Co. in Winston-Salem, NC, holding a Series 66 designation and 28 years of industry experience. He has been with Robert W. Baird & Co. since 2009. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Emma Riley is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked at British American Tobacco and was a student for eight years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Michael Stokes is a financial advisor with LPL Financial, holding the PFS™ designation and Series 66 license, with 27 years of industry experience. He has worked at LPL Financial since 2011 and also maintains a CPA practice and other financial services through Integrated Financial Group and his own firm, Michael D. Stokes, CPA, PC. 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, and institutional platforms.

Danny Pigge is a financial advisor with Ameriprise in Kernersville, NC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jonathan Haynes is a financial advisor with Raymond James Financial in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James since 2004 and is also the owner of Haynes Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Ben Miller Jr. is a CFP® professional with 47 years of experience in financial advising. He is currently with OSAIC and previously spent 14 years at Sagepoint Financial, Inc. He serves as president of Miller & Co. Financial Planners Inc. and operates a tax preparation business, Miller Tax Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, and corporate clients. The firm employs a model-based investment process featuring asset allocation, portfolio optimization, and multiple advisory platforms that support both brokerage and managed account services.

Camden Norman is a financial advisor at Edward Jones with eight years of industry experience. He has held his current role since 2018 and previously worked for IH Services INC. from 2008 to 2018. Camden holds the Series 66 designation and is based in Winston Salem, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Donna Shore is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 14 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as an organist and musician at Unity Moravian Church and Holy Family Catholic Church in the Winston Salem area. 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. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Robert Quick is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding a Series 66 license and 17 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory work, he is involved in youth sports as the founder and president of the Pfafftown Raiders 2034, a youth travel baseball organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and non-discretionary consulting supported by a broad range of portfolio management styles and affiliated research.

Gary Warren is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on managing clients' wealth by developing personalized strategies tailored to their unique financial situations and goals. He leverages the investment resources of Merrill Lynch alongside the banking and lending services of Bank of America to provide comprehensive wealth management solutions. Gary holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from East Carolina University. He emphasizes a client-centered approach, prioritizing an understanding of each client’s life priorities to create flexible plans aligned with their aspirations. He and his team are actively involved in community service, including volunteering and fundraising for organizations like the Leukemia Society of North Carolina. Gary aims to provide dedicated client service to benefit individuals and families through professional financial guidance.

Christopher Wilson is a financial advisor with Raymond James Financial Services, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Clearing Services for over a decade before joining Pinnacle Bank and Raymond James in 2021. Outside of advisory work, he is employed as a licensed banker at Pinnacle Bank and Pinnacle Asset Management in Winston Salem, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs through a large network of advisors and affiliated firms.

Alexis Reeves is a financial advisor at Edward Jones in Winston Salem, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, Alexis worked for nine years at Old Dominion Freight Line, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Karyn Harris is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She worked at Wells Fargo Clearing from 2003 to 2008 before joining Merrill from 2008 to 2016 and returned to 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 approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources along with diversification and modern portfolio theory principles.

James Choplin is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Choplin serves on the finance committee of the West Bend Masonic Lodge #434. 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 approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to guide investment decisions.

Evan Handy is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2023. He previously worked at Edward Jones from 2016 to 2023. Outside of his advisory role, he serves on the finance committee of Wilkesboro Baptist Church, is a member of the Wilkes Community College Board of Trustees, and acts as a commissioner for Wilkes County, focusing on economic development and budgeting. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jeffrey Davids is a Series 66-licensed financial advisor with Edward Jones, based in Winston Salem, NC, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for JCPenney Co for 20 years. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jodie Baker is a Series 66-licensed financial advisor with LPL Financial in Winston Salem, NC, bringing two years of industry experience. She has worked at several firms including Allegacy Federal Credit Union, Bank of America, Merrill, Wells Fargo, First Horizon, and SunTrust. In addition to her advisory role, she is a notary. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad range of non-advisory financial services.