Francis Bryan III is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 designations and 50 years of industry experience. He has been with Raymond James & Associates since 2016. Bryan serves as a director on the board of Yeamans Hall Club, a private club in Winston-Salem. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting with a variety of portfolio management styles and affiliated research resources.

Timothy Ebert is a Chartered Financial Consultant (ChFC®) with 51 years of industry experience. He is currently registered with LPL Financial and has previously worked at Commonwealth Financial Network and Mass Mutual Investors Services. Outside of his advisory role, he is involved in fixed insurance sales through Ebert Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and multiple advisory and non-advisory financial activities.

Jon Fox is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including RBC Capital Markets and CUSO Financial Services, LP. He serves on the board of NC Swimming, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, leveraging a large network of advisors supported by proprietary research and technology.

William Hege IV is a CFP®-designated financial advisor with 23 years of industry experience, currently with LPL Financial since 2019. He previously worked at Lincoln Financial Securities Corporation for 11 years and has maintained Hege Financial Group since 2004. Outside of his advisory work, he is involved in Living Swell, LLC, a family business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning and investment management services through a large network of advisors, supported by proprietary research and a range of advisory platforms.

Turner Simpson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at Wells Fargo Bank for seven years and Blue Rock Wealth Management, LLC for two years. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Avery Bowles is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Avery worked at First Horizon Advisors, First Horizon Bank, and First Citizens Bank. Outside of financial services, Avery is employed at Grandover Golf Resort & Spa in Greensboro, NC. 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 extensive research and technology tools.

Neil Allerton is a CFP® professional with 12 years of industry experience, currently working at Edward Jones since 2017. Prior to this, he held positions at Wells Fargo Clearing, Wells Fargo Bank NA, and Nationwide Securities, LLC. He is based in Winston Salem, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Richard Basham Jr. is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC, holding Series 63 and Series 65 designations and 34 years of industry experience. His career includes 25 years at Metlife Securities Inc. before joining Mass Mutual and its affiliated companies in 2016. He has been involved in fundraising activities for the National MS Society in Greensboro, NC since 2000. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, with a focus on structured, collaborative client engagements that analyze goals using advanced software tools.

Douglas Esleeck is a financial advisor with Edward Jones in Lewisville, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he has held roles at Forsyth Country Day School and two universities. He is the head varsity boys basketball coach and athletic director at Forsyth Country Day School. Edward Jones is a full-service wealth management firm serving both individual and institutional clients across a wide wealth spectrum. 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.

Geoffrey Brown is a financial advisor with LPL Financial based in Winston Salem, NC. He holds Series 63 and Series 65 designations and has 33 years of industry experience. Prior to joining LPL Financial, he worked at Stifel, B.C. Ziegler and Company, and Morgan Stanley in various capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a broad array of investment strategies and operational tools.

Thomas Braun is a Series 66-registered financial advisor with Wells Fargo Clearing in Winston Salem, NC, bringing two years of industry experience. His prior roles include positions at Edward Jones and Truist, as well as over a decade at BB&T. 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 a broad range of brokerage and advisory solutions.

Catriona Kyle Rice is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She holds Series 63, 65, and 66 licenses. Outside of her advisory role, she co-owns Sonshine Partners, LLC with her spouse. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutions. The firm utilizes research and analytics to inform its investment approach and provides both brokerage and advisory solutions.

Dana Corcoran is a Financial Advisor with Merrill Lynch Wealth Management who works directly with clients to develop personalized strategies aimed at achieving short-, mid-, and long-term financial goals. She provides guidance on a broad range of financial matters including investing, retirement planning, and saving for unforeseen expenses. Dana also facilitates access to Bank of America specialists for banking, credit, home financing, and small business services. With a focus on helping clients navigate competing financial priorities such as home buying, education funding, and healthcare planning, she takes a one-on-one approach to define goals and tailor portfolio strategies accordingly. Dana holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of South Carolina. In addition to her professional work, Dana is involved with the Second Harvest Food Bank of Northwest NC, demonstrating her commitment to supporting the community.

Olivia Rosekrans is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has worked previously at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. 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 provides both brokerage and advisory solutions.

Ralph Garner III is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Truist Investment Services and Bb&T Securities. 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 advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Elizabeth Riddle is a financial advisor with Raymond James & Associates, holding a Series 66 designation and possessing 10 years of industry experience. Her career includes five years at Merrill and a brief tenure at OSAIC Services, Inc. Outside of her advisory role, she is involved in managing short-term rental properties through Lakeside Getaways LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional clients, and municipal entities. The firm offers tailored financial planning and consulting services, drawing on a variety of portfolio management styles and affiliated research.

Craig Miller is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his financial advisory work, he owns and operates a home-based travel agency, Distinctive Voyages. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Shannon Thompson is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She previously worked at MetLife Securities for 12 years before joining Mass Mutual in 2016. Outside of her advisory role, Thompson owns an S-Corp that manages business expenses and has involvement with a financial services firm and individual life and health insurance sales. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual financial planning engagements using firm-approved software and provides a range of specialized planning services, including divorce and estate-settlement planning.

Scott Young is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1999 after completing graduate studies in 1996. Scott holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards and is a Personal Investment Advisor (PIA). He earned a bachelor's degree from the University of North Carolina at Chapel Hill and a master's degree from the University of North Carolina System. Scott focuses on assisting families in evaluating their overall financial situations and developing coordinated, research-based wealth management strategies. His approach addresses issues unique to families, including wealth accumulation, asset and income preservation during retirement, and wealth transfer. Recognized for his expertise, Scott was named to both Barron's Top 1,200 Financial Advisors list and Forbes Best-in-State Wealth Advisors list from 2018 through 2021. Scott has served on the board of the American Cancer Society's Coaches vs. Cancer and volunteers with the Crisis Control Ministries' Crop Walk. He is a member of the Winston-Salem Estate Planning Council. Scott lives in Winston-Salem with his wife and two children.

Scott Settelen is a CFP® professional with over 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Securities, Inc. in 2002. He is based in Winston Salem, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.