Mitchell Tomlinson is a financial advisor with LPL Financial and holds the Series 66 designation. He has one year of industry experience, including roles at LPL Financial, Allegacy Federal Credit Union, and prior work in education with Winston Salem/Forsyth County Schools and Anne Hill International School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including 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 supported by research and model portfolios.

Daniel Crouse is a financial advisor at Cetera with 10 years of industry experience and holds the Series 66 designation. He has worked with several firms including Avantax and 1st Global Advisors and operates his own accounting and financial services businesses. He is also a prospective board member of a local condo association. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Scott Saffer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Royal Alliance Associates, Lincoln Financial Securities Corporation, and Capital Investment Advisory Services. LPL Financial is a national investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

Christine Ryan is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1999. Outside of her advisory role, she is the sole owner of a rental property in Edgewater, Florida. 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. The firm leverages its integration with Bank of America to access a broad set of financial products and services.

Roger Calhoun is a financial advisor at Ameriprise with 41 years of industry experience. He has held positions at Ameriprise since 2005, including his current role since 2020. Calhoun holds the Series 63 and Series 65 designations. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and annual advice on income sources and tax-aware withdrawal strategies, with investment options influenced by affiliated product relationships.

Tammy Watts Quesinberry is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm as a Financial Advisor in 2015 and is a member of the Pitts Watts Group. Tammy holds the CERTIFIED FINANCIAL PLANNER™ certification, which she earned in 2020. Her professional background includes a Bachelor of Arts in Political Science from the University of North Carolina at Greensboro. She began her career as a Real Estate Paralegal and became a member of the Paralegal Division of the North Carolina Bar in 2005. She also obtained a North Carolina Real Estate Broker license in 2007. Tammy works with individuals and small business owners to develop and adjust financial strategies that align with their goals in areas such as family wealth management, retirement planning, legacy planning, and philanthropic planning. Outside of work, Tammy enjoys antiquing, baseball, cooking—where she has the ability to recreate restaurant dishes by taste—dancing, music, reading, traveling, watching movies, and spending time with her family. She is a mother of three children.

Michael Dowell is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following six years with Wells Fargo Advisors LLC. 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 advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Reid Palmer is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James since 2017 and previously worked at Cru from 2015 to 2017. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets and employing over 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a broad client base, including individuals, institutional clients, and government entities, with a notable presence in municipal and public finance.

Mark Robinson is a financial advisor at UBS Financial Services in Winston-Salem, NC, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with UBS since 2005, totaling 21 years at the firm. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services.

Francis Bryan III is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 credentials and bringing 49 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 dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm offers wealth advisory planning, investment consulting, and institutional services to a broad client base that includes individuals, pension plans, corporations, and governmental entities.

William Hege IV is a CFP® professional with 22 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously worked at Lincoln Financial Securities Corporation. Hege is also involved in a family business, Living Swell, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various management approaches.

Turner Simpson is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank for seven years and Blue Rock Wealth Management, LLC for two years. Turner is based in Winston Salem, NC. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Avery Bowles is a financial advisor at LPL Financial in Winston Salem, NC, holding a Series 66 designation with one year of industry experience. Prior to joining LPL Financial in 2025, Bowles worked at First Horizon Advisors, First Horizon Bank, and First Citizens Bank. Outside of advisory work, Bowles is employed at Grandover Golf Resort & Spa in Greensboro, NC. 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 and financial planning services, employing both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

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, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. He previously worked at Stifel for six years and B.C. Ziegler and Company for four years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Thomas Braun is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Edward Jones, Truist, First Citizens Bank, and BB&T. Outside of advisory work, he has been involved in owning rental property. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Catriona Kyle Rice is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds the CFP® designation along with Series 63, 65, and 66 licenses. Rice 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 co-owns Sonshine Partners, LLC with her spouse. 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 investment process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings than typical institutional advisers.

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.