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.

Andrew Bonner is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2016, progressing through roles including Investment Consultant, Investment Solutions Representative, High Net Worth Representative, and Service Representative. His professional focus includes educating and informing clients on retirement planning by utilizing Fidelity tools and employing active listening to identify strategies aimed at achieving long-term goals.

Marjorie Mc Gee is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley Smith Barney LLC and Truist Advisory Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Clinton Hunt is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Kerusso Capital Management and experience in the food service industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Tammy Childress is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she owns and operates an online clothing consignment business focused on selling used clothing and photography. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions.

Jeffrey Priddy is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 31 years of industry experience. He worked at First Allied Securities, Inc. from 2000 to 2022 before joining Cetera Advisors LLC in 2022. Outside of his advisory role, he is co-owner of a condo rental business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management, financial planning, and consulting services.

Kathryn Orlick is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She previously worked at Stephens Inc and Morgan Stanley before joining Wells Fargo Clearing in 2019. 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 options. The firm’s approach 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.

Nia Bright is a financial advisor with Raymond James & Associates and holds Series 63 and Series 66 licenses. She has two years of industry experience, including time at Alliance Bernstein and Ameriprise Financial. Prior to her financial career, she worked in social work and education at East Carolina University and other institutions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by extensive research and a broad range of investment strategies.

Christine Harrell is a financial advisor at Edward Jones in Kernersville, NC, with 11 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Outside of her advisory role, she is a member and manager of DC5 Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products with approximately $1.01 trillion in assets under management.

Christopher Leak is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2002. Outside of his advisory role, he serves as a board member and chairs meetings for the City of Winston-Salem and is involved with Aspire, formerly The Housing Authority of Winston-Salem, focusing on business development. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

Thomas Emerson Jr. is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through a structured planning process without making individual security recommendations as part of standalone planning.

Michael Phelan is a financial advisor with Wells Fargo Advisors in Winston Salem, NC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Wells Fargo Advisors since 2020 and held prior roles within Wells Fargo Clearing and Wells Fargo Investments, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, delivering tailored recommendations through a variety of investment and advisory programs.

Paige Crisp is a financial advisor at LPL Financial with 28 years of industry experience. Her prior roles include positions at Truist Advisory Services, Suntrust Advisory Services, and BB&T Investment Services. 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, third-party asset management, and institutional platforms.

Shannon Guelbert is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2013, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Bronwyn Flower is a Series 66-licensed financial professional with Wells Fargo Clearing in Winston Salem, NC. She has been with the firm since 2016 and has experience spanning 10 years in the industry. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Brett Moyer is a financial advisor with Ameriprise in Winston Salem, NC, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as treasurer for both Building Youth Leadership, Inc. and The High Point Police Foundation, and is a civil service commissioner for the City of Winston-Salem. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement income advice.

James Daniel Jr. is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC, holding Series 63 and Series 65 credentials and with 27 years of industry experience. He previously worked at MetLife Securities for 17 years and has been with Mass Mutual Investors Services since 2017. In addition to his advisory role, he operates as an independent insurance agent. Mass Mutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing firm-approved software and structured planning processes that focus on investment categories and strategies rather than specific product selections.

Stanley Smith is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 66 licenses and offering 41 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2008. Smith holds an inactive real estate license in North Carolina. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a research-driven investment approach and offers both brokerage and advisory solutions across a large platform with over 14,000 advisors.