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, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James since 2017 and previously worked at Cru from 2015 to 2017. 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—and offers financial planning, investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Mark Robinson is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with UBS since 2005 and previously worked at Legg Mason Wood Walker, Incorporated from 2001 to 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research from its Chief Investment Office and global research teams.

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.

Jon Fox is a financial advisor at LPL Financial with 40 years of industry experience. He previously worked at CUSO Financial Services, LP and CUNA Brokerage Services, Inc., and has served at Truliant FCU since 2016. Fox is a Series 63 and Series 65 license holder and serves on the board of NC Swimming, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to research, model portfolios, and various portfolio management tools.

William Hege IV is a CFP® professional with 23 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2019, following an 11-year tenure at Lincoln Financial Securities Corporation. He also operates Hege Financial Group, a family business, and is involved with Living Swell, LLC, a non-investment-related venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 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.

Neil Allerton is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Before joining Edward Jones, he held roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors, LLC. 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 tax-efficient investment options.

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.

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 10 years of industry experience. She has previously worked with Merrill and OSAIC Services, Inc. Outside of her advisory role, she manages 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, including individuals, institutions, and municipal entities. The firm offers tailored planning and consulting services with a range of portfolio management styles supported by affiliated research.

Donnette Draper is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial industry. Her approach centers on building personalized wealth plans that align with clients' family dynamics, financial situations, and long-term goals. She emphasizes frequent, comfortable conversations to understand clients' visions and values, focusing on disciplined strategies rather than chasing industry benchmarks. Prior to joining Merrill in 2021, Donnette spent 27 years at BB&T (now Truist) as a wealth advisor and wealth client associate. She leverages her strong banking background to address both assets and liabilities, offering clients access to lending and banking solutions through Bank of America, N.A. Additionally, she coordinates with clients' CPAs and attorneys on tax-minimization and estate planning strategies and assists with protective components such as long-term care and life insurance. Donnette holds a Bachelor's Degree from the University of North Carolina System and carries the Personal Investment Advisor (PIA) designation. She resides in McLeansville, North Carolina with her husband and is involved in community organizations including Junior Achievement of North Carolina and the SPCA of the Triad. She enjoys spending time with her family, participating in adventure sports, and engaging in music.