Sandrine Goble is a Series 66-licensed financial advisor with Wells Fargo Clearing in Winston Salem, NC, where she has worked since 2015. She has seven years of industry experience. Outside of her advisory role, she serves as treasurer for the Davie Trails and Tails 4H Club, overseeing fundraising and spending. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anisa Nakawatase Ibarra is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at Secu Brokerage Services, Secu Life Insurance Company, and New York Life Insurance Company. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Jasmine Mikell is a financial advisor with MassMutual Investors Services in Winston Salem, NC, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America, Merrill, Fidelity Investments, and CUNA Brokerage Services, among others. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides options for implementation through separate brokerage or insurance arrangements.

Steven Brendle is a CFP® and PFS™ credentialed advisor with 26 years of experience, currently with Cetera since 2025. His prior roles include positions at Avantax Investment Services, 1st Global Advisors, and he is owner and president of Brendle Crouse P.A., a certified public accounting firm. Additionally, he holds a real estate broker license and owns a financial services firm, Brendle Financial Group, LLC. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Joel Ayers is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Ameriprise since 2018, following prior roles at BB&T Securities and BB&T Investment Services. Outside of his advisory work, he serves as a trustee for family-held entities involved in royalty management and real estate. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering detailed reports on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Philip Pleasants is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of solutions including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Hardt Bing is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 24 years of industry experience. He has been affiliated with various Raymond James entities since 2016. Bing is the owner and managing director of Freedom Works Private Advisory Group, LLC. 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, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Marty Mitchell is a financial advisor with Ameriprise in Walnut Cove, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at IFG Advisory, LLC and LPL Financial, LLC. Outside of his advisory work, Mitchell serves on the board of East Coast Outreach Ministry and is president of Ocean Place Villas in North Myrtle Beach, SC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, typical of its large institutional category.

James Galloway Jr. is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as a board member on the finance committee of the Old Town Club, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and charitable organizations. The firm offers financial planning and investment consulting with a focus on tailored, non-discretionary advice supported by firm research, multiple portfolio management styles, and municipal advisory services.

Clinton Mayfield is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked previously at Fifth Third Bank and Charles Schwab. Before entering the financial industry, he was employed at Walt Disney World. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles for multiple registered investment companies.

Robert Nichols is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its affiliated entities since 2009. Nichols has a 50% ownership interest in 2T Partners DBA Goodson & Nichols Financial Group, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services using proprietary research and tools, with advisory services integrated alongside other financial products.

William Landschoot is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2017, following a one-year tenure at Spark Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process 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.

James Kelly III is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Westhampton Capital, LLC and Waterfall Capital Partners, LLC. Outside of his advisory role, he is the owner of Benzil LLC, where he operates an Airbnb rental business. 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 with tailored financial planning and investment consulting, offering a range of portfolio management styles and specialized municipal advisory services.

Mary Thackerson is a Series 66-registered financial advisor with Wells Fargo Advisors in Winston Salem, NC, bringing three years of industry experience. Her prior work experience includes roles at Raymond James & Associates, Oracle, and Lenovo. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations based on its research and planning tools, with planning engagements typically being discrete rather than ongoing.

Bryan Dixon is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He holds a Series 66 license and is based in Winston Salem, NC. Outside of his advisory role, Dixon is president of Dixon Holdings LLC, a real estate holdings company. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and supports clients with affiliated mutual funds, trust services, and securities-based lending.

John Mathews is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently affiliated with LPL Financial and Allegacy Federal Credit Union, having also worked at Wells Fargo and Scottrade. Mathews operates under the Allegacy Investment Group, a business related to his LPL activities. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through its network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

David Maynard is a financial advisor with OSAIC in Winston Salem, NC, holding Series 63, 65, and 66 licenses and with 26 years of industry experience. He previously worked at Securities America Advisors, Inc., and LPL Financial. In addition to his advisory role, he manages a wealth management business providing investment advisory and financial planning services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of advisors and multiple platforms. The firm employs a range of asset allocation tools and offers integrated brokerage and advisory services with access to various investment products and third-party managers.

Robert Maltzahn is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of advising, he owns and operates The Maltz Shop, a small business selling items on eBay. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach and offers a range of brokerage and advisory solutions.

Morris Moser is a CFP® professional with 36 years of experience in financial advising, currently affiliated with Raymond James & Associates. His career includes roles at firms such as Cetera, Avantax, World Equity Group, and Taylor Capital Management. Outside of his advisory work, he is engaged in teaching financial and retirement topics locally and is a partial owner involved in oversight of a car wash business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with a diverse array of portfolio management styles supported by affiliated research and sub-advisers.

Robert Garland is a financial advisor at Fidelity with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2026, he worked at Edward Jones, Wells Fargo, and Truist. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios constructed from a broad investable universe.