Danny Pigge is a financial advisor with Ameriprise in Kernersville, NC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Johnny Berry is a financial advisor with LPL Financial based in Clemmons, NC. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior roles include positions at Fidelity Bank, Maplewood Investments, Blueprint Financial Advisors, and Northwestern Mutual. Outside of his advisory work, he is involved as an agent on record handling Medicare supplement plans with American Benefits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and technology tools.

Melissa Holden is a financial advisor with LPL Financial in Clemmons, NC, holding a Series 66 designation and 18 years of industry experience. She previously worked at Edward Jones from 2008 to 2016 before joining LPL Financial, where she has been since 2016. 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 advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Jonathan Haynes is a financial advisor with Raymond James Financial in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James since 2004 and is also the owner of Haynes Financial Group. 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, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Ben Miller Jr. is a financial advisor at OSAIC with 47 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked for Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he is president of Miller & Co. Financial Planners Inc. and owns Miller Tax Services, where he prepares income taxes. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios, supporting both discretionary and non-discretionary account management.

Camden Norman is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to that, he worked at IH Services INC. for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Everett Swaim III is a financial advisor with Cetera, holding a Series 63 designation and bringing 43 years of industry experience. He has worked with Cetera and its affiliates since 2013 and owns The Swaim Agency, an insurance agency operating since 1990. Outside of financial advising, he is involved in a timber leasing partnership with his spouse. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms with a multi-manager approach.

Donna Shore is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2011 to 2016. Outside of her advisory role, Shore is an organist and musician involved with Unity Moravian Church and Holy Family Catholic Church. 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, serving as an ERISA fiduciary and including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Ralph Miller is a financial advisor with LPL Financial in Winston-Salem, NC, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked at LPL Financial since 2025 and has a long-standing tenure with Allegacy Federal Credit Union since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Robert Quick is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding a Series 66 license and 17 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory work, he is involved in youth sports as the founder and president of the Pfafftown Raiders 2034, a youth travel baseball organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and non-discretionary consulting supported by a broad range of portfolio management styles and affiliated research.

Gary Warren is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on managing clients' wealth by developing personalized strategies tailored to their unique financial situations and goals. He leverages the investment resources of Merrill Lynch alongside the banking and lending services of Bank of America to provide comprehensive wealth management solutions. Gary holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from East Carolina University. He emphasizes a client-centered approach, prioritizing an understanding of each client’s life priorities to create flexible plans aligned with their aspirations. He and his team are actively involved in community service, including volunteering and fundraising for organizations like the Leukemia Society of North Carolina. Gary aims to provide dedicated client service to benefit individuals and families through professional financial guidance.

Christopher Wilson is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo in various capacities from 2010 to 2021. Wilson is also employed as a licensed banker with Pinnacle Bank/Pinnacle Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting services.

Alexis Reeves is a Series 66 licensed financial advisor with Edward Jones in Winston Salem, NC, bringing two years of industry experience. Prior to joining Edward Jones, Alexis worked for nine years at Old Dominion Freight Line, Inc. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of more than 23,700 financial advisors.

Karyn Harris is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 designations and 27 years of industry experience. She has been with Wells Fargo Clearing and its affiliated entity since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

James Choplin is a financial advisor with Wells Fargo Clearing in Lewisville, NC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2011 to 2016. Choplin serves on the finance committee of the West Bend Masonic Lodge #434. 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 advisory process is IPS-driven and includes a range of investment options such as money market funds, collective investment trusts, mutual funds, group annuity contracts, and insurance-related vehicles.

Evan Handy is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2023. He previously worked at Edward Jones from 2016 to 2023. Outside of his advisory role, he serves on the finance committee of Wilkesboro Baptist Church, is a member of the Wilkes Community College Board of Trustees, and acts as a commissioner for Wilkes County, focusing on economic development and budgeting. 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 advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Grant Miller is a Financial Advisor with Merrill Lynch Wealth Management based in Winston-Salem, North Carolina. He began his financial services career with Merrill in 2020 and assists clients in managing their wealth to meet individual needs by providing a comprehensive approach grounded in understanding each client's goals. Grant's areas of expertise include executive compensation, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. He holds SIE, Series 7, and Series 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. Grant graduated with honors from North Carolina State University with a Bachelor of Science in Business Administration, concentrating in Finance. Originally from Hickory, North Carolina, he now resides in Winston-Salem with his fiancée, Bailey, and their labradoodle, Shep. In his free time, Grant enjoys spending time with family and friends, reading, playing golf, football, music, and traveling.

Jeffrey Davids is a Series 66-licensed financial advisor with Edward Jones, based in Winston Salem, NC, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for JCPenney Co for 20 years. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jodie Baker is a financial advisor at LPL Financial in Winston Salem, NC, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Allegacy Federal Credit Union, CUSO Financial Services, Bank of America, Merrill, Wells Fargo, First Horizon, and SunTrust. She is also a licensed notary in Winston Salem. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and advanced technologies.

Ryan Huggins is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop customized financial plans that align with their unique short- and long-term goals. He emphasizes partnership and communication to identify and implement strategies that enhance financial outcomes. He has professional experience as an Associate Financial Advisor at Gate City Advisors in 2022 and at Morgan Stanley from 2018 to 2021. This background has provided him with a foundation in financial advising and planning. Outside of his professional work, Ryan enjoys biking, family activities, hiking, outdoor adventures, reading, and traveling.