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.

Shyanna Phillips is a financial advisor at Morgan Stanley in Winston-Salem, NC, with 7 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at E*Trade Securities, Wells Fargo Clearing Services, ER Select, SoFi, and the University of Utah. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

James Abernethy is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at UBS Financial Services for 14 years. 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 supported by proprietary research and planning tools, with a focus on various specialized planning areas for clients who meet certain net-worth thresholds.

Elijah Payton is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at several organizations including Doordash and The Carolina Inn. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Lauren Barnes is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2025, she was affiliated with Monkees of Blowing Rock for one year and was a full-time student from 2016 to 2024. 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 manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Nicole Helcher is a Financial Consultant at Fidelity Investments. She has held various roles within the financial services industry, including Planning Consultant and Relationship Manager at Fidelity Investments, as well as Registered Client Service Associate positions at Independent Advisor Alliance, LPL Financial, and Woodbury Financial Services, Inc. Prior to these roles, she worked as a Client Service Expert at Jackson National Life Insurance. Nicole's experience spans client relationship management and financial planning, focusing on guiding clients to make informed financial decisions that align with their individual goals and values. She emphasizes building trust and strong client partnerships to develop evolving financial plans. Outside of her professional work, Nicole enjoys activities such as hiking, outdoor adventures, photography, reading, traveling, and participating in social events with friends.

Campbell Thompson is a financial advisor at Edward Jones in Clemmons, NC, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Charles Corpening is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2016. 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 provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and governmental entities, delivering non-discretionary planning and advice supported by research and a wide affiliate network.

William Spry Jr. is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets and serving a broad client base including individuals, pension plans, corporations, and government entities. The firm offers wealth advisory planning and investment consulting through non-discretionary services, supported by a network of affiliates and notable municipal and public finance capabilities.

Debora Ryder is a financial advisor at Raymond James & Associates in Winston-Salem, NC, with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over 5,400 financial advisors and approximately $500.956 billion in assets under management. The firm serves a broad client base, including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting mainly on a non-discretionary basis.

James Kluttz is a financial advisor with Wells Fargo Advisors in Winston Salem, NC, holding a Series 63 designation and 48 years of industry experience. He has worked across several Wells Fargo entities since 2009. Outside of advising, he serves as a director of Accusport, Inc. and holds ownership interests in inherited farmland and a vacation property. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, risk management, and niche areas such as business-owner transition and special-needs planning. Advisors utilize Wells Fargo’s research and planning tools to create tailored recommendations, with clients retaining discretion over implementation.

John Cox is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Harding is a financial advisor with MassMutual Investors Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with MML Investors Services, Inc. since 1996 and has worked with Connecticut Mutual Life since 1973. Outside of his advisory role, Harding is also an agent with D L Davis & Co Inc., focusing on individual, group life, and group health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative planning relationships and using firm-approved analytic tools to develop written recommendations.