John Dinkins is a financial advisor at Edward Jones in Winston Salem, NC, holding a Series 66 designation. He has one year of industry experience and previously worked at BFGoodrich and served in the United States Marine Corps for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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 financial advisor with 26 years of industry experience. He is currently with Cetera and has prior experience at Avantax Investment Services, 1st Global Advisors, and leading his own firms including Brendle Financial Group, LLC and Brendle Crouse P.A., a CPA firm he manages. He also holds a real estate broker license and serves as a trustee for an irrevocable life insurance trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

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 Financial Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at firms including LPL Financial, Securities America Advisors, and IFG Advisory. Mitchell is active in community and nonprofit roles, serving on the Board of Directors for East Coast Outreach Ministry and as President of Ocean Place Villas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides tailored written recommendations and ongoing tax-aware withdrawal advice.

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 a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab and Fifth Third Bank, as well as employment at Walt Disney World. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Robert Nichols is a financial advisor with Wells Fargo Advisors based in Winston Salem, NC. He holds Series 63 and Series 65 licenses and has 39 years of industry experience, including prior roles at Wells Fargo Clearing and Wachovia Securities. He is a 50% owner of Goodson & Nichols Financial Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory recommendations with multiple financial product offerings.

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 with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining Raymond James in 2024, he worked at Benzil LLC, Westhampton Capital, LLC, Wennco, LLC, and Waterfall Capital Partners, LLC. Outside of advisory work, he has operated an Airbnb hosting business through Benzil LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, pension, charitable, and municipal clients, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

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 financial advisor with Edward Jones in Winston Salem, NC, holding CFP® and Series 66 credentials and bringing 22 years of industry experience. He has been with Edward Jones since 2006 and previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2006. Outside of his advisory role, he is president of Dixon Holdings LLC, a real estate holdings company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large advisor and branch network and its affiliated capabilities beyond advisory services.

John Mathews is a financial advisor with LPL Financial in Winston-Salem, NC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Allegacy Federal Credit Union, CUSO Financial Services, Wells Fargo, Scottrade, PNC Wealth Management, BB&T Investment Services, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment programs, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

David Maynard is a financial advisor at Osaic Wealth with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Securities America Advisors, Independent Advisor Alliance, LPL Financial, PNC Wealth Management, and Mass Mutual Investors Services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services supported by a model-based investment process that incorporates portfolio optimization, risk tolerance analysis, and a variety of managed account programs.

Robert Maltzahn is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 designations and with 32 years of industry experience. He has worked at Wells Fargo Clearing since 2005, with a brief period at Merrill from 2008 to 2016. Outside of advising, he owns and operates an online retail business called The Maltz Shop. 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, incorporating research from Wells Fargo Investment Institute and third-party sources into its investment approach.

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.