Olya Dadressan is a financial advisor with Primerica Advisors in Winston Salem, NC, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2008. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients, operating under a wrap-fee structure.

Scott Southerland is a CFP®-credentialed financial advisor with over 21 years of industry experience. He has been with Raymond James Financial since 2020, following 14 years at BB&T Securities LLC. Outside of advising, Southerland is active as a musician in the band Dead Drag Motion and serves as Treasurer and Finance Committee member for Home Moravian Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Brian Holden is a financial advisor with MassMutual Investors Services in Winston-Salem, NC. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Holden has worked with MassMutual Life Insurance Co since 2010 and with MassMutual Investors Services since 2013. He is also involved in insurance brokerage through Holden & Mickey, Inc., focusing on individual and group life and health insurance sales. MassMutual Investors Services is a subsidiary of MassMutual that offers financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides asset management, wrap and money-manager programs, and educational seminars.

Gerald Malmo III is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Mass Mutual Investors Services since 1994 and with MassMutual Life Insurance Co. since 1992. Outside of his advisory role, he is involved in individual and group life and health insurance sales and owns The Malmo Group, LLC, an entity used to receive income and pay operational expenses. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and a range of investment and educational programs.

Candace Farabee is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2016. 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 offers model-based and discretionary investment strategies for individual, high-net-worth, pension, corporate, and charitable clients, supported by internal Chief Investment Office teams and third-party managers.

William Goodson is a financial advisor with Wells Fargo Advisors in Winston Salem, NC, holding a Series 66 credential and 17 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he serves as vice chairman of the Poole College of Management Finance Advisory Board, participates in investment and finance committees for local institutions, and sits on the board of the Trellis Supportive Care Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net worth thresholds. The firm integrates advisory services with other financial products through a variety of compensation arrangements.

Carly Diaz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Raymond James, she worked at SG Americas Securities, LLC, and has a background including roles at Societe Generale, PTC Inc, and Emory University. Raymond James & Associates is a large 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, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Amanda Hall is a financial advisor at Cetera with 17 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Cetera, she worked at Capital Guardian Wealth Management and has been involved with Masters Private Client Group LLC since 2015. Outside of advising, she provides accounting services including financial statement preparation and account reconciliations. Cetera Investment Advisers LLC operates as a large multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a broad network of over 10,000 advisors and manages more than $256 billion in assets.

Carma Wentzlaff is a financial advisor at Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation with 24 years of industry experience. Her prior experience includes roles at UBS Financial Services, JP Morgan Chase Bank, J.P. Morgan Securities, Bank of America Corporation, and Merrill. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and investment strategies supported by its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services including tailored financial planning and estate planning strategies.

Bryson Mckinney is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently with Raymond James Financial and has prior experience at Pinnacle Bank, Pinnacle Financial Partners, BNC Bank, and LPL Financial. He also serves as an investment consultant for Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary strategies supported by advanced analytical tools.

George Gillespie is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Gillespie serves as co-trustee for his mother’s trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Sarah Bagnoni is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sarah Weeks is a financial advisor at Raymond James Financial Services Advisors, Inc. She holds the Series 66 designation and has recent experience at Horne from 2021 to 2025. She is also involved with Freedom Works Private Advisory Group, LLC, a non-investment-related business based in Winston Salem, NC. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Heath Pierce is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 66 registrations and bringing 23 years of industry experience. He previously worked at First Horizon Advisors and First Citizens Bank, among other firms, before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jane Dunlap is a financial advisor at Robert Baird & Co. with a Series 66 credential and two years of industry experience. She has held positions at Covenant Wealth Management, LPL Financial, Independent Bank, and Calvin University. Prior to her advisory roles, she worked in various non-financial positions including at Panera Bread and United Parcel Service. The DDK Group, within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies along with internal research tools, including artificial intelligence.

John Mickey is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials and has 40 years of industry experience. He has been with Mass Mutual Investors Services since 1985. In addition to his advisory role, he is involved in the sales of individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars.

Jackson Aronson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work includes roles at FedEx, DYSIS, and various organizations during his time at North Carolina State University. 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 offers both brokerage and advisory solutions.

Roma Hall is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2017, following a brief tenure at Janney Montgomery Scott. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Denise Absher is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding a Series 63 designation and six years of industry experience. Prior to joining Wells Fargo in 2019, she worked for 23 years at Lowe's Companies, Inc. Outside of her advisory role, she co-owns an automotive collision repair business with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and serves clients with customized portfolio strategies.

Kimberly Marriott is a CFP®-designated financial advisor with Morgan Stanley, bringing 29 years of industry experience. She has worked at Merrill and Bank of America prior to joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Kimberly serves on the boards of Communities in Schools for Greater Greensboro and the Women’s Professional Forum Foundation, focusing on mentoring and leadership training programs. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and extensive resources.