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.

Robert Garland is a financial advisor at Fidelity with Series 65 and Series 63 designations and four years of industry experience. His prior roles include positions at Edward Jones, Wells Fargo, and Truist. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies. The firm employs a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple funds and model portfolio platforms.

Lauren Robinson is a financial advisor with Raymond James & Associates holding a Series 66 designation. She has prior experience at Linden Thomas & Company, Stearns Lending, Cardinal Financial, and was self-employed for two years. Lauren is based in Winston-Salem, NC. 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 clients, and municipalities, offering financial planning and consulting with a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Cody Smith is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Financial Representative at Fidelity Investments in 2024. His career in financial services began at State Employees' Credit Union, where he progressed through various roles from Financial Services Representative in 2018 to Financial Services Officer by 2019, continuing until 2022. Throughout his career, Cody has focused on understanding clients beyond their finances to develop comprehensive plans that reflect their individual values and life goals. This approach emphasizes a holistic view of financial planning tailored to each client's unique circumstances. Outside of his professional life, Cody has interests in cars, family activities, football, kayaking, music, and writing.

James Graham is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 a wide range of brokerage and advisory solutions supported by extensive research and analytics.

Joseph Mc Kee is a financial advisor with MassMutual Investors Services holding Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining MassMutual and its affiliated entities in 2026, he worked with NYLIFE Securities LLC and New York Life from 2023 to 2026. Before entering the financial services sector, he spent 15 years at T-Mobile. MassMutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that use firm-approved tools to analyze client goals and deliver written recommendations.

Kenneth Brown is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise in various capacities since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.