Hardt Bing is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 23 years of industry experience. He has been associated with various Raymond James entities since 2016. Outside his advisory role, he owns and manages Freedom Works Private Advisory Group, LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and manages a program specifically designed for small business SIMPLE IRA plans.

Marty Mitchell is a financial advisor with Ameriprise in Walnut Cove, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at IFG Advisory, LLC and LPL Financial, LLC. Outside of his advisory work, Mitchell serves on the board of East Coast Outreach Ministry and is president of Ocean Place Villas in North Myrtle Beach, SC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, typical of its large institutional category.

James Galloway Jr. is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 credentials and bringing 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 and finance committee participant for the Old Town Club, a nonprofit organization. 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 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and public entities, delivering non-discretionary planning and recommendations supported by extensive research and an integrated affiliate network.

Clinton Mayfield is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked previously at Fifth Third Bank and Charles Schwab. Before entering the financial industry, he was employed at Walt Disney World. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles for multiple registered investment companies.

Robert Nichols is a financial advisor with Wells Fargo Advisors in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at various Wells Fargo entities since 2009. Nichols is also a 50% owner of 2T Partners DBA Goodson & Nichols Financial Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products through multiple compensation arrangements.

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 credentials and bringing nine years of industry experience. His prior roles include positions at Benzil LLC, Westhampton Capital, Wennco, LLC, and Waterfall Capital Partners, LLC. Outside of advisory work, he has operated an Airbnb rental through Benzil LLC. 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 serves a broad client base, including individuals and institutional clients, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

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 CFP® with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He holds a Series 66 license and is based in Winston Salem, NC. Outside of his advisory role, Dixon is president of Dixon Holdings LLC, a real estate holdings company. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and supports clients with affiliated mutual funds, trust services, and securities-based lending.

John Mathews is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently affiliated with LPL Financial and Allegacy Federal Credit Union, having also worked at Wells Fargo and Scottrade. Mathews operates under the Allegacy Investment Group, a business related to his LPL activities. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through its network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

David Maynard is a financial advisor with OSAIC in Winston Salem, NC, holding Series 63, 65, and 66 licenses and with 26 years of industry experience. He previously worked at Securities America Advisors, Inc., and LPL Financial. In addition to his advisory role, he manages a wealth management business providing investment advisory and financial planning services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of advisors and multiple platforms. The firm employs a range of asset allocation tools and offers integrated brokerage and advisory services with access to various investment products and third-party managers.

Robert Maltzahn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he owns and operates The Maltz Shop, a small e-commerce business selling items on eBay. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Morris Moser is a financial advisor with Raymond James & Associates in Winston Salem, NC. He holds the CFP® designation and has 36 years of industry experience. His prior roles include positions at Cetera, Avantax, World Equity Group, and FormulaFolio Investments. Outside of his advisory work, he teaches financial and retirement topics to adults in his community and is a partial owner of a car wash business. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm offers wealth advisory planning and investment consulting to individuals, institutions, and government entities, delivering non-discretionary advice supported by extensive research and an integrated affiliate network.

Robert Garland is a financial advisor at Fidelity with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2026, he worked at Edward Jones, Wells Fargo, and Truist. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios constructed from a broad investable universe.

Lauren Robinson is a financial advisor at Raymond James & Associates with Series 66 credentials. She has professional experience beginning in 2015, including prior roles at Cardinal Financial and Linden Thomas & Company. Lauren has also been self-employed and spent time traveling full-time between positions. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm serves a diverse range of clients, including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

James Graham is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at 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 and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach 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.

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.

Melissa Combs is a CFP®-credentialed financial advisor with 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she has a 50% ownership interest in Griswold Investments. 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 IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Nathan Plybon is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) designation, which reflects his expertise in retirement planning. Details regarding his education, additional experience, or personal interests have not been provided.