Tatiana Mckee is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Her prior work includes roles at Wells Fargo Bank and Sprint. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including advisory roles to registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Christopher Funk is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he serves on the Stewardship and Finance Committee of Deep Creek Friends Meeting in Yadkinville, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a network of over 23,000 financial advisors and more than 15,000 branch offices nationwide.

Michelle Seamon is a financial advisor at Merrill with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at First Citizens Bank and Investor Services, Wells Fargo Clearing, and Wachovia Bank. Outside of her professional role, she serves as a board member for the Winter Garden Home Owners Association. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Irene Apgar is a financial advisor with UBS Financial Services in Winston-Salem, NC, holding Series 63 and Series 66 licenses. She has 28 years of industry experience and has been with UBS since 2005. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, 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 plans.

Freda Evans is a financial advisor with Ameriprise in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She worked at Merrill from 2009 to 2018 before joining Ameriprise Financial Services Inc., where she has been since 2018. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides detailed retirement income planning advice and tax-aware withdrawal strategies. The firm’s approach includes collaboration between centralized service teams and financial advisors, with recommendations based on proprietary research and third-party data.

Robert Proctor is a CFP® with 10 years of industry experience, currently serving at Wells Fargo Clearing in Winston Salem, NC. He has worked at various Wells Fargo entities since 2008, including Wells Fargo Bank and Wells Fargo Clearing Services. Outside of his advisory role, he co-owns an investment-related LLC with his spouse. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Samuel Etheredge is a financial advisor with Ameriprise in Jamestown, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he spent five years at Clemson University and five years at High Point Central High School. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Wesley Hodgin is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation. Prior to his career in finance, he worked for five years with the Federal Bureau of Investigation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Mackenzie Urquhart is a financial advisor at Wells Fargo Advisors with six years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing. Outside of her advisory role, she serves as treasurer and board member for the Washington Park Neighborhood Association in Winston Salem, NC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes specialized services such as business-owner transition and special-needs planning.

Corbin Watson is a financial advisor at LPL Financial with five years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining LPL Financial, Watson spent several years at Northwestern Mutual in various roles across wealth management, investment services, and life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, including model portfolios and third-party asset management, supported by technology tools and a broad platform of financial activities.

William Childers is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Winston-Salem, North Carolina. He has been a member of the Childers Group since January 2019, where he works as part of the Setzer, Souza, Childers team, focusing on providing wealth management advice and guidance to affluent individuals and families. The team aims to simplify clients' financial lives and develop strategies that align with what clients value most, including family, business, or legacy. William graduated from North Carolina State University in 2017 with a Bachelor of Science degree in Business Management. He holds Series 7 and Series 66 FINRA registrations and is a CERTIFIED FINANCIAL PLANNER® professional. Prior to joining the Childers Group, he worked as an Investment Specialist for Merrill Edge Self Directed, providing service and support to self-directed clients. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Outside of his professional work, William enjoys basketball, football, golfing, music, running, soccer, and spending time with his family.

Torva Smith is a financial advisor with Merrill in Winston Salem, NC, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. Smith has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Tiffany Walker is a financial advisor at Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked in academic roles at Fayetteville Technical Community College and Fayetteville State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

John Childers is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Winston Salem, North Carolina. He is a member of the Setzer Souza Childers Wealth Management Group and has been part of the Winston Salem community for over 20 years. John utilizes the investment resources of Merrill and the banking services of Bank of America to address various aspects of clients' financial lives. John holds a Bachelor of Science degree in Advertising and Marketing from Appalachian State University. His professional experience includes roles such as Enterprise Relationship Consultant with Merrill Edge in Jacksonville, Florida, where he provided advice on retirement accounts, as well as Bank Financial Advisor at Bank of America, offering investment, banking, and lending advice. His client focus areas include family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. Outside of his professional work, John enjoys antiquing, cooking, soccer, table tennis, traveling, and watching movies. He currently resides in Winston-Salem, North Carolina, where he spends time with family and friends.

Jeffrey Kerrigan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent seven years at UBS Financial Services. Outside of his advisory role, he is involved in a real estate business that purchases and flips houses in Greensboro, NC. 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.

James Fleming is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley since 2012. Outside of his advisory role, he owns Collectible Impulse, a retail and online collectible store based in Burlington, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and investment research into its advisory process.

Forrest Childers is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has worked at Merrill since 2001 and has been with Bank of America, N.A. since 2011. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brad Clasby is a financial advisor with Ameriprise Financial Services LLC in Winston Salem, NC, holding Series 63 and Series 65 registrations with 44 years of industry experience. His career includes roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He has been with Ameriprise since 2018. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and dependable income sources through a written Recommendation Report and ongoing advice.

Diane Wimmer is a financial advisor with Ameriprise in Winston-Salem, NC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Ameriprise since 2005, including six years under the current firm structure. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Todd Lockhart is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at METLIFE Securities Inc. from 2001 to 2017 and has held roles at MassMutual Life Insurance Co. since 2016. Outside of advising, Lockhart is involved in individual life, disability, and long-term care insurance sales and holds ownership in a real estate-related business. 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 offers financial planning, asset management, and educational seminars, using firm-approved software tools to guide clients through goal analysis and investment strategy recommendations.