Dana Corcoran is a Financial Advisor with Merrill Lynch Wealth Management who works directly with clients to develop personalized strategies aimed at achieving short-, mid-, and long-term financial goals. She provides guidance on a broad range of financial matters including investing, retirement planning, and saving for unforeseen expenses. Dana also facilitates access to Bank of America specialists for banking, credit, home financing, and small business services. With a focus on helping clients navigate competing financial priorities such as home buying, education funding, and healthcare planning, she takes a one-on-one approach to define goals and tailor portfolio strategies accordingly. Dana holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of South Carolina. In addition to her professional work, Dana is involved with the Second Harvest Food Bank of Northwest NC, demonstrating her commitment to supporting the community.

Olivia Rosekrans is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has worked previously at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. 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 provides both brokerage and advisory solutions.

Ralph Garner III is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Truist Investment Services and Bb&T Securities. 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 advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Elizabeth Riddle is a financial advisor with Raymond James & Associates and holds a Series 66 designation. She has 10 years of industry experience, having worked at Merrill and other firms prior to joining Raymond James. In addition to her advisory work, she manages short-term rental properties through an LLC. 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 municipal entities. The firm offers financial planning and consulting services primarily on a non-discretionary basis, utilizing a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Donnette Draper is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial industry. Her approach centers on building personalized wealth plans that align with clients' family dynamics, financial situations, and long-term goals. She emphasizes frequent, comfortable conversations to understand clients' visions and values, focusing on disciplined strategies rather than chasing industry benchmarks. Prior to joining Merrill in 2021, Donnette spent 27 years at BB&T (now Truist) as a wealth advisor and wealth client associate. She leverages her strong banking background to address both assets and liabilities, offering clients access to lending and banking solutions through Bank of America, N.A. Additionally, she coordinates with clients' CPAs and attorneys on tax-minimization and estate planning strategies and assists with protective components such as long-term care and life insurance. Donnette holds a Bachelor's Degree from the University of North Carolina System and carries the Personal Investment Advisor (PIA) designation. She resides in McLeansville, North Carolina with her husband and is involved in community organizations including Junior Achievement of North Carolina and the SPCA of the Triad. She enjoys spending time with her family, participating in adventure sports, and engaging in music.

Craig Miller is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his financial advisory work, he owns and operates a home-based travel agency, Distinctive Voyages. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Timothy Bowles is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has previously worked at Cuso Financial Services, L.P. and Allegacy Federal Credit Union, where he continues to maintain a role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research-supported strategies.

Shannon Thompson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Thompson previously worked at MetLife Securities for 12 years before joining Mass Mutual in 2016. Outside of advising, Thompson is involved in an entrepreneurial venture, owning a small business focused on payroll and expense management. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements that utilize firm-approved analytical tools.

Seth Maynard 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 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Scott Young is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1999 after completing graduate studies in 1996. Scott holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards and is a Personal Investment Advisor (PIA). He earned a bachelor's degree from the University of North Carolina at Chapel Hill and a master's degree from the University of North Carolina System. Scott focuses on assisting families in evaluating their overall financial situations and developing coordinated, research-based wealth management strategies. His approach addresses issues unique to families, including wealth accumulation, asset and income preservation during retirement, and wealth transfer. Recognized for his expertise, Scott was named to both Barron's Top 1,200 Financial Advisors list and Forbes Best-in-State Wealth Advisors list from 2018 through 2021. Scott has served on the board of the American Cancer Society's Coaches vs. Cancer and volunteers with the Crisis Control Ministries' Crop Walk. He is a member of the Winston-Salem Estate Planning Council. Scott lives in Winston-Salem with his wife and two children.

Scott Settelen is a CFP® with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC for seven years. 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 advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings than is typical for large institutional advisers.

David Kraftchick is a financial advisor at Edward Jones in High Point, NC, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Bonner is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2016, progressing through roles including Investment Consultant, Investment Solutions Representative, High Net Worth Representative, and Service Representative. His professional focus includes educating and informing clients on retirement planning by utilizing Fidelity tools and employing active listening to identify strategies aimed at achieving long-term goals.

Marjorie Mc Gee is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley Smith Barney LLC and Truist Advisory Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Clinton Hunt is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Kerusso Capital Management and experience in the food service industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Tammy Childress is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2009. Outside of her advisory role, she owns and operates an online clothing consignment business focused on selling used clothing and photography. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jeffrey Priddy is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has worked primarily with First Allied Advisory Services and Cetera Advisors LLC throughout his career. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kathryn Orlick is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She previously worked at Stephens Inc and Morgan Stanley before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s 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.

Nia Bright is a financial advisor at Raymond James & Associates with Series 66 and Series 63 credentials and over four years of experience in the financial services industry. Her prior roles include positions at Alliance Bernstein and Ameriprise Financial, as well as teaching and social work roles at East Carolina University and Piedmont Virginia Community College. 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 consulting services supported by a broad range of portfolio management styles and affiliated research.

Andrea Wisekal is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. She is based in Greensboro, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.