Jennifer Shealey is a financial advisor with Merrill in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Merrill since 2013. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader platform, including lending, custody, and principal trading services.

Scott Bilton is a financial advisor at Edward Jones in Winston Salem, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Winston Salem Forsyth County Schools for 16 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Stuart Vaughn Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting for 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 broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Eric Haughwout is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Edward Jones in Mocksville, NC, where he has worked since 2023 and previously from 2012 to 2017. His prior experience includes roles at TD Ameritrade and PNC Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Steven Davis is a financial advisor with MassMutual Investors Services in Winston-Salem, NC, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked with MML Investors Services since 2012 and has been associated with MassMutual Life Insurance Company since 2009. Outside of his advisory role, he is an agent involved in life and group health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Kevin Westrich is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Atrium Health - Davie Medical Center and held various roles in recreation and parks departments for the City of Winston-Salem and the Town of Wytheville. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Robert Patronete is a CFP® professional with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he is the president of Bobsherry, LLC, a real estate holding company focused on supervising raw land holdings. 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 IPS-driven process incorporates modern portfolio theory and includes insurance-related investment options alongside traditional asset classes.

Lauren Casey is a financial advisor at Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation with 12 years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Julio Aller is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes over two decades at Metlife Securities Inc. prior to joining Mass Mutual. In addition to his advisory role, he has an individual life insurance sales activity. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach involves ongoing, collaborative planning engagements using approved software tools to analyze client goals and deliver written recommendations.

Bonnie Suther is a financial advisor with UBS Financial Services in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with UBS since 2009. Outside of her advisory work, she serves on the board of advisors for Ace and Tj's Grin Kids, a nonprofit organization, and is a member of the board of directors at Pfeiffer University, where she acts as a fundraising liaison. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment strategies based on proprietary research and capital market assumptions.

Hugo Guerola is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Wells Fargo in various capacities since 2016. Outside of his advisory work, he tutors Spanish and operates an independent e-commerce business. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from its investment institute with third-party analytics and offers a range of brokerage and advisory solutions.

Logan Smith is a financial advisor with Ameriprise in Winston Salem, NC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Northwestern Mutual and Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and ongoing advice. The firm uses proprietary research and third-party data to support its recommendations, which are implemented non-discretionarily by clients or their advisors.

Kenneth Bell is a CFP® credentialed financial advisor with 15 years of industry experience, currently practicing at Edward Jones since 2012. He serves on the Principal Advisory Board of Midway Elementary School in Lexington, NC, which addresses key decisions affecting the school community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor network and affiliated financial services.

Samuel Critz Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked with CUSO Financial Services and Allegacy Federal Credit Union since 2005. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research and model portfolios.

Sandra Smith is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 services. The firm’s approach 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.

Hudson Bazemore is a financial advisor at Merrill with 37 years of industry experience. He has been with Merrill since 1999 and holds Series 63, 65, and 66 licenses. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

Brent Parmenter is a Financial Consultant at Fidelity Investments, where he has been working since 2026. He collaborates with clients to develop strategies that align with their goals and prepare for life's 'what-ifs.' Brent has held several roles within Fidelity Investments, including Investment Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. These positions have provided him with a broad range of experience in financial advising and client relationship management. Outside of his professional work, Brent enjoys spending time with family and friends, participating in social events, playing golf, and reading.

William Nason is a financial advisor at Ameriprise in Winston-Salem, NC, holding a Series 66 designation. He has been with Ameriprise since 2025 and previously worked in commercial real estate and academia. His background includes roles at Freeman Commercial Real Estate and the University of Alabama. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through a combination of investment research and algorithmic tools. The firm’s approach includes restrictive enrollment criteria and integrates its affiliated product ecosystem into recommendations.

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.

Daniel Bernabe is a financial advisor with LPL Financial in Winston-Salem, NC, holding a Series 66 designation and over 21 years of industry experience. He has worked with Allegacy Federal Credit Union and Cuso Financial Services, LP since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.