Samuel Critz Jr. is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with CUSO Financial Services, LP and Allegacy Federal Credit Union since 2005. 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 advisory services and investment platforms, combining a broad financial services network with advanced operational and research tools.

Sandra Smith is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. 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 offers both brokerage and advisory solutions, managing approximately $671 billion in assets and supporting more than 14,000 financial advisors.

Hudson Bazemore is a financial advisor at Merrill with Series 63, 65, and 66 credentials and 37 years of industry experience. He has been with Merrill since 1999. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Alden Lindstrom is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America and Northwestern Mutual, as well as involvement with nonprofit efforts such as Ukraine Friends Kyiv. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies.

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, holding a Series 66 credential and bringing 21 years of industry experience. His prior work includes roles at UBS Financial Services, Wells Fargo Clearing, and Allegacy Federal Credit Union, where he continues to be involved. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party portfolio strategies and advanced operational tools.

Scott Southerland is a CFP®-credentialed financial advisor with over 21 years of industry experience. He has been with Raymond James Financial since 2020, following 14 years at BB&T Securities LLC. Outside of advising, Southerland is active as a musician in the band Dead Drag Motion and serves as Treasurer and Finance Committee member for Home Moravian Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Brian Holden is a financial advisor with MassMutual Investors Services in Winston-Salem, NC. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Holden has worked with MassMutual Life Insurance Co since 2010 and with MassMutual Investors Services since 2013. He is also involved in insurance brokerage through Holden & Mickey, Inc., focusing on individual and group life and health insurance sales. MassMutual Investors Services is a subsidiary of MassMutual that offers financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides asset management, wrap and money-manager programs, and educational seminars.

Gerald Malmo III is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Mass Mutual Investors Services since 1994 and with MassMutual Life Insurance Co. since 1992. Outside of his advisory role, he is involved in individual and group life and health insurance sales and owns The Malmo Group, LLC, an entity used to receive income and pay operational expenses. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and a range of investment and educational programs.

Fitzhugh Mc Murry III is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 credential and has worked at several firms including Piedmont Advantage Credit Union, CUSO Financial Services, Bank of America, Merrill, and Branch Banking and Trust Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, leveraging its scale and diverse financial activities alongside its advisory platform.

Candace Farabee is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2016. 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 individual, high-net-worth, pension, corporate, and charitable clients, supported by internal Chief Investment Office teams and third-party managers.

William Goodson is a Series 66-licensed financial advisor with Wells Fargo Advisors in Winston Salem, NC, bringing 17 years of industry experience. He previously worked at Wells Fargo Clearing from 2016 to 2023 before joining Wells Fargo Advisors. Goodson serves on the advisory board and as vice chairman of the Finance Advisory Board at the Poole College of Management, supporting student engagement and strategic initiatives, and participates on various local boards and committees including the Trellis Supportive Care Foundation. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning solutions supported by Wells Fargo research and tools. The firm integrates advisory services with other financial products and referral channels to deliver tailored recommendations and options for implementation.

Carly Diaz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Raymond James, she worked at SG Americas Securities, LLC, and has a background including roles at Societe Generale, PTC Inc, and Emory University. 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 non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Amanda Hall is a financial advisor at Cetera with 17 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Cetera, she worked at Capital Guardian Wealth Management and has been involved with Masters Private Client Group LLC since 2015. Outside of advising, she provides accounting services including financial statement preparation and account reconciliations. Cetera Investment Advisers LLC operates as a large multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a broad network of over 10,000 advisors and manages more than $256 billion in assets.

Carma Wentzlaff is a financial advisor at Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation with 24 years of industry experience. Her prior experience includes roles at UBS Financial Services, JP Morgan Chase Bank, J.P. Morgan Securities, Bank of America Corporation, and Merrill. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and investment strategies supported by its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services including tailored financial planning and estate planning strategies.

James McBride Jr. is a financial advisor with LPL Financial in Winston-Salem, NC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc., Lincoln Financial Securities Corporation, and Capital Investment Advisory Services, LLC. Outside of his advisory work, he serves as a board member for Window World, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to a wide range of clients, including individuals, retirement plan participants, banks, and institutions. The firm offers diverse investment solutions such as financial planning, model portfolio programs, and institutional platforms, supporting its large network of advisors with research and operational tools.

Grant Kunkel is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 65 and Series 63 licenses and 15 years of industry experience. He previously worked for AllianceBernstein Investments, Inc. for 16 years prior to joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bryson Mckinney is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently with Raymond James Financial and has prior experience at Pinnacle Bank, Pinnacle Financial Partners, BNC Bank, and LPL Financial. He also serves as an investment consultant for Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary strategies supported by advanced analytical tools.