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.

Scott Southerland is a CFP® professional with 21 years of experience in financial advisory services. He is currently with Raymond James Financial Services Advisor, Inc., where he has worked since 2020, following a 14-year tenure at BB&T Securities LLC. Outside of his advisory role, Southerland is a musician with the band Dead Drag Motion and serves as Treasurer and Finance Committee member for Home Moravian Church. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, and institutional investors, including pension plans and charitable organizations. The firm offers tailored, primarily non-discretionary advisory services with a notable focus on municipal and public finance through its affiliation with Raymond James’ Public Financing department.

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 the Series 66 designation and has worked at firms including Piedmont Advantage Credit Union, CUSO Financial Services, Bank of America, Merrill, and Branch Banking and Trust Company. 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 brokerage services with both discretionary and non-discretionary management options.

Candace Farabee is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 2016. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm incorporates investment strategies developed by its Chief Investment Office and third-party managers, supported by Bank of America’s broader corporate platform.

William Goodson is a financial advisor with Wells Fargo Advisors in Winston Salem, NC, holding a Series 66 credential and 17 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he serves as vice chairman of the Poole College of Management Finance Advisory Board, participates in investment and finance committees for local institutions, and sits on the board of the Trellis Supportive Care Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net worth thresholds. The firm integrates advisory services with other financial products through a variety of compensation arrangements.

Carly Diaz is a financial advisor at Raymond James & Associates with Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at SG Americas Securities, LLC, Societe Generale, and PTC Inc. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm provides wealth advisory planning and investment consulting for a diverse client base including individuals, corporations, and government entities, delivering non-discretionary advice supported by extensive research and an affiliated network of financial services.

Amanda Hall is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been associated with Cetera and Masters Private Client Group LLC since 2015. Outside of her advisory work, she provides accounting services involving routine preparation of financial statements and account reconciliations. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of program options and third-party managers.

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 licenses and 31 years of industry experience. His prior roles include positions at Royal Alliance Associates, Lincoln Financial Securities, and Capital Investment Advisory Services. He serves as a board member for Window World, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

George Gillespie is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Gillespie serves as co-trustee for his mother’s trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ethan Goude is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and several other companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a large nationwide network of advisors and branch offices.

Frank Miller Jr. is a financial advisor with MassMutual Investors Services in Winston Salem, NC, holding Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at MetLife Securities and MassMutual Life Insurance Company. Miller is also an independent insurance agent affiliated with Blue Cross Blue Shield. 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 emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of investment and educational programs.

Sarah Bagnoni is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2016. 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 provides wealth advisory planning and investment consulting services to a broad client base, including high-net-worth individuals, institutional clients, and public entities, offering non-discretionary planning and portfolio recommendations supported by extensive research and affiliate resources.

Sarah Weeks is a financial advisor with Raymond James Financial, holding a Series 66 designation and starting her advisory career in 2025. She previously worked at Horne and has experience in academic roles at Auburn University and Mississippi State University. She also operates Freedom Works Private Advisory Group, LLC, a non-investment-related support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, and public entities. The firm offers tailored, typically non-discretionary advisory services and maintains connections to municipal and public finance activities.

Heath Pierce is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at First Horizon Advisors, First Citizens Bank, Pruco Securities LLC, and SunTrust Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and technology-driven investment approaches.

Jane Dunlap is a financial advisor at Robert Baird & Co. with a Series 66 credential and two years of industry experience. She has held positions at Covenant Wealth Management, LPL Financial, Independent Bank, and Calvin University. Prior to her advisory roles, she worked in various non-financial positions including at Panera Bread and United Parcel Service. The DDK Group, within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies along with internal research tools, including artificial intelligence.

John Mickey is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials and has 40 years of industry experience. He has been with Mass Mutual Investors Services since 1985. In addition to his advisory role, he is involved in the sales of individual and group life and health insurance. 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 provides financial planning, asset management, wrap and money-manager programs, and educational seminars.

Roma Hall is a financial advisor at Ameriprise with 10 years of industry experience. She holds the Series 65 and Series 63 licenses. Her prior experience includes roles at Janney Montgomery Scott and Ameriprise Financial Services, Inc. Ameriprise Financial Services is a large 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 and tax-aware withdrawal strategies.