Rose Gillespie is a financial advisor at Ameriprise with five years of industry experience and holds a Series 66 designation. Her prior positions include roles at Mass Mutual Life Insurance Company, John Deere Financial, and Veridian Fiscal Solutions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement planning focused on dependable income and tax-aware withdrawal strategies.

Benjamin Hawkins is a financial advisor at Edward Jones in Madison, NC, holding the ChFC® designation and Series 66 license with 13 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is the owner and manager of Hawkins Investment Properties, LLC, a real estate business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

John Schmitt is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a power of attorney for family members in investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. 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.

Richard Spangler is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding a Series 66 designation and eight years of industry experience. Before joining Raymond James in 2017, he worked at PNC Financial Services for one year. Outside of his advisory role, he owns and manages a rental property in Winston-Salem. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles, affiliated research, and municipal advisory services.

William Wall is a financial advisor with UBS Financial Services in Winston-Salem, NC, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at UBS since 2019 and previously held positions at The Vanguard Group, Needham & Company, Universitat Autonoma de Barcelona, and Wake Forest University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary market research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Carla Thrasher is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 66 credentials and over 20 years of industry experience. Her career includes roles at CUSO Financial Services, Allegacy Federal Credit Union, Piedmont Advantage Credit Union, Metlife Securities, Edward Jones, and Massachusetts Mutual Life Insurance Company. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Amy Simmons is a Series 66 licensed financial advisor with Merrill in Winston Salem, NC, where she has worked since 2009. She has 21 years of industry experience. Outside of her advisory role, she has a minor involvement in a rental business based in Hyannis, Massachusetts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sarah Casey is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and three years of industry experience. She has been with Morgan Stanley since 2023 and has prior work experience including roles at KHRG Reynolds LLC and Vami LLC. Outside of her advisory work, she is involved as an employee at The Katharine Brasserie & Bar in Winston-Salem. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that uses firm-approved tools and modeling techniques to assist clients with their financial goals.

Mary Martin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she is a co-trustee for two family trusts and is involved in estate planning and investment management for a family partnership. 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 solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

William Poole is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting individuals, families, and business owners with growing and preserving their wealth through personalized strategies. His work emphasizes understanding each client's unique financial situation, goals, and family context to develop tailored plans that evolve with their needs. William holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned both his bachelor's degree and Master of Business Administration (MBA) from Appalachian State University, where he also served as Student Body Vice President and held multiple leadership roles. He has maintained a commitment to his alma mater through previous service on the Board of Visitors and the Alumni Council. In addition to his professional work, William is involved with the American Heart Association. His approach to financial advising centers on building trusted partnerships to help clients achieve their financial well-being through thoughtful guidance and lifelong relationships.

Phillip Coley is a financial advisor with Cetera, holding a Series 66 designation and based in Winston-Salem, NC. He has experience working at Cetera and Cetera Investment Services LLC since 2026, alongside roles at First National Bank of PA since 2018, Wells Fargo Clearing Services, LLC., and Wells Fargo Bank NA. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with more than 10,000 advisors and over $256 billion in assets under management.

Jerry Eades Jr. is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley since 2012, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Isaiah Simon is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ameriprise in Winston-Salem, NC. Prior to joining Ameriprise in 2026, he worked at The Huntington Investment Company and Cetera Advisor Networks. Outside of financial services, he has experience in the plumbing and furniture industries. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written reports and ongoing planning for clients approaching or in retirement, utilizing proprietary research and tax-aware income strategies.

Kelly Lenhardt is a financial advisor with Raymond James Financial who holds a Series 66 designation and has seven years of industry experience. Prior to joining Raymond James, she worked at Truist Investment Services and BB&T Securities. In addition to her advisory role, Lenhardt is also a Client Service Associate with Freedom Works Private Advisory Group. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm provides tailored, non-discretionary advisory services supported by analytical tools and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Odysseus Chamis is a financial advisor at Edward Jones in Winston-Salem, NC, holding the CFP® and ChFC® designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he manages a rental property business through Napoleon Properties, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated services, supported by a large nationwide network of advisors and branch offices.

Megan Ayscue is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked at the United States Attorney’s Office in North Carolina for five years and has held various roles including positions at Penn State University and the United States House of Representatives. She serves on the finance committee of Highland Presbyterian Church in Winston Salem, managing church finances. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports a large network of advisors, offering both brokerage and advisory solutions.

Ryan Tilley is a CFP® professional with 14 years of experience at Edward Jones, where he has worked since 2012. He holds a Series 66 designation and is based in Kernersville, NC. 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 solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Brittney Schlicker is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2016. Before joining Baird, she worked at United Brokerage Services, INC for two years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management solutions, combining manager-traded and model-traded strategies with tax-management and direct-indexing capabilities.

Jennifer Powell is a financial advisor with Robert W. Baird & Co. Inc. in Winston-Salem, NC. She holds a Series 66 designation and has 21 years of industry experience, with her entire career spent at Robert W. Baird & Co. since 2003. The DDK Group, where she works, is part of Baird’s Private Wealth Management department and serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and ongoing manager oversight.

Daniel Branon is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Outside of his advisory role, Branon coaches boys' varsity basketball at both Caldwell Academy and North Carolina Leadership Academy. 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, operating under a fiduciary standard and supporting a nationwide network of financial advisors and branch offices.