Christopher Spaugh is a CFP®-credentialed financial advisor with 20 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 13 years at THE Vanguard Group, Inc. He is based in Greensboro, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including 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 plan consulting, utilizing both discretionary and non-discretionary management along with proprietary and third-party research.

Charmon Baker is a financial advisor with Edward Jones in Winston Salem, NC, holding Series 63 and Series 66 designations and having 22 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she has served as past board president of the Delta Fine Arts Center in Winston-Salem. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions and operates with a fiduciary standard.

Cole Foley is a Series 66-credentialed financial advisor with Mass Mutual Investors Services in Winston-Salem, NC. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2022 and has prior experience at Davidson College and Mount Tabor High School. 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 financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations in collaborative annual engagements.

Ryan Neely is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Lincoln Financial Group for seven years and The Sales Factory for three years. Ryan holds the Series 66 designation and is based in Greensboro, NC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients with public-financing and investment banking capabilities.

Joel Payne Jr. is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for 24 years at Furnitureland South, Inc. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Philip Grande is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera in Winston-Salem, NC. His prior roles include positions at Raymond James Financial and NewBridge Bank. Outside of his advisory work, he serves as secretary for the Calvary Provision Foundation board and is a member of the finance committee for Calvary Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, institutional, and charitable clients through a nationwide network of independent advisors. The firm offers various portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party managers and caters to a broad client base with multiple program structures.

Matthew Healy is a financial advisor at Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 66 licenses with 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment products such as group annuity contracts and bank deposit sweep options.

Andrew Vanore is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Brittany Kinneer is a Series 66-licensed financial advisor with Edward Jones, based in Kernersville, NC. She has two years of industry experience and previously worked at Merrill Lynch/Bank of America, as well as several credit unions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Carl Bass is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 47 years of industry experience. His career includes roles at Grove Point Investments, H. Beck, Inc., and leadership at Bass Financial Strategies, Inc. He serves as a senior elder at Westover Church and is a board member of Horsepower, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm offering financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides tailored strategies through various custody platforms and combines proprietary and third-party model solutions.

Kevin Hoppens is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million 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 network of financial advisors and branch offices nationwide.

Jennifer Beane is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at First Bank and BB&T. Outside of advisory work, she is involved in construction renovation businesses, managing financials for Bella Lan Renovations Inc. and Badin Lake Builders LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Shealy is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley and Citigroup Global Markets. He serves on the Board of Directors for The Dottie Shealy Ministry Foundation. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to develop personalized recommendations, primarily for clients with substantial investable assets.

Jason Zaks is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2016. Zaks serves as a volunteer officer and senior vice president on the board of the Old Town Club, a social and country club in Winston-Salem, NC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, providing non-discretionary financial advice supported by extensive research and an affiliate network.

Jacob Routh is a financial advisor with Fidelity in Winston-Salem, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at State Employees Credit Union and various customer service and educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also engages in fund advisory and manages model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Matthew Thiel is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. He worked at Wells Fargo Advisors LLC from 1999 to 2020 before joining Raymond James Financial Services Advisors, Inc. in 2020. Outside of his advisory role, he is president of Signature Wealth Group and Covenant Wealth Strategies LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed client risk profiles and firm research to develop tailored recommendations.

Lori Pettyjohn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Outside of her advisory role, she serves as a power of attorney for her mother, managing investment-related matters. 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 advisory process 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.

Jessica Martin is a financial advisor with Ameriprise in Sophia, NC, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Angel Herman is a financial advisor with UBS Financial Services in Winston-Salem, NC. He holds the Series 66 designation and has 20 years of industry experience, including 12 years at UBS. Herman is also involved with Defining Home, LLC, a privately held business. 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 plans according to clients’ goals and risk tolerances.

Stephanie Johnson is a financial advisor with Wells Fargo Clearing in High Point, NC, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. 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.