Ronald Jackson is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. He is also the owner of Barbell Brothers, LLC, a fitness training business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Robert Saunders Jr. is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and investment models as part of its structured financial planning process.

Richard Swink Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Outside of his financial advising role, he owns and operates an ecommerce business selling outdoor gear and shooting sports accessories, and he produces YouTube videos focused on shop and homestead projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages over $1 trillion in assets and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Cary is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Advisors, LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of financial products that include insurance-related vehicles and bank deposit sweep options.

Jordan Balmforth is the Vice President and Branch Leader at Fidelity Investments, where he leads the local Investor Center. In this role, he provides financial and investment guidance to customers. Jordan has been with Fidelity Investments since 2005, progressing through various roles including Customer Service Representative, Active Trader Representative, Active Trader VIP Specialist, Client Services Team Leader, Assistant Branch Leader, and currently Branch Leader. This extensive experience reflects his familiarity with client services and investment strategies within the firm.

Christopher Pizzitola is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Westpark Wealth Advisors and Invesco AIM Private Asset Management. Outside of his advisory role, he is involved in selling life insurance through an affiliated business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Nora Kowalcheck is a financial advisor with Ameriprise in Winston Salem, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2023, she worked at Edward Jones from 2018 to 2023. She also has experience in early childhood education and counseling-related roles, and has operated a Beautycounter business since 2013. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, offering tailored written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and supports a broad range of investment and insurance solutions.

Laura Clay is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked in educational institutions including Forsyth Country Day School, Chatham Hall, and St Andrew's-Sewanee School. Edward Jones is a full-service wealth management firm serving individuals and institutions, including a broad client base from non-high-net-worth households to corporate clients and charitable organizations. The firm offers a range of advisory programs and investment strategies, with reported assets under management of approximately $1.01 trillion supported by a large network of financial advisors and branch offices.

Louise Rider is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds the Series 66 designation and worked previously for Dimensional Fund Advisors from 2015 to 2023 before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Dominic Esposito is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill and Bank of America in 2022, he worked at Atrium Health Wake Forest Baptist for eleven years. Outside of his advisory role, he owns Roof Restoration, LLC, a company specializing in roof repairs and restoration treatments. 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, pension plans, corporations, and charitable organizations.

Thomas Dillon is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 66 credentials and 24 years of industry experience. His career includes roles at Wells Fargo Advisors LLC, Harbor Wealth Partners, Raymond James Financial, Cetera Wealth Services, and Level Four Financial. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets, combining brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ti'tiana Davis Frederick is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has worked with LPL Financial since 2013. Outside of her advisory role, she owns and operates several family-owned trucking and freight brokerage businesses, as well as a consulting firm focused on freight and warehousing. 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 and brokerage services, including financial planning, third-party asset management access, and institutional platforms, supporting a large network of over 22,800 advisors.

John Konikowski is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Sorrento Pacific Financial, LLC and CUSO Financial Services, LP. He also serves as executor of the estate of Rosalee M Konikowski. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients with a variety of portfolio management and financial planning services, operating as a multi-manager platform with a broad range of program options and custodial relationships.

Alexandra Turpin is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and with 10 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analyses to support its advisory services.

Parker Sheffield is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked for seven years at Truelook. He is a partner in Mosby Realty LLC, a non-investment-related business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by extensive research and model manager options.

John Scala is a financial advisor with LPL Financial in Winston Salem, NC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at FTB Advisors, CitiGroup, Capital One Advisors, Capital One Investing, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

John Dubose Jr. is a financial advisor with UBS Financial Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with UBS since 2008. He serves as chair of the investment committee at St. Paul's Episcopal Church in Winston-Salem. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Matthew Williford is a Planning Consultant who collaborates with clients to clarify their goals and develop plans to pursue them. He focuses on helping clients reduce risks, balance growth and protection in their investments, and simplify their financial lives. Matthew has extensive experience in the financial services industry. He worked as an Investment Consultant at Fidelity Investments from 2012 to 2020, and prior to that, he served as a Relationship Manager at Fidelity Investments from 2010 to 2012. He also held roles at Vanguard, including Brokerage Representative from 2008 to 2010 and Client Relationship Representative from 2007 to 2008.

Jeremy Bush is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at Cetera, Avantax Advisory Services, and Maestro Wealth Advisors. Outside of advisory work, he has experience in the restaurant industry, having worked at Cicciones Restaurant and Famous Toastery. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipalities—and offers financial planning, investment consulting, and institutional fiduciary solutions.

Ernest Osborn is a financial advisor at Morgan Stanley in Winston-Salem, NC, with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets prior to that. He serves as a board member of 920 Outdoor Youth, Inc., a nonprofit organization focused on children and youth. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through employer relationships.