Todd Chase is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 credentials and 32 years of industry experience. His career includes two tenures at Wells Fargo Clearing totaling 16 years, an eight-year period at Merrill, and a brief time at Wachovia Securities. 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 and offers brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Terry Dennison is a financial advisor with Merrill in Winston Salem, NC, holding a Series 66 credential and with six years of industry experience. Prior to joining Merrill, he worked at Wells Fargo Bank from 2015 to 2020. Outside of his advisory role, Dennison is a percussionist who occasionally gives paid percussion lessons. 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 institutions.

Leatrice Potter Daigle is a Series 66 credentialed financial advisor with two years of industry experience, currently affiliated with LPL Enterprise. Her prior work history includes roles at Pruco Securities LLC, Prudential Financial, and Bank of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in model wealth portfolio programs.

Alexander Stevens is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2018. Prior to joining the firm, Stevens worked at Western Carolina University. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jan Allen is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Philip Thomas is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, Thomas serves as a trustee for a local trust in Winston-Salem, NC. 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 broad range of clients including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting through multiple advisory programs and supporting services.

Alexander Kendall is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked at Truist Advisory/Investment Services, Merrill Lynch, Bank of America, Wells Fargo Bank, and BB&T. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supporting a large network of financial advisors and branch offices nationwide.

Joseph Davis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, and Wells Fargo Clearing. Outside of his advisory work, he is a silent partner in a concealed carry handgun instruction business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party managers, and customized strategies.

Richard Spangler III is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2016. He has 26 years of industry experience. Outside of his advisory role, he manages a rental property in Winston-Salem, NC. 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 investment consulting through a range of portfolio management styles and affiliated research resources.

Timothy Barnes is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 registrations and with 32 years of industry experience. His career includes ten years at Wells Fargo Clearing and several years at Morgan Stanley in various capacities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Dinkins is a financial advisor at Edward Jones in Winston Salem, NC, holding a Series 66 designation. He has one year of industry experience and previously worked at BFGoodrich and served in the United States Marine Corps for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sandrine Goble is a Series 66-licensed financial advisor with Wells Fargo Clearing in Winston Salem, NC, where she has worked since 2015. She has seven years of industry experience. Outside of her advisory role, she serves as treasurer for the Davie Trails and Tails 4H Club, overseeing fundraising and spending. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA 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.

Anisa Nakawatase Ibarra is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at Secu Brokerage Services, Secu Life Insurance Company, and New York Life Insurance Company. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Jasmine Mikell is a financial advisor with MassMutual Investors Services in Winston Salem, NC, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America, Merrill, Fidelity Investments, and CUNA Brokerage Services, among others. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering ongoing 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 provides options for implementation through separate brokerage or insurance arrangements.

Steven Brendle is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He is currently with Cetera and has prior experience at Avantax Investment Services, 1st Global Advisors, and leading his own firms including Brendle Financial Group, LLC and Brendle Crouse P.A., a CPA firm he manages. He also holds a real estate broker license and serves as a trustee for an irrevocable life insurance trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Joel Ayers is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Ameriprise since 2018, following prior roles at BB&T Securities and BB&T Investment Services. Outside of his advisory work, he serves as a trustee for family-held entities involved in royalty management and real estate. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering detailed reports on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Philip Pleasants is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of solutions including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Ryan Nance is a financial advisor at Raymond James Financial in High Point, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Raymond James, he worked at Ecolab Inc. for 16 years. He is also an associate at Signature Wealth Group, where he serves as a wealth advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to support a broad client base, including high-net-worth individuals, corporations, and charitable organizations.

Hardt Bing is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 24 years of industry experience. He has been affiliated with various Raymond James entities since 2016. Bing is the owner and managing director of Freedom Works Private Advisory Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Marty Mitchell is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at firms including LPL Financial, Securities America Advisors, and IFG Advisory. Mitchell is active in community and nonprofit roles, serving on the Board of Directors for East Coast Outreach Ministry and as President of Ocean Place Villas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides tailored written recommendations and ongoing tax-aware withdrawal advice.