Jeffrey Kerrigan is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, he is involved in a real estate business through an LLC focused on purchasing and flipping houses. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a discretionary 3(38) investment option, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

James Fleming is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley since 2012. Outside of his advisory role, he owns Collectible Impulse, a retail and online collectible store based in Burlington, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and investment research into its advisory process.

Forrest Childers is a financial advisor with Merrill in Winston Salem, NC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked at Merrill since 2001 and has been with Bank of America, N.A. since 2011. Merrill provides managed account services primarily through its Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm’s investment approach integrates model-based and discretionary strategies supported by Bank of America’s broader platform and resources.

Brad Clasby is a financial advisor with Ameriprise in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Ameriprise since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver written recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Amanda Urban is a financial advisor with LPL Financial in Winston Salem, NC, holding a Series 66 designation and two years of industry experience. Her prior roles include work at Treloar & Heisel Wealth Management and several positions connected to Liberty University, including Academic Affairs for Athletics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients such as individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Diane Wimmer is a financial advisor with Ameriprise in Winston-Salem, NC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Ameriprise since 2005, including six years under the current firm structure. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Todd Lockhart is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at METLIFE Securities Inc. from 2001 to 2017 and has held roles at MassMutual Life Insurance Co. since 2016. Outside of advising, Lockhart is involved in individual life, disability, and long-term care insurance sales and holds ownership in a real estate-related business. 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 offers financial planning, asset management, and educational seminars, using firm-approved software tools to guide clients through goal analysis and investment strategy recommendations.

Crystal Diamond is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She previously worked at Wells Fargo Clearing and BB&T Securities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs planning.

Andre Conway is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019 and previously was involved with AdaptFirst Investments LLC and the Alarm Service Company of America, Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm emphasizes a structured planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Anthony Diffenbaugh is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. His prior roles include positions at Allegacy Federal Credit Union, CUSO Financial Services, Truist, TD Ameritrade, and Scottrade. He operates the Allegacy Investment Group as an additional business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and brokerage services.

Jonathan Norman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has built his career advising affluent individuals and families on wealth management strategies, aiming to simplify and clarify their financial lives by understanding their core values such as family, business, and legacy. Jonathan's focus areas include college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Jonathan began his career at Merrill Lynch the summer after graduating from college and plans to continue his career there until retirement. He holds a Bachelor's degree from Wake Forest University. Jonathan is also a CERTIFIED FINANCIAL PLANNER® (CFP), a Certified Investment Management Analyst® (CIMA®), and a Personal Investment Advisor (PIA). Outside of his professional work, Jonathan enjoys basketball, camping, fishing, football, golfing, hiking, running, skiing, woodworking, and spending time with his family.

Kelia Coffey is a financial advisor with Raymond James & Associates in Winston-Salem, NC. She holds Series 63 and Series 65 licenses and has 44 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 serves a diverse client base through wealth advisory planning and non-discretionary investment consulting, including services for individuals, institutions, and public entities.

Matthew Steffes is the Vice President and Branch Leader at Fidelity Investments in Winston-Salem, North Carolina. In this role, he leads a team of Financial Consultants, assisting clients with financial decisions across various stages of their lives. He has been with Fidelity Investments since 2007, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and Vice President, Branch Leader. His experience encompasses client financial advising and team leadership within the firm. Outside of his professional role, Matthew has personal interests in cars, cooking and baking, fitness, music, running, and scuba diving.

Edith Broccolo is a financial advisor at Edward Jones with 14 years of industry experience. She holds the CFP® designation and Series 66 registration. Edith has been with Edward Jones since 2011. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Dustin Koufman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at MML Investor Service Inc. for 12 years and FTB Advisors for 9 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology to support diversified investment strategies.

Beau Burns is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He has been with Robert Baird & Co. since 2014 and holds the Series 66 designation. Outside of his advisory role, he is a passive investor in a separate business venture, Dog Academy Clay Road LLC. Robert Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with tax-management tools and ongoing manager selection.

Benjamin Sydnor is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Sydnor serves on the board of trustees for Canterbury School, a private school in Greensboro, North Carolina. He is also a partner in Sydnor Capital Partners, LLC, an investment entity focused on commercial real estate. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Camron Watlington is a financial advisor with Merrill in Winston Salem, NC, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill and Bank of America since 2018 and previously held roles including a political campaign position and academic appointments at Indiana Wesleyan University. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Brian Pomante is a financial advisor with Thrivent Investment Management in Winston-Salem, NC, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Truist Investment Services, BB&T, and SunTrust Advisory Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account services through a consolidated billing option while maintaining separate planning and management functions.

Brett Berrier is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and bringing 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.