Crystal Diamond is a financial advisor at Wells Fargo Advisors with 13 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 affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Morgan Ford is a financial advisor at Robert W. Baird & Co. Incorporated with three years of industry experience. He holds a Series 66 designation and previously worked in architecture and financial services roles, including at Graves Architects & Planners and Money Concepts Capital Corp. Morgan is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and separately managed accounts, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology tools.

Andre Conway is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 66 licenses and 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 Alarm Service Company of America, Inc. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery and planning tools, serving clients through direct and corporate agreements.

Anthony Diffenbaugh is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Scottrade, TD Ameritrade, and Truist. Outside of his advisory role, he is involved with Allegacy Investment Group, an investment-related business activity affiliated with his LPL work. 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 provides a range of advisory and brokerage services supported by model portfolios, third-party asset managers, and technology tools, managing over $819 billion in discretionary assets through more than 22,800 advisors.

Jonathan Norman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He and his team focus on providing wealth management advice and guidance to affluent individuals and families. Their approach emphasizes understanding what clients value most in life, such as family, business, or legacy, to help them live the life they envision. Jonathan holds a Bachelor's degree from Wake Forest University. He has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Certified Investment Management Analyst® (CIMA®) designation, and the Personal Investment Advisor (PIA) designation. These credentials support his expertise in areas including 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. Outside of his professional role, Jonathan enjoys activities such as 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, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipalities, offering financial planning and consulting services supported by a large adviser network and a variety of portfolio management styles.

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 in Winston Salem, NC, 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 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 financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Beau Burns is a financial advisor at Robert Baird & Co. in Winston-Salem, NC, holding a Series 66 credential with 12 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he is a passive investor in a non-investment related business, Dog Academy Clay Road LLC. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group team, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research tools.

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. His career includes roles at Bank of America, N.A. and Merrill since 2018, as well as prior academic experience at Indiana Wesleyan University. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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 at Morgan Stanley with 26 years of industry experience. He holds the Series 66 credential and has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was employed at Citigroup Global Markets from 2000 to 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Jennifer Hobbs is a financial advisor with Wells Fargo Advisors in Winston Salem, NC, holding a Series 63 designation and 24 years of industry experience. She has worked with Wells Fargo Clearing from 2016 to 2023 before joining Wells Fargo Advisors, where she has been since 2023. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Lisa Cranford is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Raymond James for 10 years. Outside of her advisory work, she maintains an independent Avon representative account for personal and family product orders. 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 high-net-worth individuals, institutions, and municipalities, and offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Rusty Russell is a CFP®-certified financial advisor with over 31 years of industry experience. He is currently with LPL Financial, where he has worked since 2019. His prior experience includes roles at Kestra Financial Services, First Allied Advisory Services, and Covenant Financial Solutions. Russell is the author of a published book titled *Unleashing the Gift of Giving: A Ministry's Guide to Building and Leaving a Legacy*. 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 broad range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive research and technology tools.

Merrill Stewart is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Cuso Financial Services, LP for 16 years and has been associated with Allegacy Federal Credit Union for over two decades. Stewart volunteers with the Alzheimer’s Association and serves on the board of BISA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports a variety of advisory strategies and platforms while maintaining significant non-advisory financial activities and oversight of substantial discretionary assets.

Stephen Edwards is a financial advisor at Robert Baird & Co. in Winston-Salem, NC, holding a Series 66 credential with eight years of industry experience. Prior to joining Baird in 2018, he worked at Wake Forest University for five years. He is the founder and president of the Twilight Golf Club. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside tax management and direct indexing capabilities.

Keary Didier is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, Merrill, and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, delivering tailored financial planning through its network of financial advisors and specialized estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.