Mary Godino is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and holds a Series 63 designation. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Brad Bradford is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant, Investment Consultant, Financial Representative, Premium Services Representative, Investment Solutions Representative, and Premium Relationship Associate. In his role, Brad partners with clients to understand their financial goals and develop customized financial plans tailored to their personal, family, and financial needs. He focuses on identifying strategies to improve these plans while maintaining open communication with clients. Outside of his professional work, Brad's personal interests include spending time at the beach and lake, fitness, social events with friends, and traveling.

Mitch Dayley is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he works closely with clients and their families to understand their financial goals and develop customized financial plans. His approach focuses on helping clients grow and protect their wealth, make informed investment decisions, and simplify their financial lives. Mitch has extensive experience in the financial services industry, having worked at Fidelity Investments in various capacities since 2011. His previous roles include Planning Consultant, Investment Management Consultant II, Investment Management Consultant I, and Investment Solutions Representative. Prior to joining Fidelity, he was a Licensed Investment Banker at Wells Fargo from 2013 to 2014. Outside of his professional work, Mitch has personal interests that include cars, fitness, golf, music, pets, and traveling.

Bill Wysor is a financial advisor at Edward Jones in Kernersville, NC, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing from 2015 to 2020 before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Jeffrey Trollinger is a CFP® with 26 years of industry experience and has been with Robert W. Baird & Co. since 2009. He is based in Winston-Salem, NC, and holds Series 63 and Series 66 licenses. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services supported by internal research and technology, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Christine Bland is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. Her work history includes roles at First Tennessee Brokerage, Wells Fargo Clearing, and Ftb Advisors. 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 range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools and a broad platform of investment options.

Beverly Burke is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has worked at Merrill for 20 years and Bank of America, N.A. for 15 years. Outside of her advisory role, she serves as a power of attorney in a fiduciary capacity. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, combining internal Chief Investment Office insights with third-party management.

David Holden is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding a Series 66 designation and 26 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual since 2003. Outside of his financial advisory role, he serves as president of a high school booster club focused on supporting local athletics. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charities, and employers. The firm uses a structured planning approach with firm-approved software to develop written recommendations, offering additional services such as educational seminars and event-driven planning programs.

Crystal Kidd is a financial advisor at Morgan Stanley with 27 years of industry experience. She has held her current position since 2009. Kidd holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and advanced modeling tools.

Samuel Olsen is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial priorities and help develop strategies tailored to their short-, mid-, and long-term goals. He provides guidance on a wide range of financial matters including general investing, retirement planning, and saving for unexpected expenses, also connecting clients with Bank of America specialists for additional banking and financing needs. Samuel holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his bachelor's degree from Appalachian State University. Samuel emphasizes ongoing collaboration with his clients to address their evolving financial goals and concerns with informed advice and support.

Patricia Slone is a financial advisor at Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 services both directly and through corporate financial planning agreements.

Brittany Midyette is a CFP®, CFA®, and holds a Series 66 license, currently working with Wells Fargo Clearing. She has one year of experience at Wells Fargo Clearing and over a decade in the financial industry, including nine years at Bank of America and four years with Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Matthew Brown is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Park Avenue Securities, LLC, Guardian Life Insurance Company of America, and Stratford Advisors, Inc. 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 and access to third-party asset management, with a broad platform supported by extensive operational and research tools.

Sean Bokhoven is a financial advisor at Raymond James Financial Services Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various capacities at Raymond James and its affiliates since 2021. Prior to that, he was with BB&T and its related entities from 2005 to 2021. Bokhoven is also associated with Signature Wealth Group in Winston Salem, NC, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals, utilizing risk profiling and analytical modeling tools, and supports a broad advisor network with specialized municipal and public finance advisory capabilities.

Max Barnhardt III is a CFP® professional with 31 years of experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, Barnhardt is a co-owner of Sea Oats LMR, LLC and serves on the board of directors for LWS in Winston Salem, NC. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm combines research-driven modeling and tax-efficiency analysis in its approach, while offering a broad range of advisory, brokerage, and insurance solutions.

Rose Gillespie is a financial advisor at Ameriprise with five years of industry experience and holds a Series 66 designation. Her prior positions include roles at Mass Mutual Life Insurance Company, John Deere Financial, and Veridian Fiscal Solutions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement planning focused on dependable income and tax-aware withdrawal strategies.

John Schmitt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Clearing for 10 years. Outside of his advisory role, he holds powers of attorney for family members related to investment matters. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Richard Spangler is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding a Series 66 designation and eight years of industry experience. Before joining Raymond James in 2017, he worked at PNC Financial Services for one year. Outside of his advisory role, he owns and manages a rental property in Winston-Salem. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles, affiliated research, and municipal advisory services.

William Wall is a financial advisor with UBS Financial Services in Winston-Salem, NC, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at UBS since 2019 and previously held positions at The Vanguard Group, Needham & Company, Universitat Autonoma de Barcelona, and Wake Forest University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary market research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Carla Thrasher is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 66 credentials and over 20 years of industry experience. Her career includes roles at CUSO Financial Services, Allegacy Federal Credit Union, Piedmont Advantage Credit Union, Metlife Securities, Edward Jones, and Massachusetts Mutual Life Insurance Company. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.