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 was involved in a political campaign in 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a broad range of clients including individuals, high-net-worth investors, and institutional entities.

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.

Jennifer Hobbs is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, using Wells Fargo research and planning tools to develop tailored recommendations.

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®-credentialed financial advisor with LPL Financial, bringing 31 years of industry experience. He previously worked at Kestra Financial Services from 2016 to 2019 before joining LPL Financial in 2019. Russell is also the author of "Unleashing the Gift of Giving: A Ministry's Guide to Building and Leaving a Legacy." 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. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management supported by internal and third-party research.

Merrill Stewart is a financial advisor with LPL Financial in Clemmons, NC, holding Series 63 and Series 65 credentials and 17 years of industry experience. Prior to joining LPL Financial in 2025, he spent 16 years at Cuso Financial Services, LP and has been associated with Allegacy Federal Credit Union since 2003. He serves on the board of the nonprofit BISA and volunteers with the Alzheimer's Association. 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. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 since 2016, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Prior to that, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm employs structured planning processes and utilizes tools such as Monte Carlo simulations and Secular Return Estimates to assist in financial planning.

Wesley Carter is a financial advisor with Edward Jones, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as the Athletic Director and Boys Basketball Coach at Calvary Christian School in King, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mickey Smith is a CFP® with 22 years of industry experience, currently serving as a financial advisor at LPL Financial since 2011. He has operated his own advisory business, Mickey L. Smith, since 2004 and is involved with Stoked Ventures, which he has managed since 1999. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

John Setzer is the Senior Resident Director and Wealth Management Advisor at the Merrill Lynch Winston Salem office. With over 28 years of experience in financial services, he joined Merrill Lynch Wealth Management in 2001. John leads his team in advising clients on wealth accumulation, preservation, and transfer by creating customized wealth management strategies that encompass portfolio development, liability management, and asset preservation. John's expertise includes family wealth management strategies, legacy planning, liquidity management, retirement income, and small business strategies, among other areas. He holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). He is a graduate of Appalachian State University and also attended the Wake Forest University School of Banking. In addition to his professional work, John is involved in his community through organizations like Habitat for Humanity and Goodwill Industries of Northwest North Carolina. He is a member of the Appalachian State University Alumni and the YMCA of Western North Carolina. John's personal interests include boating, fishing, golfing, hiking, skiing, traveling, and spending time with his family.

Robbie Chandler is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Raymond James & Associates since 2016. Chandler serves on the advisory board and a subcommittee of the Winston Salem Foundation. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mary Godino is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding a Series 63 designation and bringing 25 years of industry experience. She has been with Wells Fargo Clearing and its predecessor entities since 2009. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Paula Moreland is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at LPL Financial since 2022 and concurrently at CUNA Brokerage Services and Members Credit Union since 2012 and 2010, respectively. 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 representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management along with model portfolios and third-party research.