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.

Mickey Smith is a financial advisor with LPL Financial in Winston Salem, NC, holding CFP® and Series 66 designations and with 22 years of industry experience. He has been with LPL Financial for 15 years and also maintains involvement with Stoked Ventures, an entrepreneurial venture established in 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning and investment solutions to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives using various portfolio management approaches and technological tools.

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 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.

Paula Moreland is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include a decade at CUNA Brokerage Services, INC and ongoing service with Members Credit Union since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a broad range of advisory and brokerage services, including financial planning and model portfolio programs.

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.

Cody Beck is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2019. Beck also serves as a board member on the finance committee of the Kamp Kiwanis Children's Foundation. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals. The firm offers both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.

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.

Kenyon Rush is a Series 66 licensed financial advisor with Edward Jones in Lexington, NC, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he is a managing partner at RRS Investment Properties, assisting with property management and record-keeping. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.