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 at Raymond James & Associates with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Raymond James since 2016. Outside of her advisory role, she maintains an Avon representative account primarily for personal and family use. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting through a non-discretionary model supported by an extensive affiliate network.

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.

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, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2016. Chandler serves on the advisory board and subcommittee of Chartible, a for-profit organization, on a volunteer basis, and is involved with the Winston Salem Foundation. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 advisors. The firm offers wealth advisory planning and investment consulting to a wide range of clients, including individuals, institutional pension plans, corporations, and government entities, delivering advice through non-discretionary planning and consulting services alongside firm-sponsored programs and institutional 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.

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.

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, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at LPL Financial since 2025 and previously spent significant time at FTB Advisors, Inc. and First Tennessee Brokerage, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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.

Beverly Burke is a financial advisor at Merrill with 41 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2006 and at Bank of America, N.A. since 2011. Beverly also serves as a power of attorney in a fiduciary role. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.