Carl Bass is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 47 years of industry experience. His career includes long tenures at Bass Financial Strategies, Inc. and H. Beck, Inc., as well as recent roles at Grove Point Investments and Cambridge Investment Research affiliates. Outside of his advisory work, Bass serves as a senior elder at Westover Church and is a board member of Horsepower, Inc., a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Kevin Hoppens is a Series 66 licensed advisor with Edward Jones in Greensboro, NC, where he has 18 years of industry experience, all spent with the firm since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.

Jennifer Beane is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at First Bank and BB&T. Outside of advisory work, she is involved in construction renovation businesses, managing financials for Bella Lan Renovations Inc. and Badin Lake Builders LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Shealy is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley and Citigroup Global Markets. He serves on the Board of Directors for The Dottie Shealy Ministry Foundation. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to develop personalized recommendations, primarily for clients with substantial investable assets.

Jason Zaks is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as a senior vice president and volunteer officer on the board of the Old Town Club, a social and country club in Winston-Salem. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Jacob Routh is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. He has held positions at Fidelity Investments since 2022 and has a background that includes roles in various sectors such as credit unions, retail, and education. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of AI and systematic methodologies in portfolio management.

Matthew Thiel is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. He worked at Wells Fargo Advisors LLC for 21 years before joining Raymond James Financial Services in 2020. Outside of his advisory role, he is president of Signature Wealth Group and Covenant Wealth Strategies LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal finance and employer advisory programs.

Lori Pettyjohn is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 designations and 24 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a power of attorney for her mother, dedicating time to investment-related matters. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from internal and third-party sources.

Jessica Martin is a financial advisor with Ameriprise in Sophia, NC, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Angel Herman is a financial advisor with UBS Financial Services in Winston-Salem, NC. He holds the Series 66 designation and has 20 years of industry experience, including 12 years at UBS. Herman is also involved with Defining Home, LLC, a privately held business. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans according to clients’ goals and risk tolerances.

Stephanie Johnson is a financial advisor with Wells Fargo Clearing in High Point, NC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party sources.

Braielyn Peoples is a financial advisor with Primerica Advisors in Greensboro, NC, holding Series 65 and Series 63 registrations and two years of industry experience. She has worked at Primerica Advisors since 2024 and has been involved with Peoples Private Learning Center, Inc. since 2020. Prior to her advisory career, she spent five years with Charlotte Mecklenburg Schools. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies managed by unaffiliated asset managers.

James Zich is a financial advisor with Morgan Stanley in Winston-Salem, NC. He holds a Series 66 designation and has two years of experience at Morgan Stanley Smith Barney. Prior to his financial advisory role, he worked in education with Guilford County Schools and has experience in retail and university settings. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm employs a structured planning process and utilizes tools such as Monte Carlo simulations and secular return estimates to support client goals.

Michael Forsyth is a financial advisor with Merrill in Winston Salem, NC, holding a Series 66 designation and 18 years of industry experience. He has worked with Merrill and Bank of America since 2008 and 2011, respectively. Outside of his advisory role, Forsyth serves as an advisory board member for Kernersville Little League and is involved as a silent partner in a family-held LLC. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

David Lefever is a financial advisor at Osaic with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 22 years. Outside of his advisory role, Lefever is involved in non-securities insurance sales as a sole proprietor. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization supported by various tools, and it provides access to discretionary strategies, third-party managers, and alternative investments.

Douglas Duvall is a financial advisor at Ameriprise with 25 years of industry experience. He previously worked at Edward Jones for 23 years before joining Ameriprise in 2020. Outside of his advisory role, Duvall is the owner and operator of Jubilee Legacy, LLC, which manages the day-to-day expenses of his financial practice. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to create personalized written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Amy Neely is a Financial Advisor with Merrill Lynch Wealth Management, working alongside a team of highly educated and trained professionals dedicated to supporting clients' comprehensive financial needs. She specializes in developing individualized wealth strategies tailored to each client's unique goals, including diversified investment portfolios, education and retirement planning, debt management, and insurance analysis. Through Bank of America, Amy provides clients access to a wide range of banking resources designed to simplify and coordinate their financial lives. Amy holds a Bachelor's Degree from Michigan State University and an Associate's Degree from Glen Oaks Community College. She has obtained professional designations as a Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Her focus areas include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and retirement income. Amy resides in Greensboro with her husband, Scott, and their children, Kennedy and Miles. Outside of her professional responsibilities, she enjoys reading, hiking, and paddle boarding.

Radford Hyde is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Benjamin Abitz is a CFP® with seven years of industry experience, currently affiliated with Cetera in Winston Salem, NC. His career includes roles at Morgan Stanley, Piedmont Capital Management, and TMRW Wealth. In addition to his advisory work, he teaches online courses for the University of Virginia's Certified Financial Planner education program. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a broad range of third-party money managers across multiple program structures.

Barbara Woodcock is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She is also a co-owner of Woodcock Racing Rods and Restorations LLC, an automotive restoration business she operates with her husband. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers a range of financial planning and advisory services, utilizing various portfolio management styles and supported by extensive research and affiliated sub-advisers.