Elizabeth Riddle is a financial advisor with Raymond James & Associates, holding a Series 66 designation and possessing 10 years of industry experience. Her career includes five years at Merrill and a brief tenure at OSAIC Services, Inc. Outside of her advisory role, she is involved in managing short-term rental properties through Lakeside Getaways LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional clients, and municipal entities. The firm offers tailored financial planning and consulting services, drawing on a variety of portfolio management styles and affiliated research.

Donnette Draper is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial industry. Her approach centers on building personalized wealth plans that align with clients' family dynamics, financial situations, and long-term goals. She emphasizes frequent, comfortable conversations to understand clients' visions and values, focusing on disciplined strategies rather than chasing industry benchmarks. Prior to joining Merrill in 2021, Donnette spent 27 years at BB&T (now Truist) as a wealth advisor and wealth client associate. She leverages her strong banking background to address both assets and liabilities, offering clients access to lending and banking solutions through Bank of America, N.A. Additionally, she coordinates with clients' CPAs and attorneys on tax-minimization and estate planning strategies and assists with protective components such as long-term care and life insurance. Donnette holds a Bachelor's Degree from the University of North Carolina System and carries the Personal Investment Advisor (PIA) designation. She resides in McLeansville, North Carolina with her husband and is involved in community organizations including Junior Achievement of North Carolina and the SPCA of the Triad. She enjoys spending time with her family, participating in adventure sports, and engaging in music.

Craig Miller is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his financial advisory work, he owns and operates a home-based travel agency, Distinctive Voyages. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Timothy Bowles is a financial advisor at LPL Financial with 35 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at CUSO Financial Services, L.P. for 25 years. Bowles also has a long tenure with Allegacy Federal Credit Union, where he is involved in investment-related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, leveraging both proprietary and third-party strategies.

Shannon Thompson is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She previously worked at MetLife Securities for 12 years before joining Mass Mutual in 2016. Outside of her advisory role, Thompson owns an S-Corp that manages business expenses and has involvement with a financial services firm and individual life and health insurance sales. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual financial planning engagements using firm-approved software and provides a range of specialized planning services, including divorce and estate-settlement planning.

Seth Maynard is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Alexander Lohrman is a financial advisor with LPL Financial based in High Point, NC. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Shore Point Advisory Group, Commonwealth Financial Network, and Blakely Financial, as well as experience outside finance in retail and education. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment and retirement planning solutions delivered through a large network of investment adviser representatives.

Victoria Milam is a financial advisor at Merrill with five years of industry experience and holds the Series 66 designation. Her work history includes multiple roles at Merrill spanning from 2017 to the present, as well as positions at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Prior to her advisory career, she worked at Jim N Nick's Restaurant and the University of North Carolina at Charlotte. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Scott Young is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1999 after completing graduate studies in 1996. Scott holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards and is a Personal Investment Advisor (PIA). He earned a bachelor's degree from the University of North Carolina at Chapel Hill and a master's degree from the University of North Carolina System. Scott focuses on assisting families in evaluating their overall financial situations and developing coordinated, research-based wealth management strategies. His approach addresses issues unique to families, including wealth accumulation, asset and income preservation during retirement, and wealth transfer. Recognized for his expertise, Scott was named to both Barron's Top 1,200 Financial Advisors list and Forbes Best-in-State Wealth Advisors list from 2018 through 2021. Scott has served on the board of the American Cancer Society's Coaches vs. Cancer and volunteers with the Crisis Control Ministries' Crop Walk. He is a member of the Winston-Salem Estate Planning Council. Scott lives in Winston-Salem with his wife and two children.

Scott Settelen is a CFP® professional with over 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Securities, Inc. in 2002. He is based in Winston Salem, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

David Kraftchick is a financial advisor at Edward Jones in High Point, NC, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Bonner is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2016, progressing through roles including Investment Consultant, Investment Solutions Representative, High Net Worth Representative, and Service Representative. His professional focus includes educating and informing clients on retirement planning by utilizing Fidelity tools and employing active listening to identify strategies aimed at achieving long-term goals.

Michael Warner is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. He previously worked at Timberline Mortgage, First National Bank, Jefferson Capital, Tidewater Construction, and Verizon Wireless. Outside of advising, Warner is a silent partner in Warner Brothers Lawncare, a landscaping business based in Sandy, Utah. 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 options supported by a large nationwide network of advisors and branch offices.

David Farrelly is a Financial Advisor at Merrill Lynch Wealth Management, where he joined in 2022. He specializes in helping individuals, families, and business owners achieve their financial goals through personalized wealth management strategies tailored to their unique needs and objectives. His client focus includes executive compensation, tax minimization, and retirement income. With more than three decades of experience in the financial services industry, David provides guidance on wealth accumulation, preservation, and legacy planning utilizing comprehensive investment management strategies and asset protection strategies. He holds FINRA registrations Series 7, 9, 10, and 66, and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He holds a Bachelor of Science degree from Grove City College. David is committed to serving both his clients and community. He has served on the boards of the United Way of Greater High Point and the Northwest Guilford High School Girls Soccer Boosters. He currently coaches girls flag football at Northwest Guilford Middle School, volunteers with Guilford County's Community Emergency Response Team (CERT), and serves on the board of his local homeowners' association. He resides in Summerfield with his wife, Alexa, and their three daughters, Logan, Lauren, and Lane.

Marjorie Mc Gee is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley Smith Barney LLC and Truist Advisory Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

James Wilkie is a CFP® professional with 34 years of experience in the financial industry. He has been with LPL Financial since 2004 and previously worked at WS Griffith Securities, Inc. from 2000 to 2004. Wilkie is also involved in selling fixed annuities and various types of insurance products. 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, and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Tracy Cottingham V is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. Prior to joining Raymond James, Cottingham held academic positions at North Carolina State University, Ohio State University, and Marshall University. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs with an emphasis on technology, cybersecurity, and public finance.

Charles Betts is a financial advisor with Raymond James & Associates in Greensboro, NC, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he is a partner of ACM Partners LLC, where he performs administrative duties. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Clinton Hunt is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Kerusso Capital Management and experience in the food service industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Tammy Childress is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she owns and operates an online clothing consignment business focused on selling used clothing and photography. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions.