Troy Blamer is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding a Series 66 designation and one year of experience in advisory services. He has been associated with MassMutual Life Insurance Co since 2014. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools to analyze client goals and offers event-driven planning services including divorce and estate settlement planning.

Ronald Jackson is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. He is also the owner of Barbell Brothers, LLC, a fitness training business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Richard Whitaker is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He previously worked at Metlife Securities Inc. for 24 years before joining MassMutual-related firms in 2016. Outside of his advisory work, he designs historical board games. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative, annual planning relationships.

Grant Bridges is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes 13 years at MetLife Securities and a decade at MassMutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring planning engagements as ongoing, collaborative relationships that focus on goal analysis and strategy recommendations.

Matthew Hornaday is a financial advisor with LPL Financial in Winston Salem, NC. He holds a Series 66 designation and has been active in the industry since 2026. His prior experience includes roles at Performance CXO, 2032 Ventures, LLC, and Trust Company of the South. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, supported by a large network of investment adviser representatives.

Robert Saunders Jr. is a financial advisor with Morgan Stanley in Winston-Salem, NC. He holds a Series 66 designation and has 11 years of industry experience, all with Morgan Stanley and its affiliated Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers structured financial planning supported by proprietary tools and models.

Richard Swink Jr. is a financial advisor at Edward Jones in Lewisville, NC, with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Outside of his advisory role, he owns and operates an ecommerce business selling outdoor gear and shooting sports accessories and creates videos on a YouTube channel focused on projects in his shop and homestead. 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 solutions, supported by a nationwide network of advisors and branch offices.

William Cary is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He 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, 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.

Christopher Pizzitola is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Westpark Wealth Advisors and Invesco AIM Private Asset Management. Outside of his advisory role, he is involved in selling life insurance through an affiliated business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Hynek is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously spent seven years at BB&T. Hynek serves as Chair of Financial Capabilities for the Asset Building Coalition of Forsyth County. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Louise Rider is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds the Series 66 designation and worked previously for Dimensional Fund Advisors from 2015 to 2023 before joining Raymond James. 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, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Dominic Esposito is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill and Bank of America in 2022, he worked at Atrium Health Wake Forest Baptist for eleven years. Outside of his advisory role, he owns Roof Restoration, LLC, a company specializing in roof repairs and restoration treatments. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Grimes is a financial advisor at Edward Jones in Lewisville, NC, holding a Series 66 designation. He has experience in the financial industry dating back to 2013, with prior roles at Lincoln National Corporation and BB&T. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. 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 affiliated mutual funds, operating under a fiduciary standard.

Thomas Dillon is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Harbor Wealth Partners, Level Four Financial, Raymond James Financial, and Cetera Wealth Services. 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 employs over 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Ti'tiana Davis Frederick is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. She has worked with LPL Financial since 2013. Outside of her advisory role, she owns and operates several family-owned trucking and freight brokerage businesses, as well as a consulting firm focused on freight and warehousing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management access, and institutional platforms, supporting a large network of over 22,800 advisors.

John Konikowski is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Sorrento Pacific Financial, LLC and CUSO Financial Services, LP. He also serves as executor of the estate of Rosalee M Konikowski. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients with a variety of portfolio management and financial planning services, operating as a multi-manager platform with a broad range of program options and custodial relationships.

Alexandra Turpin is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and with 10 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. 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 uses structured planning tools and analyses to support its advisory services.

Parker Sheffield is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked for seven years at Truelook. He is a partner in Mosby Realty LLC, a non-investment-related business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by extensive research and model manager options.

John Scala is a financial advisor with LPL Financial in Winston Salem, NC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at FTB Advisors, CitiGroup, Capital One Advisors, Capital One Investing, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

John Dubose Jr. is a financial advisor with UBS Financial Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with UBS since 2008. He serves as chair of the investment committee at St. Paul's Episcopal Church in Winston-Salem. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.