Bryce Brooks is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Prudential Advisors, ADVIA Credit Union, and Automation Design + Entertainment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

David Smith is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He previously worked at Merrill for 12 years before joining UBS in 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and capital market insights.

Robert Given is a financial advisor at Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes roles in education and fitness, spanning positions at the University of West Georgia, Northgate High School, and fitness centers. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Salvador Valencia III is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and First Citizens Investor Services. Outside of his advisory role, he coaches youth soccer for NC Rush Triad in Winston Salem, serving as a coach for both girls’ and boys’ teams during different seasons. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Jon Canupp is an advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include a long tenure with the City of Winston-Salem and positions at Joe Gibbs Racing, Inc., followed by a brief retirement. 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 portfolios, third-party asset management, and institutional platforms.

Brett Ledgerwood is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies tailored to clients' individual goals and priorities. Brett's areas of focus include college education planning, corporate benefits, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor's Degree from Wake Forest University and has earned several professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Brett emphasizes building enduring relationships with individuals, families, and business owners by providing intelligent, organized financial guidance designed to reduce complexity and address clients’ financial concerns. In addition to his professional responsibilities, Brett is committed to community involvement, volunteering with local organizations in line with Merrill’s tradition of community service. Outside of work, he enjoys biking, fishing, gardening, golfing, music, reading, skiing, soccer, and spending time with his family.

Beth Croxall is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with Raymond James Financial Services Advisors, Inc. since 2022 and previously held roles within the broader Raymond James organization and AJB Financial Services Inc. Croxall also serves as a Client Relationship Manager at All Seasons Wealth in Winston-Salem, NC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs fact-finding, risk profiling, and analytical modeling to tailor non-discretionary planning and investment consulting to client goals.

Patrick Mcgowan is a financial advisor with UBS Financial Services, holding a Series 66 credential and bringing 13 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he supports an online course on business communication for Wake Forest University School of Medicine. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances, while combining institutional trading capabilities with wealth management services.

John Smith is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill for 18 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 financial planning process using firm-approved tools and market modeling techniques.

Christina Wright Campbell is a financial advisor with Raymond James & Associates, holding Series 63 and 66 licenses and bringing 25 years of industry experience. She previously worked at Bank of America and Merrill. Campbell serves as Treasurer on the Board of Directors for the Forsyth Humane Society, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by research and a variety of portfolio management styles.

Katharine Cain is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously at AeroTek in 2019. Outside of her advisory role, she has been involved with Old Town Draught House since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Michele Webb is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses. She has 27 years of industry experience, including prior roles at Morgan Stanley and BB&T Securities. Webb has been with Raymond James & Associates since 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing multiple portfolio management styles supported by firm research and affiliated sub-advisers.

Michael Larson is a financial advisor with Primerica Advisors in Lewisville, NC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. In addition to his advisory role, Larson is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm employs a curated third-party asset manager approach with a tiered wrap-fee structure and delegates trading responsibilities to BNY Mellon Advisors.

Mary Henshaw is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 66 credentials and 34 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. 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 advisory services.

Calvin Hodgin is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2001, bringing 24 years of industry experience. He is based in Pfafftown, NC. Outside of his advisory role, Hodgin serves on the finance committee of Maple Springs United Methodist Church and holds leadership roles with local community organizations including the Vienna Civic Club and West Central Community Center, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of investment advisory programs and affiliated financial products under a fiduciary standard.

Francis Bryan IV is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services. Their approach includes tailored planning supported by firm research, multiple portfolio management styles, and municipal advisory services.

Edward Raymer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on managing clients' wealth by developing personalized financial strategies that address their individual goals and adapt to changing market conditions. Edward leverages investment insights from Merrill as well as banking and lending solutions from Bank of America to provide comprehensive wealth management services. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Wake Forest University. In addition to his professional work, Edward is actively involved in community service, following the Merrill tradition of supporting local organizations through volunteer activities.

Chester Sheffield Jr. is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves on the Advisory Board for the College of Business at Appalachian State University. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various programs, combining multiple portfolio management styles with firm research and model manager options.

Casey Best is a Series 66-licensed financial advisor with Edward Jones, based in Yadkinville, NC. She has seven years of experience with Edward Jones following prior roles including work in the Vail School District and time dedicated as a housewife. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a variety of client segments. The firm offers a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Katherine Wiley is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held positions at Atrium Health Wake Forest Baptist and Lifeworks Employment Services. 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, pension plans, corporations, and charitable organizations.