Lauren Robinson is a financial advisor with Raymond James & Associates holding a Series 66 designation. She has prior experience at Linden Thomas & Company, Stearns Lending, Cardinal Financial, and was self-employed for two years. Lauren is based in Winston-Salem, NC. 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, institutional clients, and municipalities, offering financial planning and consulting with a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Joanna Page is a financial advisor at LPL Financial in Greensboro, NC, holding a Series 66 designation with 13 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc for eight years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through its national network of investment adviser representatives.

William Stone Jr. is a Series 66-licensed financial advisor at Thrivent Investment Management with six years of experience in the industry. Before joining Thrivent, he worked at Gilbarco/Veeder-Root for seven years. Outside of his advisory role, he owns a real estate investment company involved in home renovations and property management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

Christina Van Voorhis is a financial advisor at Edward Jones in High Point, NC, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior roles include positions at State Farm VP Management Corp and Zach Barnes Insurance Agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of over 23,000 financial advisors.

James Graham is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Mc Kee is a financial advisor with MassMutual Investors Services holding Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining MassMutual and its affiliated entities in 2026, he worked with NYLIFE Securities LLC and New York Life from 2023 to 2026. Before entering the financial services sector, he spent 15 years at T-Mobile. MassMutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that use firm-approved tools to analyze client goals and deliver written recommendations.

Kenneth Brown is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise in various capacities since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Melissa Combs is a CFP®-credentialed financial advisor with 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she has a 50% ownership interest in Griswold Investments. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Nathan Plybon is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) designation, which reflects his expertise in retirement planning. Details regarding his education, additional experience, or personal interests have not been provided.

Jennifer Shealey is a financial advisor at Merrill based in Winston Salem, NC, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2013. 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 model-based and discretionary investment strategies for individual, high-net-worth, pension, corporate, and charitable clients.

Don Webb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Webb serves as a nominating committee member for the Congressman McDowell 6th District Congressional Service Academy in High Point, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Scott Bilton is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked for Winston Salem Forsyth County Schools for 16 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Stuart Vaughn Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Steven Davis is a financial advisor with MassMutual Investors Services in Winston-Salem, NC, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked with MML Investors Services since 2012 and has been associated with MassMutual Life Insurance Company since 2009. Outside of his advisory role, he is an agent involved in life and group health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Gary Everhart Jr. is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent since 2015. Outside of his advisory role, he serves as District 7690 Chair for the Coins for Alzheimer’s Research Trust and is a board member of the Fellowship of Christian Athletes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses and planning across a broad range of financial topics without implementation or discretionary trading authority.

Mark Harris is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Hoffman & Hoffman, Amazon, and Guilford College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with a managed-account program under a consolidated billing option, focusing on planning without discretionary trading authority.

Kevin Westrich is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at Atrium Health - Davie Medical Center and held roles with local government recreation and parks departments in Winston-Salem and Wytheville. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Greyson Collins is a financial advisor with Edward Jones in High Point, NC, holding a Series 66 designation and one year of experience at the firm. Prior to joining Edward Jones, he worked for four years at Stretch Zone and spent six years in full-time education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.

Robert Patronete is a CFP® professional with 33 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he is the president of Bobsherry, LLC, a real estate holding company focused on supervising raw land holdings. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes insurance-related investment options alongside traditional asset classes.

Lauren Casey is a financial advisor at Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation with 12 years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.