William Wall is a financial advisor with UBS Financial Services in Winston-Salem, NC, holding Series 63 and Series 66 designations and eight years of industry experience. He has worked at UBS since 2019 and previously held positions at The Vanguard Group, Needham & Company, Universitat Autonoma de Barcelona, and Wake Forest University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary market research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Carla Thrasher is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 66 credentials and over 20 years of industry experience. Her career includes roles at CUSO Financial Services, Allegacy Federal Credit Union, Piedmont Advantage Credit Union, Metlife Securities, Edward Jones, and Massachusetts Mutual Life Insurance Company. 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, third-party asset management, and institutional platforms.

Amy Simmons is a Series 66 licensed financial advisor with Merrill in Winston Salem, NC, where she has worked since 2009. She has 21 years of industry experience. Outside of her advisory role, she has a minor involvement in a rental business based in Hyannis, Massachusetts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sarah Casey is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and three years of industry experience. She has been with Morgan Stanley since 2023 and has prior work experience including roles at KHRG Reynolds LLC and Vami LLC. Outside of her advisory work, she is involved as an employee at The Katharine Brasserie & Bar in Winston-Salem. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that uses firm-approved tools and modeling techniques to assist clients with their financial goals.

Anthony Mason is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at SCOTTRADE and TD Ameritrade, as well as several years of self-employment before joining LPL Financial. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

John Barrow is a CFP® and PFS™ professional with 12 years of industry experience. He currently works at Cetera and has held prior roles at Avantax Investment Services, Blue Rock Wealth Management, and 1st Global Advisors, among others. He is also a financial advisor at Brendle Financial Group, LLC, where he provides wealth management and financial planning services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mary Martin is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 credentials and 39 years of industry experience. Her career includes ten years at Wells Fargo Clearing and previous roles at Morgan Stanley from 2002 to 2011. Outside of her advisory work, she serves as co-trustee for family trusts and is involved in estate planning activities. 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 through over 14,000 advisors, employing research-driven investment approaches and offering a range of brokerage and advisory solutions.

William Poole is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting individuals, families, and business owners with growing and preserving their wealth through personalized strategies. His work emphasizes understanding each client's unique financial situation, goals, and family context to develop tailored plans that evolve with their needs. William holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned both his bachelor's degree and Master of Business Administration (MBA) from Appalachian State University, where he also served as Student Body Vice President and held multiple leadership roles. He has maintained a commitment to his alma mater through previous service on the Board of Visitors and the Alumni Council. In addition to his professional work, William is involved with the American Heart Association. His approach to financial advising centers on building trusted partnerships to help clients achieve their financial well-being through thoughtful guidance and lifelong relationships.

Phillip Coley is a financial advisor with Cetera, holding a Series 66 designation and based in Winston-Salem, NC. He has experience working at Cetera and Cetera Investment Services LLC since 2026, alongside roles at First National Bank of PA since 2018, Wells Fargo Clearing Services, LLC., and Wells Fargo Bank NA. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with more than 10,000 advisors and over $256 billion in assets under management.

Jerry Eades Jr. is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley since 2012, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Isaiah Simon is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ameriprise in Winston-Salem, NC. Prior to joining Ameriprise in 2026, he worked at The Huntington Investment Company and Cetera Advisor Networks. Outside of financial services, he has experience in the plumbing and furniture industries. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written reports and ongoing planning for clients approaching or in retirement, utilizing proprietary research and tax-aware income strategies.

Kelly Lenhardt is a financial advisor with Raymond James Financial who holds a Series 66 designation and has seven years of industry experience. Prior to joining Raymond James, she worked at Truist Investment Services and BB&T Securities. In addition to her advisory role, Lenhardt is also a Client Service Associate with Freedom Works Private Advisory Group. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm provides tailored, non-discretionary advisory services supported by analytical tools and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Odysseus Chamis is a financial advisor at Edward Jones in Winston-Salem, NC, holding the CFP® and ChFC® designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he manages a rental property business through Napoleon Properties, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated services, supported by a large nationwide network of advisors and branch offices.

Megan Ayscue is a Series 66-credentialed financial advisor at Wells Fargo Clearing with one year of industry experience. Her prior work includes roles at the United States Attorney's Office in Maryland and North Carolina, the United States House of Representatives, and various private sector positions. She is a finance committee member at Highland Presbyterian Church in Winston Salem, where she helps manage church finances. 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 offers both brokerage and advisory solutions supported by research and analytics.

Kenneth Davis is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, following a 21-year tenure at MetLife Securities Inc. He is also an independent insurance agent at Carolina Benefit Solutions, specializing in life, accident, and health insurance. 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, utilizing firm-approved tools and structured annual engagements to deliver collaborative recommendations.

Ryan Tilley is a CFP® professional with 14 years of experience at Edward Jones, where he has worked since 2012. He holds a Series 66 designation and is based in Kernersville, NC. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

David Cooil is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC, holding a Series 66 designation and nine years of industry experience. He has worked with Mass Mutual Life Insurance Company since 2014 and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, he is also an agent involved in life and fixed annuities. 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 comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented client relationships.

Griffin Smith is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and is based in Winston Salem, NC. Prior to joining LPL Financial, he held several roles at Bermuda Run Country Club and Winston Wealth Management. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Brittney Schlicker is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2016. Before joining Baird, she worked at United Brokerage Services, INC for two years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management solutions, combining manager-traded and model-traded strategies with tax-management and direct-indexing capabilities.

David Jacobius is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He previously worked at Metlife Securities Inc. for 31 years before joining MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, he manages an LLC that handles business expenses and payroll related to his work as an agent and sales manager. Mass Mutual Investors Services operates as 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.