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.

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.

Andrew Morton is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked at Cetera and Cetera Investment Services LLC since 2018. Prior to that, he was employed at First National Bank of PA for 13 years. He also serves as treasurer for the Welcome Booster Club. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial 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.

Joshua Hamm is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and also works with Pinnacle Asset Management and Pinnacle Financial Partners in Lexington, NC. His prior experience includes roles at Wells Fargo Clearing Services and Edward Jones. Hamm's work involves managing client investment accounts and building relationships with bank partners. 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, pension plans, and institutions. The firm emphasizes tailored, non-discretionary planning and uses analytical modeling tools to support client goals.

Jennifer Powell is a financial advisor with Robert W. Baird & Co. Inc. in Winston-Salem, NC. She holds a Series 66 designation and has 21 years of industry experience, with her entire career spent at Robert W. Baird & Co. since 2003. The DDK Group, where she works, is part of Baird’s Private Wealth Management department and serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and ongoing manager oversight.

Myron Mitchell is a financial advisor at OSAIC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously with Securities America Advisors, Inc. and managed Mitchell Wealth Management Group since 2011. Outside of advising, he owns and manages Greenfield Family Farms, which involves farmland and timber management. OSAIC Wealth serves a diverse client base including individuals, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment strategies and access to third-party managers.

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.

William Greathouse Jr. is a financial advisor at LPL Financial with 46 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Ameriprise Financial Services, Ameriprise Financial, Oppenheimer & Co, RBC Capital Markets, and Scott & Stringfellow. Outside of his advisory work, he is a business owner of KTG Diva, Inc. 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 financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

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.