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.

Robert Saunders Jr. is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and investment models as part of its structured financial planning process.

Richard Swink Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Outside of his financial advising role, he owns and operates an ecommerce business selling outdoor gear and shooting sports accessories, and he produces YouTube videos focused on shop and homestead projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages over $1 trillion in assets and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Cary is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Advisors, LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of financial products that include insurance-related vehicles and bank deposit sweep options.

Christopher Pizzitola is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Laura Clay is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked in educational institutions including Forsyth Country Day School, Chatham Hall, and St Andrew's-Sewanee School. Edward Jones is a full-service wealth management firm serving individuals and institutions, including a broad client base from non-high-net-worth households to corporate clients and charitable organizations. The firm offers a range of advisory programs and investment strategies, with reported assets under management of approximately $1.01 trillion supported by a large network of financial advisors and branch offices.

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.

Thomas Dillon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC. He is also associated with Harbor Wealth Partners, LLC. 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 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.

Ti'tiana Davis Frederick is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with LPL Financial since 2013. Outside of her advisory work, she owns and operates small family-owned trucking and freight brokerage businesses, as well as a freight and warehousing consulting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and a variety of investment management options.

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 nine years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and under corporate agreements.

Parker Sheffield is a Series 66-licensed financial advisor at Raymond James & Associates with three years of industry experience. Prior to joining Raymond James, he worked at Truelook for seven years and Brooks Equipment Company for three years. He is also a partner in a separate business, Mosby Realty LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a wide range of portfolio management styles and affiliated research.

John Scala is a financial advisor with LPL Financial in Winston Salem, NC, holding a Series 66 license and bringing nine years of industry experience. His prior roles include positions at FTB Advisors, CiTIGROUP, Capital One Investing, Merrill, and Dicarlo Distributors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by model portfolios, research, and various technology-enabled investment strategies.

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.

Michael Wittenberg is a CFP® and ChFC® with 42 years of experience in the financial advisory industry. He is currently with Cetera and has previously worked at First Allied Advisory Services and First Allied Securities. Outside of advisory work, he serves as a FINRA arbitrator and expert witness, teaches at Forsyth Technical Community College, and is the author of the book *Are You Ready? Protecting and Preparing Your Family for Estate Issues Before and After Death*. Cetera is an SEC-registered advisory firm with a nationwide network of over 10,000 advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary programs.

Matthew Williford is a Planning Consultant who collaborates with clients to clarify their goals and develop plans to pursue them. He focuses on helping clients reduce risks, balance growth and protection in their investments, and simplify their financial lives. Matthew has extensive experience in the financial services industry. He worked as an Investment Consultant at Fidelity Investments from 2012 to 2020, and prior to that, he served as a Relationship Manager at Fidelity Investments from 2010 to 2012. He also held roles at Vanguard, including Brokerage Representative from 2008 to 2010 and Client Relationship Representative from 2007 to 2008.

Cameron Moser is a financial advisor with Raymond James & Associates in Winston Salem, NC, holding a Series 66 designation and two years of industry experience. He has previously worked at Cetera, Avantax, and Insight Global, and has also served as a Wealth Management Coordinator for Maestro Wealth Advisors. Outside of finance, he buys and sells rare books online. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers tailored financial planning and non-discretionary investment consulting through various advisory programs, utilizing multiple portfolio management styles and affiliated research.

Benjamin Hadley is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior roles include positions at Raymond James & Associates, Navigon Financial Group, AXA Advisors, and Northwestern Mutual. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and investment management solutions supported by proprietary and third-party research.