Megan Ayscue is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked at the United States Attorney’s Office in North Carolina for five years and has held various roles including positions at Penn State University and the United States House of Representatives. She serves on the finance committee of Highland Presbyterian Church in Winston Salem, managing church finances. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports a large network of advisors, offering both brokerage and advisory solutions.

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 with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he held positions at Bermuda Run Country Club and Winston Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and third-party research.

Brittney Schlicker is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2016. Prior to joining Baird, she worked at United Brokerage Services, INC. from 2013 to 2016. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a range of managed account programs and proprietary research, including artificial intelligence tools.

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 financial advisor at Raymond James Financial with 18 years of industry experience. He holds the Series 66 designation and has worked at Pinnacle Asset Management, Pinnacle Financial Partners/Pinnacle Bank, and Wells Fargo Advisors. In addition to his advisory role, he builds relationships with bank partners and manages client investment accounts at Pinnacle Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports both individual and institutional portfolio management, with unique capabilities in municipal and public finance advisory services.

Jennifer Powell is a financial advisor at Robert W. Baird & Co. with 23 years at the firm and 20 years of industry experience. She holds the Series 66 designation and is based in Winston-Salem, North Carolina. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals including high net worth clients, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside internal research tools.

Myron Mitchell is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Mitchell Wealth Management Group since 2011 and worked at Securities America Advisors, Inc. and Securities America, Inc. for over 20 years. Outside of his advisory work, Mitchell is the owner of Greenfield Family Farms, where he manages farmland leases and timber growth. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various tools and platforms to construct diversified portfolios tailored to client risk tolerances and investment restrictions.

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 with LPL Financial, holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. His prior roles include positions at Ameriprise and Oppenheimer & Co. He is also the owner of KTG Diva, Inc., a non-investment-related business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

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.