Michael Larson is a financial advisor with Primerica Advisors in Lewisville, NC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. In addition to his advisory role, Larson is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm employs a curated third-party asset manager approach with a tiered wrap-fee structure and delegates trading responsibilities to BNY Mellon Advisors.

Judith Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and over 23 years of industry experience. She has been associated with Raymond James entities since 2005 and leads her own firm, Judith Smith Financial Inc., while also working as an independent contractor for Haynes Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling and supports municipal and public-finance work through a unique municipal advisor affiliation.

Mary Henshaw is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 66 credentials and 34 years of industry experience. She has been with Raymond James & Associates since 2016. 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Calvin Hodgin is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2001, bringing 24 years of industry experience. He is based in Pfafftown, NC. Outside of his advisory role, Hodgin serves on the finance committee of Maple Springs United Methodist Church and holds leadership roles with local community organizations including the Vienna Civic Club and West Central Community Center, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of investment advisory programs and affiliated financial products under a fiduciary standard.

Francis Bryan IV is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services. Their approach includes tailored planning supported by firm research, multiple portfolio management styles, and municipal advisory services.

Edward Raymer is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on managing clients' wealth by developing personalized financial strategies that address their individual goals and adapt to changing market conditions. Edward leverages investment insights from Merrill as well as banking and lending solutions from Bank of America to provide comprehensive wealth management services. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Wake Forest University. In addition to his professional work, Edward is actively involved in community service, following the Merrill tradition of supporting local organizations through volunteer activities.

Chester Sheffield Jr. is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves on the Advisory Board for the College of Business at Appalachian State University. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various programs, combining multiple portfolio management styles with firm research and model manager options.

Casey Best is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has prior work experience in education and as a homemaker. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Katherine Wiley is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held positions at Atrium Health Wake Forest Baptist and Lifeworks Employment Services. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Geoffrey Lynch is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Amy Pitts is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding a Series 66 designation and approximately one year of industry experience. Her prior work includes roles at Younique and nearly a decade with Winston Salem Forsyth County Schools at Sedge Garden Elementary. 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 roughly $671 billion in assets across more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

John Martin is a CFP® professional with 26 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and rooted in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joshua Johnson Sr. is a financial advisor with Merrill in Winston Salem, NC, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2012. Johnson serves as a volunteer member of the investment committee for the United Methodist Foundation of Western North Carolina, providing general guidance to the board. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes managed account and manager-selection capabilities supported by integration with Bank of America affiliates and a variety of tax-focused investment strategies.

Michael Sigmon is a CFP® with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2012 to 2016. In addition to his advisory role, he holds a real estate license in North Carolina and serves as a National Guardsman with the NC Army National Guard. 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 advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Megan Sassone is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked in various roles within Wells Fargo and its affiliates since 2017. Prior to joining Wells Fargo, she was employed at Furnitureland South for one year. 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.

Brian Hunsberger is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 credentials and 30 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. Outside of his advisory role, he serves on the finance committee of the High Point Country Club. 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 among its investment offerings.

Bradley Pitts is a Wealth Management Advisor with Merrill Lynch Wealth Management, holding the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. He has dedicated over 22 years to the wealth management industry, focusing on areas such as college education planning, family wealth management strategies, retirement planning, philanthropic planning, and tax minimization. Brad earned a Bachelor's Degree in Biology and Chemistry from Wake Forest University after completing high school at St Mary's Ryken High School. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He began his career in financial services in Winston-Salem following his studies. Beyond his professional career, Brad is actively involved in community organizations including the Armando Rusindo Mission Foundation, New Philadelphia Moravian Church, and the Winston-Salem Sertoma Club. He contributes to these groups through various roles and has a personal interest in outdoor activities such as biking, cooking, gardening, and hunting.

Stephen Johnson is a financial advisor at Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation with one year of industry experience. He has previously worked at UBS Financial Services and in roles outside finance, including positions at Liberty Hardware Manufacturing Corporation and Walmart Inc. Johnson also has experience in education, having worked at North Carolina Agricultural and Technical State University, Surry Community College, Piedmont International University, and East Forsyth High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and methodologies.

Tom Goodson is a financial advisor with Wells Fargo Advisors in Winston Salem, NC, holding a Series 63 designation and 42 years of industry experience. He has worked within Wells Fargo-affiliated firms since 2009 and serves as a trustee for a family investment. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutions through a network of financial advisors.

Haley Owens is a financial advisor at LPL Financial in Winston Salem, NC, holding a Series 66 designation with two years of industry experience. She has previously worked at Truliant Federal Credit Union and CUSO Financial Services, LP. Owens also serves as a notary for Truliant Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources to support both discretionary and non-discretionary management.