Bill Wysor is a financial advisor with Edward Jones in Kernersville, NC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He worked at Wells Fargo Clearing for five years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Jeffrey Trollinger is a CFP® with 26 years of industry experience and has been with Robert W. Baird & Co. since 2009. He is based in Winston-Salem, NC, and holds Series 63 and Series 66 licenses. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services supported by internal research and technology, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Kenyon Rush is a Series 66 licensed financial advisor with Edward Jones in Lexington, NC, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he is a managing partner at RRS Investment Properties, assisting with property management and record-keeping. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Warren Lackey Sr. is a financial advisor with Edward Jones in High Point, NC, holding Series 63 and Series 66 licenses and over 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he serves as a member of the finance committee at High Point Country Club and holds trustee and managerial roles in various local trusts, family LLCs, and real estate ventures. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Christine Bland is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at LPL Financial since 2025 and previously spent significant time at FTB Advisors, Inc. and First Tennessee Brokerage, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Beverly Burke is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has worked at Merrill for 20 years and Bank of America, N.A. for 15 years. Outside of her advisory role, she serves as a power of attorney in a fiduciary capacity. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, combining internal Chief Investment Office insights with third-party management.

David Holden is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding a Series 66 designation and 26 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual since 2003. Outside of his financial advisory role, he serves as president of a high school booster club focused on supporting local athletics. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charities, and employers. The firm uses a structured planning approach with firm-approved software to develop written recommendations, offering additional services such as educational seminars and event-driven planning programs.

Crystal Kidd is a financial advisor at Morgan Stanley with 27 years of industry experience. She has held her current position since 2009. Kidd holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and advanced modeling tools.

Samuel Olsen is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial priorities and help develop strategies tailored to their short-, mid-, and long-term goals. He provides guidance on a wide range of financial matters including general investing, retirement planning, and saving for unexpected expenses, also connecting clients with Bank of America specialists for additional banking and financing needs. Samuel holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his bachelor's degree from Appalachian State University. Samuel emphasizes ongoing collaboration with his clients to address their evolving financial goals and concerns with informed advice and support.

Patricia Slone is a financial advisor at Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Duane Edwards is a CFP® professional with 25 years of industry experience, currently serving at 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 advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Brittany Midyette is a CFP®, CFA®, and holds a Series 66 license, currently working with Wells Fargo Clearing. She has one year of experience at Wells Fargo Clearing and over a decade in the financial industry, including nine years at Bank of America and four years with Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through 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 from Wells Fargo Investment Institute.

Matthew Brown is a financial advisor with LPL Financial in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Nationwide Investment Services Corporation, Park Avenue Securities, GUARDIAN LIFE INSURANCE CO of AMERICA, and Stratford Advisors, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Sean Bokhoven is a financial advisor at Raymond James Financial Services Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various capacities at Raymond James and its affiliates since 2021. Prior to that, he was with BB&T and its related entities from 2005 to 2021. Bokhoven is also associated with Signature Wealth Group in Winston Salem, NC, where he serves as a financial advisor. 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, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals, utilizing risk profiling and analytical modeling tools, and supports a broad advisor network with specialized municipal and public finance advisory capabilities.

Max Barnhardt III is a CFP® professional with 31 years of experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. from 2012 to 2020. Outside of his advisory role, Barnhardt is a co-owner of Sea Oats LMR, LLC and serves on the board of directors for LWS in Winston Salem, NC. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm combines research-driven modeling and tax-efficiency analysis in its approach, while offering a broad range of advisory, brokerage, and insurance solutions.

Thomas Lembeck is a financial advisor at Edward Jones in High Point, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Shepherd Financial Group and Numerica Credit Union. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of financial advisors and branch offices nationwide.

Rose Gillespie is a financial advisor with Ameriprise in Winston-Salem, NC, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Mass Mutual Life Insurance Company, John Deere Financial, and Drake University. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

John Schmitt is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a power of attorney for family members in investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process 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.

Paul Johnson is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Voya Financial Advisors. Johnson is active in the National Association of Insurance and Financial Advisors (NAIFA) North Carolina Chapter, serving as president-elect and vice chair of the state's Government Relations Committee. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliations.

Richard Spangler is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding a Series 66 designation and eight years of industry experience. Before joining Raymond James in 2017, he worked at PNC Financial Services for one year. Outside of his advisory role, he owns and manages a rental property in Winston-Salem. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles, affiliated research, and municipal advisory services.