Julie Hocevar is a financial advisor at LPL Enterprise with 24 years of industry experience. She holds the ChFC®, Series 63, and Series 65 designations. Her prior experience includes roles at Prudential Insurance Company of America, PRUCO Securities, Mass Mutual Investors Services, MassMutual Life Insurance, and Metlife Securities. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model wealth portfolios and third-party asset management through an integrated advisory and brokerage platform.

Byron Mason Phipps is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at The Results Company, Greene Resources, First Citizens Bank, and several other firms. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning solutions, utilizing proprietary research and tools, with an option for clients to implement recommendations through various brokerage or advisory programs.

Jason Allen is a financial advisor with Wells Fargo Clearing in High Point, NC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He also serves as an executor for his mother's estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of advisory and discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Joylette Johnson is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Johnson serves as a FINRA arbitrator in Washington, DC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions informed by research from Wells Fargo Investment Institute and third-party sources.

William Loveless is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and investment committee estimates.

Tatiana Mckee is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Her prior work includes roles at Wells Fargo Bank and Sprint. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including advisory roles to registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Michelle Seamon is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining Merrill, she worked at Wells Fargo Advisors LLC, Wells Fargo Clearing, First Citizens Bank, and First Citizens Investor Services. She serves as a board member of the Winter Garden Home Owners Association. 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, pension plans, and charitable organizations.

Nathan Hooker is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 20 years of industry experience. He has worked with Cambridge Investment Research and Kestra Financial Services prior to joining his current firm. Outside of his advisory role, he serves as a board trustee for Shady Grove Wesleyan Church in North Carolina. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and platform arrangements tailored to client objectives.

Irene Apgar is a financial advisor with UBS Financial Services in Winston-Salem, NC, holding Series 63 and Series 66 licenses. She has 28 years of industry experience and has been with UBS since 2005. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Ana Nelson is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Bank, N.A. since 2015. Wells Fargo Advisors is a nationwide securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Freda Evans is a financial advisor with Ameriprise in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She worked at Merrill from 2009 to 2018 before joining Ameriprise Financial Services Inc., where she has been since 2018. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides detailed retirement income planning advice and tax-aware withdrawal strategies. The firm’s approach includes collaboration between centralized service teams and financial advisors, with recommendations based on proprietary research and third-party data.

John Thomas Lanham is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Robert Proctor is a CFP® with 10 years of industry experience, currently serving at Wells Fargo Clearing in Winston Salem, NC. He has worked at various Wells Fargo entities since 2008, including Wells Fargo Bank and Wells Fargo Clearing Services. Outside of his advisory role, he co-owns an investment-related LLC with his spouse. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Samuel Etheredge is a financial advisor with Ameriprise in Jamestown, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he spent five years at Clemson University and five years at High Point Central High School. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Darren Scales is a financial advisor with Edward Jones in Kernersville, NC, holding a Series 66 designation and two years of industry experience. He has served in the US Army through the North Carolina Army National Guard since 2003. Edward Jones is a full-service wealth management firm catering to individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Wesley Hodgin is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation. Prior to his career in finance, he worked for five years with the Federal Bureau of Investigation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Mackenzie Urquhart is a financial advisor at Wells Fargo Advisors with six years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing. Outside of her advisory role, she serves as treasurer and board member for the Washington Park Neighborhood Association in Winston Salem, NC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes specialized services such as business-owner transition and special-needs planning.

Corbin Watson is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 65 and Series 63 licenses and bringing five years of industry experience. Prior to joining LPL Financial in 2026, he worked at Northwestern Mutual in various roles from 2019 to 2026. 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 range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by extensive research and diversified investment strategies.

William Childers is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Winston-Salem, North Carolina. He has been a member of the Childers Group since January 2019, where he works as part of the Setzer, Souza, Childers team, focusing on providing wealth management advice and guidance to affluent individuals and families. The team aims to simplify clients' financial lives and develop strategies that align with what clients value most, including family, business, or legacy. William graduated from North Carolina State University in 2017 with a Bachelor of Science degree in Business Management. He holds Series 7 and Series 66 FINRA registrations and is a CERTIFIED FINANCIAL PLANNER® professional. Prior to joining the Childers Group, he worked as an Investment Specialist for Merrill Edge Self Directed, providing service and support to self-directed clients. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Outside of his professional work, William enjoys basketball, football, golfing, music, running, soccer, and spending time with his family.

Torva Smith is a financial advisor with Merrill in Winston Salem, NC, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. Smith has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.