John Smith is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill for 18 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including 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 market modeling techniques.

Christina Wright Campbell is a financial advisor with Raymond James & Associates, holding Series 63 and 66 licenses and bringing 25 years of industry experience. She previously worked at Bank of America and Merrill. Campbell serves as Treasurer on the Board of Directors for the Forsyth Humane Society, a nonprofit organization. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by research and a variety of portfolio management styles.

Katharine Cain is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously at AeroTek in 2019. Outside of her advisory role, she has been involved with Old Town Draught House since 2015. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Michele Webb is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses. She has 27 years of industry experience, including prior roles at Morgan Stanley and BB&T Securities. Webb has been with Raymond James & Associates since 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing multiple portfolio management styles supported by firm research and affiliated sub-advisers.

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.

Stephen Dockham is a financial advisor with Edward Jones in Winston Salem, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

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.

Matthew Riggs is a financial advisor with Edward Jones in Kernersville, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Edward Jones in 2017, he worked with Raymond James Financial Services and 4 Mu Financial Group. Outside of his advisory role, he has been involved with Bishop McGuinness Catholic High School since 2014. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

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.