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 at Wells Fargo Advisors with 42 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Advisors and its clearing division since 2016. Outside of his professional role, he serves as a trustee for a family trust in Winston-Salem, NC. 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 institutional clients. The firm offers specialized planning areas and develops tailored recommendations using proprietary research and tools, allowing clients to choose how to implement them through various brokerage or advisory options.

Haley Owens is a financial advisor with LPL Financial in Winston Salem, NC, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, she worked at Truliant Federal Credit Union and CUSO Financial Services, LP. Outside of her advisory role, she serves as a notary at Truliant Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a broad array of investment strategies and operational tools.

Richard Younts is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory role, he serves on the finance and investment committee at Lake Norman Baptist Church and owns The Sleep Connection LLC, a business involved in product operations and fulfillment. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports both advisory programs and institutional portfolio management.

William Pickering is a financial advisor at Cetera with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Concourse Financial Group Securities Inc and Lincoln Financial Securities Corp. He also operates First Summit Financial, where he manages operations and oversees the sales and service of insurance products. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple program platforms with both affiliated and third-party managers.

Timothy Pollard is a CERTIFIED FINANCIAL PLANNER™ at Edward Jones with 22 years of experience in the financial services industry. Prior to joining Edward Jones in 2019, he worked at Private Advisor Group, LLC and LPL Financial. He serves as a trustee on the finance committee of Tyro United Methodist Church in Lexington, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of financial advisors.

Randy Walker is a financial advisor with Ameriprise in Winston Salem, NC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Joyce Witt is a financial advisor with UBS Financial Services in Winston-Salem, NC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. She has worked at UBS since 2015 and was previously with Morgan Stanley from 2011 to 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor plans and portfolio management to clients’ goals and risk tolerances.

Neil Rebello is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Securities in 2002. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brenda Blankenship is a financial advisor at Cetera with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at multiple firms within the Cetera network since 2000. Additionally, she is involved in an insurance business focusing on fixed, life, health, and property and casualty insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a large nationwide network of independent advisors.