Jeffrey Davids is a Series 66-licensed financial advisor with Edward Jones, based in Winston Salem, NC, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for JCPenney Co for 20 years. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jodie Baker is a Series 66-licensed financial advisor with LPL Financial in Winston Salem, NC, bringing two years of industry experience. She has worked at several firms including Allegacy Federal Credit Union, Bank of America, Merrill, Wells Fargo, First Horizon, and SunTrust. In addition to her advisory role, she is a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad range of non-advisory financial services.

Steven Brannan is a financial advisor at Edward Jones in Greensboro, NC, holding the ChFC® and Series 66 designations with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is the owner of Brannan Creations, a business focused on creating custom crafts and gifts, and serves as a media team specialist for The Church on 68. 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 with a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Ryan Huggins is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop customized financial plans that align with their unique short- and long-term goals. He emphasizes partnership and communication to identify and implement strategies that enhance financial outcomes. He has professional experience as an Associate Financial Advisor at Gate City Advisors in 2022 and at Morgan Stanley from 2018 to 2021. This background has provided him with a foundation in financial advising and planning. Outside of his professional work, Ryan enjoys biking, family activities, hiking, outdoor adventures, reading, and traveling.

Shyanna Phillips is a financial advisor at Morgan Stanley with eight years of industry experience. Her prior roles include positions at E*Trade Securities, Wells Fargo Clearing Services, ER Select, and SoFi. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through direct relationships and corporate financial planning agreements.

William Mcneill is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has worked at LPL Financial since 2004 and previously spent three years at WS Griffith Securities, Inc. He is involved in Innovative Financial Solutions, LLC, which operates as a non-variable insurance DBA connected to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Robert Ketner is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 66 designations and has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research, custody, underwriting, and capital markets services.

James Abernethy is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at UBS Financial Services for 14 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with a focus on various specialized planning areas for clients who meet certain net-worth thresholds.

Elijah Payton is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Doordash, The Carolina Inn, and the University of North Carolina at Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies and fund-of-funds.

Nathan Shelby is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Good Samaritan Society–Home Care and Oasis Vape. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, incorporating systematic methodologies and long-term asset allocation benchmarks.

Lauren Barnes is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo in 2025, she was affiliated with Monkees of Blowing Rock for one year and was a full-time student from 2016 to 2024. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

John Scott Jr. is a CFP® professional with 28 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2017. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2017. Outside of his advisory role, he contributes to education institutions as an Investment Committee Member at Greensboro College and Finance Committee Member at Greensboro Day School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

David Schofield is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. In this role, he partners with clients to develop customized financial plans tailored to their individual situations and goals. Prior to his current position, David worked as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023, providing workplace financial planning services. David's professional experience also includes roles as a Financial Representative at Northwestern Mutual from 2020 to 2021 and as an Account Manager at Northwest Federal Credit Union from 2019 to 2020. He holds an Arkansas Insurance License, which supports his work in the financial services industry. Outside of his professional career, David enjoys outdoor and recreational activities such as camping, canoeing, snowboarding, and surfing. He also has an interest in cooking and baking.

Matthew Shade is a financial advisor with Edward Jones in Greensboro, NC, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves on the finance team at Muirs Chapel United Methodist Church, where he helps plan the annual budget and oversees endowments. 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. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Nicole Helcher is a Financial Consultant at Fidelity Investments. She has held various roles within the financial services industry, including Planning Consultant and Relationship Manager at Fidelity Investments, as well as Registered Client Service Associate positions at Independent Advisor Alliance, LPL Financial, and Woodbury Financial Services, Inc. Prior to these roles, she worked as a Client Service Expert at Jackson National Life Insurance. Nicole's experience spans client relationship management and financial planning, focusing on guiding clients to make informed financial decisions that align with their individual goals and values. She emphasizes building trust and strong client partnerships to develop evolving financial plans. Outside of her professional work, Nicole enjoys activities such as hiking, outdoor adventures, photography, reading, traveling, and participating in social events with friends.

Charles Corpening is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2016, working out of Winston-Salem, NC. Raymond James & Associates serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and investment consulting through multiple advisory programs. The firm provides municipal advisory services and access to various portfolio management styles supported by affiliated research and sub-advisers.

William Spry Jr. is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and advisory services through tailored, primarily non-discretionary consulting relationships supported by a wide range of portfolio management styles and affiliated research.

Debora Ryder is a financial advisor at Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 66 licenses with 27 years of industry experience. She 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 and serving a diverse client base including high-net-worth individuals, institutions, and municipal entities. The firm offers tailored, non-discretionary financial planning and investment consulting supported by various portfolio management styles and affiliated research.

James Kluttz is a financial advisor at Wells Fargo Advisors with 49 years of industry experience. He has been with Wells Fargo Advisors since 2023 and previously worked at Wells Fargo Clearing for seven years. Outside of his advisory role, he serves as a director of Accusport, Inc. in Winston Salem, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients’ specific needs, utilizing proprietary research and planning tools.

John Cox is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 credentials. He has 34 years of industry experience, including time at Wachovia Securities and over 10 years with Wells Fargo Clearing. 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 supported by research and analytics.