David Burrus is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at NYLife Securities LLC, New York Life Insurance Company, AIS Security, Towne Bank, and BB&T. He is also associated with Honey Badger Management LLC as an associate financial advisor. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Roberta Brumsey is a Certified Financial Planner™ with 30 years of industry experience. She is currently with OSAIC and has previously worked at Woodbury Financial Services, Gcg Wealth Management, and Osborne-Brumsey & Associates. Outside of her advisory role, she is also active as an insurance agent, providing clients with group and individual health, life, and disability insurance through Pilot Benefits and Gcg Wealth Management. OSAIC serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing advanced asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Alexis Reeves is a Series 66 licensed financial advisor with Edward Jones in Winston Salem, NC, bringing two years of industry experience. Prior to joining Edward Jones, Alexis worked for nine years at Old Dominion Freight Line, Inc. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a nationwide network of more than 23,700 financial advisors.

Myrna Wigley is a Series 66 licensed financial advisor with Edward Jones in High Point, NC, where she has worked since 2014, totaling 11 years of industry experience. Outside of advising, she owns Phoenix Training and Development LLC, which focuses on delivering motivational messages and experiential activities to support organizational vision. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining a large national network of advisors and branches.

Ashton Brown is a financial advisor with Merrill in Kernersville, NC, holding Series 63 and Series 66 licenses and six years of industry experience. His prior experience includes roles at Bank of America, PNC Bank, Edward Jones, and AXA Advisors, as well as positions outside finance at Uber, GNC, and Harris Teeter. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Ryan Kelley is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing, M1 Finance LLC, Robinhood Markets, and Charles Schwab & Co., Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

William Womack is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2023, he worked at Lincoln Financial Securities Corporation and Northwestern Mutual in various roles from 2020 to 2023. Outside of his advisory work, he owns a home services business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

David Song is a CFP® professional with three years of industry experience, currently serving with Wells Fargo Clearing. His prior experience includes roles at Bank of America, Merrill, Credit Suisse Securities, and Goldman Sachs. Outside of finance, he is involved in print and commercial modeling and serves on the board of a homeowners association. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment strategies while providing both brokerage and advisory solutions.

Karyn Harris is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 designations and 27 years of industry experience. She has been with Wells Fargo Clearing and its affiliated entity since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Jessica Valverde is a financial advisor at Merrill with 17 years of experience at the firm and holds a Series 66 designation. She is based in Greensboro, NC and has four years of industry experience. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

James Choplin is a financial advisor with Wells Fargo Clearing in Lewisville, NC, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2011 to 2016. Choplin serves on the finance committee of the West Bend Masonic Lodge #434. 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 includes a range of investment options such as money market funds, collective investment trusts, mutual funds, group annuity contracts, and insurance-related vehicles.

Jacqueline King is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones for her entire advisory career since 2007. Outside of her advisory role, she is a certified John Maxwell public speaker and hosts personal development mastermind groups, as well as serving as a chaplain and speaker at her local church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large network of advisors and branch offices nationwide.

William Krebs is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has been with Raymond James since 2011. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, along with institutional consulting and municipal finance services.

Evan Handy is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2023. He previously worked at Edward Jones from 2016 to 2023. Outside of his advisory role, he serves on the finance committee of Wilkesboro Baptist Church, is a member of the Wilkes Community College Board of Trustees, and acts as a commissioner for Wilkes County, focusing on economic development and budgeting. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Grant Miller is a Financial Advisor with Merrill Lynch Wealth Management based in Winston-Salem, North Carolina. He began his financial services career with Merrill in 2020 and assists clients in managing their wealth to meet individual needs by providing a comprehensive approach grounded in understanding each client's goals. Grant's areas of expertise include executive compensation, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. He holds SIE, Series 7, and Series 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. Grant graduated with honors from North Carolina State University with a Bachelor of Science in Business Administration, concentrating in Finance. Originally from Hickory, North Carolina, he now resides in Winston-Salem with his fiancée, Bailey, and their labradoodle, Shep. In his free time, Grant enjoys spending time with family and friends, reading, playing golf, football, music, and traveling.

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 financial advisor at LPL Financial in Winston Salem, NC, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Allegacy Federal Credit Union, CUSO Financial Services, Bank of America, Merrill, Wells Fargo, First Horizon, and SunTrust. She is also a licensed notary in Winston Salem. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and advanced technologies.

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 in Winston-Salem, NC, with 7 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at E*Trade Securities, Wells Fargo Clearing Services, ER Select, SoFi, and the University of Utah. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.