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 Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing strategies and recommendations for high-net-worth individuals, families, and businesses to meet their short- and long-term financial goals. His client focus includes college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, small business strategies, women and wealth, and retirement income. Joshua holds several professional designations, including Accredited Portfolio Management Advisor (APMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of North Carolina System. He is involved in community organizations such as the Cub Scouts, Greensboro Children's Museum, and Kernersville Lion's Club. Outside of work, Joshua's personal interests include adventure sports, biking, boating, camping, fishing, hiking, music, photography, spending time with his family, and swimming.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her work history includes roles at Wells Fargo Advisors, Wells Fargo Clearing Services, LLC, Wells Fargo Bank NA, Lincoln Financial Distributors, and Furnitureland South. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brian Hunsberger is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he serves on the finance committee of the High Point Country Club. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bradley Pitts is a Wealth Management Advisor with Merrill Lynch Wealth Management, holding the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. He has dedicated over 22 years to the wealth management industry, focusing on areas such as college education planning, family wealth management strategies, retirement planning, philanthropic planning, and tax minimization. Brad earned a Bachelor's Degree in Biology and Chemistry from Wake Forest University after completing high school at St Mary's Ryken High School. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He began his career in financial services in Winston-Salem following his studies. Beyond his professional career, Brad is actively involved in community organizations including the Armando Rusindo Mission Foundation, New Philadelphia Moravian Church, and the Winston-Salem Sertoma Club. He contributes to these groups through various roles and has a personal interest in outdoor activities such as biking, cooking, gardening, and hunting.

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 with Wells Fargo Advisors in Winston Salem, NC, holding a Series 63 designation and 42 years of industry experience. He has worked within Wells Fargo-affiliated firms since 2009 and serves as a trustee for a family investment. 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 institutions through a network of financial advisors.

Haley Owens is a financial advisor at LPL Financial in Winston Salem, NC, holding a Series 66 designation with two years of industry experience. She has previously worked at Truliant Federal Credit Union and CUSO Financial Services, LP. Owens also serves as a notary for Truliant Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources to support both discretionary and non-discretionary management.

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.

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 at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor advice 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 been with Wells Fargo Clearing since 2016 and 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 driven by investment policy statements and modern portfolio theory, with an advisory approach that includes a broader range of financial products than typical for large institutional advisers.

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.