Morgan Ford is a financial advisor at Robert W. Baird & Co. Incorporated with three years of industry experience. He holds a Series 66 designation and previously worked in architecture and financial services roles, including at Graves Architects & Planners and Money Concepts Capital Corp. Morgan is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and separately managed accounts, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology tools.

Andre Conway is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2019, he worked at AdaptFirst Investments LLC and Alarm Service Company of America, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and models.

Jeffrey Hill is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Outside of his advisory work, he is involved in managing office condominium rentals through an LLC shared with his spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with a network of over 23,700 advisors and more than $1 trillion in assets under management.

Evan Dixon is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop personalized strategies to pursue their financial goals by understanding their unique perspectives and priorities. His approach involves connecting clients with the people, plans, and processes that best fit their individual ambitions. Evan's expertise includes general investing, retirement planning, and saving for unexpected events. He provides ongoing advice and guidance to clients as their needs evolve. He holds the Personal Investment Advisor (PIA) designation. His educational background includes attending the University of North Carolina System without a degree conferred and earning a High School Diploma from West Caldwell High School.

Jordan Davis is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. His background includes roles at National General Insurance Company, Allstate Insurance Co, and Affordable Insurance Solution. Davis has been with Edward Jones since 2022. 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 across a broad network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kelia Coffey is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. She 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 wide range of clients, including individuals, institutions, and municipalities, offering financial planning and consulting services supported by a large adviser network and a variety of portfolio management styles.

Emily Farrell is a financial advisor with Edward Jones in Oak Ridge, NC, holding a Series 66 designation and four years of industry experience. She has worked with Edward Jones, Thrivent, W&S Brokerage Services, and Ameriprise Financial Services. She serves on the Board of Directors for The Shepherd’s Center of Kernersville and is Vice President and Programming Coordinator of the Kernersville Women’s Club, a local service organization providing scholarships and community education. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Mahalia Kennon is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2000. Merrill, along 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dustin Koufman is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at MML Investor Service Inc for 12 years and FTB Advisors for 9 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Beau Burns is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He has been with Robert Baird & Co. since 2014 and holds the Series 66 designation. Outside of his advisory role, he is a passive investor in a separate business venture, Dog Academy Clay Road LLC. Robert Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through its Private Wealth Management department. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with tax-management tools and ongoing manager selection.

Kimberly Gordon is a Series 66-credentialed financial advisor with Edward Jones in Greensboro, NC. She has 18 years of experience with Edward Jones and two years in the financial industry more broadly. Outside of her advisory role, she is involved as a lead server at a local restaurant and bakery. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joseph Nelson is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various Fidelity affiliates since 2015. Outside of his advisory role, he is planning to start a real estate LLC focused on property development and renovation. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research and quantitative analysis, including algorithmic portfolio construction, to manage a wide range of investment products and model portfolios.

Brian Pomante is a financial advisor with Thrivent Investment Management in Winston-Salem, NC, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Truist Investment Services, BB&T, and SunTrust Advisory Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account services through a consolidated billing option while maintaining separate planning and management functions.

Brett Berrier is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 credential and has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was employed at Citigroup Global Markets from 2000 to 2009. 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 structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Johnnie Council is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience, previously working at Equitable Advisors and in education roles with Alamance-Burlington Schools, Guilford County Schools, and North Carolina A&T. Council also serves as a board member for the Christine Council Foundation, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment strategies developed by internal and third-party portfolio strategists and offers access to various financial planning and consulting services.

Timothy Anzulewicz is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at RPM Plastics, Zen Business, and ownership interests in Moon Brew LLC and Full Moon Oyster Bar. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Lisa Cranford is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Raymond James for 10 years. Outside of her advisory work, she maintains an independent Avon representative account for personal and family product orders. Raymond James & Associates 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 high-net-worth individuals, institutions, and municipalities, and offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

James Bowman is a financial advisor at Edward Jones in Oak Ridge, NC, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Bowman serves on the finance committee of Central Baptist Church in Oak Ridge, where he is involved in preparing the annual budget and overseeing financial operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

Regina Edwards is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2009. Prior to that, she worked at Bank of America, N.A., where she remains affiliated. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Vernon Horne is a financial advisor at OSAIC with 48 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2025, he worked for 17 years at Lincoln Financial Securities Corporation. Outside of his advisory role, he is involved in insurance services through two entities where he offers various insurance products including accident/health and life insurance. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of financial services such as brokerage and investment advisory, financial planning, retirement consulting, and access to third-party money managers, utilizing advanced portfolio construction tools and multiple advisory platforms.