Christopher Harding is a financial advisor with MassMutual Investors Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with MML Investors Services, Inc. since 1996 and has worked with Connecticut Mutual Life since 1973. Outside of his advisory role, Harding is also an agent with D L Davis & Co Inc., focusing on individual, group life, and group health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative planning relationships and using firm-approved analytic tools to develop written recommendations.

Andrew Holmes is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing and FTB Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Mahogany Mohammed is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation. Her prior experience includes roles at Bank of America, Merrill, and Abercrombie and Fitch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of clients, including registered investment companies and an IRS-qualified Charitable Gift Fund, and incorporates systematic methodologies and oversight controls in its investment process.

Jonathan Hendrickson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Amazon Inc, Symmetry Financial, and various service and retail companies. He works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Cynthia Kelley is a financial advisor with Merrill in High Point, NC, holding a Series 66 designation and 24 years of industry experience. She has previously worked at Equitable Advisors and Axa Advisors LLC. Merrill serves a broad range of clients including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers managed account programs, discretionary portfolio management, brokerage execution, and custody services, with investment management delivered through multiple program strategies and an extensive roster of manager-constructed strategies.

Karver Bolton is a financial advisor at Robert Baird & Co. with 12 years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2014. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through various separately managed account programs, and custody and brokerage services, utilizing both internal research and advanced tools such as artificial intelligence in client advice.

Kristopher Mc Cord is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation. His prior experience includes roles at MegaCorp Logistics LLC, Seaside Linen & Rental Company, and the University of North Carolina Wilmington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.

Steven Rubin is a CFP®-certified financial advisor with 10 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Lincoln Financial Securities Corporation and Hege Financial Group from 2016 to 2019. Rubin operates out of Winston Salem, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Kent Simmons is a CFP® professional with 24 years of industry experience, serving as a financial advisor at Edward Jones since 2001. He is based in Greensboro, NC. Simmons is also a member of the advisory board for Wesleyan Christian Academy in High Point, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Catherine Whicker is a Series 66-licensed financial advisor with Edward Jones in Kernersville, NC, where she has worked since 2009. She has 17 years of industry experience. Outside of her advisory role, she is a managing member and co-owner of Southern Creations and Design, a construction business based in Lewisville, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Todd Chase is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes multiple tenures at Wells Fargo Clearing since 2002, with an eight-year period at Merrill from 2008 to 2016. 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.

Terry Dennison is a financial advisor with Merrill in Winston Salem, NC, holding a Series 66 credential and with six years of industry experience. Prior to joining Merrill, he worked at Wells Fargo Bank from 2015 to 2020. Outside of his advisory role, Dennison is a percussionist who occasionally gives paid percussion lessons. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Leatrice Potter Daigle is a Series 66 credentialed financial advisor with two years of industry experience, currently affiliated with LPL Enterprise. Her prior work history includes roles at Pruco Securities LLC, Prudential Financial, and Bank of America. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in model wealth portfolio programs.

Alexander Stevens is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2018. Prior to joining the firm, Stevens worked at Western Carolina University. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Jan Allen is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Philip Thomas is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, Thomas serves as a trustee for a local trust in Winston-Salem, NC. 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 broad range of clients including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting through multiple advisory programs and supporting services.

Alexander Kendall is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked at Truist Advisory/Investment Services, Merrill Lynch, Bank of America, Wells Fargo Bank, and BB&T. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supporting a large network of financial advisors and branch offices nationwide.

Joseph Davis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, and Wells Fargo Clearing. Outside of his advisory work, he is a silent partner in a concealed carry handgun instruction 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 provides a range of advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party managers, and customized strategies.

Robert Krebs is a financial advisor with Raymond James & Associates in Greensboro, NC, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a diverse range of portfolio management styles and affiliated research.

Richard Spangler III is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2016. He has 26 years of industry experience. Outside of his advisory role, he manages a rental property in Winston-Salem, NC. Raymond James & Associates 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, institutions, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research resources.