James Choplin is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Choplin serves on the finance committee of the West Bend Masonic Lodge #434. 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 combines research from Wells Fargo Investment Institute with third-party data to guide investment decisions.

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.

John Gregory Smith is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of customizable investment strategies.

William Krebs is a ChFC® credentialed financial advisor with 42 years of industry experience. He has been with Raymond James & Associates since 2011. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities. Raymond James offers financial planning and investment consulting through various programs and draws on a range of portfolio management styles and affiliated research.

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 at Merrill Lynch Wealth Management in Winston-Salem, North Carolina. He began his financial services career with Merrill in 2020, assisting clients in managing their wealth to meet individual needs. Grant's approach focuses on listening to clients to provide solutions grounded in their financial goals. He specializes in areas including executive compensation, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Grant holds FINRA registrations for SIE, Series 7, and Series 66, and carries 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. He resides in Winston-Salem with his wife and their labradoodle. Outside of work, Grant enjoys spending time with family and friends, reading, golfing, football, music, and traveling.

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.