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® professional with 10 years of industry experience, currently practicing at LPL Financial since 2019. He previously worked at Lincoln Financial Securities Corporation and Hege Financial Group from 2016 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 and model portfolios from LPL Research and third-party subadvisors.

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 in Winston Salem, NC, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors, LLC. 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 offers both brokerage and advisory solutions.

Terry Dennison is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank before joining Merrill and Bank of America. Outside of his advisory role, he is a percussionist who occasionally gives percussion lessons. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Leatrice Potter Daigle is a Series 66 credentialed financial advisor with two years of industry experience. She is currently with LPL Enterprise and has prior experience at Pruco Securities LLC, Prudential Financial, and Bank of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and a range of brokerage and insurance products.

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 in Winston-Salem, NC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of advising, he serves as a trustee for a local trust entity. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and government entities, offering non-discretionary planning and recommendations through various firm-sponsored programs and institutional consulting services.

Alexander Kendall is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has previously worked at Truist Advisory/Investment Services, Merrill Lynch, Wells Fargo Bank, and BB&T. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Joseph Davis is a financial advisor with LPL Financial in Winston Salem, NC. He holds the Series 63 and Series 65 designations and has 22 years of industry experience, including nine years at Ameriprise Financial Services. Outside of his advisory work, he is a silent partner in a company providing concealed carry handgun instruction. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by research and multiple investment strategies.

Robert Krebs is a financial advisor with Raymond James & Associates in Greensboro, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a noted focus on public finance and municipal work.

Richard Spangler III is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding a Series 66 designation and having 26 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, supported by extensive research and a broad affiliate network.

Timothy Barnes is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 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 solutions. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Sandrine Goble is a Series 66-licensed financial advisor with Wells Fargo Clearing in Winston Salem, NC, where she has worked since 2015. She has seven years of industry experience. Outside of her advisory role, she serves as treasurer for the Davie Trails and Tails 4H Club, overseeing fundraising and spending. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anisa Nakawatase Ibarra is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Secu Brokerage Services, Secu Life Insurance Company, and New York Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and customized solutions.

Sophia Wilkins is a financial advisor with Merrill, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Merrill, she held various roles in education and sales from 2016 to 2024. Outside of finance, she was involved with Macki LLC DBA Snatchers Sales and Service for three years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Jasmine Mikell is a financial advisor with MassMutual Investors Services in Winston Salem, NC, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America, Merrill, Fidelity Investments, and CUNA Brokerage Services, among others. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides options for implementation through separate brokerage or insurance arrangements.