Ruth Petty is a ChFC® credentialed financial advisor with 44 years of industry experience, currently serving at OSAIC since 2024. Her prior experience includes nine years at Securities America Advisors and eight years at Signator Investors, Inc. Outside of her advisory role, she is President of the Streamside Homeowners Association and serves as a Director for Business Professional Network, a mission organization focused on economic development in underdeveloped countries. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization, with a platform notable for its scale, consolidation activity, and complex affiliate network.

Austin Bailey is a Series 66-licensed financial advisor with Edward Jones in Kernersville, NC, where he has worked since 2018. He has eight years of industry experience and has also been involved in educational roles at Southeastern University and Winston Salem Christian School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

John Cash is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, previously spending two years at Wells Fargo Clearing. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Joshua Myers is a financial advisor with LPL Financial in Greensboro, NC, holding Series 65 and Series 63 licenses and possessing four years of industry experience. He previously worked at Commonwealth Financial Network for four years and has been affiliated with EMM Financial Services, Inc. since 2011. Outside of advisory work, he serves as a trustee for a friend's trust and acts as an executor for a friend's estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing various investment strategies supported by research and technology.

Tracy Cottingham IV is a financial advisor with Raymond James Financial Services Advisors, Inc. in Greensboro, NC, holding Series 65 and Series 66 credentials and bringing 27 years of industry experience. His career includes roles at Pinnacle Bank/Pinnacle Financial Partners since 2020, Wells Fargo Clearing from 2016 to 2020, and Merrill from 2001 to 2007. He is also involved as an associate employee with Capstone Investment Company and Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth individuals, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and investment consulting using advanced analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

John Copley is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Wells Fargo Clearing since 2016, with prior experience at Truist Investment Services and Merrill. 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 supported by research from Wells Fargo Investment Institute and third-party analytics.

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 with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019 and previously was involved with AdaptFirst Investments LLC and Alarm Service Company of America, Inc. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery and planning tools, serving clients through direct and corporate agreements.

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.

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. in Winston-Salem, NC, holding a Series 66 credential with 12 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he is a passive investor in a non-investment related business, Dog Academy Clay Road LLC. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group team, 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, separately managed accounts, and custody and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research tools.

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 with Fidelity in Greensboro, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with various Fidelity entities since 2015, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, Nelson is involved in a real estate business focused on buying, building, renovating, and selling properties. 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, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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.