Sarah Casey is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and three years of industry experience. She has been with Morgan Stanley since 2023 and has prior work experience including roles at KHRG Reynolds LLC and Vami LLC. Outside of her advisory work, she is involved as an employee at The Katharine Brasserie & Bar in Winston-Salem. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that uses firm-approved tools and modeling techniques to assist clients with their financial goals.

Anthony Mason is a financial advisor with LPL Financial in Winston-Salem, NC, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at SCOTTRADE, TD Ameritrade, and self-employment in financial services. LPL Financial is a national investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.

John Barrow is a CFP® and PFS™ professional with 12 years of industry experience. He currently works at Cetera and has held prior roles at Avantax Investment Services, Blue Rock Wealth Management, and 1st Global Advisors, among others. He is also a financial advisor at Brendle Financial Group, LLC, where he provides wealth management and financial planning services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mary Martin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she is a co-trustee for two family trusts and is involved in estate planning and investment management for a family partnership. 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 approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

William Poole is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting individuals, families, and business owners with growing and preserving their wealth through personalized strategies. His work emphasizes understanding each client's unique financial situation, goals, and family context to develop tailored plans that evolve with their needs. William holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned both his bachelor's degree and Master of Business Administration (MBA) from Appalachian State University, where he also served as Student Body Vice President and held multiple leadership roles. He has maintained a commitment to his alma mater through previous service on the Board of Visitors and the Alumni Council. In addition to his professional work, William is involved with the American Heart Association. His approach to financial advising centers on building trusted partnerships to help clients achieve their financial well-being through thoughtful guidance and lifelong relationships.

Phillip Coley is a financial advisor with Cetera, holding a Series 66 designation and based in Winston-Salem, NC. He has experience working at Cetera and Cetera Investment Services LLC since 2026, alongside roles at First National Bank of PA since 2018, Wells Fargo Clearing Services, LLC., and Wells Fargo Bank NA. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with more than 10,000 advisors and over $256 billion in assets under management.

Jerry Eades Jr. is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley since 2012, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Kelly Lenhardt is a financial advisor with Raymond James Financial who holds a Series 66 designation and has seven years of industry experience. Prior to joining Raymond James, she worked at Truist Investment Services and BB&T Securities. In addition to her advisory role, Lenhardt is also a Client Service Associate with Freedom Works Private Advisory Group. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm provides tailored, non-discretionary advisory services supported by analytical tools and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Odysseus Chamis is a financial advisor at Edward Jones in Winston-Salem, NC, holding the CFP® and ChFC® designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he manages a rental property business through Napoleon Properties, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated services, supported by a large nationwide network of advisors and branch offices.

Megan Ayscue is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked at the United States Attorney’s Office in North Carolina for five years and has held various roles including positions at Penn State University and the United States House of Representatives. She serves on the finance committee of Highland Presbyterian Church in Winston Salem, managing church finances. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports a large network of advisors, offering both brokerage and advisory solutions.

Kenneth Davis is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, following a 21-year tenure at MetLife Securities Inc. He is also an independent insurance agent at Carolina Benefit Solutions, specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved tools and structured annual engagements to deliver collaborative recommendations.

Timothy Reid is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with multiple firms within the Cetera network since 2012 and operates his own tax preparation and accounting services business. Outside of finance, he serves as treasurer for a nonprofit recreational center and a local church, and holds leadership roles in community organizations including the High Point Civitan Club. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, supporting both discretionary and non-discretionary account structures.

James Squires is a financial advisor at Edward Jones in High Point, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Plank Road Solutions, LLC, Camco Manufacturing LLC, and Hanesbrands Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Ryan Tilley is a CFP® professional with 14 years of experience at Edward Jones, where he has worked since 2012. He holds a Series 66 designation and is based in Kernersville, 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 and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

David Cooil is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC, holding a Series 66 designation and nine years of industry experience. He has worked with Mass Mutual Life Insurance Company since 2014 and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, he is also an agent involved in life and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented client relationships.

Griffin Smith is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he held positions at Bermuda Run Country Club and Winston Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and third-party research.

Brittney Schlicker is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2016. Prior to joining Baird, she worked at United Brokerage Services, INC. from 2013 to 2016. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a range of managed account programs and proprietary research, including artificial intelligence tools.

David Jacobius is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He previously worked at Metlife Securities Inc. for 31 years before joining MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, he manages an LLC that handles business expenses and payroll related to his work as an agent and sales manager. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Jennifer Powell is a financial advisor at Robert W. Baird & Co. with 23 years at the firm and 20 years of industry experience. She holds the Series 66 designation and is based in Winston-Salem, North Carolina. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals including high net worth clients, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies alongside internal research tools.

Myron Mitchell is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Mitchell Wealth Management Group since 2011 and worked at Securities America Advisors, Inc. and Securities America, Inc. for over 20 years. Outside of his advisory work, Mitchell is the owner of Greenfield Family Farms, where he manages farmland leases and timber growth. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various tools and platforms to construct diversified portfolios tailored to client risk tolerances and investment restrictions.