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 with Edward Jones in High Point, NC. He holds the Series 66 designation and has 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 individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment strategies.

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.

Henry Persia is a CFP®-certified financial advisor with 27 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2013. He is also the owner and president of Starboard Wealth Advisors, Inc., a branch support company for his Raymond James practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes non-discretionary planning and analytical tools tailored to client goals and supports a broad network of advisors and advisory firms.

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.

Andrew Morton is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked at Cetera and Cetera Investment Services LLC since 2018. Prior to that, he was employed at First National Bank of PA for 13 years. He also serves as treasurer for the Welcome Booster Club. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial 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. She has been with Baird since 2016 and previously worked at United Brokerage Services, INC. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and manager oversight.

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 with Robert W. Baird & Co. Inc. in Winston-Salem, NC. She holds a Series 66 designation and has 21 years of industry experience, with her entire career spent at Robert W. Baird & Co. since 2003. The DDK Group, where she works, is part of Baird’s Private Wealth Management department and serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and ongoing manager oversight.

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.

Daniel Branon is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Outside of his advisory role, Branon coaches boys' varsity basketball at both Caldwell Academy and North Carolina Leadership Academy. 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 strategies, operating under a fiduciary standard and supporting a nationwide network of financial advisors and branch offices.

Troy Blamer is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding a Series 66 designation and one year of experience in advisory services. He has been associated with MassMutual Life Insurance Co since 2014. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools to analyze client goals and offers event-driven planning services including divorce and estate settlement planning.

Ronald Jackson is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. He is also the owner of Barbell Brothers, LLC, a fitness training business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Richard Whitaker is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He previously worked at Metlife Securities Inc. for 24 years before joining MassMutual-related firms in 2016. Outside of his advisory work, he designs historical board games. 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 financial planning, asset management, and educational seminars, employing firm-approved software and collaborative, annual planning relationships.

Kia Streater is a Series 66-credentialed financial advisor with 17 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors from 2013 to 2016. Streater serves as a finance committee member for The Foundation for a Healthy High Point. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach includes investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Grant Bridges is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes 13 years at MetLife Securities and a decade at MassMutual Life Insurance Company. 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, structuring planning engagements as ongoing, collaborative relationships that focus on goal analysis and strategy recommendations.

Robert Saunders Jr. is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and investment models as part of its structured financial planning process.