Christopher Harding is a financial advisor with MassMutual Investors Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with MML Investors Services, Inc. since 1996 and has worked with Connecticut Mutual Life since 1973. Outside of his advisory role, Harding is also an agent with D L Davis & Co Inc., focusing on individual, group life, and group health insurance. MassMutual Investors Services, LLC 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, emphasizing collaborative planning relationships and using firm-approved analytic tools to develop written recommendations.

Andrew Holmes is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at FTB Advisors, Wells Fargo Clearing, and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs and retirement plan consulting through a national network of investment adviser representatives.

Mahogany Mohammed is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation. Her prior experience includes roles at Bank of America, Merrill, and Abercrombie and Fitch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of clients, including registered investment companies and an IRS-qualified Charitable Gift Fund, and incorporates systematic methodologies and oversight controls in its investment process.

Jonathan Hendrickson is a financial advisor with Fidelity Investments based in Winston-Salem, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Amazon Inc, Symmetry Financial, and various service and retail companies. 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 across diversified funds and model portfolios.

Cynthia Kelley is a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management in High Point, North Carolina. She brings over two decades of experience in financial services, focusing on personalized strategies that help individuals, families, and organizations reach their financial objectives. Cynthia's expertise includes investment guidance, retirement planning, cash accumulation strategies, wealth transfer services, and insurance planning. A graduate of Wake Forest University, where she participated as a member of the women's basketball team, Cynthia holds a Bachelor's Degree and the Personal Investment Advisor (PIA) designation. She combines her academic credentials with professional experience to deliver tailored financial advice that aligns with clients' unique goals and values. Outside her professional role, Cynthia actively contributes to the Triad community through volunteering and educational workshops. She is involved with organizations such as Financial Pathways of the Piedmont, Wake Forest University Trail Blazer, and Winston Salem Foundation Community Philanthropy Builders, reflecting her commitment to community engagement and support of nonprofit initiatives.

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.

Douglas Kenely is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Air Force and roles in various companies prior to joining Ameriprise. Outside of his advisory role, he is involved with Bailey & Smith Partnership, managing an advisory business. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized approach, supported by algorithmic automation and oversight committees.

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 with Merrill in Winston Salem, NC, holding a Series 66 credential and with six years of industry experience. Prior to joining Merrill, he worked at Wells Fargo Bank from 2015 to 2020. Outside of his advisory role, Dennison is a percussionist who occasionally gives paid percussion lessons. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Leatrice Potter Daigle is a Series 66 licensed financial advisor with two years of industry experience. She is currently with LPL Enterprise and previously held roles 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 institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

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.

Yomara Santiago is a financial advisor at Primerica Advisors with five years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America, N.A. Santiago is also involved in the management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selective discretionary separately managed accounts to individual and high-net-worth clients. The firm utilizes third-party asset managers and employs a tiered wrap-fee structure distinct from fixed-fee billing.

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, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, Thomas serves as a trustee for a local trust in Winston-Salem, NC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad range of clients including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting through multiple advisory programs and supporting 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 is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a wide range of portfolio management styles and affiliated research.