Kenneth Brown is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise in various capacities since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Melissa Combs is a CFP® licensed financial advisor with Wells Fargo Clearing in Winston Salem, NC, where she has worked for 10 years. She has 22 years of industry experience, including prior roles at Truist Investment Services and Morgan Stanley. Combs holds a 50% ownership in Griswold Investments, an investment-related business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory and financial planning services. The firm combines research and analytics with diversified investment strategies to support various client needs, including retirement plan consulting.

Nathan Plybon is a Financial Advisor with Merrill Lynch Wealth Management, based in Winston-Salem, North Carolina. He joined Merrill Lynch Wealth Management in 2021 and is a member of the Setzer Souza Childers wealth management team. Nathan focuses on a range of client needs including college education planning, executive and equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and tax minimization. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Nathan earned his bachelor's degree from Appalachian State University in 2020, graduating cum laude. He grew up in Waxhaw, North Carolina. His personal interests include cooking, football, golfing, hiking, music, running, spending time with family, traveling, and yoga.

Jennifer Shealey is a financial advisor at Merrill based in Winston Salem, NC, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2013. 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. The firm offers model-based and discretionary investment strategies for individual, high-net-worth, pension, corporate, and charitable clients.

Don Webb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He previously worked at Merrill from 2003 to 2009 before joining Wells Fargo in 2016. Webb serves as a nominating committee member for the Congressman McDowell 6th District Congressional Service Academy in High Point, NC. 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 with over 14,000 financial advisors and offers a combination of brokerage and advisory solutions.

Richard Bettinger is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Woodbury Financial Services Inc. for 16 years. Outside of his advisory role, Bettinger owns Bettinger Financial Group, an S-corporation involved in insurance commissions and securities administration. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, combining proprietary asset-allocation tools with access to multiple advisory platforms and third-party money managers.

Scott Bilton is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked for Winston Salem Forsyth County Schools for 16 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Stuart Vaughn Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Raymond James Financial, Uvest Financial Services Group, and Legg Mason Wood Walker. He is based in Winston Salem, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets across more than 14,000 advisors, offering both brokerage and advisory solutions supported by extensive research and analytics.

Thomas Phillips is a financial advisor with Raymond James & Associates in Greensboro, NC. He holds the Series 66 designation and has one year of industry experience. Before joining Raymond James, he worked at Lucky32 Southern Kitchen and held roles at Appalachian State University and YMCA Camp Cheerio. Raymond James & Associates is a large 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Jonathan Reganess is a CFP® and ChFC® with 26 years of experience in financial advising. He currently leads Reganess Wealth Management Group in Greensboro, NC, where he focuses on financial planning, asset management, and insurance and liability planning. Prior to this, he spent 11 years with Wells Fargo Advisors. He is affiliated with Raymond James Financial Services Advisors, Inc., a firm that provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Steven Davis is a financial advisor with MassMutual Investors Services in Winston-Salem, NC, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked with MML Investors Services since 2012 and has been associated with MassMutual Life Insurance Company since 2009. Outside of his advisory role, he is an agent involved in 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 provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Gary Everhart Jr. is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent since 2015. Outside of his advisory role, he serves as District 7690 Chair for the Coins for Alzheimer’s Research Trust and is a board member of the Fellowship of Christian Athletes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses and planning across a broad range of financial topics without implementation or discretionary trading authority.

Brittany Muha is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2019, progressing through positions including Financial Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked at UBS as a Wealth Planning Analyst in 2017 and as a UK Change PMO Analyst from 2015 to 2016. In her current role, Brittany partners with individuals and families at all stages of their financial journeys, focusing on understanding their unique financial goals and helping them plan accordingly. She emphasizes client education to enable informed investment decisions and collaborates with clients to develop strategies aimed at achieving their objectives through actionable steps.

Mark Harris is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Hoffman & Hoffman, Amazon, and Guilford College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with a managed-account program under a consolidated billing option, focusing on planning without discretionary trading authority.

Kevin Westrich is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at Atrium Health - Davie Medical Center and held roles with local government recreation and parks departments in Winston-Salem and Wytheville. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Daniel Strayer is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at Raymond James Financial Services and Beacon Capital Advisors. He is also involved in AIR Financial, a business operating in Greensboro, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Antonio Otero is a financial advisor with UBS Financial Services in Greensboro, NC, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and offers a range of capital markets services through its comprehensive platform.

Greyson Collins is a financial advisor at Edward Jones in Kernersville, NC, holding a Series 66 designation with one year of experience at the firm. Prior to joining Edward Jones, he worked for four years at Stretch Zone and spent six years in full-time education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Robert Patronete is a CFP® with 34 years of industry experience and has been with Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008. Patronete is also the owner and president of a land-holding company based in Greensboro, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Lauren Casey is a financial advisor at Morgan Stanley with 13 years of industry experience and holds a Series 66 designation. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets, and utilizes structured planning tools and estimates from its Global Investment Committee.