John Setzer is the Senior Resident Director and Wealth Management Advisor at the Merrill Lynch Winston Salem office. With over 28 years of experience in financial services, he joined Merrill Lynch Wealth Management in 2001. John leads his team in advising clients on wealth accumulation, preservation, and transfer by creating customized wealth management strategies that encompass portfolio development, liability management, and asset preservation. John's expertise includes family wealth management strategies, legacy planning, liquidity management, retirement income, and small business strategies, among other areas. He holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). He is a graduate of Appalachian State University and also attended the Wake Forest University School of Banking. In addition to his professional work, John is involved in his community through organizations like Habitat for Humanity and Goodwill Industries of Northwest North Carolina. He is a member of the Appalachian State University Alumni and the YMCA of Western North Carolina. John's personal interests include boating, fishing, golfing, hiking, skiing, traveling, and spending time with his family.

Paul Johnson is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Voya Financial Advisors. Johnson is active in the National Association of Insurance and Financial Advisors (NAIFA) North Carolina Chapter, serving as president-elect and vice chair of the state's Government Relations Committee. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliations.

Jason Singleton is a financial advisor with LPL Financial based in Elkin, NC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has previously worked at Wachovia Bank and Wells Fargo Clearing and operates Good Life Advisors, LLC, an independent registered investment advisory firm. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Swink Jr. is a financial advisor at Edward Jones in Lewisville, NC, 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, he owns and operates an ecommerce business selling outdoor gear and shooting sports accessories and creates videos on a YouTube channel focused on projects in his shop and homestead. 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, supported by a nationwide network of advisors and branch offices.

Matthew Hynek is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously spent seven years at BB&T. Hynek serves as Chair of Financial Capabilities for the Asset Building Coalition of Forsyth County. 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 advisory services, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jonathan Grimes is a financial advisor at Edward Jones in Lewisville, NC, holding a Series 66 designation. He has experience in the financial industry dating back to 2013, with prior roles at Lincoln National Corporation and BB&T. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Johnson is a financial advisor at Edward Jones in Elkin, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked for six years at Lowe's Companies and has additional experience with Ocean Isle Fish Company and Brinker International. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Calvin Hodgin is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2001, bringing 24 years of industry experience. He is based in Pfafftown, NC. Outside of his advisory role, Hodgin serves on the finance committee of Maple Springs United Methodist Church and holds leadership roles with local community organizations including the Vienna Civic Club and West Central Community Center, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of investment advisory programs and affiliated financial products under a fiduciary standard.

Casey Best is a Series 66-licensed financial advisor with Edward Jones, based in Yadkinville, NC. She has seven years of experience with Edward Jones following prior roles including work in the Vail School District and time dedicated as a housewife. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a variety of client segments. The firm offers a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Richard Younts is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory role, he serves on the finance and investment committee at Lake Norman Baptist Church and owns The Sleep Connection LLC, a business involved in product operations and fulfillment. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports both advisory programs and institutional portfolio management.