Michael Barnes is a Series 66 licensed financial advisor with Ameriprise, based in Greensboro, NC, and has 29 years of industry experience. He has worked at Ameriprise and its affiliate since 2008. Barnes serves on the Board of Directors for Twin Lakes Community in Burlington, NC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Forrest Childers is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has worked at Merrill since 2001 and has been with Bank of America, N.A. since 2011. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stanley Smith is a financial advisor with Raymond James Financial Services, Inc., holding the CFP® and ChFC® designations and over 33 years of industry experience. He previously worked at LPL Financial and has been associated with Pinnacle Financial Partners since 2018. Outside of advisory duties, he serves as a personal representative for a family member. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Brad Clasby is a financial advisor with Ameriprise Financial Services LLC in Winston Salem, NC, holding Series 63 and Series 65 registrations with 44 years of industry experience. His career includes roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He has been with Ameriprise since 2018. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and dependable income sources through a written Recommendation Report and ongoing advice.

Joel Williamson is a financial advisor at LPL Financial with six years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes five years at Edward Jones and roles at General Motors and the Evangelical Fellowship Church. Williamson is also the owner of Financial Educators LLC, a financial education business. 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, model portfolios, third-party asset management, and institutional platforms.

Diane Wimmer is a financial advisor with Ameriprise in Winston-Salem, NC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Ameriprise since 2005, including six years under the current firm structure. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Austin Bailey is a Series 66-licensed financial advisor with Edward Jones in Kernersville, NC, where he has worked since 2018. He has eight years of industry experience and has also been involved in educational roles at Southeastern University and Winston Salem Christian School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

John Cash is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, previously spending two years at Wells Fargo Clearing. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services with an investment approach based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Tracy Cottingham IV is a financial advisor with Raymond James Financial Services Advisors, Inc. in Greensboro, NC, holding Series 65 and Series 66 credentials and bringing 27 years of industry experience. His career includes roles at Pinnacle Bank/Pinnacle Financial Partners since 2020, Wells Fargo Clearing from 2016 to 2020, and Merrill from 2001 to 2007. He is also involved as an associate employee with Capstone Investment Company and Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth individuals, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and investment consulting using advanced analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Todd Lockhart is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at METLIFE Securities Inc. from 2001 to 2017 and has held roles at MassMutual Life Insurance Co. since 2016. Outside of advising, Lockhart is involved in individual life, disability, and long-term care insurance sales and holds ownership in a real estate-related business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to guide clients through goal analysis and investment strategy recommendations.

John Copley is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Wells Fargo Clearing since 2016, with prior experience at Truist Investment Services and Merrill. 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 supported by research from Wells Fargo Investment Institute and third-party analytics.

Crystal Diamond is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. She previously worked at Wells Fargo Clearing and BB&T Securities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Morgan Ford is a financial advisor at Robert W. Baird & Co. Incorporated with three years of industry experience. He holds a Series 66 designation and previously worked in architecture and financial services roles, including at Graves Architects & Planners and Money Concepts Capital Corp. Morgan is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and separately managed accounts, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology tools.

Andre Conway is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2019, he worked at AdaptFirst Investments LLC and Alarm Service Company of America, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and models.

Jeffrey Hill is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Outside of his advisory work, he is involved in managing office condominium rentals through an LLC shared with his spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with a network of over 23,700 advisors and more than $1 trillion in assets under management.

Evan Dixon is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop personalized strategies to pursue their financial goals by understanding their unique perspectives and priorities. His approach involves connecting clients with the people, plans, and processes that best fit their individual ambitions. Evan's expertise includes general investing, retirement planning, and saving for unexpected events. He provides ongoing advice and guidance to clients as their needs evolve. He holds the Personal Investment Advisor (PIA) designation. His educational background includes attending the University of North Carolina System without a degree conferred and earning a High School Diploma from West Caldwell High School.

Anthony Diffenbaugh is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Scottrade, TD Ameritrade, and Truist. Outside of his advisory role, he is involved with Allegacy Investment Group, an investment-related business activity affiliated with his LPL work. 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 provides a range of advisory and brokerage services supported by model portfolios, third-party asset managers, and technology tools, managing over $819 billion in discretionary assets through more than 22,800 advisors.

Jonathan Norman is a Wealth Management Advisor with Merrill Lynch Wealth Management. He and his team focus on providing wealth management advice and guidance to affluent individuals and families. Their approach emphasizes understanding what clients value most in life, such as family, business, or legacy, to help them live the life they envision. Jonathan holds a Bachelor's degree from Wake Forest University. He has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Certified Investment Management Analyst® (CIMA®) designation, and the Personal Investment Advisor (PIA) designation. These credentials support his expertise in areas including college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Outside of his professional role, Jonathan enjoys activities such as basketball, camping, fishing, football, golfing, hiking, running, skiing, woodworking, and spending time with his family.

Jordan Davis is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. His background includes roles at National General Insurance Company, Allstate Insurance Co, and Affordable Insurance Solution. Davis has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets across a broad network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kelia Coffey is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipalities, offering financial planning and consulting services supported by a large adviser network and a variety of portfolio management styles.