William Childers is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Winston-Salem, North Carolina. He has been a member of the Childers Group since January 2019, where he works as part of the Setzer, Souza, Childers team, focusing on providing wealth management advice and guidance to affluent individuals and families. The team aims to simplify clients' financial lives and develop strategies that align with what clients value most, including family, business, or legacy. William graduated from North Carolina State University in 2017 with a Bachelor of Science degree in Business Management. He holds Series 7 and Series 66 FINRA registrations and is a CERTIFIED FINANCIAL PLANNER® professional. Prior to joining the Childers Group, he worked as an Investment Specialist for Merrill Edge Self Directed, providing service and support to self-directed clients. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Outside of his professional work, William enjoys basketball, football, golfing, music, running, soccer, and spending time with his family.

Preston Neal is a Series 66-licensed financial advisor with LPL Financial, based in Greensboro, NC, and has five years of industry experience. He previously worked at Fidelity Investments for seven years and held earlier positions at LPL Financial and Private Advisor Group, LLC. Neal serves as a regional council member on the board of the nonprofit New Israel Fund. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Jason Turner is a Series 66-credentialed financial advisor at Wells Fargo Advisors with 25 years of industry experience. He previously worked at Painewebber Incorporated for 24 years before joining Wells Fargo Clearing and then Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions through a network of advisors. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Torva Smith is a financial advisor with Merrill in Winston Salem, NC, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. Smith has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Blake Wooten is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Bank N.A. from 2021 to 2024. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that focuses on retirement income planning through written Recommendation Reports and ongoing advice, using proprietary research and third-party data.

Tiffany Walker is a financial advisor at Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, she worked in academic roles at Fayetteville Technical Community College and Fayetteville State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

John Childers is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Winston Salem, North Carolina. He is a member of the Setzer Souza Childers Wealth Management Group and has been part of the Winston Salem community for over 20 years. John utilizes the investment resources of Merrill and the banking services of Bank of America to address various aspects of clients' financial lives. John holds a Bachelor of Science degree in Advertising and Marketing from Appalachian State University. His professional experience includes roles such as Enterprise Relationship Consultant with Merrill Edge in Jacksonville, Florida, where he provided advice on retirement accounts, as well as Bank Financial Advisor at Bank of America, offering investment, banking, and lending advice. His client focus areas include family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. Outside of his professional work, John enjoys antiquing, cooking, soccer, table tennis, traveling, and watching movies. He currently resides in Winston-Salem, North Carolina, where he spends time with family and friends.

Martha Walker is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 66 credential and has previously worked at Lincoln Financial Securities, AGIA, and VALIC Financial Advisors. 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 portfolio programs, third-party asset management, and institutional platforms.

David Tuxhorn Jr. is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2011, following prior roles at Edward Jones and Next Financial Group, Inc. Outside of his advisory work, he maintains business entities associated with insurance product sales and tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of investment adviser representatives with various investment platforms and technology tools, managing over $819 billion in discretionary assets.

Tyson Murphy is a financial advisor at Edward Jones in Greensboro, NC, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010 and also has a background at Ledford Medical. Outside of his advisory work, he has an interest related to a small county airport in Greensboro. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, and operates a large nationwide network of advisors and branch offices.

Jeffrey Kerrigan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent seven years at UBS Financial Services. Outside of his advisory role, he is involved in a real estate business that purchases and flips houses in Greensboro, 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 and offers both brokerage and advisory solutions.

James Fleming is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley since 2012. Outside of his advisory role, he owns Collectible Impulse, a retail and online collectible store based in Burlington, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and investment research into its advisory process.

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.

Robert Hargrove is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Truliant Federal Credit Union, The Prudential Insurance Company of America, and Wells Fargo Clearing. He is involved in Truliant Financial Advisors, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive technology and a broad platform of financial activities.

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.

Ruth Petty is a ChFC® credentialed financial advisor with 44 years of industry experience, currently serving at OSAIC since 2024. Her prior experience includes nine years at Securities America Advisors and eight years at Signator Investors, Inc. Outside of her advisory role, she is President of the Streamside Homeowners Association and serves as a Director for Business Professional Network, a mission organization focused on economic development in underdeveloped countries. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization, with a platform notable for its scale, consolidation activity, and complex affiliate network.

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.