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 with LPL Financial in Greensboro, NC, holding a Series 66 designation and 22 years of industry experience. Her prior firms include Lincoln Financial Securities, AGIA, and VALIC Financial Advisors. She is also involved with Pilot Financial in fixed annuities sales and administrative support. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

David Tuxhorn Jr. is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved with Southstone Financial Resources, Inc., which conducts fixed insurance sales including long-term care products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

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 in Greensboro, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, he is involved in a real estate business through an LLC focused on purchasing and flipping houses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a discretionary 3(38) investment option, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

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 at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at The Prudential Insurance Company of America, Wells Fargo Advisors, and CUSO Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Brad Clasby is a financial advisor with Ameriprise in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Ameriprise since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver written recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Joel Williamson is a CFP® with six years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. He previously worked at Edward Jones for five years and has held various roles including business ownership in financial education. Williamson is also the owner of Financial Educators LLC, a firm focused on investment-related services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Amanda Urban is a financial advisor with LPL Financial in Winston Salem, NC, holding a Series 66 designation and two years of industry experience. Her prior roles include work at Treloar & Heisel Wealth Management and several positions connected to Liberty University, including Academic Affairs for Athletics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients such as individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ruth Petty is a financial advisor with OSAIC based in Greensboro, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 44 years of industry experience, including nine years with Securities America Advisors and Securities America Inc before joining OSAIC in 2024. Outside of her advisory role, she serves as president of a homeowners association and as a director for Business Professional Network, a mission organization focused on international economic development. OSAIC serves a diverse group of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses advanced portfolio construction tools and manages accounts on both discretionary and non-discretionary bases.

Austin Bailey is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and has teaching experience at Southeastern University during the same period. Prior to that, he spent six years working at 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 programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

John Cash is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co. Inc since 2018. Prior to that, he was with Wells Fargo Advisors from 2009 to 2018. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Tracy Cottingham IV is a financial advisor with Raymond James Financial in Greensboro, NC, holding Series 65 and Series 66 credentials and bringing 27 years of industry experience. His career includes positions at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James and Pinnacle Financial Partners in 2020. Outside of advisory work, he is involved as an associate with Capstone Investment Company and Pinnacle Asset Management. 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, pension plans, corporations, and institutional clients. The firm offers non-discretionary, tailored planning and utilizes analytical tools and modeling to support client goals, with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

John Copley is a financial advisor with Wells Fargo Clearing in High Point, NC, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.