Carla Thrasher is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 66 credentials and over 20 years of industry experience. Her career includes roles at CUSO Financial Services, Allegacy Federal Credit Union, Piedmont Advantage Credit Union, Metlife Securities, Edward Jones, and Massachusetts Mutual Life Insurance Company. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Anglim is a financial advisor with Merrill in Greensboro, NC, holding a Series 66 designation and five years of industry experience. His work history includes roles at Bank of America, New York Community Bank, and Morgan Stanley. He also has community involvement experience with the Police Athletic League. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Mc Clanahan is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked at firms including Avantax Advisory Services and Lincoln Financial Group. Outside of his advisory role, he serves as an accountant for the Law Offices of Cheryl David and as a client services coordinator for Wisdom Wealth Care, the financial planning division of that law office. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and advisory services with access to both affiliated and third-party investment managers across multiple program structures.

Amy Simmons is a Series 66 licensed financial advisor with Merrill in Winston Salem, NC, where she has worked since 2009. She has 21 years of industry experience. Outside of her advisory role, she has a minor involvement in a rental business based in Hyannis, Massachusetts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sarah Casey is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and three years of industry experience. She has been with Morgan Stanley since 2023 and has prior work experience including roles at KHRG Reynolds LLC and Vami LLC. Outside of her advisory work, she is involved as an employee at The Katharine Brasserie & Bar in Winston-Salem. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that uses firm-approved tools and modeling techniques to assist clients with their financial goals.

William Murray is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves on the finance committee of Oak Ridge Global Methodist. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

Jonathan Perez is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked at Fidelity Investments in various capacities including Investment Consultant from 2024 to 2025, and Investment Solutions Representative from 2023 to 2024. He also gained experience as an Investment Specialist and Client Relationship Associate at Vanguard between 2021 and 2023, and worked as a Financial Representative at Northwestern Mutual in 2020. Jonathan helps clients work toward achieving their financial goals by collaborating with them to create actionable and accessible financial plans. His background includes diverse roles within the financial services industry, providing him with a broad perspective on investment solutions and client relationships. Outside of his professional responsibilities, Jonathan has an interest in movies.

Anthony Mason is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at SCOTTRADE and TD Ameritrade, as well as several years of self-employment before joining LPL Financial. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

John Barrow is a CFP® and PFS™ professional with 12 years of industry experience. He currently works at Cetera and has held prior roles at Avantax Investment Services, Blue Rock Wealth Management, and 1st Global Advisors, among others. He is also a financial advisor at Brendle Financial Group, LLC, where he provides wealth management and financial planning services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mary Martin is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 credentials and 39 years of industry experience. Her career includes ten years at Wells Fargo Clearing and previous roles at Morgan Stanley from 2002 to 2011. Outside of her advisory work, she serves as co-trustee for family trusts and is involved in estate planning activities. 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 through over 14,000 advisors, employing research-driven investment approaches and offering a range of brokerage and advisory solutions.

Shelby Lay is a financial advisor at Edward Jones in Greensboro, NC, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, Shelby worked at National General Insurance for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

William Poole is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting individuals, families, and business owners with growing and preserving their wealth through personalized strategies. His work emphasizes understanding each client's unique financial situation, goals, and family context to develop tailored plans that evolve with their needs. William holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned both his bachelor's degree and Master of Business Administration (MBA) from Appalachian State University, where he also served as Student Body Vice President and held multiple leadership roles. He has maintained a commitment to his alma mater through previous service on the Board of Visitors and the Alumni Council. In addition to his professional work, William is involved with the American Heart Association. His approach to financial advising centers on building trusted partnerships to help clients achieve their financial well-being through thoughtful guidance and lifelong relationships.

Karla Johnson is a CFP® professional with 12 years of experience in the financial industry, currently serving at Stifel since 2022. Her previous roles include positions at Principal Securities Inc, Principal Life Insurance Company, and Axa Advisors, LLC. Outside of her advisory work, she is a member of the UNC Greensboro Planned Giving Network of Professional Advisors and owns Karla Davis Music, where she works as a musician. Stifel serves a broad client base, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses for clients.

Phillip Coley is a financial advisor with Cetera, holding a Series 66 designation and based in Winston-Salem, NC. He has experience working at Cetera and Cetera Investment Services LLC since 2026, alongside roles at First National Bank of PA since 2018, Wells Fargo Clearing Services, LLC., and Wells Fargo Bank NA. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with more than 10,000 advisors and over $256 billion in assets under management.

Jerry Eades Jr. is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley since 2012, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Isaiah Simon is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ameriprise in Winston-Salem, NC. Prior to joining Ameriprise in 2026, he worked at The Huntington Investment Company and Cetera Advisor Networks. Outside of financial services, he has experience in the plumbing and furniture industries. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written reports and ongoing planning for clients approaching or in retirement, utilizing proprietary research and tax-aware income strategies.

Kelly Lenhardt is a financial advisor with Raymond James Financial who holds a Series 66 designation and has seven years of industry experience. Prior to joining Raymond James, she worked at Truist Investment Services and BB&T Securities. In addition to her advisory role, Lenhardt is also a Client Service Associate with Freedom Works Private Advisory Group. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm provides tailored, non-discretionary advisory services supported by analytical tools and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Odysseus Chamis is a financial advisor at Edward Jones in Winston-Salem, NC, holding the CFP® and ChFC® designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he manages a rental property business through Napoleon Properties, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated services, supported by a large nationwide network of advisors and branch offices.

Megan Ayscue is a Series 66-credentialed financial advisor at Wells Fargo Clearing with one year of industry experience. Her prior work includes roles at the United States Attorney's Office in Maryland and North Carolina, the United States House of Representatives, and various private sector positions. She is a finance committee member at Highland Presbyterian Church in Winston Salem, where she helps manage church finances. 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 and analytics.

Kenneth Davis is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, following a 21-year tenure at MetLife Securities Inc. He is also an independent insurance agent at Carolina Benefit Solutions, specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved tools and structured annual engagements to deliver collaborative recommendations.