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.

Emily Farrell is a financial advisor with Edward Jones in Oak Ridge, NC, holding a Series 66 designation and four years of industry experience. She has worked with Edward Jones, Thrivent, W&S Brokerage Services, and Ameriprise Financial Services. She serves on the Board of Directors for The Shepherd’s Center of Kernersville and is Vice President and Programming Coordinator of the Kernersville Women’s Club, a local service organization providing scholarships and community education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Mahalia Kennon is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2000. Merrill, along 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Steffes is the Vice President and Branch Leader at Fidelity Investments in Winston-Salem, North Carolina. In this role, he leads a team of Financial Consultants, assisting clients with financial decisions across various stages of their lives. He has been with Fidelity Investments since 2007, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and Vice President, Branch Leader. His experience encompasses client financial advising and team leadership within the firm. Outside of his professional role, Matthew has personal interests in cars, cooking and baking, fitness, music, running, and scuba diving.

Dustin Koufman is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at MML Investor Service Inc for 12 years and FTB Advisors for 9 years. 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 financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Beau Burns is a financial advisor at Robert Baird & Co. in Winston-Salem, NC, holding a Series 66 credential with 12 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he is a passive investor in a non-investment related business, Dog Academy Clay Road LLC. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group team, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing both manager-traded and model-traded strategies along with internal research tools.

Kimberly Gordon is a Series 66-credentialed financial advisor with Edward Jones in Greensboro, NC. She has 18 years of experience with Edward Jones and two years in the financial industry more broadly. Outside of her advisory role, she is involved as a lead server at a local restaurant and bakery. 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 investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Sydnor is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Sydnor serves on the board of trustees for Canterbury School, a private school in Greensboro, North Carolina. He is also a partner in Sydnor Capital Partners, LLC, an investment entity focused on commercial real estate. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Camron Watlington is a financial advisor with Merrill in Winston Salem, NC, holding a Series 66 designation and eight years of industry experience. His career includes roles at Bank of America, N.A. and Merrill since 2018, as well as prior academic experience at Indiana Wesleyan University. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Joseph Nelson is a financial advisor with Fidelity in Greensboro, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with various Fidelity entities since 2015, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, Nelson is involved in a real estate business focused on buying, building, renovating, and selling properties. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Brian Pomante is a financial advisor with Thrivent Investment Management in Winston-Salem, NC, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Truist Investment Services, BB&T, and SunTrust Advisory Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account services through a consolidated billing option while maintaining separate planning and management functions.

Brett Berrier is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 credential and has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was employed at Citigroup Global Markets from 2000 to 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Johnnie Council is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience, previously working at Equitable Advisors and in education roles with Alamance-Burlington Schools, Guilford County Schools, and North Carolina A&T. Council also serves as a board member for the Christine Council Foundation, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment strategies developed by internal and third-party portfolio strategists and offers access to various financial planning and consulting services.

Sherri Brown is a financial advisor at Merrill with 16 years of industry experience. She holds Series 65, Series 66, and Series 63 licenses. Her prior work includes roles at Oppenheimer, Wells Fargo Clearing Services, and Citigroup Global Markets. Outside of her advisory work, she has served as a poll worker during the 2020 general election. Merrill, along 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 both model-based and discretionary investment strategies for a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Hobbs is a financial advisor with Wells Fargo Advisors in Winston Salem, NC, holding a Series 63 designation and 24 years of industry experience. She has worked with Wells Fargo Clearing from 2016 to 2023 before joining Wells Fargo Advisors, where she has been since 2023. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Timothy Anzulewicz is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at RPM Plastics, Zen Business, and ownership interests in Moon Brew LLC and Full Moon Oyster Bar. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Lisa Cranford is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Raymond James for 10 years. Outside of her advisory work, she maintains an independent Avon representative account for personal and family product orders. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipalities, and offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

James Bowman is a financial advisor with Edward Jones in Oak Ridge, NC, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2001. Bowman serves on the finance committee of Central Baptist Church in Oak Ridge, where he is involved in preparing the annual budget and overseeing financial operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Regina Edwards is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2009. Prior to that, she worked at Bank of America, N.A., where she remains affiliated. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Vernon Horne is a ChFC® credentialed financial advisor with 48 years of industry experience. He is currently with OSAIC, having joined in 2025 after 17 years at Lincoln Financial Securities Corporation and 19 years at Osaic FS, Inc. He is also involved as an agent and owner in insurance-related businesses, including Signature Financial Services Group, LLC, and Horne Financial Services, offering various insurance products. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm provides both brokerage and advisory services with a model-based investment approach that includes portfolio optimization, discretionary and advisor-managed strategies, and access to alternative investments through third-party platforms.