Myron Mitchell is a financial advisor at OSAIC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously with Securities America Advisors, Inc. and managed Mitchell Wealth Management Group since 2011. Outside of advising, he owns and manages Greenfield Family Farms, which involves farmland and timber management. OSAIC Wealth serves a diverse client base including individuals, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment strategies and access to third-party managers.

Daniel Branon is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Outside of his advisory role, Branon coaches boys' varsity basketball at both Caldwell Academy and North Carolina Leadership Academy. 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 strategies, operating under a fiduciary standard and supporting a nationwide network of financial advisors and branch offices.

Troy Blamer is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding a Series 66 designation and one year of experience in advisory services. He has been associated with MassMutual Life Insurance Co since 2014. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools to analyze client goals and offers event-driven planning services including divorce and estate settlement planning.

Ronald Jackson is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. He is also the owner of Barbell Brothers, LLC, a fitness training business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Richard Whitaker is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He previously worked at Metlife Securities Inc. for 24 years before joining MassMutual-related firms in 2016. Outside of his advisory work, he designs historical board games. 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 offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative, annual planning relationships.

Anne Wishon is a financial advisor with LPL Financial based in Greensboro, NC. She holds a Series 66 designation and has six years of industry experience. Prior to joining LPL Financial in 2019, she worked at Grady-White Boats and spent sixteen years in full-time education. Outside of advising, she serves as Commodore of the Cape Lookout Grady-White Owners' Club and is involved with Windrose Travel Co. 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 both proprietary and third-party strategies across various asset classes.

Kia Streater is a financial advisor with Wells Fargo Clearing in High Point, NC, holding a Series 66 designation and 18 years of industry experience. She previously worked at Triad Financial Advisors, Inc. from 2009 to 2013 before joining Wells Fargo Clearing in 2016. Streater serves on the finance committee of The Foundation for a Healthy High Point, reviewing account balances for grant purposes. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute alongside third-party data to support portfolio management.

Grant Bridges is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes 13 years at MetLife Securities and a decade at MassMutual Life Insurance Company. 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, structuring planning engagements as ongoing, collaborative relationships that focus on goal analysis and strategy recommendations.

Matthew Hornaday is a financial advisor with LPL Financial in Winston Salem, NC. He holds a Series 66 designation and has been active in the industry since 2026. His prior experience includes roles at Performance CXO, 2032 Ventures, LLC, and Trust Company of the South. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Robert Saunders Jr. is a financial advisor with Morgan Stanley in Winston-Salem, NC. He holds a Series 66 designation and has 11 years of industry experience, all with Morgan Stanley and its affiliated Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers structured financial planning supported by proprietary tools and models.

William Cary is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

David Austin is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Signing Carolina Inc. Outside of advising, he has experience in retail management through a nearly two-decade tenure at The UPS Store. 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 financial planning and investment management solutions, utilizing various advisory platforms and technologies to support a broad network of more than 22,800 advisors.

Jordan Balmforth is the Vice President and Branch Leader at Fidelity Investments, where he leads the local Investor Center. In this role, he provides financial and investment guidance to customers. Jordan has been with Fidelity Investments since 2005, progressing through various roles including Customer Service Representative, Active Trader Representative, Active Trader VIP Specialist, Client Services Team Leader, Assistant Branch Leader, and currently Branch Leader. This extensive experience reflects his familiarity with client services and investment strategies within the firm.

Christopher Pizzitola is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Westpark Wealth Advisors and Invesco AIM Private Asset Management. Outside of his advisory role, he is involved in selling life insurance through an affiliated business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Nora Kowalcheck is a financial advisor with Ameriprise in Winston Salem, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2023, she worked at Edward Jones from 2018 to 2023. She also has experience in early childhood education and counseling-related roles, and has operated a Beautycounter business since 2013. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, offering tailored written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and supports a broad range of investment and insurance solutions.

Louise Rider is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds the Series 66 designation and worked previously for Dimensional Fund Advisors from 2015 to 2023 before joining Raymond James. 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 individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Dominic Esposito is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill and Bank of America in 2022, he worked at Atrium Health Wake Forest Baptist for eleven years. Outside of his advisory role, he owns Roof Restoration, LLC, a company specializing in roof repairs and restoration treatments. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Sardzinski is a financial advisor with Raymond James & Associates in Greensboro, NC, holding Series 63 and Series 65 licenses with 25 years of industry experience. His career includes prior roles at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

James Dicus is a financial advisor with Equitable Advisors in High Point, NC, holding a Series 66 designation and six years of industry experience. He has worked at Equitable Advisors since 2019 and previously spent time at AxA Advisors and Vann York Honda. Outside of his advisory role, he is involved in sales activities with Dergalis Associates, Realty Benefits Services, and Oakbridge Financial Group, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized risk assessment and matching clients to suitable investment models.

Thomas Dillon is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior roles include positions at Harbor Wealth Partners, Level Four Financial, Raymond James Financial, and Cetera Wealth Services. 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 employs over 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.