Mary Godino is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding a Series 63 designation and bringing 25 years of industry experience. She has been with Wells Fargo Clearing and its predecessor entities since 2009. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brad Bradford is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2010, progressing through various roles including Financial Consultant, Investment Consultant, Financial Representative, Premium Services Representative, Investment Solutions Representative, and Premium Relationship Associate. In his role, Brad partners with clients to understand their financial goals and develop customized financial plans tailored to their personal, family, and financial needs. He focuses on identifying strategies to improve these plans while maintaining open communication with clients. Outside of his professional work, Brad's personal interests include spending time at the beach and lake, fitness, social events with friends, and traveling.

Mitch Dayley is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he works closely with clients and their families to understand their financial goals and develop customized financial plans. His approach focuses on helping clients grow and protect their wealth, make informed investment decisions, and simplify their financial lives. Mitch has extensive experience in the financial services industry, having worked at Fidelity Investments in various capacities since 2011. His previous roles include Planning Consultant, Investment Management Consultant II, Investment Management Consultant I, and Investment Solutions Representative. Prior to joining Fidelity, he was a Licensed Investment Banker at Wells Fargo from 2013 to 2014. Outside of his professional work, Mitch has personal interests that include cars, fitness, golf, music, pets, and traveling.

Bill Wysor is a financial advisor with Edward Jones in Kernersville, NC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He worked at Wells Fargo Clearing for five years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Nathan Aldendail is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Greensboro, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Jeffrey Trollinger is a CFP® with 26 years of industry experience and has been with Robert W. Baird & Co. since 2009. He is based in Winston-Salem, NC, and holds Series 63 and Series 66 licenses. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services supported by internal research and technology, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Cory Williamson is a Financial Consultant currently working with Fidelity Investments since 2021. In this role, he focuses on personalized financial planning to help clients work toward achieving financial freedom and security aligned with their individual purposes. Prior to joining Fidelity Investments, Cory served as a Financial Advisor at Merrill Lynch from 2019 to 2021. Throughout his career, Cory has developed expertise in financial consulting and advising, assisting clients in managing their financial goals and strategies. His approach centers on empowering clients through tailored financial plans. Outside of his professional work, Cory has interests in baseball and fitness.

Jerome De Wane is a financial advisor with Edward Jones in Greensboro, NC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ashley Pritchett is a financial advisor at Edward Jones with 13 years of industry experience. She has worked at Edward Jones since 2019 and previously spent three years with Wells Fargo Clearing. Outside of her advisory role, she is involved as a representative for Savvi.com, an online clothing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Warren Lackey Sr. is a financial advisor with Edward Jones in High Point, NC, holding Series 63 and Series 66 licenses and over 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he serves as a member of the finance committee at High Point Country Club and holds trustee and managerial roles in various local trusts, family LLCs, and real estate ventures. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Christine Bland is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at LPL Financial since 2025 and previously spent significant time at FTB Advisors, Inc. and First Tennessee Brokerage, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Beverly Burke is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has worked at Merrill for 20 years and Bank of America, N.A. for 15 years. Outside of her advisory role, she serves as a power of attorney in a fiduciary capacity. 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, and institutional accounts, combining internal Chief Investment Office insights with third-party management.

Kelley Wheaton is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved with Honey Badger Management, a management company linked to Fiducial Financial. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset criteria, providing tailored recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Morgan is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Greensboro, NC. Prior to joining Raymond James in 2025, he worked at Edward Jones from 2012 to 2025. Outside of his advisory role, he owns Morgan Wealth Partners, a support company, and holds an ownership interest in Morgan Investment Properties of Greensboro, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique capabilities in municipal advisory and employer-sponsored retirement plan consulting.

Samir Alem is a financial advisor with Raymond James Financial Services Advisors Inc. in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James since 2014 and also served as CEO of Alem Wealth Management, a financial advisory support company. Prior to his current roles, he was affiliated with Directions Model and Talent for eight years. 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, and institutional investors. The firm employs analytical tools and risk profiling in its non-discretionary planning, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

David Holden is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding a Series 66 designation and 26 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual since 2003. Outside of his financial advisory role, he serves as president of a high school booster club focused on supporting local athletics. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charities, and employers. The firm uses a structured planning approach with firm-approved software to develop written recommendations, offering additional services such as educational seminars and event-driven planning programs.

Mickael Gautier is a financial advisor with Merrill in Greensboro, NC, holding a Series 66 designation and with 4 years of industry experience. He has been with Merrill since 2011. Outside of his advisory role, he is a consultant for SCENTSY, a home and personal fragrance business, which he pursues as a hobby. 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 model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients, using both internal and third-party managers and implementing trading, administration, and custody support.

Stephanie Demetrelis is a financial advisor at LPL Financial with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Securities, Wells Fargo Clearing, Wells Fargo Bank, and Lincoln Financial. Outside of her advisory role, she is a commissioned notary public in North Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Crystal Kidd is a financial advisor at Morgan Stanley with 27 years of industry experience. She has held her current position since 2009. Kidd holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and advanced modeling tools.

Samuel Olsen is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works directly with clients to understand their financial priorities and help develop strategies tailored to their short-, mid-, and long-term goals. He provides guidance on a wide range of financial matters including general investing, retirement planning, and saving for unexpected expenses, also connecting clients with Bank of America specialists for additional banking and financing needs. Samuel holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his bachelor's degree from Appalachian State University. Samuel emphasizes ongoing collaboration with his clients to address their evolving financial goals and concerns with informed advice and support.