Jennifer Gibson is a financial advisor with LPL Financial in Clemmons, NC, holding Series 63 and Series 66 licenses with 21 years of industry experience. Her prior work includes roles at Allegacy Federal Credit Union and Cuso Financial Services, LP. 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 extensive operational and research tools.

Perry Hudspeth is a financial advisor with LPL Financial based in Winston Salem, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes roles at Lincoln Financial Securities Corporation and Osaic FS, Inc. He is also involved with Anchor Financial Management Group LLC, a business entity related to tax and investment services. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Mitchell Tomlinson is a Series 66-registered advisor with LPL Financial and has one year of industry experience. Prior to joining LPL, he worked in various roles including positions at Allegacy Federal Credit Union and Winston Salem/Forsyth County Schools. 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 with access to model portfolios, third-party asset management, and institutional platforms.

Daniel Crouse is a financial advisor at Cetera with 10 years of industry experience and holds the Series 66 designation. He has worked with several firms including Avantax and 1st Global Advisors and operates his own accounting and financial services businesses. He is also a prospective board member of a local condo association. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Scott Saffer is a financial advisor with LPL Financial in Winston-Salem, NC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Royal Alliance Associates, Lincoln Financial Securities Corporation, Capital Investment Advisory Services, and Capital Investment Group. 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.

Roger Calhoun is a financial advisor at Ameriprise with 41 years of industry experience. He has held positions at Ameriprise since 2005, including his current role since 2020. Calhoun holds the Series 63 and Series 65 designations. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and annual advice on income sources and tax-aware withdrawal strategies, with investment options influenced by affiliated product relationships.

Timothy Ebert is a Chartered Financial Consultant (ChFC®) with 51 years of industry experience. He is currently registered with LPL Financial and has previously worked at Commonwealth Financial Network and Mass Mutual Investors Services. Outside of his advisory role, he is involved in fixed insurance sales through Ebert Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and multiple advisory and non-advisory financial activities.

William Hege IV is a CFP®-designated financial advisor with 23 years of industry experience, currently with LPL Financial since 2019. He previously worked at Lincoln Financial Securities Corporation for 11 years and has maintained Hege Financial Group since 2004. Outside of his advisory work, he is involved in Living Swell, LLC, a family business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning and investment management services through a large network of advisors, supported by proprietary research and a range of advisory platforms.

Richard Basham Jr. is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC, holding Series 63 and Series 65 designations and 34 years of industry experience. His career includes 25 years at Metlife Securities Inc. before joining Mass Mutual and its affiliated companies in 2016. He has been involved in fundraising activities for the National MS Society in Greensboro, NC since 2000. 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 comprehensive financial planning, asset management, and educational seminars, with a focus on structured, collaborative client engagements that analyze goals using advanced software tools.

Douglas Esleeck is a financial advisor with Edward Jones in Lewisville, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he has held roles at Forsyth Country Day School and two universities. He is the head varsity boys basketball coach and athletic director at Forsyth Country Day School. Edward Jones is a full-service wealth management firm serving both individual and institutional clients across a wide wealth spectrum. 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.

Shannon Thompson is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She previously worked at MetLife Securities for 12 years before joining Mass Mutual in 2016. Outside of her advisory role, Thompson owns an S-Corp that manages business expenses and has involvement with a financial services firm and individual life and health insurance sales. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual financial planning engagements using firm-approved software and provides a range of specialized planning services, including divorce and estate-settlement planning.

Paige Crisp is a financial advisor at LPL Financial with 28 years of industry experience. Her prior roles include positions at Truist Advisory Services, Suntrust Advisory Services, and BB&T Investment Services. 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, third-party asset management, and institutional platforms.

James Daniel Jr. is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC, holding Series 63 and Series 65 credentials and with 27 years of industry experience. He previously worked at MetLife Securities for 17 years and has been with Mass Mutual Investors Services since 2017. In addition to his advisory role, he operates as an independent insurance agent. Mass Mutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing firm-approved software and structured planning processes that focus on investment categories and strategies rather than specific product selections.

Mark Ebert is a Series 66-licensed financial advisor with LPL Financial in Winston-Salem, NC, and has one year of industry experience. Before joining LPL Financial, he worked at Commonwealth Wealth Financial Network and founded Ebert Financial. Outside of his advisory work, Ebert serves as Director of Corporate Accounts at Atlantic Coast Orthopedic Resources and is involved in orthopedic consulting and sales through Paramark, LLC, as well as consulting for an online orthopedic retailer. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, using various portfolio models and strategies supported by technology and research tools.

Michael Stokes is a financial advisor with LPL Financial, holding the PFS™ designation and Series 66 license, with 27 years of industry experience. He has worked at LPL Financial since 2011 and also maintains a CPA practice and other financial services through Integrated Financial Group and his own firm, Michael D. Stokes, CPA, PC. 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, and institutional platforms.

Johnny Berry is a financial advisor at LPL Financial with 10 years of industry experience and holds Series 63 and Series 65 licenses. His prior work includes roles at Fidelity Bank, Maplewood Investments, Northwestern Mutual, and State Employees Credit Union. He also serves as an agent on record for American Benefits, focusing on Medicare supplements. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of financial planning and investment management options, supported by a large network of investment adviser representatives and advanced research tools.

Melissa Holden is a Series 66-credentialed financial advisor with 18 years of industry experience. She has worked at LPL Financial since 2016 and previously spent eight years at Edward Jones. 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 other institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging a broad platform that includes third-party asset managers and institutional programs.

Ben Miller Jr. is a CFP® professional with 47 years of experience in financial advising. He is currently with OSAIC and previously spent 14 years at Sagepoint Financial, Inc. He serves as president of Miller & Co. Financial Planners Inc. and operates a tax preparation business, Miller Tax Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, and corporate clients. The firm employs a model-based investment process featuring asset allocation, portfolio optimization, and multiple advisory platforms that support both brokerage and managed account services.

Camden Norman is a financial advisor at Edward Jones with eight years of industry experience. He has held his current role since 2018 and previously worked for IH Services INC. from 2008 to 2018. Camden holds the Series 66 designation and is based in Winston Salem, NC. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ralph Miller is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Allegacy Federal Credit Union, Cuso Financial Services, and Truist Investment Services. Miller also operates Allegacy Investment Group, a business related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.