John Hunt is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks, and Blue Rock Wealth Management. Hunt is involved in several non-investment-related business entities across multiple states. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management, utilizing diversified, risk-class based allocations that combine passive and active management strategies overseen by an internal Investment Committee.

Paul Ebert is a financial advisor with Commonwealth Financial Network in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is involved in fixed insurance sales conducted at his branch. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christopher Borzych is a CFP® with 36 years of industry experience. He is currently with Schwab Wealth Advisory and has previously worked at USAA Financial Advisors and Usaa Investment Management Company. He holds the Series 63 designation. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Charles Schwab & Co.’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client education and leaving final trading decisions to clients.

Beverly Settle is a financial advisor at Truist Advisory Services with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Truist Advisory Services and its affiliated entities since 2013, including Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering a range of asset allocation, fiduciary support, and manager selection programs. The firm integrates a mix of discretionary and non-discretionary consulting, supported by AI-enabled research tools and a structured oversight framework.

Lori Williams is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes positions at Sterling Wealth Management, LLC and LifeTime Asset Management, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Sean Starling is a financial advisor with Eagle Strategies (NY Life) based in Clemmons, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Pinnacle Wealth Strategies, LLC and NYLIFE Securities, LLC, alongside tenure with New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kenneth Jones II is a financial advisor with Edward Jones, holding the CFP® designation and Series 66 and Series 63 licenses, with 31 years of industry experience. He worked at Franklin/Templeton Distributors, Inc. for 28 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated financial services beyond advisory functions.

Mark Walton is a financial advisor with LPL Financial in Clemmons, NC, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. His prior roles include positions at Allegacy Federal Credit Union, CUSO Financial Services, Mass Mutual Investors Services, Massmutual Life Insurance, and Metlife Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Charmon Baker is a financial advisor with Edward Jones in Winston Salem, NC, holding Series 63 and Series 66 designations and having 22 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she has served as past board president of the Delta Fine Arts Center in Winston-Salem. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions and operates with a fiduciary standard.

Amy Hill is a financial advisor at LPL Financial with a Series 66 credential and over 30 years of industry experience, including 27 years at Wells Fargo. She has also worked at Principal Trust Company, Ascensus, and Allegacy Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research from multiple sources, and advanced technologies such as machine learning.

Tracy Duncan is a CFP®-certified financial advisor with 32 years of industry experience. She is currently with LPL Financial and has worked concurrently with Cuso Financial Services, L.P., and Allegacy Federal Credit Union since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jennifer Gibson is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at LPL Financial since 2025. Prior to that, she was affiliated with Allegacy Federal Credit Union and CUSO Financial Services, LP for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, supported by research from LPL and third-party providers.

Perry Hudspeth is an advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Securities Corporation for 11 years before joining LPL Financial in 2019. He is also involved with Anchor Financial Management Group LLC, a business focused on tax and investment services. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by internal research and third-party subadvisors.

Mitchell Tomlinson is a financial advisor with LPL Financial and holds the Series 66 designation. He has one year of industry experience, including roles at LPL Financial, Allegacy Federal Credit Union, and prior work in education with Winston Salem/Forsyth County Schools and Anne Hill International School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by research and model portfolios.

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, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Royal Alliance Associates, Lincoln Financial Securities Corporation, and Capital Investment Advisory Services. LPL Financial is a national investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

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.

William Hege IV is a CFP® professional with 23 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2019, following an 11-year tenure at Lincoln Financial Securities Corporation. He also operates Hege Financial Group, a family business, and is involved with Living Swell, LLC, a non-investment-related venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.