Amy Simmons is a Series 66 licensed financial advisor with Merrill in Winston Salem, NC, where she has worked since 2009. She has 21 years of industry experience. Outside of her advisory role, she has a minor involvement in a rental business based in Hyannis, Massachusetts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sarah Casey is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and three years of industry experience. She has been with Morgan Stanley since 2023 and has prior work experience including roles at KHRG Reynolds LLC and Vami LLC. Outside of her advisory work, she is involved as an employee at The Katharine Brasserie & Bar in Winston-Salem. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that uses firm-approved tools and modeling techniques to assist clients with their financial goals.

William Murray is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves on the finance committee of Oak Ridge Global Methodist. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

Jonathan Perez is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked at Fidelity Investments in various capacities including Investment Consultant from 2024 to 2025, and Investment Solutions Representative from 2023 to 2024. He also gained experience as an Investment Specialist and Client Relationship Associate at Vanguard between 2021 and 2023, and worked as a Financial Representative at Northwestern Mutual in 2020. Jonathan helps clients work toward achieving their financial goals by collaborating with them to create actionable and accessible financial plans. His background includes diverse roles within the financial services industry, providing him with a broad perspective on investment solutions and client relationships. Outside of his professional responsibilities, Jonathan has an interest in movies.

Mary Martin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she is a co-trustee for two family trusts and is involved in estate planning and investment management for a family partnership. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Shelby Lay is a financial advisor at Edward Jones in Greensboro, NC, with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019, following four years at National General Insurance. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

William Poole is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting individuals, families, and business owners with growing and preserving their wealth through personalized strategies. His work emphasizes understanding each client's unique financial situation, goals, and family context to develop tailored plans that evolve with their needs. William holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned both his bachelor's degree and Master of Business Administration (MBA) from Appalachian State University, where he also served as Student Body Vice President and held multiple leadership roles. He has maintained a commitment to his alma mater through previous service on the Board of Visitors and the Alumni Council. In addition to his professional work, William is involved with the American Heart Association. His approach to financial advising centers on building trusted partnerships to help clients achieve their financial well-being through thoughtful guidance and lifelong relationships.

Karla Johnson is a CFP® professional with 12 years of experience in the financial industry, currently serving at Stifel since 2022. Her previous roles include positions at Principal Securities Inc, Principal Life Insurance Company, and Axa Advisors, LLC. Outside of her advisory work, she is a member of the UNC Greensboro Planned Giving Network of Professional Advisors and owns Karla Davis Music, where she works as a musician. Stifel serves a broad client base, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses for clients.

Sammy Tuggle Jr. is a CFP® with 37 years of experience in the financial industry. He has been with LPL Financial since 2024 and previously spent 16 years at Lincoln Financial Securities Corporation. Outside of his advisory work, he is the owner of The Rhino Club, LLC, a restaurant in Greensboro, NC. 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 advisory programs, financial planning, and brokerage services, with access to model portfolios, third-party research, and technology-driven solutions.

Phillip Coley is a financial advisor with Cetera, holding a Series 66 designation and based in Winston-Salem, NC. He has experience working at Cetera and Cetera Investment Services LLC since 2026, alongside roles at First National Bank of PA since 2018, Wells Fargo Clearing Services, LLC., and Wells Fargo Bank NA. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with more than 10,000 advisors and over $256 billion in assets under management.

Jerry Eades Jr. is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley since 2012, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Kelly Lenhardt is a financial advisor with Raymond James Financial who holds a Series 66 designation and has seven years of industry experience. Prior to joining Raymond James, she worked at Truist Investment Services and BB&T Securities. In addition to her advisory role, Lenhardt is also a Client Service Associate with Freedom Works Private Advisory Group. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm provides tailored, non-discretionary advisory services supported by analytical tools and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Megan Ayscue is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked at the United States Attorney’s Office in North Carolina for five years and has held various roles including positions at Penn State University and the United States House of Representatives. She serves on the finance committee of Highland Presbyterian Church in Winston Salem, managing church finances. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports a large network of advisors, offering both brokerage and advisory solutions.

Matthew Farver is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he owns CruzMill Inc., a business related to managing his Ameriprise advisory activities. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing tailored, non-discretionary recommendations based on research, modeling, and tax-efficiency analysis. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Timothy Reid is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with multiple firms within the Cetera network since 2012 and operates his own tax preparation and accounting services business. Outside of finance, he serves as treasurer for a nonprofit recreational center and a local church, and holds leadership roles in community organizations including the High Point Civitan Club. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, supporting both discretionary and non-discretionary account structures.

Samuel Unger is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Baldwin Risk Partners, and the University of South Florida. 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 plans, corporations, and charitable organizations.

James Squires is a financial advisor at Edward Jones in High Point, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Plank Road Solutions, LLC, Camco Manufacturing LLC, and Hanesbrands Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Ryan Tilley is a CFP® professional with 14 years of experience at Edward Jones, where he has worked since 2012. He holds a Series 66 designation and is based in Kernersville, NC. 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 solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Benjamin E Link is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Truist Advisory Services, Truist Investment Services, and BB&T Securities. He is also a licensed notary public in the state of North Carolina. 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 programs, including discretionary and non-discretionary management, and provides access to research, model portfolios, and technology-driven investment solutions.

James Kirven IV is a CFP® with 28 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., having joined in 2025 after a long tenure at Edward Jones from 1997 to 2025. Kirven serves on the Investment and Endowment Committee for the YMCA of Greensboro. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools for outcome modeling, supporting clients through its advisory programs and consulting services.