Joshua Johnson Sr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing strategies and recommendations for high-net-worth individuals, families, and businesses to meet their short- and long-term financial goals. His client focus includes college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, small business strategies, women and wealth, and retirement income. Joshua holds several professional designations, including Accredited Portfolio Management Advisor (APMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of North Carolina System. He is involved in community organizations such as the Cub Scouts, Greensboro Children's Museum, and Kernersville Lion's Club. Outside of work, Joshua's personal interests include adventure sports, biking, boating, camping, fishing, hiking, music, photography, spending time with his family, and swimming.

John Robinson is a CFP® professional with seven years of experience in the financial services industry. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing, PNC Bank, and Appalachian State University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk management, and specialized areas such as business-owner transition and special-needs planning.

Raymond Kuethe is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is based in High Point, NC, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Kuethe serves as a board member for the Piedmont Soccer Alliance, participating in governance for the local soccer club. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Michael Sigmon is a CFP® with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2012 to 2016. In addition to his advisory role, he holds a real estate license in North Carolina and serves as a National Guardsman with the NC Army National Guard. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Yolanda Cobb is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and over 22 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously at Lincoln Financial Advisors from 2013 to 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Megan Sassone is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her work history includes roles at Wells Fargo Advisors, Wells Fargo Clearing Services, LLC, Wells Fargo Bank NA, Lincoln Financial Distributors, and Furnitureland South. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brian Hunsberger is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he serves on the finance committee of the High Point Country Club. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bradley Pitts is a Wealth Management Advisor with Merrill Lynch Wealth Management, holding the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. He has dedicated over 22 years to the wealth management industry, focusing on areas such as college education planning, family wealth management strategies, retirement planning, philanthropic planning, and tax minimization. Brad earned a Bachelor's Degree in Biology and Chemistry from Wake Forest University after completing high school at St Mary's Ryken High School. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He began his career in financial services in Winston-Salem following his studies. Beyond his professional career, Brad is actively involved in community organizations including the Armando Rusindo Mission Foundation, New Philadelphia Moravian Church, and the Winston-Salem Sertoma Club. He contributes to these groups through various roles and has a personal interest in outdoor activities such as biking, cooking, gardening, and hunting.

Stephen Johnson is a financial advisor at Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation with one year of industry experience. He has previously worked at UBS Financial Services and in roles outside finance, including positions at Liberty Hardware Manufacturing Corporation and Walmart Inc. Johnson also has experience in education, having worked at North Carolina Agricultural and Technical State University, Surry Community College, Piedmont International University, and East Forsyth High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and methodologies.

Tom Goodson is a financial advisor with Wells Fargo Advisors in Winston Salem, NC, holding a Series 63 designation and 42 years of industry experience. He has worked within Wells Fargo-affiliated firms since 2009 and serves as a trustee for a family investment. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutions through a network of financial advisors.

Haley Owens is a financial advisor at LPL Financial in Winston Salem, NC, holding a Series 66 designation with two years of industry experience. She has previously worked at Truliant Federal Credit Union and CUSO Financial Services, LP. Owens also serves as a notary for Truliant Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources to support both discretionary and non-discretionary management.

Dawn Allison is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2019 and previously spent five years with Triad Insurance Partners. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Scott Brewington is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings extensive experience in wealth management and financial services, having been active in the industry since 1987. Since joining Merrill Lynch in 1995, Scott has focused on serving businesses, executives, professionals, and retirement clients. His background includes significant expertise in middle market business opportunities, cash management, lending, and advisory services, which informs his current wealth management approach. Scott specializes in family wealth management strategies, legacy planning, liquidity management, managing new wealth, philanthropic planning, small business strategies, and retirement income. He is a Personal Investment Advisor (PIA) and holds a bachelor's degree from Wofford College. Beyond his professional work, Scott is actively involved in his community in Greensboro, North Carolina. He serves as President of the Summit Rotary Club and has held leadership roles with the Community Theatre of Greensboro Board of Directors and the Greensboro Board of Adjustment. He is also a member of Holy Trinity Episcopal Church, where he has served on the Vestry, Business and Finance Committee and chaired stewardship campaigns. Scott enjoys endurance sports, including biking, running, and swimming, and has completed over 26 marathons and two Ironman competitions. He lives with his wife, Libby, in Elk Creek, Virginia, and they have two adult children.

Jason Markey is Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients and their families to develop financial plans that align with their individual preferences and financial goals. He has been with Fidelity Investments since 2011, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, Vice President Financial Consultant, and currently Vice President, Wealth Planner. This experience has given him a comprehensive understanding of financial planning and investment consulting. No information about his education, credentials, personal interests, or community involvement has been provided.

William Pickering is a financial advisor at Cetera with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Concourse Financial Group Securities Inc and Lincoln Financial Securities Corp. He also operates First Summit Financial, where he manages operations and oversees the sales and service of insurance products. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple program platforms with both affiliated and third-party managers.

Kevin Parrish is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His prior work includes roles at LPL Financial, State Farm, and Terrana Group. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Randy Walker is a financial advisor with Ameriprise in Winston Salem, NC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Joyce Witt is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

Blanche Cheeley is a financial advisor with LPL Enterprise, holding a Series 66 designation and 13 years of industry experience. She has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she owns Legacy Up Financial Services, where she works as an educator, coach, facilitator, and speaker on financial literacy. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, supported by a platform that integrates advisor programs with a range of financial products and services.

Paul Vidovich is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Stifel since 2014. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a member of Vidken LLC, which owns a beach house in Greensboro, NC. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipal entities. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and financial planning guidance.