Larry Hammonds is a financial advisor at Stifel with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2019, following three years at Wells Fargo Clearing. Stifel serves a diverse client base including individuals, high net worth clients, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodology.

Brittney Schlicker is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2016. Before joining Baird, she worked at United Brokerage Services, INC for two years. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which provides services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management solutions, combining manager-traded and model-traded strategies with tax-management and direct-indexing capabilities.

David Ruck is a Certified Financial Planner® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Chick-fil-A Brassfield for two years. Outside of his advisory role, he operates a small online business buying and selling collectibles on eBay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory services and investment options supported by a nationwide network of advisors and branch offices.

Phillip Joyce is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. He holds the Series 63 and Series 66 designations. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Joshua Hamm is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and also works with Pinnacle Asset Management and Pinnacle Financial Partners in Lexington, NC. His prior experience includes roles at Wells Fargo Clearing Services and Edward Jones. Hamm's work involves managing client investment accounts and building relationships with bank partners. 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, pension plans, and institutions. The firm emphasizes tailored, non-discretionary planning and uses analytical modeling tools to support client goals.

Jennifer Powell is a financial advisor with Robert W. Baird & Co. Inc. in Winston-Salem, NC. She holds a Series 66 designation and has 21 years of industry experience, with her entire career spent at Robert W. Baird & Co. since 2003. The DDK Group, where she works, is part of Baird’s Private Wealth Management department and serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and ongoing manager oversight.

Daniel Branon is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Outside of his advisory role, Branon coaches boys' varsity basketball at both Caldwell Academy and North Carolina Leadership Academy. 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 strategies, operating under a fiduciary standard and supporting a nationwide network of financial advisors and branch offices.

Troy Blamer is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding a Series 66 designation and one year of experience in advisory services. He has been associated with MassMutual Life Insurance Co since 2014. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools to analyze client goals and offers event-driven planning services including divorce and estate settlement planning.

Ronald Jackson is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. He is also the owner of Barbell Brothers, LLC, a fitness training business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Richard Whitaker is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He previously worked at Metlife Securities Inc. for 24 years before joining MassMutual-related firms in 2016. Outside of his advisory work, he designs historical board games. 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 financial planning, asset management, and educational seminars, employing firm-approved software and collaborative, annual planning relationships.

William Greathouse Jr. is a financial advisor at LPL Financial with 46 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Ameriprise Financial Services, Ameriprise Financial, Oppenheimer & Co, RBC Capital Markets, and Scott & Stringfellow. Outside of his advisory work, he is a business owner of KTG Diva, Inc. 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 financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Anne Wishon is a financial advisor with LPL Financial based in Greensboro, NC. She holds a Series 66 designation and has six years of industry experience. Prior to joining LPL Financial in 2019, she worked at Grady-White Boats and spent sixteen years in full-time education. Outside of advising, she serves as Commodore of the Cape Lookout Grady-White Owners' Club and is involved with Windrose Travel Co. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes.

Kia Streater is a financial advisor with Wells Fargo Clearing in High Point, NC, holding a Series 66 designation and 18 years of industry experience. She previously worked at Triad Financial Advisors, Inc. from 2009 to 2013 before joining Wells Fargo Clearing in 2016. Streater serves on the finance committee of The Foundation for a Healthy High Point, reviewing account balances for grant purposes. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute alongside third-party data to support portfolio management.

Evan Hunter is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Matthew Hornaday is a financial advisor with LPL Financial in Winston Salem, NC. He holds a Series 66 designation and has been active in the industry since 2026. His prior experience includes roles at Performance CXO, 2032 Ventures, LLC, and Trust Company of the South. 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 a large network of investment adviser representatives.

Robert Saunders Jr. is a financial advisor with Morgan Stanley in Winston-Salem, NC. He holds a Series 66 designation and has 11 years of industry experience, all with Morgan Stanley and its affiliated Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers structured financial planning supported by proprietary tools and models.

William Cary is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Anne Fitzgerald is a financial advisor at Ameriprise Financial Services LLC with two years of industry experience. She holds a Series 66 designation and has prior experience at Fifth Third Bank and Pinnacle Financial Partners. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning with a focus on dependable income and tax-aware withdrawal strategies.

David Austin is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Signing Carolina Inc. Outside of advising, he has experience in retail management through a nearly two-decade tenure at The UPS Store. 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 financial planning and investment management solutions, utilizing various advisory platforms and technologies to support a broad network of more than 22,800 advisors.

Jordan Balmforth is the Vice President and Branch Leader at Fidelity Investments, where he leads the local Investor Center. In this role, he provides financial and investment guidance to customers. Jordan has been with Fidelity Investments since 2005, progressing through various roles including Customer Service Representative, Active Trader Representative, Active Trader VIP Specialist, Client Services Team Leader, Assistant Branch Leader, and currently Branch Leader. This extensive experience reflects his familiarity with client services and investment strategies within the firm.