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® professional with 19 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at Morgan Keegan & Company, LLC. In addition to his advisory role, he is a military reservist in the North Carolina Army National Guard and holds a real estate license in North Carolina. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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 at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked in various roles within Wells Fargo and its affiliates since 2017. Prior to joining Wells Fargo, she was employed at Furnitureland South for one year. 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 offers both brokerage and advisory solutions.

Brian Hunsberger is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 licenses. He has 31 years of industry experience and has been with Wells Fargo Clearing since 2016. He serves as a finance committee member of the High Point Country Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm uses research-driven approaches grounded in diversification and modern portfolio theory and offers a broad range of brokerage and advisory solutions.

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 at Wells Fargo Advisors with 42 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Advisors and its clearing division since 2016. Outside of his professional role, he serves as a trustee for a family trust in Winston-Salem, NC. 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 institutional clients. The firm offers specialized planning areas and develops tailored recommendations using proprietary research and tools, allowing clients to choose how to implement them through various brokerage or advisory options.

Dawn Allison is a Series 66 licensed advisor at Edward Jones in Greensboro, NC, with seven years at the firm and two years of industry experience. Prior to joining Edward Jones, she worked at Triad Insurance Partners for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates under a fiduciary standard and offers affiliated investment options alongside a large nationwide network of advisors and branch offices.

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 financial advisor with J.P. Morgan Securities in Greensboro, NC, holding a Series 66 designation and two years of industry experience. His background includes roles at JPMorgan Chase Bank, LPL Financial LLC, and several other firms across finance and technical fields. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with systematic quantitative and qualitative research to develop model asset allocations.

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 with UBS Financial Services in Winston-Salem, NC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. She has worked at UBS since 2015 and was previously with Morgan Stanley from 2011 to 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor plans and portfolio management to clients’ goals and risk tolerances.

Blanche Cheeley is a financial advisor at LPL Enterprise with 13 years of industry experience. She holds the Series 66 designation and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is the owner of Legacy Up Financial Services, which focuses on financial literacy education, coaching, and speaking. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as institutional clients including retirement plans and charitable entities. The firm utilizes a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated financial 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.

Cory Barber is a financial advisor with Edward Jones in Greensboro, NC, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Barber serves on the Finance Committee of Canterbury School in Greensboro. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.

Diswa Malu is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2005. Malu serves as a board member of Family Service of the Piedmont, a nonprofit organization focused on supporting individuals and families. 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 and profit-sharing plans, corporations, and charitable organizations.