Jeffrey Davids is a Series 66-licensed financial advisor with Edward Jones, based in Winston Salem, NC, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for JCPenney Co for 20 years. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Campbell Thompson is a financial advisor at Edward Jones in Clemmons, NC, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Steven Rubin is a CFP®-certified financial advisor with 10 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Lincoln Financial Securities Corporation and Hege Financial Group from 2016 to 2019. Rubin operates out of Winston Salem, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Jasmine Mikell is a financial advisor with MassMutual Investors Services in Winston Salem, NC, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America, Merrill, Fidelity Investments, and CUNA Brokerage Services, among others. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides options for implementation through separate brokerage or insurance arrangements.

Steven Brendle is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He is currently with Cetera and has prior experience at Avantax Investment Services, 1st Global Advisors, and leading his own firms including Brendle Financial Group, LLC and Brendle Crouse P.A., a CPA firm he manages. He also holds a real estate broker license and serves as a trustee for an irrevocable life insurance trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Bryan Dixon is a financial advisor with Edward Jones in Winston Salem, NC, holding CFP® and Series 66 credentials and bringing 22 years of industry experience. He has been with Edward Jones since 2006 and previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2006. Outside of his advisory role, he is president of Dixon Holdings LLC, a real estate holdings company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large advisor and branch network and its affiliated capabilities beyond advisory services.

Morris Moser is a CFP® professional with 36 years of experience in financial advising, currently affiliated with Raymond James & Associates. His career includes roles at firms such as Cetera, Avantax, World Equity Group, and Taylor Capital Management. Outside of his advisory work, he is engaged in teaching financial and retirement topics locally and is a partial owner involved in oversight of a car wash business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with a diverse array of portfolio management styles supported by affiliated research and sub-advisers.

Scott Bilton is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked for Winston Salem Forsyth County Schools for 16 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Eric Haughwout is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Edward Jones in Mocksville, NC, where he has worked since 2023 and previously from 2012 to 2017. His prior experience includes roles at TD Ameritrade and PNC Investments. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Steven Davis is a financial advisor with MassMutual Investors Services in Winston-Salem, NC, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked with MML Investors Services since 2012 and has been associated with MassMutual Life Insurance Company since 2009. Outside of his advisory role, he is an agent involved in life and group health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Julio Aller is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes over two decades at Metlife Securities Inc. prior to joining Mass Mutual. In addition to his advisory role, he has an individual life insurance sales activity. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach involves ongoing, collaborative planning engagements using approved software tools to analyze client goals and deliver written recommendations.

Nicholas Ryder is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Equitable Advisors, as well as a brief tenure at Amazon. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Samuel Critz Jr. is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with CUSO Financial Services, LP and Allegacy Federal Credit Union since 2005. 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 services and investment platforms, combining a broad financial services network with advanced operational and research tools.

Daniel Bernabe is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 21 years of industry experience. His prior work includes roles at UBS Financial Services, Wells Fargo Clearing, and Allegacy Federal Credit Union, where he continues to be involved. 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 wide range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party portfolio strategies and advanced operational tools.

Fitzhugh Mc Murry III is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 credential and has worked at several firms including Piedmont Advantage Credit Union, CUSO Financial Services, Bank of America, Merrill, and Branch Banking and Trust Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, leveraging its scale and diverse financial activities alongside its advisory platform.

James McBride Jr. is a financial advisor with LPL Financial in Winston-Salem, NC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc., Lincoln Financial Securities Corporation, and Capital Investment Advisory Services, LLC. Outside of his advisory work, he serves as a board member for Window World, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to a wide range of clients, including individuals, retirement plan participants, banks, and institutions. The firm offers diverse investment solutions such as financial planning, model portfolio programs, and institutional platforms, supporting its large network of advisors with research and operational tools.

Grant Kunkel is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 65 and Series 63 licenses and 15 years of industry experience. He previously worked for AllianceBernstein Investments, Inc. for 16 years prior to joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michelle Lacount is a financial advisor with Fidelity, holding a Series 66 designation and 24 years of industry experience. Her prior roles include positions at Bank of America, Merrill, Ameriprise Financial Services, Catalyst Financial Group, Morgan Stanley, and Citigroup Global Markets. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage assets.

Frank Miller Jr. is a financial advisor with MassMutual Investors Services in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes 16 years at MetLife Securities and over a decade with MassMutual Life Insurance Co. Outside of advisory work, he is an independent insurance agent specializing in life, accident, and health insurance. MassMutual 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, emphasizing collaborative, annual planning relationships and using firm-approved analytical tools to develop client recommendations.

Kenneth Wiles is a financial advisor with Edward Jones, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Raylen Vineyards, TD Ameritrade Investment Management, LLC, and Scottrade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.