Daniel Bernabe is a financial advisor with LPL Financial in Winston-Salem, NC, holding a Series 66 designation and over 21 years of industry experience. He has worked with Allegacy Federal Credit Union and Cuso Financial Services, LP since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Fitzhugh Mc Murry III is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Piedmont Advantage Credit Union, CUSO Financial Services, Bank of America, Merrill, and Branch Banking and Trust Company. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

James Mcbride Jr. is a financial advisor with LPL Financial in Winston-Salem, NC, holding Series 63 and Series 65 credentials and possessing 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. He serves as a board member for Window World, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, utilizing model portfolios, third-party subadvisors, and proprietary research to support diversified investment strategies.

Frank Miller Jr. is a financial advisor with MassMutual Investors Services in Winston Salem, NC, holding Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at MetLife Securities and MassMutual Life Insurance Company. Miller is also an independent insurance agent affiliated with Blue Cross Blue Shield. MassMutual Investors Services, LLC 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 emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of investment and educational programs.

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.

Joy Richardson is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC. She holds Series 63 and Series 66 licenses and has 33 years of industry experience, including 25 years with Metlife Securities Inc. She also has an individual life and long-term care insurance sales activity. 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 emphasizes collaborative, goal-based planning using firm-approved analytic tools.

John Thomas Lanham is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Corbin Watson is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 65 and Series 63 licenses and bringing five years of industry experience. Prior to joining LPL Financial in 2026, he worked at Northwestern Mutual in various roles from 2019 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by extensive research and diversified investment strategies.

Laurie Laucks is a financial advisor at Edward Jones with eight years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2016 and previously operated a business called Life's A Stitch from 2014 to 2016. Edward Jones serves more than four million individual and institutional clients with a wide range of wealth management services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Diane Wimmer is a financial advisor with Ameriprise in Winston-Salem, NC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Ameriprise since 2005, including six years under the current firm structure. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Todd Lockhart is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at METLIFE Securities Inc. from 2001 to 2017 and has held roles at MassMutual Life Insurance Co. since 2016. Outside of advising, Lockhart is involved in individual life, disability, and long-term care insurance sales and holds ownership in a real estate-related business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to guide clients through goal analysis and investment strategy recommendations.

Edith Broccolo is a financial advisor at Edward Jones with 14 years of industry experience. She holds the CFP® designation and Series 66 registration. Edith has been with Edward Jones since 2011. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Berott Mathnov is a Benefits & Planning Consultant for Executive Services at Fidelity Investments, a role held since 2024. In this capacity, Berott assists clients in designing and executing financial plans by utilizing employer-sponsored benefits and adopting a holistic approach to financial planning. Prior to joining Fidelity Investments, Berott worked as a Strategic Communications Manager at Robinhood from 2020 to 2022 and as a Client Relationship Consultant at TIAA from 2017 to 2020. These positions contributed to a diverse background in client relations and strategic communication within the financial services industry. Outside of professional pursuits, Berott enjoys a variety of outdoor activities including beach visits, gardening, horseback riding, outdoor adventures, scuba diving, and skiing.

Merrill Stewart is a financial advisor with LPL Financial in Clemmons, NC, holding Series 63 and Series 65 credentials and 17 years of industry experience. Prior to joining LPL Financial in 2025, he spent 16 years at Cuso Financial Services, LP and has been associated with Allegacy Federal Credit Union since 2003. He serves on the board of the nonprofit BISA and volunteers with the Alzheimer's Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Mickey Smith is a CFP® with 22 years of industry experience, currently serving as a financial advisor at LPL Financial since 2011. He has operated his own advisory business, Mickey L. Smith, since 2004 and is involved with Stoked Ventures, which he has managed since 1999. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Paula Moreland is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at LPL Financial since 2022 and concurrently at CUNA Brokerage Services and Members Credit Union since 2012 and 2010, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management along with model portfolios and third-party research.

Matthew Brown is a financial advisor with LPL Financial based in Winston-Salem, NC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His previous roles include positions at Nationwide Investment Services Corporation, Park Avenue Securities, Guardian Life Insurance, and Stratford Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Sean Bokhoven is a financial advisor at Raymond James Financial Services Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various capacities at Raymond James and its affiliates since 2021. Prior to that, he was with BB&T and its related entities from 2005 to 2021. Bokhoven is also associated with Signature Wealth Group in Winston Salem, NC, where he serves as a financial advisor. 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, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals, utilizing risk profiling and analytical modeling tools, and supports a broad advisor network with specialized municipal and public finance advisory capabilities.

Paul Johnson is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Voya Financial Advisors. Johnson is active in the National Association of Insurance and Financial Advisors (NAIFA) North Carolina Chapter, serving as president-elect and vice chair of the state's Government Relations Committee. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliations.

Anthony Mason is a financial advisor with LPL Financial in Winston-Salem, NC, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at SCOTTRADE, TD Ameritrade, and self-employment in financial services. LPL Financial is a national investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.