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 designations and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, and Charles Schwab. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as a registered commodity pool operator with formal advisory roles for multiple investment companies.

Corbin Watson is a financial advisor at LPL Financial with five years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining LPL Financial, Watson spent several years at Northwestern Mutual in various roles across wealth management, investment services, and life insurance. 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 financial planning and investment services, including model portfolios and third-party asset management, supported by technology tools and a broad platform of financial activities.

Laurie Laucks is a Series 66-licensed financial advisor with Edward Jones in Mocksville, NC, and has nine years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions under a fiduciary standard.

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, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked at Cuso Financial Services, LP for 16 years and has been associated with Allegacy Federal Credit Union for over two decades. Stewart volunteers with the Alzheimer’s Association and serves on the board of BISA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports a variety of advisory strategies and platforms while maintaining significant non-advisory financial activities and oversight of substantial discretionary assets.

Mickey Smith is a financial advisor with LPL Financial in Winston Salem, NC, holding CFP® and Series 66 designations and with 22 years of industry experience. He has been with LPL Financial for 15 years and also maintains involvement with Stoked Ventures, an entrepreneurial venture established in 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning and investment solutions to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives using various portfolio management approaches and technological tools.

John Setzer is the Senior Resident Director and Wealth Management Advisor at the Merrill Lynch Winston Salem office. With over 28 years of experience in financial services, he joined Merrill Lynch Wealth Management in 2001. John leads his team in advising clients on wealth accumulation, preservation, and transfer by creating customized wealth management strategies that encompass portfolio development, liability management, and asset preservation. John's expertise includes family wealth management strategies, legacy planning, liquidity management, retirement income, and small business strategies, among other areas. He holds professional designations as an Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). He is a graduate of Appalachian State University and also attended the Wake Forest University School of Banking. In addition to his professional work, John is involved in his community through organizations like Habitat for Humanity and Goodwill Industries of Northwest North Carolina. He is a member of the Appalachian State University Alumni and the YMCA of Western North Carolina. John's personal interests include boating, fishing, golfing, hiking, skiing, traveling, and spending time with his family.

Paula Moreland is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include a decade at CUNA Brokerage Services, INC and ongoing service with Members Credit Union since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a broad range of advisory and brokerage services, including financial planning and model portfolio programs.

Matthew Brown is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Park Avenue Securities, LLC, Guardian Life Insurance Company of America, and Stratford Advisors, Inc. 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 and access to third-party asset management, with a broad platform supported by extensive operational and research tools.

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 and TD Ameritrade, as well as several years of self-employment before joining LPL Financial. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

John Barrow is a CFP® and PFS™ professional with 12 years of industry experience. He currently works at Cetera and has held prior roles at Avantax Investment Services, Blue Rock Wealth Management, and 1st Global Advisors, among others. He is also a financial advisor at Brendle Financial Group, LLC, where he provides wealth management and financial planning services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kenneth Davis is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, following a 21-year tenure at MetLife Securities Inc. He is also an independent insurance agent at Carolina Benefit Solutions, specializing in life, accident, and health insurance. 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 provides financial planning, asset management, and educational seminars, utilizing firm-approved tools and structured annual engagements to deliver collaborative recommendations.

David Cooil is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC, holding a Series 66 designation and nine years of industry experience. He has worked with Mass Mutual Life Insurance Company since 2014 and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, he is also an agent involved in life and fixed annuities. 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 comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented client relationships.

Griffin Smith is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and is based in Winston Salem, NC. Prior to joining LPL Financial, he held several roles at Bermuda Run Country Club and Winston Wealth Management. 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 including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.