Brooks Jewett is a CFP® professional. Outside of his Wealth Leader role, Brooks previously coached lacrosse at Forsyth Country Day School and serves on the boards of several community organizations, including the Winston-Salem Police Foundation, Whitaker Elementary Circle and the Financial Planning Association of Charlotte.

Derek Frosh is a CFP® professional with 30 years of industry experience, currently serving at Hanover Square Wealth Advisors LLC since 2025. Prior to joining Hanover Square, he worked for UBS Financial Services for 12 years. Outside of financial advising, he owns and operates a general contracting business involved in construction and remodeling in North Carolina. Hanover Square Wealth Advisors LLC provides investment management, financial planning, retirement-plan consulting, and business consulting to a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans. The firm employs strategic asset allocation and a variety of portfolio management strategies, offering access to alternative asset classes and external account monitoring.

Loretta Fredere is a financial advisor at Hanover Square Wealth Advisors LLC with 25 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 16 years. Hanover Square Wealth Advisors LLC offers investment management, financial planning, retirement-plan consulting, and business consulting to a diverse client base, including individuals, high-net-worth clients, families, trusts, estates, businesses, and institutional entities. The firm employs a range of strategies, including strategic asset allocation and access to alternative asset classes, and manages portfolios on both discretionary and non-discretionary bases.

Adam Mcmillian is a financial advisor at Tidemark, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Cannon Wealth Management. Outside of his advisory role, he serves on the board of Stokes United, a nonprofit organization that raises funds for local charities. Tidemark, LLC provides investment management, financial planning, and consulting services to individuals, small businesses, pension plans, and institutional clients. The firm manages $462.5 million in assets and constructs tailored portfolios using a range of investment products, incorporating fundamental and technical analysis in its process.

Cody Grant is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Empower Financial Services, BHG Financial, and Apple. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base relative to its adviser headcount.

Jacob Johnson is a financial advisor at PNC Wealth Management with one year of industry experience. He holds Series 63 and Series 66 designations. Prior to joining PNC, he worked at Salem Heritage and has experience in various roles outside the financial industry. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist service that uses algorithm-driven risk assessment and third-party-managed investments primarily in mutual funds and ETFs.

John Donaldson is a financial advisor with Eagle Strategies (NY Life) based in Germanton, NC. He holds the ChFC® designation and has 37 years of industry experience. Donaldson has worked with Eagle Strategies since 2001 and operates Donaldson Insurance And Financial Services, where he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, mainly on a non-discretionary basis, and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

William Amburn is a financial advisor with Farther, holding a Series 66 designation and 23 years of industry experience. He has worked at multiple firms including LPL Financial and Private Client Services, LLC, and is also a partner at Cannon & Company, LLP, a CPA firm. In addition to his advisory role, Amburn is involved with an insurance agency and maintains a partnership in a CPA firm. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform along with in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a range of securities including ETFs, mutual funds, equities, and fixed income.

Bethany Beckner is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and four years of industry experience. She has worked at Principal Life Insurance Company and Principal Financial Services since 2024, following two years at TIAA and prior roles at Unifi Inc and the University of North Carolina at Charlotte. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs with both advisory and promoter arrangements.

Jackson Johnson is a Series 66-licensed financial advisor with LPL Financial in Winston-Salem, NC, bringing two years of industry experience. His background includes roles at Edward Jones Investments and CUSO Financial Services, LP, as well as involvement with Allegacy Federal Credit Union. He serves as a board member of the King Public Library. 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 through a large network of investment adviser representatives who utilize various portfolio programs and strategies supported by research and technology tools.

Michael Warren is a financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at North Carolina Farm Bureau and Penske Racing. He serves as president of the Pilot Mountain Civic Club. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

Jon Fox is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including RBC Capital Markets and CUSO Financial Services, LP. He serves on the board of NC Swimming, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, leveraging a large network of advisors supported by proprietary research and technology.

Timothy Bowles is a financial advisor at LPL Financial with 35 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at CUSO Financial Services, L.P. for 25 years. Bowles also has a long tenure with Allegacy Federal Credit Union, where he is involved in investment-related activities. 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 portfolio programs, and institutional platforms, leveraging both proprietary and third-party strategies.

Seth Maynard is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Tiffany Smith is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She previously worked at Colibri Group and has a background in the entertainment industry through her involvement with Bowl New England Dba Spare Time Entertainment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large network of financial advisors and branch offices nationwide.

John Mathews is a financial advisor with LPL Financial in Winston-Salem, NC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Allegacy Federal Credit Union, CUSO Financial Services, Wells Fargo, Scottrade, PNC Wealth Management, BB&T Investment Services, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment programs, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Geoffrey Odonnell Jr. is a financial advisor at LPL Financial with 28 years of industry experience and holds a Series 66 designation. His career includes prior roles at PRUCO Securities, LLC, and Next Financial Group Inc, in addition to previous tenure at LPL Financial. 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 management services, utilizing both proprietary research and third-party strategies across various asset allocation approaches.

Kenneth Bell is a CFP® credentialed financial advisor with 15 years of industry experience, currently practicing at Edward Jones since 2012. He serves on the Principal Advisory Board of Midway Elementary School in Lexington, NC, which addresses key decisions affecting the school community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor network and affiliated financial services.

Joshua Bunke is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Airbnb, Abound, Temple Baptist Church, Chick-Fil-A, and The Barn at Heritage Farm. He has also been involved with Blue Ridge Academy and Temple Baptist Church. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Wesley Hodgin is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation. Prior to his career in finance, he worked for five years with the Federal Bureau of Investigation. 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, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Wesley Carter is a financial advisor with Edward Jones, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as the Athletic Director and Boys Basketball Coach at Calvary Christian School in King, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Laura Clay is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked in educational institutions including Forsyth Country Day School, Chatham Hall, and St Andrew's-Sewanee School. Edward Jones is a full-service wealth management firm serving individuals and institutions, including a broad client base from non-high-net-worth households to corporate clients and charitable organizations. The firm offers a range of advisory programs and investment strategies, with reported assets under management of approximately $1.01 trillion supported by a large network of financial advisors and branch offices.

Clinton Yarbrough is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of advisors and branch offices nationwide.

Calvin Hodgin is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2001, bringing 24 years of industry experience. He is based in Pfafftown, NC. Outside of his advisory role, Hodgin serves on the finance committee of Maple Springs United Methodist Church and holds leadership roles with local community organizations including the Vienna Civic Club and West Central Community Center, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of investment advisory programs and affiliated financial products under a fiduciary standard.