Megan Trolley is a financial advisor at Wholestory Wealth LLC in Greensboro, NC, holding Series 63 and Series 65 credentials with one year of industry experience. Her prior roles include positions at Quinn Opportunity Partners and self-employment spanning over a decade. Wholestory Wealth LLC is a fee-only advisory firm serving individuals and high-net-worth clients with wealth management and project-based financial planning. The firm’s investment approach integrates fundamental, technical, cyclical, and charting analysis within a Modern Portfolio Theory framework, employing both passive and active strategies and occasionally incorporating ESG screens and cryptocurrency exposure.

Maura Egan is a financial advisor at Wholestory Wealth LLC in Greensboro, NC. She holds a Series 65 designation and has twelve years of prior experience at Lincoln Financial before joining her current firm in 2026, following a one-year sabbatical. Wholestory Wealth LLC is a fee-only advisory firm serving individuals and high-net-worth clients through wealth management and project-based financial planning. The firm combines multiple analytical approaches within a Modern Portfolio Theory framework and manages accounts on a discretionary basis using an institutional custodian.