Terry Hindle is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Securities, Inc. in 2002. Outside of his advisory role, he coaches baseball at Cornerstone Middle School and runs Alpha Standard Baseball LLC, focusing on coaching and baseball instruction. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services and retirement plan consulting, utilizing research and analytics while providing both brokerage and advisory solutions.

William Towns is a financial advisor at Merrill in Greensboro, NC, holding a Series 66 designation and entering the industry with less than one year of experience. His prior work includes positions at IFund Loans, New York Life, and Bank of America. He attended Wake Forest University from 2021 to 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christoph Kohly is a financial advisor at Merrill with 21 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2003 and has been with Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Kilby is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since January 2011. Prior to joining Merrill Lynch, Justin spent six years working in the supply chain and logistics field, most recently at Ralph Lauren Corporation. Justin holds a Bachelor's Degree in Business Administration from West Virginia Wesleyan College, where he was involved in varsity soccer and the Chi Phi fraternity. He also earned a Master's Degree in Business Administration from Elon University in 2008. He is recognized as a Personal Investment Advisor (PIA). Justin has been named to the Forbes "Best-in-State Wealth Advisors" list multiple times, including 2019 and consecutively from 2022 through 2026. He resides in Greensboro with his wife and their two children.

Richard Edmonds is a financial advisor with Ameriprise in Greensboro, NC, holding Series 65 and Series 63 licenses and having five years of industry experience. Prior to joining Ameriprise in 2020, he worked at ITG Brands for five years. Edmonds serves on the Board of Directors for Guidance Carolina. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning and written Recommendation Reports based on research and algorithmic tools.

Jeremy McDonald is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been with Fidelity since 2007, progressing through various positions including Financial Consultant, Investment Consultant, Workplace Guidance Associate, and Defined Contribution Associate. Throughout his tenure at Fidelity, Jeremy has developed expertise in financial consulting and investment services. He emphasizes a collaborative approach by listening to clients to understand their goals and tailoring strategies to meet their individual needs. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

Robert Mack is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked within various Fidelity affiliates, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Robert Meyer is a Series 66-licensed financial advisor with Merrill, based in Greensboro, NC. He has 24 years of industry experience, having worked with Merrill since 2002 and Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.

Lance Wilson is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. Prior to this role, he served as a Financial Consultant at Fidelity Investments from 2017 to 2018. His career in the financial industry includes serving as Vice President and Financial Advisor at SunTrust Investment Services from 2011 to 2017, and at Wells Fargo Advisors from 2000 to 2011. He began his career as a Financial Advisor at First Union Brokerage Services from 1995 to 2000 and started as a Stock Broker at J.J.B Hilliard, W.L. Lyons from 1991 to 1994. With over two decades of experience, Lance works with individuals and their families to guide them through various financial stages of their lives. He collaborates with clients to establish long-term financial plans aimed at reducing concerns related to day-to-day financial management.

Ted Stewart is a Series 66-licensed financial advisor with 16 years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc., having been with various Raymond James entities since 2011 and previously with Edward Jones for one year. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm uses tailored non-discretionary planning and analytical tools, including risk profiling and probability modeling, and supports municipal and public-finance work through an affiliated municipal advisor.

Charles Staples is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. His career includes positions at U.S. Bancorp Investments, Wells Fargo Clearing Services, and Fifth Third Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to model potential outcomes, supporting client implementation through its advisory programs and other providers.

James Fleming is a Series 66–licensed financial advisor with Edward Jones in Burlington, NC. He began his financial advisory career in 2025, including a position at Betty Andrews Investment Management/LPL prior to joining Edward Jones. Outside of his advisory work, he has been involved with the Figure Eight Island Yacht Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Christopher Rosic is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develop strategies aimed at short-, mid-, and long-term objectives. He provides guidance on a range of topics including general investing, retirement planning, and preparing for unexpected expenses. Christopher also collaborates with Bank of America specialists to offer clients solutions related to banking, credit, home financing, and small business needs. With expertise in portfolio management, tax minimization, and retirement income, Christopher focuses on creating personalized portfolio strategies that adapt to clients' changing circumstances. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of North Carolina System. Outside of his professional work, Christopher engages in activities such as football, ice hockey, pickleball, spending time with his family, and traveling.

Gregg Williamson is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 1990. He also has held a position at Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Lybarker is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones since 2017, with prior experience at Asbury Automotive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Dennis Bissell is a financial professional with Cetera and its affiliated entities, holding CFP® and ChFC® designations and over 23 years of industry experience. Prior to joining Cetera in 2025, he worked for Lincoln Financial Distributors for 18 years. Outside of his advisory role, he serves as Wing Commander for the North Carolina Civil Air Patrol and is a member of the Investment Committee for the Civil Air Patrol Foundation. Cetera Investment Advisers LLC is an SEC-registered adviser that provides a multi-manager platform to a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services, utilizing affiliated and third-party managers alongside customizable investment strategies.

Mary Otterberg is a financial advisor with Merrill in Greensboro, NC, holding Series 63 and Series 66 licenses and with 28 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2004. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

John Proia is a financial advisor with Ameriprise in Summerfield, NC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of advising, he has involvement in non-investment-related real estate ownership. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Coral Edmonds is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2020, she worked in education at Hartford Public Schools and held positions in wireless communications and real estate. Edmonds is also involved with Honey Badger Management LLC as an Associate Financial Advisor. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions.

Larry Foster Jr. is a financial advisor with Mass Mutual Investors Services in Greensboro, NC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Mass Mutual Investors Services since 1992 and also has a longstanding affiliation with MassMutual Life Insurance Company dating back to 1989. Foster holds officer roles at Compensation Systems, Inc. and CSI Wealth Management, LLC, both related to financial and pension services. MassMutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing collaborative annual planning engagements and firm-approved analytical tools to support client goals.