Lynne Murray is a financial advisor with MassMutual Investors Services in Greensboro, NC, holding the ChFC® designation and Series 63 license. She has 41 years of industry experience, including over 40 years with MassMutual Life Insurance Company. Outside of her advisory role, she is involved as a broker in insurance-related products and is a member of Hanging Rock Enterprises LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved tools to deliver written recommendations without discretionary authority.

Peter Lamuraglia is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial and its predecessor since 2004, following four years at WS Griffith Securities, Inc. Lamuraglia is also an agent with Simplicity Group, a non-variable insurance business. 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 financial planning, portfolio management, and institutional services, leveraging a large network of advisors and a variety of investment strategies.

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.

Brian Buttolph is a financial advisor with Edward Jones in High Point, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, he owns Buttolph Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

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.

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.

Michael Lonano is a CFP® with 34 years of industry experience. He has worked at Osaic since 2024 and previously spent over three decades at Securities America, including a seven-year period at Securities America Advisors. Lonano also served as an insurance agent at Lonano Financial Advisors, Inc., and holds the position of treasurer for the Quaker Crossing Condominium Association. Osaic Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform that offers both brokerage and advisory services across various financial planning and portfolio management programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and rebalancing strategies.

Gary Bargebuhr is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He previously worked at Truist Advisory Services and Truist Investment Services for seven years, as well as Morgan Stanley Private Bank for three years. He serves on the Board of Trustees for the Greensboro Jewish Federation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors use firm research and tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.

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.

Patrycja Gelenberg is a financial advisor at Raymond James Financial with seven years of industry experience and holds a Series 66 designation. Her work history includes roles at Anchor Wealth Advisors, Pinnacle Financial Partners, Pinnacle Asset Management, and BB&T. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.