Robert Craven III is a financial advisor with OSAIC based in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Woodbury Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors. He is also active as an agent in the sales and service of fixed insurance and annuities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and advisory platforms. The firm utilizes asset-allocation tools, risk assessment methods, and automated rebalancing to manage portfolios across various asset classes, supporting a range of advisory and brokerage services.

Jessica Chatmon is a financial advisor with LPL Financial based in Greensboro, NC. She holds a Series 66 designation and has 10 years of industry experience. Her prior roles include positions at Cetera, Edward Jones, and Farmasi. Outside of her advisory work, she is involved with Beauty Society, a multi-level marketing business focused on personal products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and utilizes various model portfolios and research resources to support its clients.

Jennifer Cockman is a financial advisor at Stifel with 12 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2017, following three years at Oppenheimer & Co Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Samuel Audet is a financial advisor at LPL Financial with credentials including the Series 66 designation. He has experience working in various industries, including two years at Techtronic Industries and two years at Cottage Lane Homes, as well as a thirteen-year tenure with Chesterfield County Public Schools. He joined LPL Financial in 2024 and is based in Greensboro, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources and providing both discretionary and non-discretionary management.

Justin Vidovich is a financial advisor at Stifel with Series 63 and Series 66 credentials and three years of industry experience. He worked at Envestnet, Inc. from 2012 to 2023 before joining Stifel in 2024. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies. The firm also provides services to private funds and pooled vehicles and operates alongside affiliated trust companies and banks.

Justin Moore is a Senior Financial Advisor with KM & Associates at Merrill, where he provides tailored financial advice and guidance to individuals and families. He works closely with clients to understand their financial priorities and assist them in developing and implementing strategies aligned with their long-term goals. Justin meets regularly with clients to help them prioritize their financial lives and pursue personal, financial, and professional objectives. Justin joined Merrill in 2011 and brings experience from his previous roles as a financial auditor and consultant in the financial services and insurance industries. He holds a bachelor's degree in accounting and finance from North Carolina A&T State University and a master's degree in accounting from the University of North Carolina at Greensboro. He also holds the Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) designations. Outside of his professional work, Justin is involved in his community, serving on the boards of Big Brothers Big Sisters of the Central Piedmont and Kappa Alpha Psi Fraternity, Inc. He and his wife, Hona, live in Greensboro, North Carolina, where they enjoy traveling and athletics.

Robert Timmons is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2000 and joined Merrill Lynch in 2006, focusing on the belief that wealth provides choices. His approach involves a disciplined strategy and financial road map aimed at achieving financial independence through collaboration tailored to each client's goals and circumstances. He holds a bachelor's degree in Economics from The University of North Carolina at Greensboro, earned in 2000, and a Certificate of Financial Planning from Georgetown University Center for Professional Development, obtained in 2005. Robert is also a CERTIFIED FINANCIAL PLANNER™ certificant and a Personal Investment Advisor (PIA). Robert is a member of the Noble Academy Board of Trustees. His professional process emphasizes understanding clients' families, financial situations, and priorities to deliver personalized service and proactive communication.

Matthew Palmadessa is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience in financial services, having started his career at Central Carolina Bank before joining Merrill Lynch in 2004. Matthew provides wealth management advice with a focus on personal retirement planning, philanthropic planning, portfolio management services, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Financial Consultant® designation from The American College. Matthew earned a bachelor's degree in Business Administration and Economics from Greensboro College, where he was a four-year letterman on the baseball team. Matthew is a member of the Society of Financial Service Professionals and has served on the board of Greensboro College's Advisory Council. He resides in Greensboro, North Carolina, with his wife Allison and their four children. In his spare time, he enjoys playing baseball, golfing, running, and spending time with his family.

Janet Conti is a financial advisor with Merrill in Greensboro, NC, holding a Series 66 designation and has 24 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1976. Outside of her advisory role, she serves as a committee member on the Finance Committee for Greensboro Urban Ministry, a local charitable organization. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Anna Harshaw is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Ameriprise, she worked at North Carolina State Employees Credit Union and has experience in education and community activities, including roles at Green Valley Swim and Tennis, Lenoir Rhyne University, and Grimsley High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Shelley York III is a financial advisor at OSAIC with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Woodbury Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors LLC. York also operates GCG Wealth Management, offering full-service brokerage services under a separate corporate entity. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses various asset-allocation tools and supports multiple platform programs, including model and managed-account solutions.

Felix Delgado is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Edward Jones in Greensboro, NC, where he has worked since 2025 and previously from 2018 to 2021. His prior experience includes roles at Truist Investment Services and Truist Advisory Services. Edward Jones is a wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Raphael Mc Gee is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Cetera and Wells Fargo. Outside of his advisory role, Mc Gee is involved in managing a group home and owns a business providing housing assistance. 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 ongoing financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning.

Jack Wilson is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked in roles outside the financial services industry, including at ADT Defenders and FurnitureLand South. In addition to his advisory work, he is involved in photography as a side activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Jonathan Spillman is a CFP®-designated financial advisor with Edward Jones in Greensboro, NC, bringing 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Richard Ketner is a financial advisor with UBS Financial Services in Greensboro, NC, holding a Series 66 designation and 12 years of industry experience. He has worked at UBS since 2018 and previously spent three years at Sanford C. Bernstein & Co., LLC. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining wealth management with institutional trading capabilities and a broad range of financial products and research resources.

Shannon Harris is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining LPL Financial in 2022, Harris worked at Geneos Wealth Management Inc. and HBS Financial Advisors. Harris is also the president and owner of Harris Wealth & Retirement Planning, a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with both discretionary and non-discretionary management supported by research, model portfolios, and various advanced technologies.

Cole Sanders is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Balser Investment Management Group, Commonwealth Financial Network, and various non-financial positions such as at Uline and Cog Hill Golf & Country Club. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and models, and it supports advisory programs along with municipal and public-finance work through a municipal advisor affiliation.

Gregory Ellington is a financial advisor with Raymond James Financial in Burlington, NC, holding Series 63 and Series 66 credentials and 12 years of industry experience. His work history includes roles at American National Bank & Trust and American National Investment Services. He serves as a board member at St Marks Evangelical and Reformed Church, advising on financial matters. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, institutions, and organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs across a large network, including specialized municipal and retirement plan consulting services.

Andrew Mayon is a CFP® with 15 years of industry experience and has been an advisor at Edward Jones since 2011. He is also the owner of Andrew Jay Photography, a freelance real estate photography business based in Greensboro, NC. 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 large nationwide network of financial advisors and branch offices.