Andrew Vanore is a financial advisor with Raymond James & Associates, holding the Series 66 designation and 14 years of industry experience. Prior to joining Raymond James in 2023, he worked at Bank of America, N.A. for 11 years and Merrill Lynch, Pierce, Fenner & Smith Incorporated for 12 years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Carl Bass is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 47 years of industry experience. His career includes roles at Grove Point Investments, H. Beck, Inc., and leadership at Bass Financial Strategies, Inc. He serves as a senior elder at Westover Church and is a board member of Horsepower, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm offering financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides tailored strategies through various custody platforms and combines proprietary and third-party model solutions.

Jennifer Beane is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at First Bank and BB&T. Outside of advisory work, she is involved in construction renovation businesses, managing financials for Bella Lan Renovations Inc. and Badin Lake Builders LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Matthew Thiel is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. He worked at Wells Fargo Advisors LLC for 21 years before joining Raymond James Financial Services in 2020. Outside of his advisory role, he is president of Signature Wealth Group and Covenant Wealth Strategies LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal finance and employer advisory programs.

Jessica Martin is a financial advisor with Ameriprise in Sophia, NC, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Stephanie Johnson is a financial advisor at Wells Fargo Clearing in High Point, NC, holding Series 63 and Series 66 credentials with 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services and financial planning, employing research and analytics to support portfolio construction and offering brokerage and advisory solutions at scale.

Braielyn Peoples is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Primerica Advisors, she worked at Primerica Financial Services and has involvement with Peoples Private Learning Center, Inc. She also spent five years working with Charlotte Mecklenburg Schools. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of advisors.

Amy Neely is a Financial Advisor at Merrill Lynch Wealth Management, where she collaborates with a team of educated and experienced wealth management professionals. She is dedicated to developing diversified investment portfolios that align with clients' objectives and support their overall wealth strategies. Her expertise includes creating individualized financial plans that address a broad range of goals such as saving for education and retirement, managing debt, and analyzing life and long-term care insurance to protect families and estates. She also leverages the banking resources of Bank of America to offer comprehensive financial solutions. Amy holds a Bachelor's Degree from Michigan State University and an Associate's Degree from Glen Oaks Community College. She has earned the designations Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Amy lives in Greensboro with her husband, Scott, and their children, Kennedy and Miles. Outside of her professional work, she enjoys reading, hiking, and paddle boarding.

Radford Hyde is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Justin Berilla is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Investment Consultant, Workplace Planning Consultant I and II, and Workplace Planning Associate. Justin's experience encompasses various aspects of financial consulting and workplace planning. His professional focus is on helping clients achieve financial purpose, security, and freedom. Outside of his professional work, Justin has interests in art, beach activities, bowling, concerts, fitness, and playing musical instruments.

Timothy Gibson serves as a Resident Director and Wealth Management Advisor at Merrill Lynch, where he has been a team member since 2011. With over a decade of experience in the financial industry, he specializes in developing customized financial strategies for individuals, small business owners, non-profits, and foundations. His client focus areas include college education planning, family wealth management strategies, institutional investment consulting, legacy planning, personal retirement planning, philanthropic planning, and small business strategies. Timothy holds a Bachelor's Degree in Business Management and Administration from North Carolina Central University and a Master's Degree from Colorado Technical University. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also a member of Alpha Phi Alpha Fraternity, Inc. Residing in Greensboro, NC with his wife Kate and daughters Elizabeth and Kimberly, Timothy is actively involved in his community, including participation with the United Way of Greensboro. He enjoys spending time with his family and engaging in activities such as biking, football, hiking, music, running, and scuba diving.

Clinton Zeller is a financial advisor with Fidelity in Greensboro, NC, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity Investments LLC in 2021, he worked in various roles including at Starmount Forest Country Club and Mythos Grill. Outside of advising, he works part-time as a cleaning attendant for a janitorial service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Bradley Ross is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and seven years of industry experience. He has worked with Ameriprise since 2017, including roles at Ameriprise Financial Services, and has prior experience at Northwestern Mutual and the University of North Carolina Wilmington. Outside of his advisory role, Ross is a co-owner of a tax preparation business and owns a consulting firm. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions and uses a centralized consulting team to deliver retirement-income recommendations that incorporate research, modeling, and tax-efficiency analysis.

Keller Biswurm is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he is part of the Williamson Group. In this role, he collaborates with his clients to make effective financial decisions by understanding their unique goals, priorities, and life stages. Leveraging the expertise and resources of his team, Merrill, and Bank of America, Keller provides a comprehensive approach to wealth management tailored to each client's individual situation. Keller began his career in the insurance industry, focusing on financial analysis and client trust, which led to his transition into financial advising. He holds a Bachelor's Degree from Elon University and has earned professional designations including Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). His client focus areas include college education planning, divorce transition planning, and liquidity management. Community involvement is an important aspect of Keller's life. He volunteers with organizations such as Star of Hope Ministries and Younglife Alamance County. Outside of his professional and volunteer commitments, Keller enjoys spending quality time with his wife and young daughter, participating in church activities, and exploring North Carolina.

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 38 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2004. 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 various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management and a range of model portfolios and investment strategies.

Terry Hindle is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he coaches baseball at Cornerstone Middle School and owns Alpha Standard Baseball LLC, providing coaching and instruction. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and including a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

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.

Eric Crowl is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, he held positions in a variety of industries including manufacturing, distribution, and landscaping. Outside of financial advising, he co-owns and produces content for a small YouTube channel focused on the game Magic: The Gathering. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.