Jack Horner is a financial advisor with Merrill in Greensboro, NC, holding Series 63 and Series 65 credentials and possessing 46 years of industry experience. He has worked at Merrill since 1980 and also has a tenure at Bank of America, N.A. dating from 2011. Outside of his advisory role, Horner and his wife are income beneficiaries of a charitable remainder unitrust benefiting the Wrightsville Beach Historical Museum. 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. The firm offers a range of model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Rice is a CFP® certified financial advisor with 10 years of industry experience. He has worked at Northwestern Mutual in various capacities from 2015 to 2025 before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

David Robinson Jr. is a financial advisor with Wells Fargo Advisors in Greensboro, NC, holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing, covering a combined 17 years before his current tenure. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that address areas such as retirement, education, risk management, and specialized needs like business-owner transition and sports & entertainment planning. Advisors utilize Wells Fargo research and tools to develop tailored recommendations, with implementation options adaptable to client preferences.

Zachary Morgan is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and The Kimpton Cardinal Hotel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, employing systematic methods and long-term asset allocation benchmarks.

Robert Ohanlon is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 40 years of industry experience. His professional background includes roles at Nationwide Securities Inc. and Nationwide Insurance, as well as operating O'Hanlon Insurance and Financial Services since 2007. He serves on the boards of the War Memorial Foundation and the Boy Scouts of America, where he is chairman of the Eagle Board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary strategies with access to proprietary and third-party model solutions.

James Halsch is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 credential and 21 years of industry experience. He previously worked at Kestra Financial Services, Inc. from 2016 to 2019 before joining LPL Financial in 2019. 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 financial planning and advisory programs, utilizing discretionary and non-discretionary management supported by model portfolios, research, and various investment strategies.

Thomas Watts is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior work includes roles at Elon University and Milestone Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its role in managing model portfolios, advisory services to registered investment companies, and use of AI and algorithmic methods in its investment approach.

Isaiah Martin is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, Martin was involved with Tybro.com INC for nine years. Outside of his advisory work, he is active with the Iron Barbell Collective and CrossFit BIC. 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 investors. The firm offers tailored, non-discretionary planning and supports advisory programs with advanced analytical tools and specialized municipal and public-finance expertise.

Robert Mitchell Jr. is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co. Inc. for eight years. Outside of his advisory role, Mitchell is a published book author and motivational speaker based in Greensboro, NC. 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 consulting, utilizing discretionary and non-discretionary management supported by research and diverse portfolio strategies.

Ryan Neely is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Lincoln Financial Group for seven years and The Sales Factory for three years. Neely holds the Series 66 designation and is based in Greensboro, NC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning and advisory services that are generally non-discretionary, with implementation decisions made by clients.

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.

Brittany Kinneer is a Series 66-licensed financial advisor with Edward Jones, based in Kernersville, NC. She has two years of industry experience and previously worked at Merrill Lynch/Bank of America, as well as several credit unions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

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.

Kevin Hoppens is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

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.

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.

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.

David Lefever is a financial advisor at Osaic Wealth, Inc. based in Greensboro, NC, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services for 22 years. Outside of his advisory role, Lefever is involved in operating a non-securities insurance business. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of brokerage and advisory services and employs various tools such as asset-allocation models and automated rebalancing to construct portfolios tailored to clients' risk tolerances.

Douglas Duvall is a financial advisor at Ameriprise with 25 years of industry experience. He previously worked at Edward Jones for 23 years before joining Ameriprise in 2020. Outside of his advisory role, Duvall is the owner and operator of Jubilee Legacy, LLC, which manages the day-to-day expenses of his financial practice. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to create personalized written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.