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 Lynch Wealth Management. He provides financial advice and guidance to individuals and businesses, helping clients align their financial lives with their personal circumstances. Justin works closely with clients to set long-term financial goals and develop tailored wealth management strategies that draw on the full range of investment insights available through Merrill. Justin joined Merrill in 2011 and brought with him experience as a financial auditor and consultant within 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 role, Justin is involved in his community through board service with Big Brothers Big Sisters of the Central Piedmont and Kappa Alpha Psi Fraternity, Inc. He and his wife, Hona, live in Greensboro, North Carolina. They are members of Calvary Christian Center and enjoy traveling and participating in athletics together.

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.

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.

John Katon is a financial advisor with Cetera Wealth Services LLC, holding a Series 66 designation and four years of industry experience. He previously worked with Concourse Financial Group Securities Inc and Equitable Advisors, LLC. Outside of his advisory role, he serves as an Investment Analyst for Vizo Financial Corporate Credit Union, assisting members with certificate of deposit purchases. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with more than 10,000 advisors and over $256 billion in assets under management.

Thomas King is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His previous roles include positions at Metlife Securities Inc., Mass Mutual, Pruco Securities, LLC, and Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, high-net-worth individuals, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and insurance products through its affiliated entities.

Connel Ware is a CFP®-designated financial advisor with Edward Jones in Jamestown, NC, bringing 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is the managing member of Double Garnet Properties, LLC, an entity established to purchase his Edward Jones branch office building. 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 operates a large nationwide network of advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kevin White is a financial advisor at Edward Jones in Thomasville, NC, holding the CFP®, Series 63, and Series 66 designations with 24 years of industry experience. He has been with Edward Jones since 2001. 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 through a network of more than 23,700 financial advisors and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Steven Brackman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 14 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Edward Jones. He serves as a trustee of a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and supports advisory programs with analytical tools and specialized public finance services.

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.

Dajuan Taylor is a financial advisor at Edward Jones with three years of industry experience and holds a Series 66 designation. Prior to his current role, he worked at DoorDash and the University of North Carolina at Charlotte. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

David Burrus is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at NYLife Securities LLC, New York Life Insurance Company, AIS Security, Towne Bank, and BB&T. He is also associated with Honey Badger Management LLC as an associate financial advisor. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Myrna Wigley is a Series 66 credentialed financial advisor with Edward Jones in High Point, NC, where she has worked since 2014, totaling 12 years of industry experience. She is also the owner of Phoenix Training and Development LLC, a company that develops and facilitates motivational messaging and experiential activities for organizational clients. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household segments and corporate entities, and manages approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Ryan Kelley is a financial advisor at Ameriprise in Greensboro, NC, with six years of industry experience. His prior roles include positions at Wells Fargo Clearing, M1 Finance LLC, Robinhood Markets, Inc., and Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income streams and tax-aware withdrawal strategies.

William Womack is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining LPL Financial in 2023, he worked at Lincoln Financial Securities Corporation and Northwestern Mutual in various roles from 2020 to 2023. Outside of advising, he is involved in a home services business based at home. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

David Song is a CFP® professional with three years of industry experience, currently serving with Wells Fargo Clearing. His prior experience includes roles at Bank of America, Merrill, Credit Suisse Securities, and Goldman Sachs. Outside of finance, he is involved in print and commercial modeling and serves on the board of a homeowners association. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment strategies while providing both brokerage and advisory solutions.

Jessica Valverde is a financial advisor at Merrill with 4 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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 model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.