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.

Clinton Zeller is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four 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 advisory work, he has been involved as a cleaning attendant for a janitorial service in Greensboro, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to manage 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 bringing 39 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with investment management supported by LPL Research, third-party subadvisors, and technology-driven solutions.

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.

Kermit Coble III is a financial advisor with Edward Jones in Greensboro, NC, holding the ChFC® and Series 66 designations, and has eight years of industry experience. Prior to joining Edward Jones in 2023, he held roles at firms including Modern Woodmen of America and WESTERN SOUTHERN Life. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions, supported by a large nationwide network of financial advisors and branch offices.

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 credentials and five years of industry experience. Prior to joining Ameriprise in 2020, he worked at ITG Brands from 2015 to 2020. Edmonds serves on the Board of Directors for Guidance Carolina. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on tax-aware withdrawal strategies and dependable income sources.

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.

Marc Lopresti is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He previously spent 13 years at Lincoln Financial Securities Corporation before joining Cambridge in 2021. He holds a Series 66 designation and operates out of Greensboro, NC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides investment solutions through a network of independent professionals, utilizing both proprietary and third-party strategies across various custody platforms with discretionary and non-discretionary options.

Robert Mack is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and it also serves in advisory roles for multiple registered investment companies.

Robert Meyer is a financial advisor with Merrill in Greensboro, NC, holding a Series 66 designation and 23 years of industry experience. He has worked at Merrill since 2002 and has been affiliated with Bank of America since 2009. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm’s investment approach includes multiple program strategies with both client and advisor discretion, supported by a CIO-led manager selection process and recently enhanced tax-efficient capabilities.

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 in Greensboro, NC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His career includes roles at U.S. Bancorp Investments, Wells Fargo Clearing Services, and Fifth Third Bank, among others. 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, pension plans, corporations, and institutional clients. 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.

John Bruggman is a financial advisor with Cetera in Reidsville, NC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior work includes roles at Raymond James Financial and NewBridge Bank. Outside of financial advising, he has business interests in cabin rentals through Virginia Backcountry Cabins. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michael Lonano is a CFP® professional with 34 years of experience in the financial services industry. He currently serves as an advisor at OSAIC and has held roles at Securities America Advisors and SECURITIES AMERICA, inc. He is also the founder of Lonano Financial Advisors, Inc., where he provides insurance analysis and policy services. Additionally, he serves as treasurer of the Quaker Crossing Condominium Association. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios managed on discretionary or non-discretionary bases.