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.

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 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 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 Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career working on the sales desk for Smith Barney’s corporate retirement services in New York City. In 2002, he relocated to North Carolina and joined Merrill Lynch as a Financial Advisor. Robert holds several professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He provides guidance in areas such as divorce transition planning, education planning, personal retirement planning, and retirement income. As a qualified Portfolio Manager, Robert offers personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party strategies, managing these on a discretionary basis through the firm’s Investment Advisory Program. Robert earned his bachelor’s degree from Randolph-Macon College, where he also served as captain of the baseball team. Robert is active in his community, serving on the advisory board of The Salvation Army of Greater Greensboro and as a member of the Greensboro Sports Council. He enjoys running, golf, skiing, attending sporting events, and spending time with his wife Ashley and their two children in Greensboro.