Alec Lloyd is a financial advisor with LPL Financial based in Burlington, NC. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial in 2024, he worked at Worldwide Golf Shops and Global Value Commerce. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research from multiple sources.

Donnette Draper is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial industry. Her approach centers on building personalized wealth plans that align with clients' family dynamics, financial situations, and long-term goals. She emphasizes frequent, comfortable conversations to understand clients' visions and values, focusing on disciplined strategies rather than chasing industry benchmarks. Prior to joining Merrill in 2021, Donnette spent 27 years at BB&T (now Truist) as a wealth advisor and wealth client associate. She leverages her strong banking background to address both assets and liabilities, offering clients access to lending and banking solutions through Bank of America, N.A. Additionally, she coordinates with clients' CPAs and attorneys on tax-minimization and estate planning strategies and assists with protective components such as long-term care and life insurance. Donnette holds a Bachelor's Degree from the University of North Carolina System and carries the Personal Investment Advisor (PIA) designation. She resides in McLeansville, North Carolina with her husband and is involved in community organizations including Junior Achievement of North Carolina and the SPCA of the Triad. She enjoys spending time with her family, participating in adventure sports, and engaging in music.

Victoria Milam is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., and has prior experience outside the financial sector at Jim N Nick's Restaurant and the University of North Carolina at Charlotte. 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.

Amber Wright is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Lake Norman near Charlotte, North Carolina. Originally from Pittsburgh, Pennsylvania, she works alongside a wealth management team to develop tailored strategies that align with clients’ financial goals. Her approach starts by clearly articulating clients’ goals and positioning holistic financial strategies. Amber's expertise includes college education planning, corporate executive services, equity compensation services, family wealth management, legacy planning, portfolio management, tax minimization, and serving specialized client groups such as women, athletes, and entertainment professionals. She holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Indiana University of Pennsylvania. She is also the founder of the IUP Alumni network in the Charlotte and Lake Norman area. In addition to her professional work, Amber is involved in her community, including volunteering with the Humane Society of Charlotte and serving on the board of Dahlia Grove, a nonprofit supporting women survivors of human trafficking. She resides near Lake Norman where she enjoys paddle boarding, dirt biking, live music, and spending time with her small dog, Romeo.

John Bailey is a financial advisor at Ameriprise with 41 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the 401 Edgeworth Association in Greensboro, NC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Kraftchick is a financial advisor at Edward Jones in High Point, NC, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Warner is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. He previously worked at Timberline Mortgage, First National Bank, Jefferson Capital, Tidewater Construction, and Verizon Wireless. Outside of advising, Warner is a silent partner in Warner Brothers Lawncare, a landscaping business based in Sandy, Utah. 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 options supported by a large nationwide network of advisors and branch offices.

David Farrelly is a Financial Advisor with Merrill Lynch Wealth Management, supporting the Blue Ridge Market, which includes eleven offices across North Carolina, Tennessee, and Virginia. He works closely with Financial Advisors and Client Associates to ensure that clients' goals and life priorities are fully understood, aiming to create an excellent client experience. David helps professionals protect the assets they've accumulated over a lifetime of work and develop income strategies that allow them to enjoy the retirement they deserve. He holds the Chartered Retirement Planning Counselor (CRPC) designation. In his personal time, David enjoys a variety of recreational activities including boating, fishing, football, golfing, hiking, music, running marathons, soccer, swimming, and spending time with his family.

James Wilkie is a CFP®-credentialed financial advisor with LPL Financial in Greensboro, NC, bringing 34 years of industry experience. He has been with LPL Financial since 2004. Wilkie is involved in selling fixed annuities and various types of insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Tracy Cottingham V is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. Prior to joining Raymond James, Cottingham held academic positions at North Carolina State University, Ohio State University, and Marshall University. 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 consulting using analytical tools and supports advisory programs with an emphasis on technology, cybersecurity, and public finance.

Charles Betts is a financial advisor with Raymond James & Associates in Greensboro, NC, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he is a partner of ACM Partners LLC, where he performs administrative duties. 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 individuals, institutions, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Jason Silvia is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include six years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by internal and third-party research.

Robert Craven III is a financial advisor with OSAIC based in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Woodbury Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors. He is also active as an agent in the sales and service of fixed insurance and annuities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and advisory platforms. The firm utilizes asset-allocation tools, risk assessment methods, and automated rebalancing to manage portfolios across various asset classes, supporting a range of advisory and brokerage services.

Jessica Chatmon is a financial advisor with LPL Financial based in Greensboro, NC. She holds a Series 66 designation and has 10 years of industry experience. Her prior roles include positions at Cetera, Edward Jones, and Farmasi. Outside of her advisory work, she is involved with Beauty Society, a multi-level marketing business focused on personal products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and utilizes various model portfolios and research resources to support its clients.

Andrea Wisekal is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. She is based in Greensboro, NC. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Tracy Dixon serves as Vice President, Executive Planning Consultant at Fidelity Investments, a role she has held since 2026. In this capacity, she partners with executives to assist them in understanding and coordinating their benefits, compensation, and financial resources through comprehensive planning. She adopts a personalized and consultative approach to help clients align their wealth with their wishes, aiming to provide confidence and peace of mind. Tracy has been with Fidelity Investments since 2017, progressing through roles including Financial Consultant from 2019 to 2026, Relationship Manager from 2018 to 2019, and Financial Representative from 2017 to 2018. Before joining Fidelity, she worked at Northwestern Mutual as an Associate Financial Representative from 2016 to 2017 and as a Financial Representative from 2012 to 2015. Outside of her professional work, Tracy's personal interests include fitness, exploring food, social events with friends, traveling, and volunteering.

Jennifer Cockman is a financial advisor at Stifel with 12 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2017, following three years at Oppenheimer & Co Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Jason Ortiz is a financial advisor with Ameriprise in Jamestown, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, Ortiz is involved in business ownership related to property development and management through several LLCs. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized retirement recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Samuel Audet is a financial advisor at LPL Financial with credentials including the Series 66 designation. He has experience working in various industries, including two years at Techtronic Industries and two years at Cottage Lane Homes, as well as a thirteen-year tenure with Chesterfield County Public Schools. He joined LPL Financial in 2024 and is based in Greensboro, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources and providing both discretionary and non-discretionary management.

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.