Mary Otterberg is a financial advisor with Merrill in Greensboro, NC, holding Series 63 and Series 66 licenses and with 28 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2004. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

John Proia is a financial advisor with Ameriprise in Summerfield, NC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of advising, he has involvement in non-investment-related real estate ownership. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Coral Edmonds is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2020, she worked in education at Hartford Public Schools and held positions in wireless communications and real estate. Edmonds is also involved with Honey Badger Management LLC as an Associate Financial Advisor. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions.

Larry Foster Jr. is a financial advisor with Mass Mutual Investors Services in Greensboro, NC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Mass Mutual Investors Services since 1992 and also has a longstanding affiliation with MassMutual Life Insurance Company dating back to 1989. Foster holds officer roles at Compensation Systems, Inc. and CSI Wealth Management, LLC, both related to financial and pension services. MassMutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing collaborative annual planning engagements and firm-approved analytical tools to support client goals.

Victoria Milam is a financial advisor at Merrill with five years of industry experience and holds the Series 66 designation. Her work history includes multiple roles at Merrill spanning from 2017 to the present, as well as positions at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Prior to her advisory career, she worked at Jim N Nick's Restaurant and the University of North Carolina at Charlotte. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

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.

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 at Merrill Lynch Wealth Management, where he joined in 2022. He specializes in helping individuals, families, and business owners achieve their financial goals through personalized wealth management strategies tailored to their unique needs and objectives. His client focus includes executive compensation, tax minimization, and retirement income. With more than three decades of experience in the financial services industry, David provides guidance on wealth accumulation, preservation, and legacy planning utilizing comprehensive investment management strategies and asset protection strategies. He holds FINRA registrations Series 7, 9, 10, and 66, and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He holds a Bachelor of Science degree from Grove City College. David is committed to serving both his clients and community. He has served on the boards of the United Way of Greater High Point and the Northwest Guilford High School Girls Soccer Boosters. He currently coaches girls flag football at Northwest Guilford Middle School, volunteers with Guilford County's Community Emergency Response Team (CERT), and serves on the board of his local homeowners' association. He resides in Summerfield with his wife, Alexa, and their three daughters, Logan, Lauren, and Lane.

James Wilkie is a CFP® professional with 34 years of experience in the financial industry. He has been with LPL Financial since 2004 and previously worked at WS Griffith Securities, Inc. from 2000 to 2004. Wilkie is also involved in selling fixed annuities and various types of insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

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 26 years of industry experience. His prior work history includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services and utilizes model portfolios, third-party subadvisors, and customized investment strategies across various asset classes.

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 at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Cetera and Edward Jones. Outside of her advisory role, she is involved with Beauty Society, a home-based multi-level marketing business. 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.

Colon Knight is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he is involved in consulting on quality procedures for a company in North Gibsonville, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branches.

Andrea Wisekal is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Andrea is based in Greensboro, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Christine Harrell is a financial advisor at Edward Jones in Kernersville, NC, with 11 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Outside of her advisory role, she is a member and manager of DC5 Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products with approximately $1.01 trillion in assets under management.

Catherine Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. in Madison, NC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Raymond James since 2016. Outside of her advisory role, she owns Living Stone, LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide advisor network, with a notable affiliation in municipal advisory services and specialized SIMPLE IRA consulting programs.

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.