Samuel Audet is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, he worked at Techtronic Industries and Cottage Lane Homes, and also spent 13 years with Chesterfield County Public Schools. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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, where he provides tailored financial advice and guidance to individuals and families. He works closely with clients to understand their financial priorities and assist them in developing and implementing strategies aligned with their long-term goals. Justin meets regularly with clients to help them prioritize their financial lives and pursue personal, financial, and professional objectives. Justin joined Merrill in 2011 and brings experience from his previous roles as a financial auditor and consultant in 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 work, Justin is involved in his community, serving on the boards of Big Brothers Big Sisters of the Central Piedmont and Kappa Alpha Psi Fraternity, Inc. He and his wife, Hona, live in Greensboro, North Carolina, where they enjoy traveling and athletics.

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.

Shelley York III is a financial advisor at OSAIC with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Woodbury Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors LLC. York also operates GCG Wealth Management, offering full-service brokerage services under a separate corporate entity. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses various asset-allocation tools and supports multiple platform programs, including model and managed-account solutions.

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. in High Point, NC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He serves as co-trustee of his wife's trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work through unique affiliations.

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.

Richard Ketner is a financial advisor with UBS Financial Services in Greensboro, NC, holding a Series 66 designation and 12 years of industry experience. He has worked at UBS since 2018 and previously spent three years at Sanford C. Bernstein & Co., LLC. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining wealth management with institutional trading capabilities and a broad range of financial products and research resources.

Dajuan Taylor is a financial advisor at Edward Jones in Greensboro, NC, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones, he worked at DoorDash and several other positions including roles at the University of North Carolina at Charlotte and Autobell Car Wash. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

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.

Roberta Brumsey is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Osaic. Her prior experience includes roles at Woodbury Financial Services, Pilot Benefits, GCG Wealth Management Inc., and Securian Financial Services. She is also active as an insurance agent, providing life, health, disability, and group insurance products through her involvement with Pilot Benefits and GCG Wealth Management. OSAIC serves a broad range of retail and institutional clients through a large network of advisors and multiple advisory platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes various asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios tailored to client needs.

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.