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.

Gary Bargebuhr is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He previously worked at Truist Advisory Services and Truist Investment Services for seven years, as well as Morgan Stanley Private Bank for three years. He serves on the Board of Trustees for the Greensboro Jewish Federation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors use firm research and tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.

Christopher Rosic is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develop strategies aimed at short-, mid-, and long-term objectives. He provides guidance on a range of topics including general investing, retirement planning, and preparing for unexpected expenses. Christopher also collaborates with Bank of America specialists to offer clients solutions related to banking, credit, home financing, and small business needs. With expertise in portfolio management, tax minimization, and retirement income, Christopher focuses on creating personalized portfolio strategies that adapt to clients' changing circumstances. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of North Carolina System. Outside of his professional work, Christopher engages in activities such as football, ice hockey, pickleball, spending time with his family, and traveling.

Janice Wuebker is a financial advisor at Fidelity with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Schwab Retirement Plan Services and Charles Schwab & Co., Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and develops model portfolios for intermediary platforms.

Paul Decongilio is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Wells Fargo Clearing and Bank of America. Outside of his advisory work, he has performed independent contracting as a rideshare driver and food delivery service provider. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund consulting, and model portfolios, with noted expertise in commodity pool operation and advisory roles for multiple registered investment companies.

Gregg Williamson is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 1990. He also has held a position at Bank of America, N.A. since 2009. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Patrycja Gelenberg is a financial advisor at Raymond James Financial with seven years of industry experience and holds a Series 66 designation. Her work history includes roles at Anchor Wealth Advisors, Pinnacle Financial Partners, Pinnacle Asset Management, and BB&T. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. 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.

Jeffrey Lybarker is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones since 2017, with prior experience at Asbury Automotive. 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 nationwide network of financial advisors and branch offices.

Dennis Bissell is a financial professional with Cetera and its affiliated entities, holding CFP® and ChFC® designations and over 23 years of industry experience. Prior to joining Cetera in 2025, he worked for Lincoln Financial Distributors for 18 years. Outside of his advisory role, he serves as Wing Commander for the North Carolina Civil Air Patrol and is a member of the Investment Committee for the Civil Air Patrol Foundation. Cetera Investment Advisers LLC is an SEC-registered adviser that provides a multi-manager platform to a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services, utilizing affiliated and third-party managers alongside customizable investment strategies.

Mary Otterberg is a financial advisor with Merrill in Greensboro, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2004. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

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.