Justin Moore is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he provides financial advice and guidance to individuals and businesses. He works closely with clients to understand their financial priorities and help them align their financial strategies with their personal and professional goals. Justin specializes in developing customized wealth management plans and meets regularly with clients to establish long-term objectives and priorities. Justin 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. Before joining Merrill in 2011, he gained experience as a financial auditor and consultant in the financial services and insurance industries. He holds professional designations including the Accredited Asset Management Specialist™ (AAMS™) and Chartered Retirement Planning Counselor™ (CRPC™). Outside of his professional role, Justin is involved with several community organizations, including Big Brothers Big Sisters of The Central Piedmont and Kappa Alpha Psi Fraternity, Inc. He resides in Greensboro, North Carolina, with his wife, Hona, and enjoys traveling and participating in 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.

Janet Conti is a financial advisor with Merrill in Greensboro, NC, holding a Series 66 designation and has 24 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1976. Outside of her advisory role, she serves as a committee member on the Finance Committee for Greensboro Urban Ministry, a local charitable organization. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

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 career includes tenures at MetLife Securities, MassMutual, Pruco Securities, and Prudential Insurance Company of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

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.

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.

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.

Jack Wilson is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked in roles outside the financial services industry, including at ADT Defenders and FurnitureLand South. In addition to his advisory work, he is involved in photography as a side activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

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.

Shannon Harris is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining LPL Financial in 2022, Harris worked at Geneos Wealth Management Inc. and HBS Financial Advisors. Harris is also the president and owner of Harris Wealth & Retirement Planning, a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with both discretionary and non-discretionary management supported by research, model portfolios, and various advanced technologies.

Cole Sanders is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Balser Investment Management Group, Commonwealth Financial Network, and various non-financial positions such as at Uline and Cog Hill Golf & Country Club. 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 clients. The firm offers tailored, non-discretionary planning using analytical tools and models, and it supports advisory programs along with municipal and public-finance work through a municipal advisor affiliation.

Gregory Ellington is a financial advisor with Raymond James Financial in Burlington, NC, holding Series 63 and Series 66 credentials and 12 years of industry experience. His work history includes roles at American National Bank & Trust and American National Investment Services. He serves as a board member at St Marks Evangelical and Reformed Church, advising on financial matters. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, institutions, and organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs across a large network, including specialized municipal and retirement plan consulting services.

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 Certified Financial Planner™ with 30 years of industry experience. She is currently with OSAIC and has previously worked at Woodbury Financial Services, Gcg Wealth Management, and Osborne-Brumsey & Associates. Outside of her advisory role, she is also active as an insurance agent, providing clients with group and individual health, life, and disability insurance through Pilot Benefits and Gcg Wealth Management. OSAIC serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing advanced asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Myrna Wigley is a Series 66 licensed financial advisor with Edward Jones in High Point, NC, where she has worked since 2014, totaling 11 years of industry experience. Outside of advising, she owns Phoenix Training and Development LLC, which focuses on delivering motivational messages and experiential activities to support organizational vision. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and maintaining a large national network of advisors and branches.