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.

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.

Tyler Oakley is a financial advisor at LPL Enterprise LLC with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise in 2026, he worked in public education for several years and completed an MBA at Wake Forest University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities, relying primarily on model-driven investment implementation developed by LPL’s Research Department and third-party strategists.

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.

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 various roles across different industries including security services and delivery. Outside of his advisory work, he is involved in photography as a non-investment-related activity. 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 financial planning and asset management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized 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.

Carleton Mc Donald is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Hannah Duvall is a financial advisor with Ameriprise in Kernersville, NC, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Tom James and Edward Jones, as well as positions connected to North Carolina State University. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver tailored advice while emphasizing the use of Ameriprise-managed accounts.

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.

Andrew Mayon is a CFP® with 15 years of industry experience and has been an advisor at Edward Jones since 2011. He is also the owner of Andrew Jay Photography, a freelance real estate photography business based in Greensboro, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

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.

Ashton Brown is a financial advisor with Merrill in Kernersville, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Bank of America, PNC Bank, Edward Jones, and AXA Advisors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.