Lynne Murray is a financial advisor with MassMutual Investors Services in Greensboro, NC, holding the ChFC® designation and Series 63 license. She has 41 years of industry experience, including over 40 years with MassMutual Life Insurance Company. Outside of her advisory role, she is involved as a broker in insurance-related products and is a member of Hanging Rock Enterprises LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved tools to deliver written recommendations without discretionary authority.

Peter Lamuraglia is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 63 designation and 38 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2004. 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 various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management and a range of model portfolios and investment strategies.

Terry Hindle is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he coaches baseball at Cornerstone Middle School and owns Alpha Standard Baseball LLC, providing coaching and instruction. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and including a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

William Towns is a financial advisor at Merrill in Greensboro, NC, holding a Series 66 designation and entering the industry with less than one year of experience. His prior work includes positions at IFund Loans, New York Life, and Bank of America. He attended Wake Forest University from 2021 to 2025. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kermit Coble III is a financial advisor with Edward Jones in Greensboro, NC, holding the ChFC® and Series 66 designations, and has eight years of industry experience. Prior to joining Edward Jones in 2023, he held roles at firms including Modern Woodmen of America and WESTERN SOUTHERN Life. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions, supported by a large nationwide network of financial advisors and branch offices.

Christoph Kohly is a financial advisor at Merrill with 21 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2003 and has been with Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Crowl is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, he held positions in a variety of industries including manufacturing, distribution, and landscaping. Outside of financial advising, he co-owns and produces content for a small YouTube channel focused on the game Magic: The Gathering. 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 for individuals, high-net-worth clients, and institutional investors.

Justin Kilby is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since January 2011. Prior to joining Merrill Lynch, Justin spent six years working in the supply chain and logistics field, most recently at Ralph Lauren Corporation. Justin holds a Bachelor's Degree in Business Administration from West Virginia Wesleyan College, where he was involved in varsity soccer and the Chi Phi fraternity. He also earned a Master's Degree in Business Administration from Elon University in 2008. He is recognized as a Personal Investment Advisor (PIA). Justin has been named to the Forbes "Best-in-State Wealth Advisors" list multiple times, including 2019 and consecutively from 2022 through 2026. He resides in Greensboro with his wife and their two children.

Richard Edmonds is a financial advisor with Ameriprise in Greensboro, NC, holding Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Ameriprise in 2020, he worked at ITG Brands from 2015 to 2020. Edmonds serves on the Board of Directors for Guidance Carolina. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on tax-aware withdrawal strategies and dependable income sources.

Jeremy McDonald is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been with Fidelity since 2007, progressing through various positions including Financial Consultant, Investment Consultant, Workplace Guidance Associate, and Defined Contribution Associate. Throughout his tenure at Fidelity, Jeremy has developed expertise in financial consulting and investment services. He emphasizes a collaborative approach by listening to clients to understand their goals and tailoring strategies to meet their individual needs. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

Marc Lopresti is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He previously spent 13 years at Lincoln Financial Securities Corporation before joining Cambridge in 2021. He holds a Series 66 designation and operates out of Greensboro, NC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides investment solutions through a network of independent professionals, utilizing both proprietary and third-party strategies across various custody platforms with discretionary and non-discretionary options.

Robert Mack is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and it also serves in advisory roles for multiple registered investment companies.

Robert Meyer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career working on the sales desk for Smith Barney’s corporate retirement services in New York City. In 2002, he relocated to North Carolina and joined Merrill Lynch as a Financial Advisor. Robert holds several professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He provides guidance in areas such as divorce transition planning, education planning, personal retirement planning, and retirement income. As a qualified Portfolio Manager, Robert offers personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party strategies, managing these on a discretionary basis through the firm’s Investment Advisory Program. Robert earned his bachelor’s degree from Randolph-Macon College, where he also served as captain of the baseball team. Robert is active in his community, serving on the advisory board of The Salvation Army of Greater Greensboro and as a member of the Greensboro Sports Council. He enjoys running, golf, skiing, attending sporting events, and spending time with his wife Ashley and their two children in Greensboro.

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.

Ted Stewart is a Series 66-licensed financial advisor with 16 years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc., having been with various Raymond James entities since 2011 and previously with Edward Jones for one year. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm uses tailored non-discretionary planning and analytical tools, including risk profiling and probability modeling, and supports municipal and public-finance work through an affiliated municipal advisor.

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.

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.

James Fleming is a Series 66–licensed financial advisor with Edward Jones in Burlington, NC. He began his financial advisory career in 2025, including a position at Betty Andrews Investment Management/LPL prior to joining Edward Jones. Outside of his advisory work, he has been involved with the Figure Eight Island Yacht Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

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.