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 Lynch Wealth Management. He provides financial advice and guidance to individuals and businesses, helping clients align their financial lives with their personal circumstances. Justin works closely with clients to set long-term financial goals and develop tailored wealth management strategies that draw on the full range of investment insights available through Merrill. Justin joined Merrill in 2011 and brought with him experience as a financial auditor and consultant within 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 role, Justin is involved in his community through board service with Big Brothers Big Sisters of the Central Piedmont and Kappa Alpha Psi Fraternity, Inc. He and his wife, Hona, live in Greensboro, North Carolina. They are members of Calvary Christian Center and enjoy traveling and participating in athletics together.

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.

Bradley Happel is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. He has previously worked at Commonwealth Financial Network, Voya Financial Advisors, and Ameriprise, and has been co-owner of Happel Financial LLC since 2007. Outside of advisory services, he is involved in fixed insurance sales as part of his business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions delivered through a large network of investment adviser representatives.

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 with OSAIC in Greensboro, NC, holding the CFP® and ChFC® designations and over 41 years of industry experience. His prior roles include positions at Woodbury Financial Services, Wells Fargo Clearing, and Morgan Stanley. He also operates GCG Wealth Management, providing full-service brokerage services. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services through various programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by technology and maintains a complex affiliate network that supports its broad platform.

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 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Schwab Private Client Investment Advisory, Inc. and Charles Schwab. He is based in Greensboro, NC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

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.

Dajuan Taylor is a financial advisor at Edward Jones with three years of industry experience and holds a Series 66 designation. Prior to his current role, he worked at DoorDash and the University of North Carolina at Charlotte. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a 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®-certified financial advisor with 30 years of industry experience, currently with OSAIC since 2024. She previously worked at Woodbury Financial Services and Securian Financial Services, and is also involved as an insurance agent with Pilot Benefits and GCG Wealth Management. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation and portfolio optimization.