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.

Brett Hickman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advisory work, he is the owner and sole employee of BVH Investments, a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by extensive research and affiliated sub-advisers.

David Havens is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent six years at JJB Hilliard W.L. Lyons LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Kimberley Baker is a CFP® professional with over 41 years of experience in financial planning and investment advisory services. She is currently with OSAIC and previously worked at Securities America, Inc. for 12 years. Baker also owns Advance Financial Group, a financial planning and investment advisory firm. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Kevin Lyall is a financial advisor at Stifel with 28 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following six years at Jjb Hilliard Wl Lyons LLC. Outside of his advisory role, he is involved in managing Vandalay Properties, LLC, which focuses on purchasing commercial buildings. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm's investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decisions.

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.

Christopher Wagner is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Wagner serves on the finance committees of the Piedmont Land Conservancy and the Greensboro Children’s Museum. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm‑approved tools and models to assist clients in developing financial plans.

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.

Jill Gordon is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she owns and operates Events By Candace Jill, an event coordination business specializing in weddings, parties, and corporate functions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Richard Edmonds is a financial advisor at Ameriprise in Greensboro, NC, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Ameriprise in 2020, he worked for ITG Brands for five years. Edmonds serves on the Board of Directors for Guidance Carolina. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides customized retirement planning and ongoing income advice through a collaborative and data-driven approach.

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 Series 66-licensed financial advisor with Merrill, based in Greensboro, NC. He has 24 years of industry experience, having worked with Merrill since 2002 and Bank of America 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.

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 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at U.S. Bancorp Investments, Wells Fargo Clearing Services, Fifth Third Bank, and Wilson Bank & Trust. 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 and consulting using risk profiling and analytical tools, and is notable for its affiliation with a municipal advisor and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Michael Lonano is a CFP® professional with 34 years of experience in the financial services industry. He is currently affiliated with OSAIC and has held previous roles at Securities America Advisors and Lonano Financial Advisors, Inc. Outside of his advisory work, he serves as the treasurer for the Quaker Crossing Condominium Association. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a range of investment platforms and third-party managers to construct diversified portfolios with various asset types.

Reid Palmer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James since 2017 and previously worked at Cru from 2015 to 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

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.