Maria Aileen Rio is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has previously worked at CitiBank for thirteen years. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ashley Cook is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and previously worked at Lincoln Financial Group and Bell Partners Inc. Cook is based in Greensboro, NC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Scott Graham is a financial advisor with Equitable Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory work, he serves as managing partner of Alpha Omega Financial, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory programs, including third-party models and discretionary management, offering a range of investment options such as mutual funds, ETFs, separately managed accounts, and certain alternative investments.

Jacqueline Wieland is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Stifel Nicolaus & Co. since 2014. Wieland serves on several boards, including as Chairman of the Dean's Advisory Board at the VA Tech Carilion School of Medicine and as a board member of the Institute of World Politics, as well as participating in nonprofit finance committees and foundations in the Greensboro area. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Matthew Garcia is a CFP® professional with five years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Prior to this, he worked at The Vanguard Group for three years and Northwestern Mutual for one year. Outside of finance, he is the owner of a local lawn care business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options through a large network of advisors, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Patrick De Pinto is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked with Lincoln Financial Securities and has held roles outside finance, including positions at Instacart and DoorDash. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary and third-party strategies, supported by technology and a broad platform of complementary financial services.

Brandon Williams is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Wells Fargo Clearing, Wells Fargo Bank, and Edward Jones. Outside of advising, he is a general partner and managing member of a real estate entity focused on property transactions and renovations. 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, pension plans, corporations, and charitable organizations.

Hannah Zogzas is a Planning Consultant at Fidelity Investments, where she focuses on delivering customer service, building client relationships, and supporting financial planning. She aims to assist clients in making informed financial decisions with confidence. Her professional experience includes roles at Fidelity Investments since 2020, starting as an Investment Consultant before becoming a Planning Consultant. Prior to this, she worked at UBS Financial Services from 2016 to 2020, progressing from Client Service Associate to Senior Wealth Planning Strategist. She also held a Client Service Associate position at Merrill Lynch from 2013 to 2016. Outside of her professional work, Hannah enjoys activities such as beach outings, family activities, hiking, outdoor adventures, parenthood, and traveling.

Haskell Shelton III is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His career includes roles at Bb&T Investment Services and Pinnacle Financial Partners prior to joining Raymond James in 2020. Outside of his advisor role, he is an associate at Pinnacle Asset Management, where he refers potential clients to Raymond James advisors. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary advice using advanced analytical tools and supports a broad network of advisors and specialized services such as municipal finance and SIMPLE IRA employer consulting.

Ronald Copeland is a financial advisor at Merrill Lynch Wealth Management, specializing in comprehensive financial strategies. He focuses on helping clients pursue personal goals such as college education planning, portfolio management services, and retirement income planning. Ronald emphasizes creating personalized plans that account for clients' unique perspectives and priorities. With a background as a former professional athlete and three-time world champion kickboxer, Ronald applies discipline, accountability, and strategic focus in his financial practice. He draws on his experience to help clients maintain clear perspective amid complex and emotional financial decisions, aiming to facilitate informed and confident choices aligned with long-term objectives. Ronald holds the Personal Investment Advisor (PIA) designation and attended Guilford Technical Community College. Outside of his professional work, he enjoys basketball, boxing, and spending time with his family.

Jennifer Whisenant is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and 21 years of industry experience. She previously worked at Raymond James Financial and Raymond James Financial Services from 1999 to 2017 before joining LPL Financial in 2017. She is also a notary public, assisting with notarizing client signatures. 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 financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Logan Sharpe is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA-CREF from 2010 to 2018. Outside of his advisory role, he serves as a board member for The Burlington School and works as a spin class instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Garrett Mullins is a financial advisor with Osaic Wealth, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Woodbury Financial Services, Wells Fargo Clearing, and UBS Financial Services. Outside of advising, he serves as secretary of a home health care company owned by his family. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with a model-based investment process focusing on asset allocation and portfolio optimization.

John Roberts is a financial advisor with Merrill in Greensboro, NC, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has been with Merrill since 1980 and has worked at 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maxwell Gebauer is a Series 66–licensed financial advisor at Ameriprise with two years of industry experience. His background includes roles at Equitable Advisors and self-employment managing an advisory business through Honey Badger Management LLC. Ameriprise is a large institutional firm that provides a range of advisory, brokerage, and insurance solutions, including a specialized retirement-income planning service for high-net-worth individuals that combines research, modeling, and tax-efficient strategies to deliver tailored recommendations.

Preston Neal is a Series 66-licensed financial advisor with LPL Financial, based in Greensboro, NC, and has five years of industry experience. He previously worked at Fidelity Investments for seven years and held earlier positions at LPL Financial and Private Advisor Group, LLC. Neal serves as a regional council member on the board of the nonprofit New Israel Fund. 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 investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Jason Turner is a Series 66-credentialed financial advisor at Wells Fargo Advisors with 25 years of industry experience. He previously worked at Painewebber Incorporated for 24 years before joining Wells Fargo Clearing and then Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions through a network of advisors. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Blake Wooten is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Bank N.A. from 2021 to 2024. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that focuses on retirement income planning through written Recommendation Reports and ongoing advice, using proprietary research and third-party data.

Martha Walker is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 66 credential and has previously worked at Lincoln Financial Securities, AGIA, and VALIC Financial Advisors. 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.

David Tuxhorn Jr. is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2011, following prior roles at Edward Jones and Next Financial Group, Inc. Outside of his advisory work, he maintains business entities associated with insurance product sales and tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network of investment adviser representatives with various investment platforms and technology tools, managing over $819 billion in discretionary assets.