Robert Craven III is a financial advisor with OSAIC based in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Woodbury Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors. He is also active as an agent in the sales and service of fixed insurance and annuities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and advisory platforms. The firm utilizes asset-allocation tools, risk assessment methods, and automated rebalancing to manage portfolios across various asset classes, supporting a range of advisory and brokerage services.

Jessica Chatmon is a financial advisor with LPL Financial based in Greensboro, NC. She holds a Series 66 designation and has 10 years of industry experience. Her prior roles include positions at Cetera, Edward Jones, and Farmasi. Outside of her advisory work, she is involved with Beauty Society, a multi-level marketing business focused on personal products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and utilizes various model portfolios and research resources to support its clients.

Andrea Wisekal is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. She is based in Greensboro, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Tracy Dixon serves as Vice President, Executive Planning Consultant at Fidelity Investments, a role she has held since 2026. In this capacity, she partners with executives to assist them in understanding and coordinating their benefits, compensation, and financial resources through comprehensive planning. She adopts a personalized and consultative approach to help clients align their wealth with their wishes, aiming to provide confidence and peace of mind. Tracy has been with Fidelity Investments since 2017, progressing through roles including Financial Consultant from 2019 to 2026, Relationship Manager from 2018 to 2019, and Financial Representative from 2017 to 2018. Before joining Fidelity, she worked at Northwestern Mutual as an Associate Financial Representative from 2016 to 2017 and as a Financial Representative from 2012 to 2015. Outside of her professional work, Tracy's personal interests include fitness, exploring food, social events with friends, traveling, and volunteering.

Jennifer Cockman is a financial advisor at Stifel with 12 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2017, following three years at Oppenheimer & Co Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Jason Ortiz is a financial advisor with Ameriprise in Jamestown, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, Ortiz is involved in business ownership related to property development and management through several LLCs. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized retirement recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Samuel Audet is a financial advisor at LPL Financial with credentials including the Series 66 designation. He has experience working in various industries, including two years at Techtronic Industries and two years at Cottage Lane Homes, as well as a thirteen-year tenure with Chesterfield County Public Schools. He joined LPL Financial in 2024 and is based in Greensboro, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources and providing both discretionary and non-discretionary management.

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 at Merrill Lynch Wealth Management, where he provides financial advice and guidance to individuals and businesses. He works closely with clients to understand their financial priorities and help them align their financial strategies with their personal and professional goals. Justin specializes in developing customized wealth management plans and meets regularly with clients to establish long-term objectives and priorities. Justin 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. Before joining Merrill in 2011, he gained experience as a financial auditor and consultant in the financial services and insurance industries. He holds professional designations including the Accredited Asset Management Specialist™ (AAMS™) and Chartered Retirement Planning Counselor™ (CRPC™). Outside of his professional role, Justin is involved with several community organizations, including Big Brothers Big Sisters of The Central Piedmont and Kappa Alpha Psi Fraternity, Inc. He resides in Greensboro, North Carolina, with his wife, Hona, and enjoys traveling and participating in 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.

Janet Conti is a financial advisor with Merrill in Greensboro, NC, holding a Series 66 designation and has 24 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1976. Outside of her advisory role, she serves as a committee member on the Finance Committee for Greensboro Urban Ministry, a local charitable organization. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

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.

Thomas King is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes tenures at MetLife Securities, MassMutual, Pruco Securities, and Prudential Insurance Company of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Connel Ware is a CFP®-designated financial advisor with Edward Jones in Jamestown, NC, bringing 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is the managing member of Double Garnet Properties, LLC, an entity established to purchase his Edward Jones branch office building. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 Series 66-registered advisor with LPL Enterprise in Greensboro, NC, beginning his advisory career in 2026. Prior to joining LPL, he completed an MBA at Wake Forest University and worked in the education sector for several years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory and brokerage solutions.

Steven Brackman is a financial advisor with Raymond James Financial Services Advisors, Inc. in High Point, NC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He serves as co-trustee of his wife's trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work through unique affiliations.

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 roles outside the financial services industry, including at ADT Defenders and FurnitureLand South. In addition to his advisory work, he is involved in photography as a side activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.