David Marcus is a financial advisor with Merrill in Greensboro, NC, holding the Series 66 designation and 17 years of industry experience. He has been with Merrill since 2009 and has worked at Bank of America, N.A. since 2011. Outside of his advisory role, he serves as an officer of 3 D Mgmt, a for-profit entity based in Greensboro. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Overby is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a freelance photographer and fine art print seller, with work that includes sports photography and contributions to local and regional publications. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports tailored to clients’ financial goals.

Brian Peters is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 designations and 25 years of industry experience. His prior firms include Lincoln Financial Securities, Wells Fargo Clearing, and BB&T Investment Services. Peters is also involved with RD Marketing Group, a non-variable insurance business based in Greensboro. 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 portfolio programs, third-party asset management, and institutional platforms.

Ethan Gephardt is a financial advisor with LPL Financial, holding a Series 66 designation. He has one year of industry experience, having previously worked at First Horizon Bank and held various roles including delivery driver positions and full-time student status. 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, and institutional platforms, with a focus on both discretionary and non-discretionary account management.

Maggie Woodlief is the Branch Leader at Fidelity Investments, a role she has held since 2025. In this capacity, she leads a team of investment professionals dedicated to assisting clients and their families in managing and enhancing their complex family wealth systems. Her career at Fidelity Investments spans over a decade, beginning as a Senior Relationship Manager from 2013 to 2020, followed by her role as a Planning Consultant from 2020 to 2025. This experience has provided her with a comprehensive understanding of investment management and financial planning. No additional information regarding her education, credentials, personal interests, or community involvement has been provided.

Bill Wysor is a financial advisor at Edward Jones in Kernersville, NC, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at Edward Jones since 2020 and was previously with Wells Fargo Clearing for five years. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a wide range of investment advisory services through a large network of financial advisors and branch offices nationwide.

Nathan Aldendail is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Greensboro, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Cory Williamson is a Financial Consultant currently working with Fidelity Investments since 2021. In this role, he focuses on personalized financial planning to help clients work toward achieving financial freedom and security aligned with their individual purposes. Prior to joining Fidelity Investments, Cory served as a Financial Advisor at Merrill Lynch from 2019 to 2021. Throughout his career, Cory has developed expertise in financial consulting and advising, assisting clients in managing their financial goals and strategies. His approach centers on empowering clients through tailored financial plans. Outside of his professional work, Cory has interests in baseball and fitness.

Jerome De Wane is a financial advisor with Edward Jones in Greensboro, NC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2000. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gerald Summerlin Jr. is a financial advisor with Ameriprise, holding the CFP® designation and Securities Series 63 and 65 licenses. He has 33 years of industry experience, including 27 years at Ameriprise Financial Services, Inc., and has been with Ameriprise since 2020. Outside of finance, he is involved in music through a business called GT Live. Ameriprise Financial Services is a large advisory firm that serves individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Kelley Wheaton is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved with Honey Badger Management, a management company linked to Fiducial Financial. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset criteria, providing tailored recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Morgan is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Greensboro, NC. Prior to joining Raymond James in 2025, he worked at Edward Jones from 2012 to 2025. Outside of his advisory role, he owns Morgan Wealth Partners, a support company, and holds an ownership interest in Morgan Investment Properties of Greensboro, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique capabilities in municipal advisory and employer-sponsored retirement plan consulting.

Samir Alem is a financial advisor with Raymond James Financial Services Advisors Inc. in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James since 2014 and also served as CEO of Alem Wealth Management, a financial advisory support company. Prior to his current roles, he was affiliated with Directions Model and Talent for eight years. 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, and institutional investors. The firm employs analytical tools and risk profiling in its non-discretionary planning, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Mickael Gautier is a financial advisor with Merrill in Greensboro, NC, holding a Series 66 designation and with 4 years of industry experience. He has been with Merrill since 2011. Outside of his advisory role, he is a consultant for SCENTSY, a home and personal fragrance business, which he pursues as a hobby. 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. The firm offers model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients, using both internal and third-party managers and implementing trading, administration, and custody support.

Stephanie Demetrelis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and seven years of industry experience. Her career includes roles at Lincoln Financial Securities, Wells Fargo Clearing, and Wells Fargo Bank. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jonathan Peters is a CFP® professional affiliated with LPL Financial, with 11 years of industry experience. He has worked at several firms including Stifel Nicolaus, National General Insurance Company, and Wells Fargo Clearing. Peters is based in Greensboro, NC. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, combining extensive advisory services with a broad array of non-advisory financial products.

Candice Pope is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has been with Ameriprise in various capacities since 2013. Outside of her advisory role, she is involved with Honey Badger Management, where she dedicates time monthly during trading hours. Ameriprise is an institutional firm offering a retirement-income planning service focused on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations tailored to clients approaching or in retirement.

Shirley Sohmer is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Charles Schwab, Securities America, and Truist Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by various operational and research tools.

Benjamin Hawkins is a financial advisor at Edward Jones in Madison, NC, holding the ChFC® designation and Series 66 license with 13 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is the owner and manager of Hawkins Investment Properties, LLC, a real estate business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Dana Mckee is a financial advisor with Osaic Wealth, Inc. in Greensboro, NC, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Raymond James Financial Services and Wells Fargo Advisors. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment options and employs firm-provided tools for portfolio construction and management.