Sophia Wilkins is a financial advisor with Merrill, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Merrill, she held various roles in education and sales from 2016 to 2024. Outside of finance, she was involved with Macki LLC DBA Snatchers Sales and Service for three years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Andrew Narcisso is a financial advisor with Charles Schwab, holding a Series 63 designation and 28 years of industry experience. He has worked at Charles Schwab since 1997 and Charles Schwab Bank, SSB since 2005. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Jeffrey Bercaw is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for eight years before joining Ameriprise in 2021. He serves on the Board of Directors for the Breakthrough T1D Piedmont Triad Market chapter in North Carolina. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, typically with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Keith Wilson is a financial advisor at LPL Financial in Greensboro, NC, with 23 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, Wilson teaches video production, covering topics such as camera functionality, lighting, audio, and editing, and he manages a YouTube channel. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

James Galloway Jr. is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as a board member and finance committee participant for the Old Town Club, a nonprofit organization. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and public entities, delivering non-discretionary planning and recommendations supported by extensive research and an integrated affiliate network.

Brenda Feacher is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of her advisory role, she works as a receptionist for H&R Block and volunteers as a sitter for at-risk patients at Cone Health. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Scott Mendenhall is a financial advisor with Edward Jones in Greensboro, NC. He holds the CFP® and ChFC® designations, as well as a Series 66 license, and has 13 years of industry experience. Prior to joining Edward Jones in 2017, he worked at Proponent Federal Credit Union/ADP Total Resource. Mendenhall serves as President on the Executive Committee of Alamance Presbyterian Church, where he helps oversee the church trust accounts. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Karl Anderson is a financial advisor with Raymond James Financial in Greensboro, NC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2004. Outside of his advisory role, Anderson serves as Treasurer and board member for the nonprofit Friends of the Mountains-to-Sea Trail and works as a non-partisan poll worker for Guilford County. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by extensive research and a broad affiliate network.

James Kelly III is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. His prior roles include positions at Benzil LLC, Westhampton Capital, Wennco, LLC, and Waterfall Capital Partners, LLC. Outside of advisory work, he has operated an Airbnb rental through Benzil LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a broad client base, including individuals and institutional clients, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Dora Neubauer is a financial advisor at Edward Jones in Greensboro, NC, holding a Series 66 credential. She has one year of industry experience, having joined Edward Jones in 2025 after a 16-year career at Tupperware. 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 nationwide network of financial advisors and branch offices.

David Maynard is a financial advisor with OSAIC in Winston Salem, NC, holding Series 63, 65, and 66 licenses and with 26 years of industry experience. He previously worked at Securities America Advisors, Inc., and LPL Financial. In addition to his advisory role, he manages a wealth management business providing investment advisory and financial planning services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of advisors and multiple platforms. The firm employs a range of asset allocation tools and offers integrated brokerage and advisory services with access to various investment products and third-party managers.

Todd Adams is a CFP® professional with 20 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Grove Point Investments, LLC and H. Beck, Inc. He is actively involved in his community, serving as Vice Chairman of the local board of administration for Shady Grove Wesleyan Church. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various custody platforms and both proprietary and unaffiliated model strategies.

Gregory Gonzales is a financial advisor with Stifel in Greensboro, NC, holding Series 63 and Series 66 licenses and 43 years of industry experience. He has been with Stifel Nicolaus & Co. since 2014. Outside of his advisory role, he serves on the advisory board of the Moses Cone Healthcare Cancer Center and is a board member of the Ross Angel Foundation. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Bernard Franko III is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked for Edward Jones for 12 years before joining Raymond James in 2026. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and municipal entities. The firm offers tailored advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Lauren Robinson is a financial advisor at Raymond James & Associates with Series 66 credentials. She has professional experience beginning in 2015, including prior roles at Cardinal Financial and Linden Thomas & Company. Lauren has also been self-employed and spent time traveling full-time between positions. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm serves a diverse range of clients, including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Almog Olshtein is a Financial Advisor with KM & Associates at Merrill Lynch Wealth Management. Based in West Palm Beach and Greensboro, North Carolina, he serves a diverse clientele including physicians, corporate executives, tech employees, and investment management professionals. Almog leverages analytical rigor and a teaching approach to help clients navigate complex financial decisions, with a focus on equity compensation, concentrated stock positions, private investments, and major liquidity events. Almog holds a Bachelor's degree in Political Science and Business Institutions from Northwestern University, where he served as captain of the varsity men's swimming team. He also earned a Certificate in Quantitative Finance and holds professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to joining Merrill in 2021, he worked as a Business Development Analyst at AQR Capital Management. Originally from Haifa, Israel, Almog represented the Israeli national swimming team and was the 2011 Israeli national champion in the 50m freestyle event. Outside of work, he enjoys activities such as camping, cooking, fishing, hiking, rock climbing, swimming, tennis, and volleyball. He resides in Greensboro with his wife Lauren and their two daughters, Noa and Mika. Almog is also involved with the Special Olympics as part of his community engagement.

Cody Smith is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Financial Representative at Fidelity Investments in 2024. His career in financial services began at State Employees' Credit Union, where he progressed through various roles from Financial Services Representative in 2018 to Financial Services Officer by 2019, continuing until 2022. Throughout his career, Cody has focused on understanding clients beyond their finances to develop comprehensive plans that reflect their individual values and life goals. This approach emphasizes a holistic view of financial planning tailored to each client's unique circumstances. Outside of his professional life, Cody has interests in cars, family activities, football, kayaking, music, and writing.

Joanna Page is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and bringing 12 years of industry experience. She previously worked for Stifel Nicolaus & Co Inc from 2014 to 2022 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

William Stone Jr. is a Series 66-licensed financial advisor at Thrivent Investment Management with six years of experience in the industry. Before joining Thrivent, he worked at Gilbarco/Veeder-Root for seven years. Outside of his advisory role, he owns a real estate investment company involved in home renovations and property management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

Howard Coley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients pursue their long-term financial goals through personalized wealth management strategies. His client focus areas include college education planning, equity compensation services, legacy planning, tax minimization, and retirement income. Howard holds a Bachelor's Degree from North Carolina State University. He has earned professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He draws on the resources of Merrill and Bank of America to provide investment insights as well as banking and lending solutions. In addition to his professional role, Howard participates in community activities and volunteers with local organizations. His personal interests include boating, fishing, football, music, running, skiing, tennis, yoga, and spending time with his family.