Maria Aileen Rio is a financial advisor with Merrill in Greensboro, NC, holding a Series 66 credential and seven years of industry experience. She previously worked at CitiBank from 2004 to 2017 and has been with Bank of America, N.A. and Merrill since 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Ashley Cook is a financial advisor at Ameriprise with a Series 66 designation and experience spanning roles at Lincoln Financial Group, Bell Partners Inc., and AvalonBay Communities. Based in Greensboro, NC, Cook has been with Ameriprise since 2025. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary recommendations through a centralized consulting team.

Scott Graham is a financial advisor with Equitable Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as the managing partner of Alpha Omega Financial, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing various advisory programs and allowing certain advisors discretionary authority under specific conditions.

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®-certified financial advisor with five years of industry experience, currently with LPL Financial since 2024. Prior to joining LPL, he worked at The Vanguard Group for three years and has a background that includes roles at Northwestern Mutual and various positions linked to Western Carolina University. Outside of his advisory career, he is a business owner of a local lawn care company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

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. His prior experience includes roles at Lincoln Financial Securities and positions outside of finance with companies like Instacart and DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management strategies supported by extensive research and technology integration.

Ronda Faggart is a financial advisor with Edward Jones in High Point, NC, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is an owner member of 733 Flower Manor, LLC in Wendell, 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 nationwide network of more than 23,700 advisors and 15,000 branch offices.

Brandon Williams is a Financial Advisor with Merrill Lynch Wealth Management. With over seven years of experience in the financial industry, Brandon focuses on providing clients with clear and strategic advice to help them pursue long-term financial success. He prioritizes his clients' needs in areas such as retirement planning, investment management, and handling complex financial decisions. Brandon's expertise includes college education planning, legacy planning, managing new wealth, personal retirement planning, sports and entertainment finance, tax minimization, and retirement income strategies. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Wingate University. Beyond his professional work, Brandon has a background as a football player and coach, which informs his disciplined and team-first approach to client service. His personal interests include drawing and sketching, football, spending time with his family, and traveling.

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.

Ryan Howard is a financial advisor with Equitable Advisors in High Point, NC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Equitable Advisors in 2023, he held various roles including positions at Gravity Haus and East Carolina University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

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.

Julie Hocevar is a financial advisor at LPL Enterprise with 24 years of industry experience. She holds the ChFC®, Series 63, and Series 65 designations. Her prior experience includes roles at Prudential Insurance Company of America, PRUCO Securities, Mass Mutual Investors Services, MassMutual Life Insurance, and Metlife Securities. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model wealth portfolios and third-party asset management through an integrated advisory and brokerage platform.

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.

Jason Allen is a financial advisor with Wells Fargo Clearing in High Point, NC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He also serves as an executor for his mother's estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of advisory and discretionary services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Jennifer Whisenant is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and 20 years of industry experience. Her prior experience includes roles at Raymond James Financial and Raymond James Financial Services from 1999 to 2017. She is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 both discretionary and non-discretionary management supported by in-house and third-party research.

Ana Nelson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. She has been with Wells Fargo Clearing since 2023 and has worked at Wells Fargo Bank, N.A. since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Logan Sharpe is a financial advisor with LPL Financial in Burlington, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at TIAA and TIA-CREF for eight years before joining LPL Financial in 2018. Outside of his advisory role, Sharpe serves as a board member for The Burlington School and works as a spin class instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisory representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from multiple sources.

Garrett Mullins is a financial advisor at Osaic with 22 years of industry experience and holds a Series 66 designation. He previously worked at Woodbury Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors. Mullins serves as secretary of Dignity Healthcare Inc., a home health care company with which he has little involvement. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

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.