Mary Newcomb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to her current role, she has worked in various capacities including roles in childcare and religious educational settings. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Dan Craver is a Financial Consultant at Fidelity Investments, where he assists clients in developing financial plans aligned with their personal goals. He has been with Fidelity Investments since 2015, holding various roles including Workplace Planning & Guidance Consultant, Relationship Manager, Investment Consultant, and currently Financial Consultant. Throughout his tenure at Fidelity, Dan has gained experience in financial consulting and relationship management, contributing to his expertise in building financial strategies for clients. His career progression within the company reflects a sustained commitment to client service and financial planning. Outside of his professional role, Dan has interests in fitness, golf, running, soccer, and tennis.

Justin Berilla is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Investment Consultant, Workplace Planning Consultant I and II, and Workplace Planning Associate. Justin's experience encompasses various aspects of financial consulting and workplace planning. His professional focus is on helping clients achieve financial purpose, security, and freedom. Outside of his professional work, Justin has interests in art, beach activities, bowling, concerts, fitness, and playing musical instruments.

Timothy Gibson serves as a Resident Director and Wealth Management Advisor at Merrill Lynch, where he has been a team member since 2011. With over a decade of experience in the financial industry, he specializes in developing customized financial strategies for individuals, small business owners, non-profits, and foundations. His client focus areas include college education planning, family wealth management strategies, institutional investment consulting, legacy planning, personal retirement planning, philanthropic planning, and small business strategies. Timothy holds a Bachelor's Degree in Business Management and Administration from North Carolina Central University and a Master's Degree from Colorado Technical University. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also a member of Alpha Phi Alpha Fraternity, Inc. Residing in Greensboro, NC with his wife Kate and daughters Elizabeth and Kimberly, Timothy is actively involved in his community, including participation with the United Way of Greensboro. He enjoys spending time with his family and engaging in activities such as biking, football, hiking, music, running, and scuba diving.

Clinton Zeller is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. Prior to joining Fidelity in 2021, he held positions in various service roles including at Starmount Forest Country Club and Mythos Grill. Outside of his advisory work, he is involved in a janitorial service as a cleaning attendant. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Bradley Ross is a financial advisor with Ameriprise Financial Services, LLC in Greensboro, NC, holding a Series 66 designation and eight years of industry experience. He previously worked at Northwestern Mutual and the University of North Carolina Wilmington. Outside of his advisory role, Ross is co-owner of a tax preparation business and owns a consulting firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies for clients approaching or in retirement.

Keller Biswurm is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he works as part of the Williamson Group. He collaborates with clients to understand their goals, priorities, and life stages, providing a comprehensive approach to wealth management. Keller and his team leverage the resources of Merrill and Bank of America to offer tailored advice and planning suited to each client's unique financial situation. Keller began his career in the insurance industry, focusing on financial analysis and building trust to recommend appropriate products. He graduated early from Elon University in 2017 with a bachelor's degree in business. His expertise includes college education planning, divorce transition planning, and liquidity management. Keller holds professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA). Community involvement is important to Keller, and he volunteers with organizations such as Star of Hope Ministries and Younglife Alamance County. Outside of work, he spends time with his wife and young daughter, participates in his church, and enjoys exploring North Carolina.

Lynne Murray is a financial advisor with MassMutual Investors Services in Greensboro, NC, holding the ChFC® designation and Series 63 license. She has 41 years of industry experience, including over 40 years with MassMutual Life Insurance Company. Outside of her advisory role, she is involved as a broker in insurance-related products and is a member of Hanging Rock Enterprises LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved tools to deliver written recommendations without discretionary authority.

Sean Newby is a financial advisor with Edward Jones in Winston Salem, NC, holding the ChFC® designation and Series 66 license. He has 13 years of industry experience and has been with Edward Jones since 2012. Outside of his advising role, he is involved in executive business coaching. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 advisors.

Christopher Stanley is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Lee Salisbury is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Bank, Raymond James & Associates Inc, and the Wells Fargo Investment Institute. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

Peter Lamuraglia is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial and its predecessor since 2004, following four years at WS Griffith Securities, Inc. Lamuraglia is also an agent with Simplicity Group, a non-variable insurance business. 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 financial planning, portfolio management, and institutional services, leveraging a large network of advisors and a variety of investment strategies.

Terry Hindle is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Securities, Inc. in 2002. Outside of his advisory role, he coaches baseball at Cornerstone Middle School and runs Alpha Standard Baseball LLC, focusing on coaching and baseball instruction. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services and retirement plan consulting, utilizing research and analytics while providing both brokerage and advisory solutions.

Sutton Miller is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Morgan Stanley Private Bank, AccruePartners, Lululemon Athletica, The Ahn Group International, and Keller Williams Beverly Hills. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and analyses.

Melvin Mccord is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 license and 18 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney, LLC since 2010. Outside of his advisory role, he acts as an independent contractor with Signature Wealth Management, Inc., selling life, health, long-term care, and Medicare insurance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

William Towns is a financial advisor at Merrill in Greensboro, NC, holding a Series 66 designation and entering the industry with less than one year of experience. His prior work includes positions at IFund Loans, New York Life, and Bank of America. He attended Wake Forest University from 2021 to 2025. 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.

Kermit Coble III is a financial advisor with Edward Jones in Greensboro, NC, holding the ChFC® and Series 66 designations, and has eight years of industry experience. Prior to joining Edward Jones in 2023, he held roles at firms including Modern Woodmen of America and WESTERN SOUTHERN Life. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions, supported by a large nationwide network of financial advisors and branch offices.

Brett Hickman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advisory work, he is the owner and sole employee of BVH Investments, a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by extensive research and affiliated sub-advisers.

Joseph Rotunda is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Havens is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent six years at JJB Hilliard W.L. Lyons LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.