Regina Edwards is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2009. Edwards also has a concurrent role at Bank of America, N.A., where she has worked since 2005. 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, and various institutional investors.

Vernon Horne is a financial advisor at OSAIC with 48 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2025, he worked for 17 years at Lincoln Financial Securities Corporation. Outside of his advisory role, he is involved in insurance services through two entities where he offers various insurance products including accident/health and life insurance. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of financial services such as brokerage and investment advisory, financial planning, retirement consulting, and access to third-party money managers, utilizing advanced portfolio construction tools and multiple advisory platforms.

Samuel Starling III is a financial advisor with LPL Financial based in Greensboro, NC. He holds a Series 66 designation and has 27 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 brokerage services supported by research and technology-driven portfolio management.

Amir Ghalyoun is a financial advisor with Thrivent Investment Management in Greensboro, NC. He holds the Series 66 designation and has been with Thrivent since 2025. Prior to his current role, he spent ten years working with Poblanos/Amigos/Sams. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning covering a range of topics but does not include implementation or discretionary portfolio management within these services.

Joel Lacsina is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His work history includes positions at Brightway Insurance, BCA Financial Services, Inc., and Publix. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with notable activities including registration as a commodity pool operator and advisory roles for multiple registered investment companies.

James Kirkpatrick III is a Senior Financial Advisor at Merrill Lynch Wealth Management and co-heads KM & Associates, a twelve-person professional wealth management team. He works with high net worth families, corporate executives, and business owners to develop in-depth wealth management strategies that address their complex financial lives. His team assists clients in identifying and prioritizing financial goals before implementing customized plans to pursue those goals. He holds a Bachelor's degree in Business from Wake Forest University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). James was born and raised in Greensboro, North Carolina, where he remains active in community affairs. He serves on the Local Leadership Board of Search Ministries and has held leadership roles such as past chairman of the War Memorial Commission, past president of the board of trustees of the Greensboro Historical Museum, and past chairman of the Triad Chapter of Golfers Against Cancer. James and his wife, Katharine, have four children. In his personal time, he enjoys playing golf, following Wake Forest athletics, fitness training, and listening to a variety of music.

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 licenses and 25 years of industry experience. His prior roles include tenures at Lincoln Financial Securities and LPL, spanning from 2014 to 2024. Outside of his advisory work, he is involved with RD Marketing Group, focusing on non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Ethan Gephardt is a financial advisor with LPL Financial, holding a Series 66 designation and based in Greensboro, NC. He has been with LPL Financial since 2026 and has prior experience at First Horizon Bank. Outside of finance, he has worked in roles including delivery driving and customer service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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 with Edward Jones in Kernersville, NC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He worked at Wells Fargo Clearing for five years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

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 CFP® professional with over 32 years of experience in the financial industry. He has been with Ameriprise since 1993, currently serving in Reidsville, NC. Outside of his advisory work, he is involved as a musician with GT Live. Ameriprise is a large institutional firm that provides a range of advisory, brokerage, and insurance solutions. It offers a specialized retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports.

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.