Valerie Collier is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. 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, including discretionary wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets under management.

Megan Trolley is a financial advisor at Wholestory Wealth LLC with Series 63 and Series 65 designations. She has over 12 years of industry experience, including prior roles at Quinn Opportunity Partners and periods of self-employment. Wholestory Wealth LLC is a small firm serving clients with tailored financial planning and wealth management services.

Maura Egan is a financial advisor at Wholestory Wealth LLC with over a decade of industry experience, including 12 years at Lincoln Financial. She holds a Series 65 designation and is based in Greensboro, NC. Maura took a one-year sabbatical before joining Wholestory Wealth in 2026. Wholestory Wealth LLC is a small firm supporting its advisors, with a total of two advisors.

Andrew Bray is a financial advisor with MMA Asset Management LLC in Greensboro, NC, holding a Series 66 designation and 18 years of industry experience. He previously worked at LPL Financial, LLC for 13 years and currently conducts non-investment related activities for Marsh McLennan Agency, an affiliate of MMA Securities LLC. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, including high-net-worth clients, as well as retirement plans, corporations, foundations, endowments, and charities. The firm uses a range of investment strategies and third-party manager programs while leveraging its affiliation with Marsh & McLennan Agency to offer comprehensive resources and referral support.