Timothy Bolinger is a Certified Financial Planner (CFP®) with 28 years of industry experience. He has worked at LPL Financial since 2021 and previously spent five years at Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Timothy Anzulewicz is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at RPM Plastics, Zen Business, and ownership interests in Moon Brew LLC and Full Moon Oyster Bar. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

James Bowman is a financial advisor with Edward Jones in Oak Ridge, NC, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2001. Bowman serves on the finance committee of Central Baptist Church in Oak Ridge, where he is involved in preparing the annual budget and overseeing financial operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Regina Edwards is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2009. Prior to that, she worked at Bank of America, N.A., where she remains affiliated. 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 and profit-sharing plans, corporations, and charitable organizations.

Vernon Horne is a ChFC® credentialed financial advisor with 48 years of industry experience. He is currently with OSAIC, having joined in 2025 after 17 years at Lincoln Financial Securities Corporation and 19 years at Osaic FS, Inc. He is also involved as an agent and owner in insurance-related businesses, including Signature Financial Services Group, LLC, and Horne Financial Services, offering various insurance products. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm provides both brokerage and advisory services with a model-based investment approach that includes portfolio optimization, discretionary and advisor-managed strategies, and access to alternative investments through third-party platforms.

Samuel Starling III is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He previously worked at Wells Fargo Clearing and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive advisory tools and oversight of substantial discretionary assets.

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.

Brian Peters is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 designations and 25 years of industry experience. His prior firms include Lincoln Financial Securities, Wells Fargo Clearing, and BB&T Investment Services. Peters is also involved with RD Marketing Group, a non-variable insurance business based in Greensboro. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ethan Gephardt is a financial advisor with LPL Financial, holding a Series 66 designation. He has one year of industry experience, having previously worked at First Horizon Bank and held various roles including delivery driver positions and full-time student status. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary account management.

Betty Andrews is a financial advisor with LPL Financial in Burlington, NC, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has been with LPL Financial since 2007 and previously worked at Truist Investment Services, Inc., NCF Financial Services, Inc., and Invest Financial Corporation. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Jeffrey Champigny is a financial advisor at Edward Jones in Greensboro, NC, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kingsview Partners LLC, Bank of America, N.A., and Merrill. Outside of finance, he is involved with Burlington Beer Works, a cooperative brewery in Burlington, NC. 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.

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.

Ashley Pritchett is a financial advisor at Edward Jones with 13 years of industry experience. She has worked at Edward Jones since 2019 and previously spent three years with Wells Fargo Clearing. Outside of her advisory role, she is involved as a representative for Savvi.com, an online clothing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Warren Lackey Sr. is a financial advisor with Edward Jones in High Point, NC, holding Series 63 and Series 66 licenses and over 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he serves as a member of the finance committee at High Point Country Club and holds trustee and managerial roles in various local trusts, family LLCs, and real estate ventures. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.