Christoph Kohly is a financial advisor at Merrill with 21 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2003 and has been with Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Eric Crowl is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, he held positions in a variety of industries including manufacturing, distribution, and landscaping. Outside of financial advising, he co-owns and produces content for a small YouTube channel focused on the game Magic: The Gathering. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Christopher Wagner is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Wagner serves on the finance committees of the Piedmont Land Conservancy and the Greensboro Children’s Museum. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm‑approved tools and models to assist clients in developing financial plans.

Justin Kilby is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since January 2011. Prior to joining Merrill Lynch, Justin spent six years working in the supply chain and logistics field, most recently at Ralph Lauren Corporation. Justin holds a Bachelor's Degree in Business Administration from West Virginia Wesleyan College, where he was involved in varsity soccer and the Chi Phi fraternity. He also earned a Master's Degree in Business Administration from Elon University in 2008. He is recognized as a Personal Investment Advisor (PIA). Justin has been named to the Forbes "Best-in-State Wealth Advisors" list multiple times, including 2019 and consecutively from 2022 through 2026. He resides in Greensboro with his wife and their two children.

Jill Gordon is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she owns and operates Events By Candace Jill, an event coordination business specializing in weddings, parties, and corporate functions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Richard Edmonds is a financial advisor with Ameriprise in Greensboro, NC, holding Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Ameriprise in 2020, he worked at ITG Brands from 2015 to 2020. Edmonds serves on the Board of Directors for Guidance Carolina. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on tax-aware withdrawal strategies and dependable income sources.

Jeremy McDonald is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been with Fidelity since 2007, progressing through various positions including Financial Consultant, Investment Consultant, Workplace Guidance Associate, and Defined Contribution Associate. Throughout his tenure at Fidelity, Jeremy has developed expertise in financial consulting and investment services. He emphasizes a collaborative approach by listening to clients to understand their goals and tailoring strategies to meet their individual needs. Details regarding his education, credentials, personal interests, or community involvement have not been provided.

John Keene is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at First Horizon and Tri-State Financial Advisors and has a diverse background including roles at DoorDash and High Point University. 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 investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Marc Lopresti is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He previously spent 13 years at Lincoln Financial Securities Corporation before joining Cambridge in 2021. He holds a Series 66 designation and operates out of Greensboro, NC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides investment solutions through a network of independent professionals, utilizing both proprietary and third-party strategies across various custody platforms with discretionary and non-discretionary options.

Brian Buttolph is a financial advisor with Edward Jones in High Point, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, he owns Buttolph Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Robert Mack is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2016. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and it also serves in advisory roles for multiple registered investment companies.

Robert Meyer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career working on the sales desk for Smith Barney’s corporate retirement services in New York City. In 2002, he relocated to North Carolina and joined Merrill Lynch as a Financial Advisor. Robert holds several professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He provides guidance in areas such as divorce transition planning, education planning, personal retirement planning, and retirement income. As a qualified Portfolio Manager, Robert offers personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party strategies, managing these on a discretionary basis through the firm’s Investment Advisory Program. Robert earned his bachelor’s degree from Randolph-Macon College, where he also served as captain of the baseball team. Robert is active in his community, serving on the advisory board of The Salvation Army of Greater Greensboro and as a member of the Greensboro Sports Council. He enjoys running, golf, skiing, attending sporting events, and spending time with his wife Ashley and their two children in Greensboro.

Christine Ryan is a financial advisor with Merrill in Winston Salem, NC, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has been with Merrill since 1999. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lance Wilson is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2018. Prior to this role, he served as a Financial Consultant at Fidelity Investments from 2017 to 2018. His career in the financial industry includes serving as Vice President and Financial Advisor at SunTrust Investment Services from 2011 to 2017, and at Wells Fargo Advisors from 2000 to 2011. He began his career as a Financial Advisor at First Union Brokerage Services from 1995 to 2000 and started as a Stock Broker at J.J.B Hilliard, W.L. Lyons from 1991 to 1994. With over two decades of experience, Lance works with individuals and their families to guide them through various financial stages of their lives. He collaborates with clients to establish long-term financial plans aimed at reducing concerns related to day-to-day financial management.

Charles Staples is a financial advisor with Raymond James Financial in Greensboro, NC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His career includes roles at U.S. Bancorp Investments, Wells Fargo Clearing Services, and Fifth Third Bank, among others. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Tammy Watts Quesinberry is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm as a Financial Advisor in 2015 and is a member of the Pitts Watts Group. Tammy holds the CERTIFIED FINANCIAL PLANNER™ certification, which she earned in 2020. Her professional background includes a Bachelor of Arts in Political Science from the University of North Carolina at Greensboro. She began her career as a Real Estate Paralegal and became a member of the Paralegal Division of the North Carolina Bar in 2005. She also obtained a North Carolina Real Estate Broker license in 2007. Tammy works with individuals and small business owners to develop and adjust financial strategies that align with their goals in areas such as family wealth management, retirement planning, legacy planning, and philanthropic planning. Outside of work, Tammy enjoys antiquing, baseball, cooking—where she has the ability to recreate restaurant dishes by taste—dancing, music, reading, traveling, watching movies, and spending time with her family. She is a mother of three children.

Michael Lonano is a CFP® professional with 34 years of experience in the financial services industry. He currently serves as an advisor at OSAIC and has held roles at Securities America Advisors and SECURITIES AMERICA, inc. He is also the founder of Lonano Financial Advisors, Inc., where he provides insurance analysis and policy services. Additionally, he serves as treasurer of the Quaker Crossing Condominium Association. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios managed on discretionary or non-discretionary bases.

Michael Dowell is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following six years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Reid Palmer is a financial advisor at Raymond James & Associates with eight years of industry experience. He has been with Raymond James since 2017 and previously worked at Cru from 2015 to 2017. He holds the Series 66 designation and is based in Winston-Salem, North Carolina. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide adviser force.

Gary Bargebuhr is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He previously worked at Truist Advisory Services and Truist Investment Services for seven years, as well as Morgan Stanley Private Bank for three years. He serves on the Board of Trustees for the Greensboro Jewish Federation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors use firm research and tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.