Reid Palmer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James since 2017 and previously worked at Cru from 2015 to 2017. 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 diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

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.

Christopher Rosic is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and develop strategies aimed at short-, mid-, and long-term objectives. He provides guidance on a range of topics including general investing, retirement planning, and preparing for unexpected expenses. Christopher also collaborates with Bank of America specialists to offer clients solutions related to banking, credit, home financing, and small business needs. With expertise in portfolio management, tax minimization, and retirement income, Christopher focuses on creating personalized portfolio strategies that adapt to clients' changing circumstances. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of North Carolina System. Outside of his professional work, Christopher engages in activities such as football, ice hockey, pickleball, spending time with his family, and traveling.

Mark Robinson is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with UBS since 2005 and previously worked at Legg Mason Wood Walker, Incorporated from 2001 to 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research from its Chief Investment Office and global research teams.

Janice Wuebker is a financial advisor at Fidelity with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Schwab Retirement Plan Services and Charles Schwab & Co., Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and develops model portfolios for intermediary platforms.

Francis Bryan III is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 designations and 50 years of industry experience. He has been with Raymond James & Associates since 2016. Bryan serves as a director on the board of Yeamans Hall Club, a private club in Winston-Salem. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting with a variety of portfolio management styles and affiliated research resources.

Jon Fox is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including RBC Capital Markets and CUSO Financial Services, LP. He serves on the board of NC Swimming, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, leveraging a large network of advisors supported by proprietary research and technology.

Gregg Williamson is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 1990. He also has held a position at Bank of America, N.A. since 2009. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Turner Simpson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at Wells Fargo Bank for seven years and Blue Rock Wealth Management, LLC for two years. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Patrycja Gelenberg is a financial advisor at Raymond James Financial with seven years of industry experience and holds a Series 66 designation. Her work history includes roles at Anchor Wealth Advisors, Pinnacle Financial Partners, Pinnacle Asset Management, and BB&T. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. 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.

Jeffrey Lybarker is a financial advisor with Edward Jones in Greensboro, NC, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones since 2017, with prior experience at Asbury Automotive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Avery Bowles is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Avery worked at First Horizon Advisors, First Horizon Bank, and First Citizens Bank. Outside of financial services, Avery is employed at Grandover Golf Resort & Spa in Greensboro, NC. 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, supported by extensive research and technology tools.

Dennis Bissell is a financial professional with Cetera and its affiliated entities, holding CFP® and ChFC® designations and over 23 years of industry experience. Prior to joining Cetera in 2025, he worked for Lincoln Financial Distributors for 18 years. Outside of his advisory role, he serves as Wing Commander for the North Carolina Civil Air Patrol and is a member of the Investment Committee for the Civil Air Patrol Foundation. Cetera Investment Advisers LLC is an SEC-registered adviser that provides a multi-manager platform to a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services, utilizing affiliated and third-party managers alongside customizable investment strategies.

Mary Otterberg is a financial advisor with Merrill in Greensboro, NC, holding Series 63 and Series 66 licenses and with 28 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2004. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

John Proia is a financial advisor with Ameriprise in Summerfield, NC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of advising, he has involvement in non-investment-related real estate ownership. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Geoffrey Brown is a financial advisor with LPL Financial based in Winston Salem, NC. He holds Series 63 and Series 65 designations and has 33 years of industry experience. Prior to joining LPL Financial, he worked at Stifel, B.C. Ziegler and Company, and Morgan Stanley in various capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a broad array of investment strategies and operational tools.

Thomas Braun is a Series 66-registered financial advisor with Wells Fargo Clearing in Winston Salem, NC, bringing two years of industry experience. His prior roles include positions at Edward Jones and Truist, as well as over a decade at BB&T. 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 a broad range of brokerage and advisory solutions.

Catriona Kyle Rice is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She holds Series 63, 65, and 66 licenses. Outside of her advisory role, she co-owns Sonshine Partners, LLC with her spouse. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutions. The firm utilizes research and analytics to inform its investment approach and provides both brokerage and advisory solutions.

Coral Edmonds is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2020, she worked in education at Hartford Public Schools and held positions in wireless communications and real estate. Edmonds is also involved with Honey Badger Management LLC as an Associate Financial Advisor. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions.

Dana Corcoran is a Financial Advisor with Merrill Lynch Wealth Management who works directly with clients to develop personalized strategies aimed at achieving short-, mid-, and long-term financial goals. She provides guidance on a broad range of financial matters including investing, retirement planning, and saving for unforeseen expenses. Dana also facilitates access to Bank of America specialists for banking, credit, home financing, and small business services. With a focus on helping clients navigate competing financial priorities such as home buying, education funding, and healthcare planning, she takes a one-on-one approach to define goals and tailor portfolio strategies accordingly. Dana holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of South Carolina. In addition to her professional work, Dana is involved with the Second Harvest Food Bank of Northwest NC, demonstrating her commitment to supporting the community.