Stephanie Johnson is a financial advisor at Wells Fargo Clearing in High Point, NC, holding Series 63 and Series 66 credentials with 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services and financial planning, employing research and analytics to support portfolio construction and offering brokerage and advisory solutions at scale.

Braielyn Peoples is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Primerica Advisors, she worked at Primerica Financial Services and has involvement with Peoples Private Learning Center, Inc. She also spent five years working with Charlotte Mecklenburg Schools. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of advisors.

James Zich is a financial advisor with Morgan Stanley in Winston-Salem, NC. He holds a Series 66 designation and has two years of experience at Morgan Stanley Smith Barney. Prior to his financial advisory role, he worked in education with Guilford County Schools and has experience in retail and university settings. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm employs a structured planning process and utilizes tools such as Monte Carlo simulations and secular return estimates to support client goals.

Michael Forsyth is a financial advisor with Merrill in Winston Salem, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Merrill since 2008 and is also affiliated with Bank of America, N.A. outside of regular trading hours, he serves as an advisory board member for Kernersville Little League. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Lefever is a financial advisor at Osaic Wealth, Inc. based in Greensboro, NC, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services for 22 years. Outside of his advisory role, Lefever is involved in operating a non-securities insurance business. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a broad range of brokerage and advisory services and employs various tools such as asset-allocation models and automated rebalancing to construct portfolios tailored to clients' risk tolerances.

Douglas Duvall is a financial advisor at Ameriprise with 25 years of industry experience. He previously worked at Edward Jones for 23 years before joining Ameriprise in 2020. Outside of his advisory role, Duvall is the owner and operator of Jubilee Legacy, LLC, which manages the day-to-day expenses of his financial practice. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to create personalized written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Amy Neely is a Financial Advisor at Merrill Lynch Wealth Management, where she collaborates with a team of educated and experienced wealth management professionals. She is dedicated to developing diversified investment portfolios that align with clients' objectives and support their overall wealth strategies. Her expertise includes creating individualized financial plans that address a broad range of goals such as saving for education and retirement, managing debt, and analyzing life and long-term care insurance to protect families and estates. She also leverages the banking resources of Bank of America to offer comprehensive financial solutions. Amy holds a Bachelor's Degree from Michigan State University and an Associate's Degree from Glen Oaks Community College. She has earned the designations Certified Divorce Financial Analyst (CDFA) and Personal Investment Advisor (PIA). Amy lives in Greensboro with her husband, Scott, and their children, Kennedy and Miles. Outside of her professional work, she enjoys reading, hiking, and paddle boarding.

Jordan Laws is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he held positions at Bank of America, Merrill, and several other firms across various industries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and a range of discretionary and non-discretionary management options.

Radford Hyde is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Benjamin Abitz is a CFP® with seven years of industry experience, currently affiliated with Cetera in Winston Salem, NC. His career includes roles at Morgan Stanley, Piedmont Capital Management, and TMRW Wealth. In addition to his advisory work, he teaches online courses for the University of Virginia's Certified Financial Planner education program. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a broad range of third-party money managers across multiple program structures.

Barbara Woodcock is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She is also a co-owner of Woodcock Racing Rods and Restorations LLC, an automotive restoration business she operates with her husband. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers a range of financial planning and advisory services, utilizing various portfolio management styles and supported by extensive research and affiliated sub-advisers.

Mary Newcomb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to her current role, she has worked in various capacities including roles in childcare and religious educational settings. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Dan Craver is a Financial Consultant at Fidelity Investments, where he assists clients in developing financial plans aligned with their personal goals. He has been with Fidelity Investments since 2015, holding various roles including Workplace Planning & Guidance Consultant, Relationship Manager, Investment Consultant, and currently Financial Consultant. Throughout his tenure at Fidelity, Dan has gained experience in financial consulting and relationship management, contributing to his expertise in building financial strategies for clients. His career progression within the company reflects a sustained commitment to client service and financial planning. Outside of his professional role, Dan has interests in fitness, golf, running, soccer, and tennis.

Justin Berilla is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through roles including Investment Consultant, Workplace Planning Consultant I and II, and Workplace Planning Associate. Justin's experience encompasses various aspects of financial consulting and workplace planning. His professional focus is on helping clients achieve financial purpose, security, and freedom. Outside of his professional work, Justin has interests in art, beach activities, bowling, concerts, fitness, and playing musical instruments.

Timothy Gibson serves as a Resident Director and Wealth Management Advisor at Merrill Lynch, where he has been a team member since 2011. With over a decade of experience in the financial industry, he specializes in developing customized financial strategies for individuals, small business owners, non-profits, and foundations. His client focus areas include college education planning, family wealth management strategies, institutional investment consulting, legacy planning, personal retirement planning, philanthropic planning, and small business strategies. Timothy holds a Bachelor's Degree in Business Management and Administration from North Carolina Central University and a Master's Degree from Colorado Technical University. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is also a member of Alpha Phi Alpha Fraternity, Inc. Residing in Greensboro, NC with his wife Kate and daughters Elizabeth and Kimberly, Timothy is actively involved in his community, including participation with the United Way of Greensboro. He enjoys spending time with his family and engaging in activities such as biking, football, hiking, music, running, and scuba diving.

Clinton Zeller is a financial advisor with Fidelity in Greensboro, NC, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity Investments LLC in 2021, he worked in various roles including at Starmount Forest Country Club and Mythos Grill. Outside of advising, he works part-time as a cleaning attendant for a janitorial service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Bradley Ross is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and seven years of industry experience. He has worked with Ameriprise since 2017, including roles at Ameriprise Financial Services, and has prior experience at Northwestern Mutual and the University of North Carolina Wilmington. Outside of his advisory role, Ross is a co-owner of a tax preparation business and owns a consulting firm. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions and uses a centralized consulting team to deliver retirement-income recommendations that incorporate research, modeling, and tax-efficiency analysis.

Keller Biswurm is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he is part of the Williamson Group. In this role, he collaborates with his clients to make effective financial decisions by understanding their unique goals, priorities, and life stages. Leveraging the expertise and resources of his team, Merrill, and Bank of America, Keller provides a comprehensive approach to wealth management tailored to each client's individual situation. Keller began his career in the insurance industry, focusing on financial analysis and client trust, which led to his transition into financial advising. He holds a Bachelor's Degree from Elon University and has earned professional designations including Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA). His client focus areas include college education planning, divorce transition planning, and liquidity management. Community involvement is an important aspect of Keller's life. He volunteers with organizations such as Star of Hope Ministries and Younglife Alamance County. Outside of his professional and volunteer commitments, Keller enjoys spending quality time with his wife and young daughter, participating in church activities, and exploring North Carolina.

William Rives is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency and Avantax Investment Services, and he also has over 40 years of experience as a CPA at W. Leon Rives CPA. Outside of advising, he serves as a board member at Wake Forest/Lexington Medical Center and is a partner in an accounting and tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services, operating a multi-manager platform with flexible program options and custodial arrangements.

Lynne Murray is a financial advisor with MassMutual Investors Services in Greensboro, NC, holding the ChFC® designation and Series 63 license. She has 41 years of industry experience, including over 40 years with MassMutual Life Insurance Company. Outside of her advisory role, she is involved as a broker in insurance-related products and is a member of Hanging Rock Enterprises LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing firm-approved tools to deliver written recommendations without discretionary authority.