William Towns is a financial advisor at Merrill in Greensboro, NC, holding a Series 66 designation and entering the industry with less than one year of experience. His prior work includes positions at IFund Loans, New York Life, and Bank of America. He attended Wake Forest University from 2021 to 2025. 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 plans, corporations, and charitable organizations.

Kermit Coble III is a financial advisor with Edward Jones in Greensboro, NC, holding the ChFC® and Series 66 designations, and has eight years of industry experience. Prior to joining Edward Jones in 2023, he held roles at firms including Modern Woodmen of America and WESTERN SOUTHERN Life. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and managed solutions, supported by a large nationwide network of financial advisors and branch offices.

Brett Hickman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advisory work, he is the owner and sole employee of BVH Investments, a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by extensive research and affiliated sub-advisers.

Joseph Rotunda is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions.

David Havens is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent six years at JJB Hilliard W.L. Lyons LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Kimberley Baker is a CFP® professional with over 41 years of experience in the financial services industry. She is currently with OSAIC and has a longstanding ownership role at Advance Financial Group, where she has provided comprehensive financial planning and investment advisory services since 1990. Prior to joining OSAIC, she worked at Securities America for 12 years. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers both brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Perry Hudspeth is a financial advisor with LPL Financial based in Winston Salem, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes roles at Lincoln Financial Securities Corporation and Osaic FS, Inc. He is also involved with Anchor Financial Management Group LLC, a business entity related to tax and investment services. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Kevin Lyall is a financial advisor at Stifel with 28 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following six years at Jjb Hilliard Wl Lyons LLC. Outside of his advisory role, he is involved in managing Vandalay Properties, LLC, which focuses on purchasing commercial buildings. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm's investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to support client decisions.

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.

Christopher Wagner is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and over 20 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with 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 provides a wide range of advisory programs to individual and institutional clients, including customized financial planning supported by structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through various advisory arrangements and affiliated entities.

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 licenses and having five years of industry experience. Prior to joining Ameriprise in 2020, he worked at ITG Brands for five years. Edmonds serves on the Board of Directors for Guidance Carolina. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning and written Recommendation Reports based on research and algorithmic tools.

Kendra Steele is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2024, following a previous 22-year tenure at the firm in various roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

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 at LPL Financial with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at First Horizon and Tri-State Financial Advisors. Outside of his advisory role, he has a background that includes positions at DoorDash and High Point University. 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 financial planning and investment management services through a large network of advisors, utilizing various model portfolios and third-party strategies.

Marc Lopresti is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at Lincoln Financial Securities Corporation and Osaic FS, Inc. He is also an insurance and benefits agent with Summit Investment Solutions. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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 credentials and has worked within various Fidelity affiliates, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Robert Meyer is a Series 66-licensed financial advisor with Merrill, based in Greensboro, NC. He has 24 years of industry experience, having worked with Merrill since 2002 and Bank of America 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.