Scott Brewington is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings extensive experience in wealth management and financial services, having been active in the industry since 1987. Since joining Merrill Lynch in 1995, Scott has focused on serving businesses, executives, professionals, and retirement clients. His background includes significant expertise in middle market business opportunities, cash management, lending, and advisory services, which informs his current wealth management approach. Scott specializes in family wealth management strategies, legacy planning, liquidity management, managing new wealth, philanthropic planning, small business strategies, and retirement income. He is a Personal Investment Advisor (PIA) and holds a bachelor's degree from Wofford College. Beyond his professional work, Scott is actively involved in his community in Greensboro, North Carolina. He serves as President of the Summit Rotary Club and has held leadership roles with the Community Theatre of Greensboro Board of Directors and the Greensboro Board of Adjustment. He is also a member of Holy Trinity Episcopal Church, where he has served on the Vestry, Business and Finance Committee and chaired stewardship campaigns. Scott enjoys endurance sports, including biking, running, and swimming, and has completed over 26 marathons and two Ironman competitions. He lives with his wife, Libby, in Elk Creek, Virginia, and they have two adult children.

Jason Markey is Vice President, Wealth Planner at Fidelity Investments. In this role, he collaborates with clients and their families to develop financial plans that align with their individual preferences and financial goals. He has been with Fidelity Investments since 2011, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, Vice President Financial Consultant, and currently Vice President, Wealth Planner. This experience has given him a comprehensive understanding of financial planning and investment consulting. No information about his education, credentials, personal interests, or community involvement has been provided.

Kevin Parrish is a financial advisor with J.P. Morgan Securities in Greensboro, NC, holding a Series 66 designation and two years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Terrana Group, LPL Financial LLC, and State Farm. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Eric Simpson is a financial advisor with Edward Jones in Reidsville, NC, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Paul Vidovich is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Stifel since 2014. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a member of Vidken LLC, which owns a beach house in Greensboro, NC. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipal entities. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and financial planning guidance.

Cory Barber is a financial advisor with Edward Jones in Greensboro, NC, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Barber serves on the Finance Committee of Canterbury School in Greensboro. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.

Diswa Malu is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2005. Malu serves as a board member of Family Service of the Piedmont, a nonprofit organization focused on supporting individuals and families. 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.

Ashby Brooks is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, Brooks is a member of B&B Of Greensboro LLC, which owns an office building in Greensboro, NC. Edward Jones is a full-service wealth management firm serving more than 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.

Nicholas Johnson is a CFP®-certified financial advisor with Edward Jones in Greensboro, NC, and has nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Verizon Wireless from 2012 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Herbert Andrew is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at LPL Financial since 2011 and previously spent eight years at Morgan Stanley in various capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, combining advisory platforms with a broad array of affiliated financial services.

Logan Whitlock is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cetera. He has previously worked with Avantax Investment Services, 1st Global Advisors, and the Army National Guard. Whitlock is also a co-owner and financial advisor at Wisdom Wealth Care in Greensboro, NC. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Keith Crosby is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2019 after spending nine years at Wells Fargo and Northwestern Mutual. Keith offers a range of financial services including education planning, employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, and portfolio management. He serves a diverse clientele including business owners and corporate executives, focusing on helping them achieve their retirement goals. With more than fifteen years of experience in the financial services industry, Keith emphasizes understanding clients' mindsets, motivations, and personal goals before discussing financial matters. He seeks to educate clients and their families in straightforward language and coordinates with other professionals such as CPAs and attorneys to align tax and estate planning strategies. Keith leverages resources within Bank of America, including lending solutions and trust professionals, to provide comprehensive financial guidance. Keith graduated from Elizabeth City State University and holds the Personal Investment Advisor (PIA) designation. He is actively involved in his community through leadership roles in Goodwill Industries of Central North Carolina, Sharpe Rd Church of Christ, F3 Greensboro, and Kappa Alpha Psi Fraternity. He and his wife, Gayle, are parents of four children and engage in activities such as biking, fitness workouts, and exploring culinary destinations.

Jeffrey Chesson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Greensboro, NC, holding Series 63 and Series 65 designations with 21 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wachovia Bank. He is also involved in providing financial advice and wealth management services through Capstone Investment Partners and Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. offers 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 emphasizes tailored, non-discretionary planning using risk profiling and analytical tools and maintains unique affiliations supporting municipal and public finance advisory services.

Kalynn Roland is a financial advisor at Edward Jones with 18 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory role, she owns a rental property business in Reidsville, NC. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Peter Graham is a Series 66 licensed advisor with Equitable Advisors based in Greensboro, NC, with four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked for AVACARE INC. for eight years. He volunteers with Make-A-Wish Central and Western North Carolina as a committee member for a 2025 fundraising event and serves on the Parish Council of Dormition of The Theotokos Greek Orthodox Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individual and institutional clients. The firm’s services include a range of advisory programs delivered through Investment Adviser Representatives and third-party asset managers.

Andrew Bray is a financial advisor with MMA Asset Management LLC in Greensboro, NC, holding a Series 66 designation and 18 years of industry experience. He previously worked at LPL Financial, LLC for 13 years and currently conducts non-investment related activities for Marsh McLennan Agency, an affiliate of MMA Securities LLC. MMA Asset Management LLC provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, including high-net-worth clients, as well as retirement plans, corporations, foundations, endowments, and charities. The firm uses a range of investment strategies and third-party manager programs while leveraging its affiliation with Marsh & McLennan Agency to offer comprehensive resources and referral support.

Steven Moffitt is a CFP®-certified financial advisor with 12 years of industry experience. He is currently affiliated with XYPN Sapphire and has held roles at Carolina Wealth Planners, XYPN Invest, and Fidelity Investments in various capacities. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm emphasizes a long-term, risk-based investment approach using diversified portfolios and is notable for its pilot programs in digital-asset management and tokenized securities custody.

Kevin Kennedy is a CFP® professional with ten years of experience in financial services. He is currently affiliated with XYPN Sapphire and previously worked with Fidelity Investments in various capacities over a ten-year period. Outside of his advisory work, he is the owner of a short-term rental property in Greensboro, North Carolina. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm emphasizes a long-term, risk-based investment approach and supports affiliated advisors through centralized back-office and compliance services.