Kathryn Orlick is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She previously worked at Stephens Inc and Morgan Stanley before joining Wells Fargo Clearing in 2019. 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 options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jessica Chatmon is a financial advisor with LPL Financial based in Greensboro, NC. She holds a Series 66 designation and has 10 years of industry experience. Her prior roles include positions at Cetera, Edward Jones, and Farmasi. Outside of her advisory work, she is involved with Beauty Society, a multi-level marketing business focused on personal products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and utilizes various model portfolios and research resources to support its clients.

Colon Knight is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he is involved in consulting on quality procedures for a company in North Gibsonville, NC. 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 national network of advisors and branches.

Andrea Wisekal is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. She is based in Greensboro, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Tracy Dixon serves as Vice President, Executive Planning Consultant at Fidelity Investments, a role she has held since 2026. In this capacity, she partners with executives to assist them in understanding and coordinating their benefits, compensation, and financial resources through comprehensive planning. She adopts a personalized and consultative approach to help clients align their wealth with their wishes, aiming to provide confidence and peace of mind. Tracy has been with Fidelity Investments since 2017, progressing through roles including Financial Consultant from 2019 to 2026, Relationship Manager from 2018 to 2019, and Financial Representative from 2017 to 2018. Before joining Fidelity, she worked at Northwestern Mutual as an Associate Financial Representative from 2016 to 2017 and as a Financial Representative from 2012 to 2015. Outside of her professional work, Tracy's personal interests include fitness, exploring food, social events with friends, traveling, and volunteering.

Christine Harrell is a financial advisor at Edward Jones in Kernersville, NC, with 11 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Outside of her advisory role, she is a member and manager of DC5 Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products with approximately $1.01 trillion in assets under management.

Monica Richey is a financial advisor at Edward Jones in Kernersville, NC, holding a Series 66 designation with one year of industry experience. She previously worked at Walker Allen LLP and Parham Smith & Archenhold. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Christopher Leak is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a board member for the City of Winston-Salem and for Aspire, a local nonprofit formerly known as The Housing Authority of Winston-Salem, where he is involved in business development and growth. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing financial planning and advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning using firm-approved tools and models, with advisory services delivered through its Financial Advisors and Estate Planning Strategies Group.

Jennifer Cockman is a financial advisor at Stifel with 12 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2017, following three years at Oppenheimer & Co Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Jason Ortiz is a financial advisor with Ameriprise in Jamestown, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, Ortiz is involved in business ownership related to property development and management through several LLCs. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized retirement recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Samuel Audet is a financial advisor at LPL Financial with credentials including the Series 66 designation. He has experience working in various industries, including two years at Techtronic Industries and two years at Cottage Lane Homes, as well as a thirteen-year tenure with Chesterfield County Public Schools. He joined LPL Financial in 2024 and is based in Greensboro, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources and providing both discretionary and non-discretionary management.

Justin Vidovich is a financial advisor at Stifel with Series 63 and Series 66 credentials and three years of industry experience. He worked at Envestnet, Inc. from 2012 to 2023 before joining Stifel in 2024. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies. The firm also provides services to private funds and pooled vehicles and operates alongside affiliated trust companies and banks.

Justin Moore is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he provides financial advice and guidance to individuals and businesses. He works closely with clients to understand their financial priorities and help them align their financial strategies with their personal and professional goals. Justin specializes in developing customized wealth management plans and meets regularly with clients to establish long-term objectives and priorities. Justin holds a bachelor's degree in Accounting and Finance from North Carolina A&T State University and a master's degree in Accounting from the University of North Carolina at Greensboro. Before joining Merrill in 2011, he gained experience as a financial auditor and consultant in the financial services and insurance industries. He holds professional designations including the Accredited Asset Management Specialist™ (AAMS™) and Chartered Retirement Planning Counselor™ (CRPC™). Outside of his professional role, Justin is involved with several community organizations, including Big Brothers Big Sisters of The Central Piedmont and Kappa Alpha Psi Fraternity, Inc. He resides in Greensboro, North Carolina, with his wife, Hona, and enjoys traveling and participating in athletics.

Robert Timmons is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2000 and joined Merrill Lynch in 2006, focusing on the belief that wealth provides choices. His approach involves a disciplined strategy and financial road map aimed at achieving financial independence through collaboration tailored to each client's goals and circumstances. He holds a bachelor's degree in Economics from The University of North Carolina at Greensboro, earned in 2000, and a Certificate of Financial Planning from Georgetown University Center for Professional Development, obtained in 2005. Robert is also a CERTIFIED FINANCIAL PLANNER™ certificant and a Personal Investment Advisor (PIA). Robert is a member of the Noble Academy Board of Trustees. His professional process emphasizes understanding clients' families, financial situations, and priorities to deliver personalized service and proactive communication.

Matthew Palmadessa is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience in financial services, having started his career at Central Carolina Bank before joining Merrill Lynch in 2004. Matthew provides wealth management advice with a focus on personal retirement planning, philanthropic planning, portfolio management services, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Financial Consultant® designation from The American College. Matthew earned a bachelor's degree in Business Administration and Economics from Greensboro College, where he was a four-year letterman on the baseball team. Matthew is a member of the Society of Financial Service Professionals and has served on the board of Greensboro College's Advisory Council. He resides in Greensboro, North Carolina, with his wife Allison and their four children. In his spare time, he enjoys playing baseball, golfing, running, and spending time with his family.

Thomas Emerson Jr. is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through a structured planning process without making individual security recommendations as part of standalone planning.

Janet Conti is a financial advisor with Merrill in Greensboro, NC, holding a Series 66 designation and has 24 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1976. Outside of her advisory role, she serves as a committee member on the Finance Committee for Greensboro Urban Ministry, a local charitable organization. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Michael Phelan is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2010. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Shannon Guelbert is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2013, including 11 years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Bronwyn Flower is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She previously worked at Schneider, Nixon & John for two years before joining Wells Fargo in 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 roughly $671 billion in assets and provides both brokerage and advisory solutions.