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.

Paul Lessard is a financial advisor with Edward Jones in High Point, 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, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

Valerie Collier is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. 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 and investment strategies, including discretionary wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets under management.

Peter Graham is a financial advisor with Equitable Advisors in Greensboro, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at AVACARE INC. for eight years. Outside of his advisory role, he volunteers as a committee member for the 2025 Make-A-Wish Central and Western North Carolina fundraising event and serves on the Parish Council of Dormition of The Theotokos Greek Orthodox Church. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various advisory programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Megan Trolley is a financial advisor at Wholestory Wealth LLC with Series 63 and Series 65 designations. She has over 12 years of industry experience, including prior roles at Quinn Opportunity Partners and periods of self-employment. Wholestory Wealth LLC is a small firm serving clients with tailored financial planning and wealth management services.

Maura Egan is a financial advisor at Wholestory Wealth LLC with over a decade of industry experience, including 12 years at Lincoln Financial. She holds a Series 65 designation and is based in Greensboro, NC. Maura took a one-year sabbatical before joining Wholestory Wealth in 2026. Wholestory Wealth LLC is a small firm supporting its advisors, with a total of two advisors.

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.