David Marcus is a financial advisor with Merrill in Greensboro, NC, holding the Series 66 designation and 17 years of industry experience. He has been with Merrill since 2009 and has worked at Bank of America, N.A. since 2011. Outside of his advisory role, he serves as an officer of 3 D Mgmt, a for-profit entity based in Greensboro. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Overby is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a freelance photographer and fine art print seller, with work that includes sports photography and contributions to local and regional publications. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports tailored to clients’ financial goals.

Keary Didier is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, Merrill, and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, delivering tailored financial planning through its network of financial advisors and specialized estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Brian Peters is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 designations and 25 years of industry experience. His prior firms include Lincoln Financial Securities, Wells Fargo Clearing, and BB&T Investment Services. Peters is also involved with RD Marketing Group, a non-variable insurance business based in Greensboro. 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 range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ethan Gephardt is a financial advisor with LPL Financial, holding a Series 66 designation. He has one year of industry experience, having previously worked at First Horizon Bank and held various roles including delivery driver positions and full-time student status. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary account management.

Maggie Woodlief is the Branch Leader at Fidelity Investments, a role she has held since 2025. In this capacity, she leads a team of investment professionals dedicated to assisting clients and their families in managing and enhancing their complex family wealth systems. Her career at Fidelity Investments spans over a decade, beginning as a Senior Relationship Manager from 2013 to 2020, followed by her role as a Planning Consultant from 2020 to 2025. This experience has provided her with a comprehensive understanding of investment management and financial planning. No additional information regarding her education, credentials, personal interests, or community involvement has been provided.

Robbie Chandler is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Raymond James & Associates since 2016. Chandler serves on the advisory board and a subcommittee of the Winston Salem Foundation. 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 diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jeffrey Champigny is a financial advisor at Edward Jones in Greensboro, NC, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kingsview Partners LLC, Bank of America, N.A., and Merrill. Outside of finance, he is involved with Burlington Beer Works, a cooperative brewery in Burlington, NC. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Steven Patton is a financial advisor with LPL Financial in Greensboro, NC, holding a Series 66 designation and 15 years of industry experience. He has previously worked at Commonwealth Financial Network and Guilford Financial Partners. Outside of his advisory role, he has operated Allegro Piano Service since 1997. 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 range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bill Wysor is a financial advisor at Edward Jones in Kernersville, NC, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing from 2015 to 2020 before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Nathan Aldendail is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Greensboro, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Jeffrey Trollinger is a CFP® with 26 years of industry experience and has been with Robert W. Baird & Co. since 2009. He is based in Winston-Salem, NC, and holds Series 63 and Series 66 licenses. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and advisory services supported by internal research and technology, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Cory Williamson is a Financial Consultant currently working with Fidelity Investments since 2021. In this role, he focuses on personalized financial planning to help clients work toward achieving financial freedom and security aligned with their individual purposes. Prior to joining Fidelity Investments, Cory served as a Financial Advisor at Merrill Lynch from 2019 to 2021. Throughout his career, Cory has developed expertise in financial consulting and advising, assisting clients in managing their financial goals and strategies. His approach centers on empowering clients through tailored financial plans. Outside of his professional work, Cory has interests in baseball and fitness.

Jerome De Wane is a financial advisor with Edward Jones in Greensboro, NC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2000. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ashley Pritchett is a financial advisor at Edward Jones with 13 years of industry experience. She has worked at Edward Jones since 2019 and previously spent three years with Wells Fargo Clearing. Outside of her advisory role, she is involved as a representative for Savvi.com, an online clothing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Christine Bland is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. Her work history includes roles at First Tennessee Brokerage, Wells Fargo Clearing, and Ftb Advisors. 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 range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools and a broad platform of investment options.

Kelley Wheaton is a financial advisor with Ameriprise in Greensboro, NC, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved with Honey Badger Management, a management company linked to Fiducial Financial. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset criteria, providing tailored recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Morgan is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Greensboro, NC. Prior to joining Raymond James in 2025, he worked at Edward Jones from 2012 to 2025. Outside of his advisory role, he owns Morgan Wealth Partners, a support company, and holds an ownership interest in Morgan Investment Properties of Greensboro, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique capabilities in municipal advisory and employer-sponsored retirement plan consulting.

Samir Alem is a financial advisor with Raymond James Financial Services Advisors Inc. in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James since 2014 and also served as CEO of Alem Wealth Management, a financial advisory support company. Prior to his current roles, he was affiliated with Directions Model and Talent for eight years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs analytical tools and risk profiling in its non-discretionary planning, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

David Holden is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding a Series 66 designation and 26 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual since 2003. Outside of his financial advisory role, he serves as president of a high school booster club focused on supporting local athletics. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charities, and employers. The firm uses a structured planning approach with firm-approved software to develop written recommendations, offering additional services such as educational seminars and event-driven planning programs.