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.

Deborah Mills is a financial advisor with Merrill in Greensboro, NC, holding Series 63 and Series 65 licenses and 40 years of industry experience. She has worked at Merrill since 2006, with prior experience at Wells Fargo Clearing and Prudential Equity Group. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Andrew Bray is a financial advisor with Marsh Agency Wealth Advisors LLC in Greensboro, NC, holding a Series 66 designation and 19 years of industry experience. He has worked at MMA Securities LLC, Marsh McLennan Agency, LPL Financial, and Ameriprise. In addition to his advisory role, he supports non-investment business activities related to insurance services at Marsh McLennan Agency. Marsh Agency Wealth Advisors 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, including fundamental and technical analysis, and benefits from its organizational ties to Marsh & McLennan Agency and affiliated entities.

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.