Maria Aileen Rio is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has previously worked at CitiBank for thirteen years. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Roma Hall is a financial advisor at Ameriprise with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2017, following a brief tenure at Janney Montgomery Scott. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jacqueline Wieland is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Stifel Nicolaus & Co. since 2014. Wieland serves on several boards, including as Chairman of the Dean's Advisory Board at the VA Tech Carilion School of Medicine and as a board member of the Institute of World Politics, as well as participating in nonprofit finance committees and foundations in the Greensboro area. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Joy Richardson is a financial advisor with Mass Mutual Investors Services in Winston Salem, NC. She holds Series 63 and Series 66 licenses and has 33 years of industry experience, including 25 years with Metlife Securities Inc. She also has an individual life and long-term care insurance sales activity. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using firm-approved analytic tools.

Brandon Williams is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Wells Fargo Clearing, Wells Fargo Bank, and Edward Jones. Outside of advising, he is a general partner and managing member of a real estate entity focused on property transactions and renovations. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Denise Absher is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding a Series 63 designation and six years of industry experience. Prior to joining Wells Fargo in 2019, she worked for 23 years at Lowe's Companies, Inc. Outside of her advisory role, she co-owns an automotive collision repair business with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and serves clients with customized portfolio strategies.

Kimberly Marriott is a CFP®-designated financial advisor with Morgan Stanley, bringing 29 years of industry experience. She has worked at Merrill and Bank of America prior to joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Kimberly serves on the boards of Communities in Schools for Greater Greensboro and the Women’s Professional Forum Foundation, focusing on mentoring and leadership training programs. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and extensive resources.

Hannah Zogzas is a Planning Consultant at Fidelity Investments, where she focuses on delivering customer service, building client relationships, and supporting financial planning. She aims to assist clients in making informed financial decisions with confidence. Her professional experience includes roles at Fidelity Investments since 2020, starting as an Investment Consultant before becoming a Planning Consultant. Prior to this, she worked at UBS Financial Services from 2016 to 2020, progressing from Client Service Associate to Senior Wealth Planning Strategist. She also held a Client Service Associate position at Merrill Lynch from 2013 to 2016. Outside of her professional work, Hannah enjoys activities such as beach outings, family activities, hiking, outdoor adventures, parenthood, and traveling.

Brian Nason is a financial advisor with Ameriprise in Winston-Salem, NC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior work includes 15 years at Ameriprise Financial Services, Inc. before joining Ameriprise in 2020. Outside of financial advising, he has been involved with At&T Family Federal Credit Union for over 30 years and owns Village Pressure Washing Co, which he founded 36 years ago. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Ryan Howard is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work history includes positions at Gravity Haus and East Carolina University. Equitable Advisors serves a broad client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of third-party advisory programs and emphasizes matching clients to appropriate investment models and discretionary managers.

Haskell Shelton III is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His career includes roles at Bb&T Investment Services and Pinnacle Financial Partners prior to joining Raymond James in 2020. Outside of his advisor role, he is an associate at Pinnacle Asset Management, where he refers potential clients to Raymond James advisors. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary advice using advanced analytical tools and supports a broad network of advisors and specialized services such as municipal finance and SIMPLE IRA employer consulting.

Julie Hocevar is a financial advisor at LPL Enterprise with 24 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her career includes roles at Prudential Insurance Company of America, PRUCO Securities, MassMutual Investors Services, MassMutual Life Insurance, and Metlife Securities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Ronald Copeland is a financial advisor at Merrill Lynch Wealth Management, specializing in comprehensive financial strategies. He focuses on helping clients pursue personal goals such as college education planning, portfolio management services, and retirement income planning. Ronald emphasizes creating personalized plans that account for clients' unique perspectives and priorities. With a background as a former professional athlete and three-time world champion kickboxer, Ronald applies discipline, accountability, and strategic focus in his financial practice. He draws on his experience to help clients maintain clear perspective amid complex and emotional financial decisions, aiming to facilitate informed and confident choices aligned with long-term objectives. Ronald holds the Personal Investment Advisor (PIA) designation and attended Guilford Technical Community College. Outside of his professional work, he enjoys basketball, boxing, and spending time with his family.

Byron Mason Phipps is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at The Results Company, Greene Resources, First Citizens Bank, and several other firms. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning solutions, utilizing proprietary research and tools, with an option for clients to implement recommendations through various brokerage or advisory programs.

Jason Allen is a financial advisor with Wells Fargo Clearing in High Point, NC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been associated with Wachovia Bank, N.A. since 2002. Outside of his advisory role, he serves as an executor for an estate. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from internal and third-party sources and applying diversification principles and modern portfolio theory.

Joylette Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Davenport & Company LLC. She also serves as a FINRA arbitrator in Washington, DC. 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 combines extensive research and analytics with diversified investment approaches and offers a broad range of brokerage and advisory solutions.

William Loveless is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and investment committee estimates.

Tatiana Mckee is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Her prior work includes roles at Wells Fargo Bank and Sprint. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including advisory roles to registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Michelle Seamon is a financial advisor at Merrill with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at First Citizens Bank and Investor Services, Wells Fargo Clearing, and Wachovia Bank. Outside of her professional role, she serves as a board member for the Winter Garden Home Owners Association. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nathan Hooker is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 20 years of industry experience. He has worked with Cambridge Investment Research and Kestra Financial Services prior to joining his current firm. Outside of his advisory role, he serves as a board trustee for Shady Grove Wesleyan Church in North Carolina. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and platform arrangements tailored to client objectives.