Deborah Morand is a Series 66-credentialed financial advisor at Merrill with three years of industry experience. She previously worked at UBS Financial Services Inc and held positions at Phillips Industries and as an assistant to Vicky Leonard. 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 institutional investors.

Brandon Persia is a financial advisor with Raymond James Financial Services Advisors, Inc. in Greensboro, NC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Starboard Wealth Advisors and has been associated with Raymond James since 2014. Outside of finance, he works as a bartender at Bravo Brio Restaurant Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning supported by analytical tools and serves clients through a large network of advisors and specialized programs.

John Voight is a CFP® professional with 28 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving in Summerfield, NC. Outside of his advisory work, he coaches a junior varsity boys high school soccer team as an employee of the county school system. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research and modeling to produce tailored recommendation reports.

Heath Pierce is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 66 registrations and bringing 23 years of industry experience. He previously worked at First Horizon Advisors and First Citizens Bank, among other firms, before joining LPL Financial in 2025. 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, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jane Dunlap is a financial advisor at Robert Baird & Co. with a Series 66 credential and two years of industry experience. She has held positions at Covenant Wealth Management, LPL Financial, Independent Bank, and Calvin University. Prior to her advisory roles, she worked in various non-financial positions including at Panera Bread and United Parcel Service. The DDK Group, within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and custody services, utilizing a mix of manager-traded and model-traded strategies along with internal research tools, including artificial intelligence.

John Mickey is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials and has 40 years of industry experience. He has been with Mass Mutual Investors Services since 1985. In addition to his advisory role, he is involved in the sales of individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars.

Jackson Aronson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work includes roles at FedEx, DYSIS, and various organizations during his time at North Carolina State University. 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.

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 the Series 65 and Series 63 designations and has worked at Ameriprise since 2017, following a one-year role 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, utilizing research, third-party data, and algorithmic tools within a defined investment framework.

Ashley Cook is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and previously worked at Lincoln Financial Group and Bell Partners Inc. Cook is based in Greensboro, NC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focusing on dependable income sources and tax-aware withdrawal strategies.

Scott Graham is a financial advisor with Equitable Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory work, he serves as managing partner of Alpha Omega Financial, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory programs, including third-party models and discretionary management, offering a range of investment options such as mutual funds, ETFs, separately managed accounts, and certain alternative investments.

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.

Patrick De Pinto is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked with Lincoln Financial Securities and has held roles outside finance, including positions at Instacart and DoorDash. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary and third-party strategies, supported by technology and a broad platform of complementary financial services.

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.

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.