Michael Wittenberg is a CFP® and ChFC® with 42 years of experience in the financial advisory industry. He is currently with Cetera and has previously worked at First Allied Advisory Services and First Allied Securities. Outside of advisory work, he serves as a FINRA arbitrator and expert witness, teaches at Forsyth Technical Community College, and is the author of the book *Are You Ready? Protecting and Preparing Your Family for Estate Issues Before and After Death*. Cetera is an SEC-registered advisory firm with a nationwide network of over 10,000 advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary programs.

Matthew Williford is a Planning Consultant who collaborates with clients to clarify their goals and develop plans to pursue them. He focuses on helping clients reduce risks, balance growth and protection in their investments, and simplify their financial lives. Matthew has extensive experience in the financial services industry. He worked as an Investment Consultant at Fidelity Investments from 2012 to 2020, and prior to that, he served as a Relationship Manager at Fidelity Investments from 2010 to 2012. He also held roles at Vanguard, including Brokerage Representative from 2008 to 2010 and Client Relationship Representative from 2007 to 2008.

Trent Reisberger is a Financial Advisor at Merrill Lynch Wealth Management. He has been serving clients, primarily in the Greensboro area, since 2012 while stationed at the Friendly Center Bank of America. Trent earned a bachelor's degree from Marietta College in Ohio in 2003. Prior to his career in financial advising, he operated his own business for ten years. He obtained the Chartered Retirement Planning Counselor (CRPC) designation in 2016 from The College for Financial Planning Institutes Corp. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Trent spends considerable time with his wife and three daughters, often traveling as his daughters participate in competitive athletics.

Jeremy Bush is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at Cetera, Avantax Advisory Services, and Maestro Wealth Advisors. Outside of advisory work, he has experience in the restaurant industry, having worked at Cicciones Restaurant and Famous Toastery. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipalities—and offers financial planning, investment consulting, and institutional fiduciary solutions.

Walter Lambeth is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC in 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions, managing approximately $671 billion in assets with over 14,000 advisors nationwide.

Angela Eddins is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63, 65, and 66 licenses and has 31 years of industry experience. Her prior work includes roles at LPL Financial, BNC Bank, and Pinnacle Bank/Pinnacle Financial Partners. Outside of her advisory work, she serves as an Associate and Operations Manager at Pinnacle Asset Management and as a Registered Principal at Anchor Wealth Advisors. 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, corporations, and institutional clients. The firm employs analytical tools and risk profiling to deliver non-discretionary consulting tailored to client goals and maintains specialized advisory programs such as municipal and SIMPLE IRA Employer Advisory Services.

Cameron Moser is a financial advisor with Raymond James & Associates in Winston Salem, NC, holding a Series 66 designation and two years of industry experience. He has previously worked at Cetera, Avantax, and Insight Global, and has also served as a Wealth Management Coordinator for Maestro Wealth Advisors. Outside of finance, he buys and sells rare books online. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers tailored financial planning and non-discretionary investment consulting through various advisory programs, utilizing multiple portfolio management styles and affiliated research.

Jeffrey Barker is a financial advisor with Osaic Wealth, holding the ChFC® designation along with Series 63 and Series 66 licenses, and has 37 years of industry experience. He has worked at Osaic since 2024 and previously held roles at Securities America Advisors and Questar Capital Corporation, as well as operating Barker Financial Services since 1993. Outside of financial advising, he owns a photography business and is involved in selling sports memorabilia. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment and retirement solutions supported by a complex network of affiliates and proprietary strategies.

Richard Sexton Jr. is a financial advisor with Raymond James Financial in High Point, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James and its affiliated entities since 2002 and serves as president of Sexton Companies Inc., where he oversees tax preparation and bookkeeping services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ernest Osborn is a financial advisor at Morgan Stanley in Winston-Salem, NC, with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets prior to that. He serves as a board member of 920 Outdoor Youth, Inc., a nonprofit organization focused on children and youth. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through employer relationships.

Michael Fischer is a financial advisor with Ameriprise in Kernersville, NC, holding a Series 66 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Fischer serves on the board of the Kernersville Masonic Lodge #669 as Assistant Treasurer and Chairman of the Budget and Finance Committee, and holds leadership positions in several Scottish Rite Masonic organizations, including Secretary of the Winston-Salem Scottish Rite Valley. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement advice through a centralized consulting team.

Alana Ibironke is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining LPL Enterprise, she worked at Cetera Wealth and Tapfin/EY, among other firms. Outside of her advisory role, she is the owner of 605 Rental LLC, a real estate business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, along with affiliated trust and insurance services.

Mark Witte is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he provides wealth planning and investment management services to families and high net worth individuals. He focuses on goals-based wealth management, including wealth accumulation, preservation, and generational wealth transfer. Mark specializes in areas such as college education planning, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Mark has been serving the financial industry since 1998 and joined Merrill Lynch Wealth Management in 2000. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. Mark earned a bachelor's degree in Finance from Clarion University of Pennsylvania in 1997. Outside of his professional role, Mark is an active member of the Crescent Rotary Club of Greensboro and serves on the Board of Directors of Junior Achievement of the Triad. He enjoys biking, cooking, golfing, running marathons, spending time with his family, and traveling.

Christopher Barbee is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at Oppenheimer & Co. Inc. from 2014 to 2017. He serves on the Greensboro Financial Services Advisory Council as a board member. Stifel provides investment advisory and brokerage services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, offering analysis and guidance intended to support client decision-making.

Anna Knight is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, she spent a total of nine years affiliated with Emory University in various capacities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Caleb Barker is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Smith Barney LLC and Rech Global. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Mullin is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 23 years of industry experience. He has worked with Cetera Investment Advisors, Cetera Investment Services LLC, and First National Bank of PA since 2016. Outside of Cetera, he is involved in fixed life insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a nationwide network of independent advisors to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various program options and affiliated partners.

Alejandra Rico Rivera is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked for seven years at Vanderbilt Mortgage and Finance before joining Merrill. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Beverly Funderburk is a financial advisor with UBS Financial Services in Winston-Salem, NC, holding Series 63 and Series 66 registrations and 33 years of industry experience. She previously worked at Merrill for 13 years before joining UBS in 2009. Outside of her advisory role, she serves as a notary public. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs a model-based approach using proprietary research to tailor financial plans and portfolios to client goals.

Christopher Holbrook is a financial advisor with Edward Jones in High Point, NC, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he manages and owns commercial rental properties in the High Point area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.