Keith Crosby is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2019 after spending nine years at Wells Fargo and Northwestern Mutual. Keith offers a range of financial services including education planning, employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, and portfolio management. He serves a diverse clientele including business owners and corporate executives, focusing on helping them achieve their retirement goals. With more than fifteen years of experience in the financial services industry, Keith emphasizes understanding clients' mindsets, motivations, and personal goals before discussing financial matters. He seeks to educate clients and their families in straightforward language and coordinates with other professionals such as CPAs and attorneys to align tax and estate planning strategies. Keith leverages resources within Bank of America, including lending solutions and trust professionals, to provide comprehensive financial guidance. Keith graduated from Elizabeth City State University and holds the Personal Investment Advisor (PIA) designation. He is actively involved in his community through leadership roles in Goodwill Industries of Central North Carolina, Sharpe Rd Church of Christ, F3 Greensboro, and Kappa Alpha Psi Fraternity. He and his wife, Gayle, are parents of four children and engage in activities such as biking, fitness workouts, and exploring culinary destinations.

Brenda Blankenship is a financial advisor at Cetera with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at multiple firms within the Cetera network since 2000. Additionally, she is involved in an insurance business focusing on fixed, life, health, and property and casualty insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a large nationwide network of independent advisors.

Jeffrey Chesson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services and Wachovia Bank. He is also involved with Capstone Investment Partners and Pinnacle Asset Management, providing financial and wealth management services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning utilizing advanced analytical tools and supports municipal and public-finance work through a unique affiliation not common among large institutional advisors.

Paul Lessard is a financial advisor with Edward Jones in High Point, NC, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

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 MMA Asset Management LLC in Greensboro, NC, holding a Series 66 designation and 18 years of industry experience. He previously worked at LPL Financial, LLC for 13 years and currently conducts non-investment related activities for Marsh McLennan Agency, an affiliate of MMA Securities LLC. MMA Asset Management 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 and third-party manager programs while leveraging its affiliation with Marsh & McLennan Agency to offer comprehensive resources and referral support.