Erick Ellsweig is a Managing Director and Wealth Management Advisor with Merrill Lynch Wealth Management. He is also designated as a Sports and Entertainment Advisor within Merrill. Erick guides high-net-worth and ultra-high-net-worth individuals and families, including members of the entertainment industry, entrepreneurs, business owners, and senior executives, toward achieving their financial goals and managing their complex wealth. With over two decades of experience, Erick and his team focus on family wealth management strategies, sports and entertainment, and retirement income. They work closely with clients to develop comprehensive wealth management services that address retirement, personal goals, philanthropy, and wealth preservation. Erick's approach is informed by his background growing up in a multi-generational family business, providing him with insight into critical wealth decision points. Erick earned his bachelor's degree from Northwestern University, where he remains active in volunteer leadership, serving as Co-Chair of the National Alumni Admissions Council and as Director for South Florida. He holds a law degree from Brooklyn Law School and the Certified Investment Management Analyst (CIMA) designation. Erick has received national recognition, including being named to Barron's "Top 1,200 Financial Advisors" from 2014 to 2025 and Forbes' "Best-In-State Wealth Advisors" from 2018 to 2025.

John Dubose Jr. is a financial advisor with UBS Financial Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with UBS since 2008. He serves as chair of the investment committee at St. Paul's Episcopal Church in Winston-Salem. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

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.

Walter Lambeth is a financial advisor with Wells Fargo Clearing in Greensboro, NC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Angela Eddins is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 credentials and over 31 years of industry experience. She has worked at firms including Pinnacle Bank, LPL Financial, and High Point Bank. In addition to her advisory role, she serves as an 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance advisory services through unique affiliations.

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.

Benjamin Hadley is a financial advisor with LPL Financial in Winston Salem, NC, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior roles include positions at Raymond James & Associates, Navigon Financial Group, AXA Advisors, and Northwestern Mutual. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and investment management solutions supported by proprietary and third-party research.

Jeffrey Barker is a financial advisor at OSAIC with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Questar Capital Corporation, and he has operated his own firm, Barker Financial Services, since 1993. Outside of financial advising, he is involved in photography and owns a sports memorabilia business. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes advanced asset-allocation tools and third-party platforms to construct and manage customized investment portfolios.

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 with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1993. Outside of his advisory role, he serves on the board of 920 Outdoor Youth, Inc., a nonprofit focused on youth activities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations and firm-approved tools, serving clients through both direct and corporate financial planning arrangements.

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.

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.

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.

Beverly Funderburk is a financial advisor with UBS Financial Services in Winston-Salem, NC, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has worked at Merrill for 30 years and has been with UBS since 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 solutions.

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.

Tracie Lucas is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 designations and 12 years of industry experience. Her prior experience includes roles at Truist Investment Services and BB&T Securities. Outside of advising, she serves as a Notary Public and is employed part-time with Kersey Valley, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.