Vicky Tsitseras Leonard is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings 30 years of experience in the financial services industry, including 14 years with Merrill Lynch. Her expertise focuses on helping clients develop personalized financial plans tailored to their unique ambitions, such as funding education, planning for retirement and healthcare costs, and achieving long-term family goals. Vicky holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Wake Forest University. Residing in High Point, North Carolina, Vicky is an active participant in her community. Her personal interests include basketball, cooking, tennis, and yoga.

Ethan Goude is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and several other companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a large nationwide network of advisors and branch offices.

Martin Mc Farling is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, Mc Farling serves as treasurer on the board of directors for Guilford Crossing Professional Center POA and is involved in sign installation and photography services for auction.com properties. 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 income sources and tax-aware withdrawal strategies.

Warren Lackey Jr. is a Series 66-registered financial advisor with Edward Jones in High Point, NC, where he has worked since 2011. He has 15 years of industry experience. Outside of his advisory role, he serves as a board member for the Wesley Memorial United Methodist Church School in High Point. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is known for its extensive advisor and branch network as well as additional affiliated capabilities.

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.

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.

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.

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.

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.

Ana Nelson is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Bank, N.A. since 2015. Wells Fargo Advisors is a nationwide securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Varner is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its related entities since 2015. Outside of his advisory role, he owns Lexington Wealth Management Inc., through which he employs support staff, and he is involved in property management activities. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations primarily focused on assets held within Ameriprise-managed accounts.

Stanley Smith is a financial advisor with Raymond James Financial Services, Inc., holding the CFP® and ChFC® designations and over 33 years of industry experience. He previously worked at LPL Financial and has been associated with Pinnacle Financial Partners since 2018. Outside of advisory duties, he serves as a personal representative for a family member. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Joel Williamson is a financial advisor at LPL Financial with six years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes five years at Edward Jones and roles at General Motors and the Evangelical Fellowship Church. Williamson is also the owner of Financial Educators LLC, a financial education business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Copley is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Wells Fargo Clearing since 2016, with prior experience at Truist Investment Services and Merrill. 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 supported by research from Wells Fargo Investment Institute and third-party analytics.

Johnnie Council is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience, previously working at Equitable Advisors and in education roles with Alamance-Burlington Schools, Guilford County Schools, and North Carolina A&T. Council also serves as a board member for the Christine Council Foundation, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment strategies developed by internal and third-party portfolio strategists and offers access to various financial planning and consulting services.

Berott Mathnov is a Benefits & Planning Consultant for Executive Services at Fidelity Investments, a role held since 2024. In this capacity, Berott assists clients in designing and executing financial plans by utilizing employer-sponsored benefits and adopting a holistic approach to financial planning. Prior to joining Fidelity Investments, Berott worked as a Strategic Communications Manager at Robinhood from 2020 to 2022 and as a Client Relationship Consultant at TIAA from 2017 to 2020. These positions contributed to a diverse background in client relations and strategic communication within the financial services industry. Outside of professional pursuits, Berott enjoys a variety of outdoor activities including beach visits, gardening, horseback riding, outdoor adventures, scuba diving, and skiing.

Jeffrey Champigny is a financial advisor at Edward Jones in Greensboro, NC, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kingsview Partners LLC, Bank of America, N.A., and Merrill. Outside of finance, he is involved with Burlington Beer Works, a cooperative brewery in Burlington, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Cody Beck is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and has held roles at the University of North Carolina at Greensboro and Charlotte. Beck serves on the finance committee of the Kamp Kiwanis Children's Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Kenyon Rush is a Series 66 licensed financial advisor with Edward Jones in Lexington, NC, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he is a managing partner at RRS Investment Properties, assisting with property management and record-keeping. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ashley Pritchett is a financial advisor at Edward Jones with 13 years of industry experience. She has worked at Edward Jones since 2019 and previously spent three years with Wells Fargo Clearing. Outside of her advisory role, she is involved as a representative for Savvi.com, an online clothing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.