Megan Kopka is passionate about helping women—especially caregivers and widows—find financial security and the freedom to live fulfilling lives through intentional life planning and investing. Drawing from her diverse experiences as a former math teacher, wife, mom, widow, solo parent, caregiver, medical advocate, business owner, and feminist, Megan offers unique insights on integrating money with life values. Megan is both a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Registered Life Planner (RLP®), blending her personal, professional, and altruistic missions to serve clients meaningfully. She specializes in working with widows and caregivers, providing holistic financial guidance to help them navigate life transitions confidently. About Kopka Financial, LLC. Kopka Financial, LLC is a fiduciary-focused financial planning and investment management firm dedicated to meeting each client’s unique needs with integrity and transparency. As a Registered Investment Advisory (RIA) firm, Kopka Financial operates with your best interests as the top priority, ensuring every decision aligns with your goals, values, and financial well-being. Our mission is to guide you to your financial aspirations while easing your peace of mind. We simplify complex processes by assisting you with cumbersome paperwork and educating you in a way that eliminates industry jargon. The nuances, rules, and account types are explained based on how they fit your specific needs, risk tolerance, tax structure, and earning capabilities. At Kopka Financial, we strive to allocate your resources efficiently so you can confidently pursue your dreams. Working with Kopka Financial begins with a comprehensive financial plan. This plan serves as the foundation for understanding your goals, savings, and spending habits. We aim to ensure your money provides a lifestyle that fulfills you and aligns with what matters most to you. Planning gives us a framework for ongoing investment management, allowing us to adapt as your life and market conditions evolve. Kopka Financial takes a holistic approach to financial planning, helping you confidently navigate life’s transitions. By integrating personalized strategies into every plan, we work to grow and preserve your resources while advising you on using your cash flow to achieve your life goals. Our commitment to personalized service helps ensure clients feel empowered, informed, and secure in their financial future.

Gregory Gibson is a Wealth Management Advisor with Merrill Lynch Wealth Management in Greensboro, where he has been serving clients since August 2016. He specializes in managing new wealth, philanthropic planning, portfolio management services, tax minimization, retirement income, and working with women and wealth. Prior to joining Merrill Lynch, Greg held positions as an Executive Director at Oppenheimer & Co, Inc. and First Vice President at UBS, bringing with him three decades of experience in the financial services industry. Greg earned his Bachelor of Arts degree in Economics from Emory University in 1981. He holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Throughout his career, Greg has engaged with the community through service on the Board of Directors for the Eastern Music Festival and Guilford Battleground Company, as well as participation on the Finance and Investment Committee at Canterbury School. He has also contributed as a mentor for Boy Scout Troop 216 and served on the Adult Staff team for Westover Church High School Ministries. Outside of his professional pursuits, Greg enjoys spending time with his wife, their two grown children, and two granddaughters. His personal interests include boating, cooking, fishing, golfing, interior decorating, reading, and traveling. The family often spends their leisure time at Wrightsville Beach, where Greg also pursues offshore angling.

Nicholas Reschly is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 2018 and works with clients to develop personalized wealth management strategies that align with their individual goals and values. Nicholas and his team utilize their industry expertise along with Merrill’s global resources to offer comprehensive wealth management services. His approach emphasizes understanding each client’s financial objectives through one-on-one conversations and tailored planning. Nicholas’s areas of focus include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, women and wealth, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Personal Investment Advisor (PIA) credential. Nicholas earned his bachelor’s degree from the University of North Carolina at Chapel Hill. A Southeastern North Carolina native, Nicholas chose to return to his community to establish his career. Outside of work, he volunteers with local organizations and enjoys boating, fishing, gardening, hiking, hunting, scuba diving, and surfing.