Bethany Clayton Beckner

Brooks Jewett is a CFP® professional. Outside of his Wealth Leader role, Brooks previously coached lacrosse at Forsyth Country Day School and serves on the boards of several community organizations, including the Winston-Salem Police Foundation, Whitaker Elementary Circle and the Financial Planning Association of Charlotte.

Zachary Smith is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Northside Group Wealth Management, LLC since 2017. Prior to this, he operated under Zachary Stan Smith dba Northside Wealth Management from 2010 to 2017. He is also involved in mortgage origination and insurance sales. Northside Group Wealth Management provides investment advisory and financial planning services to individuals and small businesses, including management of retirement-plan assets. The firm generally manages portfolios on a non-discretionary basis with documented risk tolerance and client approval for transactions, while also offering insurance and pension plan services.

Derek Frosh is a CFP® professional with 30 years of industry experience, currently serving at Hanover Square Wealth Advisors LLC since 2025. Prior to joining Hanover Square, he worked for UBS Financial Services for 12 years. Outside of financial advising, he owns and operates a general contracting business involved in construction and remodeling in North Carolina. Hanover Square Wealth Advisors LLC provides investment management, financial planning, retirement-plan consulting, and business consulting to a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans. The firm employs strategic asset allocation and a variety of portfolio management strategies, offering access to alternative asset classes and external account monitoring.

Loretta Fredere is a financial advisor at Hanover Square Wealth Advisors LLC with 25 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 16 years. Hanover Square Wealth Advisors LLC offers investment management, financial planning, retirement-plan consulting, and business consulting to a diverse client base, including individuals, high-net-worth clients, families, trusts, estates, businesses, and institutional entities. The firm employs a range of strategies, including strategic asset allocation and access to alternative asset classes, and manages portfolios on both discretionary and non-discretionary bases.

Adam Mcmillian is a financial advisor at Tidemark, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Cannon Wealth Management. Outside of his advisory role, he serves on the board of Stokes United, a nonprofit organization that raises funds for local charities. Tidemark, LLC provides investment management, financial planning, and consulting services to individuals, small businesses, pension plans, and institutional clients. The firm manages $462.5 million in assets and constructs tailored portfolios using a range of investment products, incorporating fundamental and technical analysis in its process.

Jesse Hudson is a financial advisor with Credit Union Investment Services, holding Series 63, Series 65, and Series 66 licenses and 16 years of industry experience. He has worked with Credit Union Investment Services and affiliated entities including SECU Life Insurance Company, SECU Brokerage Services, Members Trust Company, and State Employees' Credit Union since 2016. Hudson also serves as a Financial Advisory Services Specialist and life insurance agent within the State Employees' Credit Union system. Credit Union Investment Services serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a goals-based, long-term investment approach focused on low-cost index mutual funds and ETFs within a credit union ecosystem.