John Michael Donaldson

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.

Corey Hodges is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 credential and six years of industry experience. He has held roles at several firms, including Fortified Financial Wealth, LLC and ChangePath, LLC. Outside of advisory work, Hodges is involved in estate planning facilitation and coordination, connecting clients with licensed estate attorneys and providing access to platforms for estate planning documents. Impact Partnership Wealth, LLC serves individuals, corporations, trusts, and retirement plans, offering model portfolio solutions, discretionary asset management, and financial planning. The firm manages approximately $2.96 billion and supports various investment strategies through a broad affiliated service ecosystem.

Phillip Hanks is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Parabla, LLC. He previously worked for six years at Black Oak Wealth Management, Inc. His practice focuses on creating Investment Policy Statements and managing hybrid active/passive portfolios using ETFs and individual stocks with a long-term perspective. Parabla, LLC provides portfolio management, fixed-fee financial planning, and employee benefit plan consulting to individuals, families, trusts, retirement plans, and businesses. The firm manages approximately $22.7 million across 36 client relationships and offers educational seminars on investments and personal finance.

Anne Marie Webster is a CFP® professional with 16 years of experience in financial advisory roles. She is the principal of Curated Capital & Planning LLC, an independent firm she founded in 2021. Prior to establishing her firm, she held positions at Stephens Inc., MSI Financial Services, and Edward Jones, among others. Webster maintains an active insurance license but does not sell insurance products to clients. Curated Capital & Planning LLC provides comprehensive financial planning and discretionary investment management primarily for individual and high-net-worth clients. The firm develops customized investment policies using fundamental and cyclical analysis alongside Modern Portfolio Theory, offering a range of planning options without aggregating or blocking trades.

Marshall Montgomery is the sole advisor at Soseki Wealth Management, LLC in Winston-Salem, NC. He holds a Series 65 credential and has recently transitioned from a seven-year career in the United States Army to financial advising. He currently serves part-time as a Captain in the United States Army Reserve and completed an MBA at Georgetown University. Soseki Wealth Management is a state-registered investment adviser that provides financial planning and investment management services to individuals and families. The firm employs a Modern Portfolio Theory–based approach, utilizing diversified asset allocation primarily through ETFs, bonds, and REITs, with tailored portfolios and quarterly reviews.

Matthew Duncan is a financial advisor at Duncan, Matthew William with one year of industry experience. He holds a Series 65 designation and previously worked at Quants Capital Management, Inc. and Amentum. His background includes algorithmic trading and developing proprietary trading software used for personal research. The firm provides non-discretionary investment advisory services to individual clients, including high-net-worth individuals and IRAs. It emphasizes a long-term strategic asset allocation primarily through total-market and index funds, with recommendations based on fundamental analysis rather than market timing, while clients retain custody and implement advice themselves.