Johnny Berry

Phillip Hanks is a CFP® and holds a Series 66 license with nine years of experience in the financial industry. He is the sole advisor at Parabla, LLC, an independent registered investment adviser, and previously worked at Black Oak Wealth Management, Inc., Investment Advisors Corp, and Broker Dealer Financial Services Corporation. Parabla provides fee-only portfolio management and financial planning services primarily to individuals and families, as well as a limited number of corporate and retirement-plan sponsors. The firm uses a hybrid active/passive investment approach centered on ETFs and individual stocks and offers employee benefit plan and pension consulting, which is uncommon for a solo independent adviser.

Michael Brown is a financial advisor at Olde Towne Financial Management Co. in Greensboro, NC, with 28 years of industry experience. He holds a Series 66 designation and has worked at Olde Towne Financial since 2017, following eight years at Invest Financial Corp. Olde Towne Financial Management Co. offers investment management and financial planning services primarily to individual clients, focusing on tailored portfolios and ongoing advisory contact. The firm manages discretionary accounts guided by client objectives and delivers written financial plans that address clients’ overall financial situations.

Travis Ray is a CFP® professional with three years of experience, currently serving as the sole advisor at BY Design Financial Planning in Greensboro, NC. He previously worked at Envestnet for ten years and owns By Design Consulting Services, LLC, a software consulting business. BY Design Financial Planning serves individual and high-net-worth clients with fee-only investment management and comprehensive financial planning, emphasizing asset allocation and passive investment strategies. The firm typically manages discretionary portfolios tailored to client goals and risk tolerance and uses technology to advise on held-away accounts.

Marshall Montgomery is the sole advisor at Soseki Wealth Management, LLC, holding a Series 65 license with no prior industry experience. He has military experience serving in the United States Army from 2016 to 2023 and currently serves part-time as a Captain in the United States Army Reserve. Montgomery also completed an MBA program at Georgetown University. Soseki Wealth Management is a state-registered investment adviser that provides financial planning, investment management, and integrated wealth-management services to individuals and families. The firm uses a Modern Portfolio Theory-based approach with diversified asset allocation primarily through ETFs, bonds, and REITs, offering tailored portfolios and financial plans with at least quarterly reviews.

Lawrence Wiswall Jr. is a CFP® professional with 20 years of experience, currently serving as the sole advisor at TCS Financial Services, Inc. in Greensboro, NC. He has been involved with TCS Financial Services since 2005 and is also a member of Wiswall Family Investments, LLC and Triad Weed & Feed, LLC, a startup outside the investment industry. TCS Financial Services provides investment advisory and comprehensive financial planning services to individuals, families, trusts, estates, charitable organizations, and certain corporations nationwide. The firm manages portfolios using a core–satellite strategy combining low-cost index/ETF core holdings with select active positions and serves a client base that includes executives, physicians, attorneys, business owners, professional women, and retirees.

William Davidson is a financial advisor with PARK Wealth Management, LLC in Greensboro, NC. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. He is also a licensed insurance agent and registered representative with Mass Mutual and MML Investors Services. PARK Wealth Management provides discretionary and non-discretionary portfolio management and financial planning primarily for individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, and quantitative analysis with both long- and short-term trading strategies, offering a broad range of investment options including mutual funds, equities, fixed income, ETFs, REITs, non-U.S. securities, alternative investments, and insurance products.