Wesley David Carter

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.

Anne Marie Webster is a CFP® and holds a Series 66 license with 16 years of industry experience. She is the principal of Curated Capital & Planning LLC, an independent firm she founded in 2021. Her prior experience includes roles at Lionheart Capital Management LLC, Colhoun, Robins, Davenport & Co., LLC, JT Stratford, LLC, Stephens Inc., and MSI Financial Services, Inc. Curated Capital & Planning LLC provides financial planning and discretionary investment management to individual and high-net-worth clients. The firm emphasizes tailored portfolio management based on Modern Portfolio Theory and fundamental analysis, serving a small client base with personalized investment policies and multiple planning engagement formats.

Tyler Schweigert is a CFP® with eight years of industry experience, currently serving at Resolved Financial. Prior to joining Resolved Financial, he was affiliated with Dixon & Company Wealth Management and Schweigert Investments, LLC. Outside of his advisory role, he co-founded and co-hosts The Financial Edge Podcast and is a contributing author to the financial education book Money & Stuff. Resolved Financial primarily serves individual and high-net-worth clients, offering discretionary portfolio management alongside comprehensive financial planning and time-limited financial coaching. The firm combines fundamental, technical, and cyclical analysis with both long- and short-term trading strategies, using third-party analytical tools including AI to support advisor judgment.

David Leland is a financial advisor at Westhampton Capital with 16 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Leland has been with Westhampton Capital since 2007 and previously worked at Mutual Trust Life Insurance Co. since 1997. He may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Westhampton Capital serves individual and high-net-worth clients, retirement plans, and charitable organizations by providing discretionary portfolio management and retirement plan advisory services. The firm employs a structured, quantitative approach combined with qualitative analysis under a growth-at-a-reasonable-price philosophy to implement client-specific Investment Plans on a discretionary basis.

Travis Lethco is a financial advisor with Twin City Private Wealth, LLC in Winston-Salem, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Semmax Financial Advisors, Inc. and BB&T Securities, LLC. He also serves as a financial education instructor with the American Financial Education Alliance. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning for individuals, corporations, foundations, and retirement plan participants. The firm employs multiple analysis methods and publicly discloses performance results while offering educational seminars for clients.

Joseph Berry is a financial advisor with Twin City Private Wealth, LLC in Winston-Salem, NC, holding a Series 65 license and 11 years of industry experience. He previously worked at Semmax Financial Advisors, Inc. for seven years before joining Twin City Private Wealth, formerly Dogwood Wealth Advisors, where he has been since 2019. Outside of advisory work, he serves as a financial education instructor for the American Financial Education Alliance. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as corporations, foundations, and retirement plan participants. The firm offers account management for held-away defined contribution plans using third-party platforms and employs a range of analysis methods to implement tailored investment strategies.