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.

Tyler Schweigert is a CFP® with eight years of industry experience, currently serving at Dixon and Company Wealth Management, LLC. He has previously worked at Purshe Kaplan Sterling Investments and Pepsico, and he is the owner of Schweigert Enterprises. Schweigert is co-founder and co-host of The Financial Edge Podcast and is a contributing author to the financial education book Money & Stuff. Dixon and Company Wealth Management is a small supported advisory firm managing approximately $57.6 million for individual and high-net-worth clients. The firm provides discretionary portfolio management and financial planning, utilizing a mix of fundamental, technical, and cyclical analysis alongside long- and short-term trading strategies, including options.

Brooks Jewett is a CFP® professional with nine years of industry experience, currently affiliated with Equity Services, Inc. and The Summit Advisory Group since 2017. Prior to his advisory career, he worked at Airbnb for two years. Outside of his financial advisory role, Jewett coaches lacrosse at Forsyth Country Day School and serves on the boards of several community organizations, including the Winston-Salem Police Foundation and the Financial Planning Association of Charlotte. Equity Services, Inc. (ESI Financial Advisors) serves a broad client base including individuals, corporations, trusts, and charitable organizations, offering financial planning, consulting, and asset management. The firm utilizes a combination of proprietary and third-party investment platforms and offers both discretionary and non-discretionary trading strategies emphasizing long-term allocations and manager-driven portfolios.

Derek Frosh is a CFP® professional with 30 years of experience in the financial industry. He is currently with Hanover Square Wealth Advisors LLC and previously worked at UBS Financial Services Inc. for 12 years. Outside of finance, he owns and operates a general contracting business specializing in construction, remodeling, and consulting. Hanover Square Wealth Advisors serves individual and high-net-worth clients, families, trusts, estates, businesses, and retirement plans, as well as several institutional clients. The firm offers customized portfolio management combining in-house strategies and third-party managers, along with financial planning and retirement plan services.

Janice French is a CFA® charterholder with 27 years of industry experience. She is currently affiliated with Timonier and has worked at Rice Financial Products Company since 2009. Timonier provides discretionary and non-discretionary wealth management services to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm combines portfolio management with comprehensive financial, estate, and tax planning, following a long-term, family-office approach that emphasizes market efficiency, asset allocation, and tax efficiency.

Nicholas Baker is a financial advisor at Timonier with 12 years of industry experience. He holds a Series 65 designation and has worked at Timonier Family Office Ltd. and Wilkinson and Associates since 2013. Outside of advising, he is a licensed real estate broker facilitating buyer contracts in Charlotte, NC. Timonier provides discretionary and non-discretionary wealth management to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm emphasizes a multi-generational, family-office approach with comprehensive financial, estate, and tax planning, focusing on long-term, structured portfolios that prioritize asset allocation, tax efficiency, and low turnover.

Benjamin Shamberger is a CFP® professional with 12 years of experience in financial advising, currently with Dixon and Company Wealth Management, LLC in Winston Salem, NC. His career includes roles at Fidelity Investments and Purshe Kaplan Sterling Investments. Outside of advising, he co-founded and co-hosts The Financial Edge Podcast and is a contributing author to the financial education book *Money & Stuff*. He also serves as president of the Greensboro Leads Group, a local networking organization. Dixon and Company Wealth Management is a supported advisory firm managing approximately $57.6 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and short-term financial coaching, using a mix of long- and short-term strategies including options, supported by third-party analytical tools and AI. It also provides commissionable insurance and variable insurance products alongside advisory services.

Samuel Soots is a CFP® professional affiliated with Timonier in Winston Salem, NC. He has been with Timonier Family Office, Ltd. since 2022 and previously worked at Old North State Trust, LLC from 2017 to 2021. Timonier provides discretionary and non-discretionary wealth management to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm combines portfolio management with comprehensive financial, estate, and tax planning, following a multi-generational, family-office approach that emphasizes long-term, structured portfolios and tax efficiency.

Zachariah Baker is a Series 65-licensed financial advisor at Dixon and Company Wealth Management, LLC with two years of industry experience. Prior to joining the firm, he worked in roles including positions at Chick-fil-A and emergency services. He is also a licensed insurance agent who occasionally offers commissionable insurance products to clients. Dixon and Company Wealth Management is a small supported advisory firm managing approximately $57.6 million for individual and high-net-worth clients. The firm provides discretionary portfolio management, financial planning, and short-term financial coaching, utilizing a combination of fundamental, technical, and cyclical analysis alongside long- and short-term trading strategies.

Nicholas Yeakle is a financial advisor at Timonier with a Series 65 credential and four years of industry experience. His prior roles include positions at AUA Private Wealth Advisors, MPB Wealth Management, Noble Yield Wealth Management, AUA Capital Management, and LeTort Management and Trust. Timonier provides discretionary and non-discretionary wealth management services to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm combines portfolio management with comprehensive financial, estate, and tax planning, following a multi-generational family-office approach that emphasizes long-term, structured portfolios and tax efficiency.

Ryan Gehsmann is a financial advisor with AdaptFirst Investments LLC in Greensboro, NC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Company, and Waddell & Reed Inc. Outside of advising, he owns a lawn care business, coordinates lacrosse tournaments, and prepares tax returns. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services, including outsourced CIO and CFO functions. The firm uses a value-oriented investment approach based on technical and fundamental analysis and offers additional services such as bookkeeping, tax preparation, and financial coaching.

Vaughn Heydel is a CFP® professional with 15 years of industry experience, currently serving at Financial Designs Corporation since 2007. He holds a Series 63 license and works in a team of three advisors based in Stokesdale, NC. Financial Designs Corporation provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and qualified retirement plan participants. The firm uses an active management approach combining charting, technical, fundamental, and cyclical analysis, offering both discretionary and non-discretionary relationships through its proprietary wrap fee program.

Walter Lasley is a financial advisor at AdaptFirst Investments LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Momentun Independent Network, Neidiger, Tucker, Bruner, Inc., and Linsco/Private Ledger Corp. Outside of advising, he manages a resort residence unit in Garden City, SC. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO roles. The firm employs a value-oriented approach using both technical and fundamental analysis and offers additional services such as bookkeeping, tax preparation, and financial coaching.

Bobby Wright is a Series 65 licensed advisor at AdaptFirst Investments LLC with five years of industry experience. He has worked at AdaptFirst since 2021 and also serves as president of Joe Wright CPA, an accounting and tax preparation firm he founded in 2013. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO work. The firm combines technical and fundamental analysis with a value-oriented approach and offers additional services such as bookkeeping, tax preparation, and financial coaching.

Robert Masten is a financial advisor with AdaptFirst Investments LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He was previously with Masten Capital Management for 13 years before joining AdaptFirst in 2021. Outside of advising, he is a co-owner of a solar farm. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO roles. The firm uses a value-oriented investment approach combining technical and fundamental analysis, and provides additional services such as bookkeeping, tax preparation, and financial coaching.

Jared Gibbs is a financial advisor at AdaptFirst Investments LLC with two years of industry experience. He holds a Series 65 designation and previously worked at American Federal Mortgage as a Mortgage Loan Officer, where he assisted borrowers with loan applications and financial document analysis. AdaptFirst Investments serves individuals and small businesses by providing portfolio management, financial planning, and consulting services including outsourced CIO and CFO roles. The firm employs a value-oriented investment approach and offers additional services such as bookkeeping, tax preparation, and financial coaching.

James Eddington is a financial advisor with AdaptFirst Investments LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Intercarolina Financial Services and MassMutual. Outside of advisory work, he co-owns an insurance brokerage firm, The Insurance Coach, which provides life, disability, long-term care, and health insurance, as well as group benefits services. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO roles. The firm employs a value-oriented investment approach supported by in-house research and offers additional services such as bookkeeping, tax preparation, and financial coaching.

Charles Freeman is a CFA® charterholder with 23 years of experience in the financial services industry. He has worked at AdaptFirst Investments LLC since 2017 and previously held roles at Intercarolina Financial Services, The Leaders Group Inc, and Holderness Investments Co. Outside of his advisory work, Freeman is a co-owner of an axe throwing range and bar, serves as president of the local Society for Financial Service Professionals chapter, and plays bass guitar. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO roles. The firm offers additional services such as bookkeeping, tax preparation, and financial coaching, using a value-oriented investment approach supported by in-house research and licensed model solutions.

Aaron Allwardt is a financial advisor at Credit Union Investment Services with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked in financial services roles at State Employees' Credit Union since 2017, including positions with SECU Life Insurance Company and SECU Brokerage Services. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with salaried advisors who provide recommendations while clients retain final decision authority.

William Roach is the principal of Whichard Roach Financial in Greensboro, NC, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been involved in the financial services sector since 1988 through William J Roach, Inc., and has maintained roles at Gradient Advisors, LLC and Whichard Roach & Associates. Roach serves on the board of the Greensboro Kiwanis chapter, focusing on community service initiatives for children. Whichard Roach Financial provides investment advisory and portfolio management services to individuals, high-net-worth clients, and business entities, operating a co-advisor model that combines discretionary portfolio oversight with third-party implementation. The firm also maintains a significant insurance business alongside its investment advisory services.