Will Armfield is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 18 years of industry experience. Prior to joining Independent Advisor Alliance in 2020, he worked at Edward Jones from 2008 to 2014 and at Commonwealth Financial Network from 2014 to 2020. He serves on the boards of two nonprofit organizations in High Point, NC: Family Service of High Point Foundation and High Point ABC Board. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm provides a range of services including asset management, financial planning, wealth coaching, and retirement plan consulting, utilizing model portfolios, sub-advisors, and technology platforms through a network of 219 advisory representatives.

Cordi Powell is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. She is the sole advisor at Favored Financial Planning, an independent firm she has been with since 2011. Outside of her advisory role, Powell consults on financial coaching for Sum180, LLC and develops training materials for financial advisors through the Alliance of Comprehensive Planners. Favored Financial Planning serves middle-income individuals and families, providing fee-only, holistic financial planning with an emphasis on tax-focused, individualized strategies. The firm offers optional investment management and utilizes a fixed annual fee based on client complexity rather than assets under management.

Robert Brafford Jr. is the principal advisor at Legacy One Wealth Management in Jamestown, NC, holding a Series 66 designation with 14 years of industry experience. He has been with Legacy One Wealth Management since 2016. In addition to his advisory role, Brafford is registered with the IRS as a tax professional and conducts tax preparation services outside of trading hours. Legacy One Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses. The firm offers both discretionary and non-discretionary management, using tailored investment programs that incorporate various analytical methods and provides comprehensive planning including tax guidance and estate considerations.

Kurt Shuler is a CFP® professional at Sledge and Company Wealth Advisors with two years of experience at the firm and one year at WealthFD. He has a total of four years in the financial industry, including eight years as a student prior to entering the field. Sledge and Company Wealth Advisors provides personalized wealth management and financial planning to individuals, trusts, foundations, and corporations. The firm manages approximately $183.4 million in discretionary assets and employs a disciplined investment approach using a variety of securities and financial planning strategies.

Warren Carrick is a financial advisor at Sledge and Company Wealth Advisors with 16 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Sledge and Company Wealth Advisors, he worked at The Wealth Group, Ltd. and has longstanding involvement with Capital Investment Group, Inc. Outside of his advisory role, he is a partner at Sledge and Company, PLLC, a CPA firm specializing in individual and business taxation. Sledge and Company Wealth Advisors provides wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages discretionary portfolios using a range of investment vehicles and incorporates various research methodologies, including third-party money managers, with complementary financial planning covering tax, retirement, and estate considerations.

Justin Sledge is a financial advisor at Sledge and Company Wealth Advisors with a Series 65 credential and two years of industry experience. He previously worked at The Wealth Group, Ltd. and Capital Investment Companies, where he is also licensed to sell life insurance. Sledge and Company Wealth Advisors provides personalized wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages approximately $183.4 million in discretionary assets and employs a disciplined investment process that includes public research, technical analysis, and Monte Carlo simulations.

Stephen Tosi is a financial advisor at Generations Investment Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked with Efficient Advisors, LLC, Sowell Management, and Matson Money, Inc. alongside his role at Generations Investment Advisors. Generations Investment Advisors provides portfolio analysis and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes manager selection and asset allocation based on Modern Portfolio Theory, typically acting as a co-advisor that recommends third-party independent money managers rather than directly managing client portfolios.

Ronnie Kidd is the sole advisor at Generations Investment Advisors, LLC in High Point, NC. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has been with Generations Investment Advisors since 2006 and concurrently associated with several firms including Efficient Advisors, LLC, Sowell Management Services, and Matson Money, Inc. Outside of his advisory work, he is a licensed insurance producer in North Carolina. Generations Investment Advisors provides portfolio analysis and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm emphasizes manager selection and asset allocation based on Modern Portfolio Theory and typically serves as a co-advisor recommending independent third-party money managers who handle portfolio management and execution.

Jamie Sledge is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 26 years of industry experience. He is currently with Sledge and Company Wealth Advisors and has previously worked at The Wealth Group, Ltd. and Capital Investment Group, Inc. He also operates a CPA firm, providing accounting services. Sledge and Company Wealth Advisors offers personalized wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages discretionary portfolios using a combination of mutual funds, ETFs, stocks, bonds, and options, supported by proprietary research, technical analysis, and Monte Carlo simulations.

Gregory Schlaudecker is a financial advisor with AdaptFirst Investments LLC in Jamestown, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Emerald College Planning, and Intercarolina Financial Services. Outside of advisory work, he operates Emerald College Planning, a business focused on advising families on reducing college expenses, and serves in leadership roles in local professional and community organizations. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services such as outsourced CIO and CFO work. The firm uses a value-oriented investment approach combining technical and fundamental analysis, offers both discretionary and non-discretionary management, and extends services to include bookkeeping, tax preparation, and financial coaching.

Andrew Lind is a financial advisor with Principal Advised Services in Lexington, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Principal Financial Services. In addition to his advisory work, he serves as a notary public. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary models and operates within the Principal Financial Group family, integrating affiliated products and services in its offerings.

James Royals Jr. is an investment advisor representative with The Fiduciary Alliance, holding Series 63 and Series 65 designations and with 27 years of industry experience. He has worked with firms including Kestra Advisory, Kestra Investment Services, Bridgeway Financial Services, and Fortune Financial Services. Royals also serves as a partner at Bridgeway Wealth Strategies, LLC, where he is involved in management and financial planning. The Fiduciary Alliance advises individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, offering investment management and comprehensive financial planning services. The firm utilizes a mix of fundamental, technical, cyclical, and charting analysis and employs third-party managers and order-management tools to deliver tailored, tax-efficient portfolio solutions.

Craig Fishel is a financial advisor at Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Horace Mann Investors, Edward Jones, Guardian Life, Consolidated Planning, and Prudential Financial Planning Services. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Brittaney Leigh is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 credentials and possessing 11 years of industry experience. She has served in various financial roles since 2003, including positions at State Employees’ Credit Union, SeCU Life Insurance Company, Members Trust Company, and Credit Union Investment Services. Brittaney is an executive leadership team member of the Go Red for Women campaign with the American Heart Association’s Triad chapter. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning with a focus on long-term, goals-based investing using low-cost mutual funds and ETFs. The firm operates within a credit union ecosystem and provides services without commission-based compensation to its salaried investment representatives.

Connor Davis is a financial advisor with CoreCap Advisors in High Pointe, NC. He holds Series 63 and Series 65 licenses and has experience managing life insurance teams and providing life insurance training through Gillikin and Associates Financial, LLC. His background includes roles in marketing and business operations across various industries. CoreCap Advisors offers discretionary investment and portfolio management, as well as standalone financial planning, to a diverse client base including high-net-worth individuals, retirement accounts, and corporate entities. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes multiple asset types, sub-advisors, and third-party managers to tailor client portfolios.

Emma Corneliussen is a financial advisor with Credit Union Investment Services and holds the Series 66 designation. She has three years of industry experience and has worked with State Employees' Credit Union, SECU Life Insurance Company, and SeCU Brokerage Services. Corneliussen serves as a Financial Advisory Services Specialist providing financial services to eligible credit union members. Credit Union Investment Services primarily serves individual investors who are North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning with a focus on long-term, goals-based strategies using low-cost index funds and ETFs. The firm operates within a credit union ecosystem and employs salaried advisors without commission-based compensation.

Colby Davis is a financial advisor with Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding a Series 65 designation and four years of industry experience. His background includes roles at Triad Advisors, Inc. and several related financial and consulting firms. Outside of advising, he has been involved in insurance sales and administration through Carolina Financial Professionals. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, employing a goals-based approach that integrates proprietary software and behavioral economics alongside both passive and active investment strategies.

Scott Garner is a financial advisor with Credit Union Investment Services in Thomasville, NC, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been associated with multiple related entities including State Employees' Credit Union since 2007, where he serves as a Financial Services Officer, and has roles with Members Trust Company and SECU Life Insurance Company. Credit Union Investment Services primarily serves North Carolina residents with a focus on non-discretionary investment advice, retirement planning, and asset allocation, emphasizing long-term, goals-based strategies using low-cost index funds and ETFs. The firm operates within a credit union framework and provides ancillary services through affiliated businesses.

Jeffrey Heybrock is a financial advisor at Virtue Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Coppell Advisory Solutions LLC and Royal Fund Management LLC. Heybrock is also president of Heybrock Financial Group Inc and is a licensed insurance agent. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, utilizing strategic and quantitative model-driven investment approaches.

Lucas Breeden is a financial advisor with Packerland Brokerage Services, Inc. He holds the Series 66 designation and has 11 years of industry experience. His prior work includes roles at Sigma Planning Corporation, Parkland Securities LLC, Primerica Advisors, and Guardian Life Insurance Co. In addition to his advisory work, he is involved with Breeden Insurance Services, an independent insurance agency owned by his family since 1967 that serves clients across North Carolina and the Southeast. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through a variety of managed account options and emphasizes due diligence and monitoring of third-party managers.