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 21 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Efficient Advisors, LLC, Sowell Management, Matson Money, Inc., and Next Financial Group, Inc. He has been with Generations Investment Advisors since 2006. 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 and efficient-market principles, typically recommending third-party independent money managers rather than directly managing client portfolios.

Ronnie Kidd is a financial advisor with Generations Investment Advisors, LLC, holding Series 63 and Series 66 designations and over 21 years of industry experience. He has worked at several firms, including Efficient Advisors, LLC, Sowell Management Services, and Matson Money, Inc., and has been with Generations Investment Advisors since 2006. In addition to his advisory role, he is a licensed insurance producer in North Carolina. Generations Investment Advisors provides portfolio analysis and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm focuses on manager selection and asset allocation, typically recommending third-party independent money managers while conducting ongoing oversight based on Modern Portfolio Theory and efficient-market principles.

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.

Kyle Leonard is a CFP® with eight years of industry experience, currently serving as a financial advisor at Semmax Financial Advisors, Inc. since 2023. His prior experience includes roles at Truliant Federal Credit Union, CUSO Financial Services, Fund Direct Advisors, Intercarolina Financial Services, and Lincoln Financial. Leonard is a volunteer committee member for the City of Mt. Airy Mayor's Office and serves as a board member for Mt. Airy City Schools. Semmax Financial Advisors, Inc. offers discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis across various asset classes and incorporates tax and estate considerations into its planning and investment processes.

Jeffrey Albright is a financial advisor with Shepherd Wealth Management in Asheboro, NC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His previous roles include positions at Creative Planning, The Burney Company, and TD Ameritrade. Shepherd Wealth Management is a fee-only advisory firm serving individuals and high-net-worth clients with investment management, financial planning, and retirement plan consulting. The firm follows a primarily passive investment approach based on Modern Portfolio Theory and employs a team of five advisors managing approximately $162 million in discretionary assets.

Lawrence Vanlandingham is a financial advisor with Semmax Financial Advisors, Inc. in Winston-Salem, NC, holding a Series 66 designation and five years of industry experience. He has previously worked at Maestro Wealth Advisors LLC, Avantax Advisory Services, CUSO Financial Services, and Wells Fargo Bank. Outside of his advisory role, he is involved with Semmax, Inc., an insurance agency where he dedicates time to writing new business and researching annuity and insurance options. Semmax Financial Advisors, Inc. provides advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment vehicles and integrates tax and estate planning considerations in its offerings.

John Tyner Jr. is a financial advisor with Semmax Financial Advisors, Inc. in Winston-Salem, NC, holding a Series 65 designation and 18 years of industry experience. He has been with Semmax Financial Advisors since 2007 and also leads affiliated companies including Semmax Inc., an insurance agency, and Semmax Tax, Inc., a tax preparation firm. Semmax Financial Advisors provides discretionary and non-discretionary portfolio management and advisory services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis across multiple asset classes and integrates tax and estate considerations into its investment process.

Jonathan Short is a financial advisor at Semmax Financial Advisors, Inc. in Winston-Salem, NC, with seven years of industry experience. He has been with Semmax Financial Group since 2016. Outside of his advisory role, he is involved with Semmax, Inc., an affiliated insurance agency where he integrates risk management products like life and long-term care insurance into client financial planning. Semmax Financial Advisors, Inc. provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis across various investment strategies and maintains affiliated businesses including an insurance agency and tax services.

Jordan Shinsky is a financial advisor with Semmax Financial Advisors, Inc. in Winston-Salem, NC, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for four years and spent fourteen years at Fastenal Company. In addition to his advisory role, he is involved with an affiliated insurance agency, focusing on client risk management through life and long-term care insurance products as part of financial planning services. Semmax Financial Advisors, Inc. serves individual clients, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm uses a combination of fundamental, technical, and cyclical analysis across various investment vehicles and integrates tax, estate, and rollover considerations into its client services.

Matthew Landon is a financial advisor at Semmax Financial Advisors, Inc. in Winston-Salem, NC, with nine years of industry experience. He has been with Semmax since 2017 and previously worked at IH Caffey Dist. from 2014 to 2017. Landon is registered with the Series 65 credential and is involved in an affiliated insurance agency that offers risk management products as part of financial planning services. Semmax Financial Advisors provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis across various asset classes and incorporates tax and estate considerations into its investment and planning processes.

Michael Sellers is a CFP® credentialed financial advisor with 16 years of industry experience. He is currently with Semmax Financial Advisors, Inc., joining in 2022, and has prior experience at firms including TIAA and Vanguard. Outside of his advisory role, he manages a personally owned rental property with minimal involvement. Semmax Financial Advisors, Inc. provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis across multiple asset classes and incorporates tax and estate considerations into its planning processes.

Gregory Schlaudecker is a financial advisor with AdaptFirst Investments LLC in Jamestown, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior firms include Purshe Kaplan Sterling Investments, Emerald College Planning LLC, and Baron Financial. He is owner and operator of Emerald College Planning, providing advice on reducing family college expenses, and serves as chapter executive for the Greensboro chapter of the Financial Service Advisors Council. AdaptFirst Investments provides advisory services to individuals and businesses, including portfolio management, financial planning, and business consulting, with a valuation-focused investment approach that utilizes both fundamental and technical analysis. The firm also offers outsourced CIO support, CFO-level consulting, bookkeeping, tax preparation, and coaching programs.

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.