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.

Ryan Foster is a CFP® professional with 19 years of industry experience. He is the sole advisor at Crossroads Financial Services Inc and has worked at several firms including Intercarolina Financial Services, Fund Direct Advisors, and Investment Advisors Corp. Foster holds the Series 66 designation. Crossroads Financial Services Inc provides investment management and financial planning primarily for individuals, high-net-worth individuals, and charitable organizations. The firm employs a fee-only, discretionary management approach that combines passive and active strategies, focusing on personalized investment policies and regular portfolio reviews.

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 in High Point, NC, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked with firms including Assetmark, Inc., Efficient Advisors, LLC, Sowell Management Services, and Matson Money, Inc. Outside of advisory roles, 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 acts mainly as a co-advisor and recommends third-party independent money managers, focusing on manager selection and asset allocation 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.

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.

Steven Harrell is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at LPL Financial, LLC for eight years before joining Capital Investment Advisory Services and Capital Investment Group, Inc. Harrell is also active as a preacher at small churches, dedicating approximately 20 hours per month to this role. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, using a mix of analytical methods and ongoing monitoring tailored to clients’ investment objectives and risk tolerance.

Jeffrey Heybrock is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked 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 serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using a combination of tactical, strategic, and dynamic approaches and operates through a multi-team model that includes ongoing monitoring, reporting, and client education.

Aaron Smith is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cardinal Financial, LLC for eight years before joining his current firm in 2021. Outside of his advisory role, he is a co-owner of a real estate group involved in non-investment-related activities. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers tailored investment programs with a range of strategies and typically manages assets on a discretionary basis.

James Gillikin is a financial advisor with CoreCap Advisors in High Point, NC, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. His career includes positions at CoreCap Investments, Ameritas Investment Corp., Capital Choice Investment Advisers, and CCF Investments. In addition to his advisory role, he is an owner and agent involved in life and health insurance through Capital Choice of the Carolinas and Capital Choice Financial Services. CoreCap Advisors serves individual clients, including high-net-worth and accredited investors, as well as institutional clients such as pension plans, trusts, and corporations. The firm offers discretionary portfolio management, financial planning, and access to sub-advisors across multiple custodial platforms, with a relationship-oriented, long-term investment approach.

Jason Vreeke is a financial advisor at CoreCap Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses. In addition to his advisory roles, he produces radio programs through Genesis Radio Productions. CoreCap Advisors serves individual, retirement plan, and institutional clients by providing discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach including mutual funds, ETFs, equities, and bonds.

Garrett Smith is a financial advisor at Belpointe Asset Management LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Belpointe since 2020. Prior to that, he was affiliated with MML Investors and MassMutual Wisconsin. Smith is also an assistant professor at the University of Wisconsin-Whitewater and serves as volunteer treasurer for Downtown Whitewater, Inc., a local nonprofit. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, retirement-plan consulting, and employs customized portfolio strategies including third-party manager relationships.

Joel Austin is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds Series 63 and Series 66 designations and previously worked at Thrivent Financial among other firms. Outside of his advisory role, he serves as a pastor at Revolution Worship. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm builds customized portfolios using a variety of investment strategies and emphasizes retail and small-business client relationships.

Robert Blakely is a CFP® and ChFC® affiliated with Commonwealth Financial Network, with 30 years of industry experience. He has been with Commonwealth since 2000. Blakely is the owner of Calmwater Advisory Group, LLC, a consulting entity serving Blakely Financial, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, technology, and operational support. The firm offers various investment programs and discretionary model portfolios managed by its Investment Management and Research team.

Alexander Lohrman is a financial advisor with Commonwealth Financial Network and holds a Series 65 credential. He has been active in the industry since 2026 and has experience working at Shore Point Advisory Group and Blakely Financial/National Financial Services LLC. Prior to his advisory roles, he held positions outside finance, including at Chick-Fil-A and Costco Wholesale. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various custody and clearing services.