Hilary Kosloske is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and specialized programs such as Davidson Private Wealth, serving clients with more than $20 million in net worth.

Jeremy Stanley is a CFP® professional with 30 years of experience in the financial services industry. He has worked at Private Advisor Group, LLC since 2013 and has been associated with LPL Financial since 2004. Outside of his advisory role, he is a co-host of the Nurse Anesthesia Podcast and the author of two books focused on nurse anesthetists. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, combining proprietary and third-party investment strategies supported by technology platforms to manage client assets.

James Hunt is a financial advisor with Wealth Enhancement Advisory Services, LLC in Winston-Salem, NC. He holds Series 63 and Series 66 licenses and has five years of industry experience, having previously worked at LPL Financial LLC, Wells Fargo Clearing, and The Vanguard Group, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Samuel Jensen is a Series 66-credentialed financial advisor with one year of industry experience, currently with Principal Financial Services in Winston Salem, NC. Prior to joining Principal, he worked at Buckeye Advisors for three years and has held various roles in diverse industries including Valet Living, Door Dash, and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a broad range of clients including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Phillip Williams is a financial advisor with Equity Services, Inc. in Winston Salem, NC. He holds a Series 66 designation and has experience spanning roles at National Life Group, Qorvo Inc., and Auburn University RFID Lab. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often using third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Raymond Wilcox Jr. is a financial advisor at Farther with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Private Client Services, Cannon Wealth Management Services, and Triad Wealth Management. He serves as president of the Stratford Rotary Club in Winston-Salem, NC. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates, combining proprietary model portfolios and algorithmic rebalancing with AI-assisted tools. The firm focuses on ETFs, mutual funds, equities, and fixed income and excludes corporate clients from its typical client base.

Jodie Daniel is a financial advisor at &PARTNERS in Winston Salem, NC, holding a Series 66 designation with 17 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Ameriprise. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services through both discretionary and non-discretionary approaches using the Envestnet platform and NFS brokerage infrastructure.

William Amburn is a financial advisor with Farther, holding a Series 66 designation and 23 years of industry experience. He has worked at multiple firms including LPL Financial and Private Client Services, LLC, and is also a partner at Cannon & Company, LLP, a CPA firm. In addition to his advisory role, Amburn is involved with an insurance agency and maintains a partnership in a CPA firm. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform along with in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a range of securities including ETFs, mutual funds, equities, and fixed income.

Andrew Weaver is a Series 66 licensed financial advisor with Janney Montgomery Scott in Winston-Salem, NC, where he has worked since 2022. He has four years of industry experience, including prior roles at Truist Investment Services and a 13-year career with the PGA Tour. Weaver serves as a board member of First Tee of Central Carolina, focusing on leadership and fundraising. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele and offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple platforms.

Laura Thomforde is a financial advisor at Oppenheimer with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2014, following roles at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of her advisory work, she is an independent consultant ambassador for Plexus Worldwide, a health and wellness supplements company. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services with both discretionary and non-discretionary management, maintaining custody of client assets while operating as a broker-dealer and registered investment adviser.

John Hunt is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and over 45 years of industry experience. His career includes roles at LPL Financial, Cetera Advisor Networks, Blue Rock Wealth Management, and Three Magnolias Financial Advisors. Outside of his advisory work, he is involved in several business entities unrelated to investment activities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management, employing a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Jennifer Laughlin is a financial advisor at Truist Advisory Services with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill and SunTrust Investment Services prior to joining Truist. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support client portfolios and offers various fiduciary and discretionary services through partnerships such as Envestnet.

Jacob Garrou is a financial advisor at Truist Advisory Services with one year of industry experience. He holds the Series 66 designation and has worked in various roles at Truist Investment Services, Truist Bank, First State Bank of the FL Keys, and other firms since 2016. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support asset allocation and manager selection and maintains extensive affiliated financial relationships through its parent company, Truist Financial.

Ryan Deuel is a financial advisor at Oppenheimer with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, LPL Financial LLC, Merrill, Banc of America Investment Services, Inc., and Morgan Stanley & Co. LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of investment and consulting services, managing portfolios through both discretionary and non-discretionary approaches while maintaining custody of client assets.

Jonathan Crockett is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Truist Advisory Services in Winston-Salem, NC, having worked at Truist Investment Services and BB&T/Truist since 2014. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support ongoing portfolio monitoring and client consultations.

Bethany Beckner is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and four years of industry experience. She has worked at Principal Life Insurance Company and Principal Financial Services since 2024, following two years at TIAA and prior roles at Unifi Inc and the University of North Carolina at Charlotte. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs with both advisory and promoter arrangements.

John Langley is a financial advisor at Truist Advisory Services with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, LPL Financial, BB&T Investments, and Truist Investment Services. Langley is based in Winston-Salem, NC. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm employs an asset allocation and manager recommendation approach supported by both traditional research and AI-enabled tools, offering ongoing client reviews and reporting.

Victor Valentino Rodriguez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. He has worked at several firms including UBS Financial Services, Morgan Stanley, and Bb&T Securities prior to his current role since 2021. Outside of advising, he is involved in real estate through ownership and management positions in multiple property-related LLCs in the Winston-Salem and Greensboro areas. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse clientele including individuals, corporations, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to monitor investments and offers access to third-party managers through the Envestnet platform.

Patrick Rhyne is a financial advisor at &Partners with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is a silent investor in Pison Stream Solutions. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, utilizing both proprietary and third-party strategies through discretionary and non-discretionary accounts.

Adam Bray is a financial advisor with Truist Advisory Services in Winston-Salem, NC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing, and Bb&T Securities. He has worked with Truist since 2016 through its various affiliated entities. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research and AI-enabled tools, partnering with Envestnet to provide asset allocation strategies, manager selection, and ongoing monitoring.