Bradley Tomlin is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 credential and based in High Point, NC. He has experience in the pharmaceutical industry, having worked at Bayer Pharmaceuticals, Amgen Biopharma, and Chiesi USA prior to joining Independent Advisor Alliance in 2026. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model with a range of portfolio management strategies and leverages technology platforms for asset aggregation and estate planning.

John Kenan is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked with Ameritas entities since 2006 and serves as president of Southeast Financial Services, Inc., an independent insurance agency specializing in fixed insurance products and related financial services. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through a range of program platforms and a combination of model portfolios, mutual funds, ETFs, and individual securities.

Christopher Norman is a financial advisor with Bankers Life Advisory Services, Inc. based in Greensboro, NC. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Norman has worked with Bankers Life Securities, Inc. since 2016 and has been an insurance agent and field trainer with Bankers Life & Casualty since 2007. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Scott Tilley is a CFA® charterholder with 38 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior roles include positions at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he holds multiple board positions in the High Point, NC community, including director roles with the High Point Economic Development Corporation and the High Point Chamber of Commerce, and leadership roles with the High Point Downtown Stadium Foundation and the Atlantic League of Professional Baseball. He also owns a custom transportation service called Freeways to Fairways. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and integrated inter-affiliate resources.

Daniel Billings is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Ameritas Advisory Services, LLC, where he has worked since 2019, and has held various roles within affiliated Ameritas entities since 2013. Billings is also a licensed independent insurance agent specializing in fixed insurance products and serves as Director of Financial Planning at Southeast Financial Services, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a diversified investment approach using model portfolios, mutual funds, ETFs, and individual securities, and manages multiple program platforms supported by third-party technology and managers.

Jeffery Kee is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His work history includes roles at Bankers Life Advisory Services, Bankers Life Securities, Inc., and Bankers Life & Casualty. He is also an agent and unit field trainer with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ goals and risk tolerances, offering strategies across various securities with ongoing performance reviews.

Virginia Saslow is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2009. Prior to that, she worked at Stanford Group Company for one year. Outside of her advisory role, she serves on the board of directors of a family-owned retail jewelry business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment and consulting services, utilizing strategic and tactical asset allocation and manager selection across equity, balanced, and fixed-income portfolios.

Roy Greer is a CFP® professional associated with Kestra Advisory, bringing 35 years of experience in the financial industry. He has held various roles since 2001, including positions at Invest Financial Corporation, Cetera Wealth Services, and Kestra Investment Services. In addition to his advisory work, he owns Gate City Advisors and Gate City Insurance, providing investment advisory and insurance services in Greensboro, NC. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base of institutional and individual investors, including very large institutional clients such as sovereign wealth funds. The firm provides fiduciary services, plan-level advice, and access to multiple management platforms and third-party solutions.

Lukas Heavner is a financial advisor with Truist Advisory Services, holding a Series 66 designation and five years of industry experience. He previously worked at BB&T Securities and Highways and Skyways of NC. He serves on the Finance Committee of the United Way of Greater High Point, where he reviews the organization's finances and investment portfolios. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and inter-affiliate integration.

Dennis Stearns is a CFP® and ChFC® with eight years of industry experience. He has worked at Hightower Advisors since 2020 and previously operated Stearns Financial Services Group for nearly three decades. Outside of his advisory role, he is a partner, director, and officer at Triad Growth Partners LLC, a technology business accelerator. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting through a broad network of advisors.

Elke De La Cruz is a Series 66 licensed financial advisor with 13 years of industry experience, currently serving at VALIC Financial Advisors since 2016. She also holds an agent position at AGIA, focusing on non-securities insurance products. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and centralized technology.

James Story is a financial advisor with Valic Financial Advisors in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2014 and has been associated with Agia since 2022. Story serves as an investment community member on the Gwinnett County Public Schools Investment Oversight Committee and is also involved with non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with National Financial Services as custodian.

John Rosser Jr. is a financial advisor at Guardian Life with 53 years of industry experience. He has been with Guardian Life and its related entities since 2014, and previously worked at C.P. Advisory Services. Outside of his advisory role, he is involved in managing CP Greensboro, Inc., which offers group and individual medical, dental, and vision insurance products. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Shaquan Edwards is a financial advisor at Truist Advisory Services with a Series 66 designation and three years of industry experience. He has held roles within Truist-affiliated firms since 2019, including Truist Investment Services and Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with third-party platform solutions and uses AI-enabled tools to support research and manager selection.

Timothy Towery is a CFP® professional with 36 years of experience and has been with Valic Financial Advisors since 1997. He serves as Treasurer for the Gate City Vineyard Christian Fellowship and is an advisory board member of a nonprofit coffee shop employing adults with disabilities. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm uses a model-driven approach with discretionary unified managed accounts and offers a range of financial planning and portfolio management services through a large network of advisors.

Indiana Cary is a financial advisor with Transamerica Retirement Advisors, LLC in Greensboro, NC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Merrill and JP Morgan Securities LLC. Cary has been with Transamerica-related firms since 2023. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education through proprietary software and model portfolios developed in collaboration with Morningstar Investment Management. The firm operates at a large scale with over 200,000 clients and focuses on non-discretionary asset management rather than high-net-worth or standalone financial planning.

Lauren Norris is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Bank of America and Merrill before joining Sanctuary Advisors and Sanctuary Securities in 2024. Norris serves on committees for Make-A-Wish and Women 2 Women, organizations focused on supporting children with life-threatening illnesses and empowering women and children in Guilford County, respectively. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and access to various managed account platforms, employing multiple analytical approaches and acting as a fiduciary under written advisory agreements.

Jeffrey Lewis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at BB&T Securities, Stephens Inc, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he serves as Treasurer and a board member of the Armfield Homeowners Association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ashley Hausler is a CFP® and Series 63-registered advisor with Truist Advisory Services. She has experience spanning multiple roles within Truist and its affiliates as well as First Citizens Wealth and Bank of America, totaling over a decade in the financial industry. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with an emphasis on affiliated inter-company integration in managing client accounts.

Bradford Clinard is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with NewEdge Advisors. He has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Clinard provides investment advisory services through NewEdge Advisors, an independent registered investment advisory firm. NewEdge Advisors serves individuals, including high-net-worth clients, and various institutional clients through a network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services and utilizes multiple program structures with an emphasis on centralized due diligence and the use of technology tools to support client and advisor needs.