James Joyce is a CFP®, CFA®, and Series 66-registered financial advisor with 14 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent 17 years at Stearns Financial Group. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing a combination of affiliated and third-party managers and proprietary research.

Saba Khan is a financial advisor at AE Wealth Management, LLC, holding a Series 65 designation with eight years of industry experience. Prior to joining AE Wealth Management, Khan worked at 1890 Wealth Solutions, Inc., Spangler Estate Planning, and KS Paralegal Services. Khan is also involved in insurance sales and services through 1890 Wealth Solutions, Inc. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed internally, by third-party strategists, and by advisors, alongside financial planning, consulting, and plan services.

Brian Winstead is a CFP® professional with 28 years of industry experience. He has worked at Merrill Lynch since 1997 and has been with Davenport & Company LLC since 2009. Davenport & Company serves individual and institutional clients by providing asset management, retail brokerage, public finance, investment banking, and advisory services. The firm manages portfolios through dedicated teams and offers a range of strategies including separately managed accounts, mutual funds, and ETFs.

Bradley Happel is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 21 years of industry experience. He has worked at Commonwealth since 2017 and previously at VOYA Financial Advisors from 2014 to 2017. He is also co-owner of Happel Financial, LLC, which operates securities, advisory, and insurance businesses. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance while offering discretionary model portfolios and customizable program structures.

John Murray is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at Davenport since 2009 and previously held positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment approach involves dedicated portfolio management teams and offers separately managed accounts, model delivery, financial planning, and mutual fund advisory services.

David Dupont is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with Valic Financial Advisors since 1997 and also serves as an agent offering non-securities insurance products through Agia since 2022. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services utilizing discretionary unified managed accounts and overlay strategies, supported by a large network of investment advisor representatives.

Seth May is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Valic Financial Advisors since 2018 and also has experience with AGIA, Booster Enterprises, and Eliasson Marketing. He is involved in non-securities insurance products through his role at AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, operating at scale with over 1,200 advisors serving close to 300,000 clients.

Jeffery Hwang is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2021. His prior experience includes roles at DMJ Wealth Advisors, LLC, ProEquities, Inc., and Merrill. He also serves in an advisory capacity for SEI’s RIA Community through the RIA Governing Group. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and retirement-plan services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Richard Tesseneer is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 66 designations. He has 26 years of industry experience, with prior roles at Wells Fargo Advisors and LPL Financial. Outside of his advisory work, Tesseneer owns CMC Trading Partners, LLC, a business that sells culinary supplies on Amazon. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm provides discretionary and non-discretionary portfolio management using various strategies and technology platforms, and operates through a network of advisory representatives often dually registered with LPL Financial.

Dax Dixson is a CFA® charterholder with nine years of industry experience. He has worked at Hightower Advisors since 2020, following roles at Stearns Financial Group and Wells Fargo. He is based in Greensboro, NC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering services that span discretionary portfolio management, financial planning, and retirement consulting through its network of advisor practices.

Arthur Winstead Jr. is a financial advisor at Beacon Pointe Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Beacon Pointe Advisors since 2021. His prior experience includes roles at DMJ Wealth Advisors, LLC, ProEquities, Inc., and he is also a partner at DMJ & Co., PLLC, a CPA firm. Outside of his advisory work, he serves on finance committees and as treasurer for several nonprofit organizations in Greensboro, NC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm employs a manager-driven investment approach, utilizing a proprietary focus list and a formal due-diligence process, while also sponsoring proprietary investment vehicles and serving as general partner for multiple private funds.

Jeri Dlugin is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. She has been with Principal Securities Inc. since 2016 and has worked at Principal Life Insurance Company since 1998. Outside of her advisory role, Dlugin serves on the marketing and investment committees for the Jewish Foundation of Greensboro and is involved with the Greensboro Jewish Federation and the Junior League. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Hailey Williams is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Bankers Life & Casualty, Inc. and has experience in other fields including a position at Village Spa. Outside of her advisory work, she is involved with several business ventures including H Williams Capital and Mega Hotels. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analyses for security selection.

Charles Carrick is a CFP® and ChFC® with 41 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2021. His prior experience includes roles at DMJ Wealth Advisors, LLC and ProEquities, Inc. Carrick is also a member of DMJ Wilmington Properties LLC, a commercial real estate investment venture. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

William Hanner is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 credentials and with 38 years of industry experience. He has been with Valic Financial Advisors since 2003 and also serves as an agent for Agia, focusing on non-securities insurance products. 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, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Xzavier Jacobs is an advisor at First Citizens Investor Services, Inc. with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Autozone, State Employees Credit Union, First Citizens Bank, Dominoes, North Carolina A&T State University, and the Boys & Girls Club. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a client-driven process that incorporates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Lindsay Brock is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. She has worked at Hightower Advisors since 2020, following roles at Stearns Financial Group and Fiduciary Investment Advisors, LLC. Outside of her advisory work, she serves as Treasurer for the Junior League of Greensboro, managing the organization’s financial operations including audits and investments. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, using a combination of affiliated and third-party managers along with proprietary research to construct diversified portfolios.

Jhereg Fillmore is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His background includes roles at Penn Mutual Life Insurance Company, MassMutual Life Insurance Co, MML Investors Services, LLC, and Jackson National Life Distributors, LLC. He is also actively engaged as an agent in several insurance brokerage activities under multiple DBAs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual SEC-registered investment adviser and FINRA-member broker-dealer platform, managing a substantial amount of discretionary and non-discretionary assets through third-party asset manager relationships.

Robert Schutz is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, as well as First Horizon Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm utilizes a mix of discretionary and non-discretionary approaches and offers an AMC Advantage manager-selection program supported by third-party platforms and AI-enabled research tools.

Courtney Kidwell is a CFP® and Series 66 credentialed advisor with six years of industry experience. She has worked at Hightower Advisors since 2020 and previously spent five years at Stearns Financial Group. Outside of her advisory roles, she was involved with Starmont Forest Country Club and the YMCA of Greensboro for over a decade each. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm emphasizes manager selection and multi-manager strategies, offering access to proprietary research and a range of investment vehicles to address both domestic and international investment considerations.