Betty Deal is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with several Truist-related entities, including Truist Investment Services, SunTrust Advisory Services, and Bb&T Securities. Her career includes long-term roles at Scott & Stringfellow, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation analysis, fiduciary support, and the AMC Advantage manager-selection program. The firm employs a combination of discretionary and non-discretionary strategies, integrates multiple affiliates, and utilizes AI-enhanced research tools in its investment process.

Cody Grant is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Empower Financial Services, BHG Financial, and Apple. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base relative to its adviser headcount.

Thomas Prybylo is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. His prior roles include positions at The Leaders Group Inc, Grove Point Investments, LLC, Grove Point Advisors, LLC, MBAdvisors, and H. Beck, Inc. Outside of his advisory work, he is an independent insurance agent and owner of a consulting business. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing a research approach based on fundamental analysis and Modern Portfolio Theory.

Jacob Johnson is a financial advisor at PNC Wealth Management with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to his current role, he worked at Salem Heritage and PNC Bank. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online model account offered as an invitation-only employee pilot. The program uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs managed by PNC or third-party strategists.

Harrison Cross is a financial advisor at Truist Advisory Services in Winston-Salem, NC, holding CFP® and CFA® designations with six years of industry experience. Prior to joining Truist Investment Services in 2019, he worked at Satchel Health for two years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by AI-enabled equity research and integrated inter-affiliate resources.

William Davis is a financial advisor at D.A. Davidson & Co. with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Truist Investment Services, The Vanguard Group, and BB&T, among others. Outside of his advisory work, he owns Buried Secrets, LLC, through which he writes books and short stories. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Nelson Kelly is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Oppenheimer in 2017, he worked at SunTrust Advisory Services and SunTrust Investment Services. He serves as president of the Men's Golf Association at High Meadows Country Club. Oppenheimer provides advisory and brokerage services to individuals, corporations, pooled vehicles, and retirement plans, offering a variety of portfolio management and consulting programs. The firm’s investment approach includes strategic and tactical asset allocation across multiple strategies and manages approximately $36.7 billion in assets.

Robert Cannon is a financial advisor with Empower Advisory Group in Winston Salem, NC, holding Series 63 and Series 66 credentials and six years of industry experience. His background includes roles at Nuveen Securities, Earnst & Young, TIAA-CREF, and Axa Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm delivers its services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and clients’ savings rates.

Richard Leader is a CFA® charterholder with 26 years of industry experience. He is currently with Focus Partners Wealth, LLC and also has affiliations with Kovitz Investment Group Partners, LLC and First Houston Capital, Inc. His career includes over 20 years at First Houston Capital, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies across various asset types.

Thomas Smith is a financial advisor with First Citizens Investor Services, Inc. in Winston-Salem, NC. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, he has worked at First Citizens Bank and Oak Valley Golf Course, and has experience with North Carolina State University and Davie County Schools. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs a mix of strategic and tactical asset-allocation approaches, offers both discretionary and non-discretionary management, and provides services including financial planning and tax-aware strategies.

Michael Mc Gilvary is a financial advisor at Independent Advisor Alliance, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked with Independent Advisor Alliance, Marzano Capital Group, and LPL Financial since 2016. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary portfolio management with advanced analytical techniques and technology platforms.

Alva Smith is a financial advisor with Eagle Strategies (NY Life) based in Advance, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been affiliated with Eagle Strategies since 1999 and with New York Life Insurance Company since 2006. Smith serves as a board member of Clemmons First Baptist Church’s Finance Committee. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm delivers tailored advice through multiple program types and emphasizes fiduciary responsibilities, managing the majority of its assets on a non-discretionary basis.

Gerald Haynie is a financial advisor with Guardian Life in Winston-Salem, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including 13 years at Guardian Life and over three decades with CP Advisory Services, Inc. Outside of his advisory work, he is involved with G. Scott Haynie & Associates, LLC, which operates a barbecue business. Guardian Life's subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary options, utilizing model portfolios from internal and external managers.

Suzanne Banzet is a CFP® with 27 years of industry experience, currently serving as an advisor at Kestra Advisory. She previously worked at Clearview Financial, where she was the principal and sole practitioner, and held roles at Commonwealth Financial Network. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients such as sovereign wealth funds.

Michael Owen is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds a Series 63 designation and has worked at several firms including Truist Investment Services, SunTrust Bank, Bb&T Securities, and Scott & Stringfellow. Owen is based in Winston-Salem, NC. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

William James is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at LPL Financial and Northwestern Mutual in various capacities from 2017 to the present. Outside of advisory services, he has experience in business ownership through Davie Subways Inc. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by technology platforms and a network model of advisory representatives.

Edwin Hill is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and with 41 years of industry experience. He has been with Guardian Life since 2016 and with Park Avenue Securities since 2022. Outside of his advisory work, Hill operates Golfbetter2day.com, an informational service for amateur golfers that provides instruction, tournaments, and general golf information. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage, financial planning, retirement consulting, and advisory services to individuals, pension plans, charitable organizations, and corporate clients, utilizing both proprietary and third-party investment programs.

Matthew Nadeau is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Truist Advisory Services since 2021, and previously held roles at Bank of America, Merrill, First Citizens Investor Services, and BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary management through affiliated platforms and technology-enhanced research.

Daniel Riazzi is a financial advisor at &PARTNERS with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of &PARTNERS, he has ownership interests in two investment-related firms based in Winston Salem, NC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a combination of investment advisory and brokerage services, using a variety of portfolio management strategies and operating as both a registered investment adviser and broker-dealer.

James Jones is a financial advisor at Centaurus Financial, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has served as president of APEX Benefits, a company specializing in group employee benefits insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through multiple platforms, utilizing both discretionary and non-discretionary arrangements.