Thomas Goldman is a financial advisor with Creative Planning holding a Series 65 designation and five years of industry experience. He previously worked at SageView Advisory Group and C-J Advisory, Inc., among other firms. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Mickey Morton is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2018, including its predecessor firms. His prior roles include positions at Wells Fargo Clearing Services and Fidelity. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches supported by integrated affiliate resources and AI-enabled research tools.

William Davis is a financial advisor with D.A. Davidson & Co. in Winston Salem, NC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Truist Investment Services, The Vanguard Group, and BB&T. Outside of his advisory work, he is the owner of Buried Secrets, LLC, where he writes books and short stories. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA-compliant retirement plan advisory, and a Private Wealth program for clients with assets over $20 million.

Nelson Kelly is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Suntrust Advisory Services and Wells Fargo Clearing. Outside of his advisory role, he serves as president of the Men's Golf Association at High Meadows Country Club. 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 programs and advisory services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

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.

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.

Emily Promise is a financial advisor at Commonwealth Financial Network with seven years of industry experience. She holds a Series 66 designation and has worked previously at Goldman Sachs and Blakely Financial, Inc., where she is currently Vice-President. Outside of her advisory role, she owns ECP Development, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, technology, compliance, and practice-management services.

Richard Leader is a CFA® charterholder with 27 years of industry experience. He is currently with Focus Partners Wealth, LLC and Kovitz Investment Group Partners, LLC, and has worked at First Houston Capital, Inc., Burnham Securities Inc., and Burnham Asset Management Corp. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with various wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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.

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.

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.

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.

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 in Winston Salem, NC, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He is a part owner of two related investment firms, Riazzi Rhyne & Swaim Investment Group LLC and CIWJII LLC. &Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of discretionary and non-discretionary strategies utilizing both proprietary and third-party models.

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.