Sherri Brown is a financial advisor at Oppenheimer with 16 years of industry experience. She holds Series 65, Series 66, and Series 63 credentials and has worked at firms including Wells Fargo Clearing Services LLC and Citigroup Global Markets. Outside of her advisory role, she has served as a poll worker during the 2020 general election in Greensboro, NC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary approaches, and maintains custody of client assets while operating broker-dealer and advisory businesses.

Albert Erb is a CFP® with 12 years of industry experience and is currently affiliated with Sanctuary Advisors, LLC. His prior roles include positions at Forvis Mazars Wealth Advisors LLC, FORVIS Wealth Advisors LLC, Plybon & Associates, Inc., and Lincoln Financial Investment Services Corporation. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a broad range of portfolio management strategies and operates through a network of independent investment adviser representatives who develop their own investment philosophies under firm supervision.

John Hardy Jr. is a financial advisor at Cetera Planning Partners with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Summit Financial Group, and multiple Cetera entities. Outside of advising, he serves on the finance committee for First Baptist Church in Greensboro and co-hosts a radio show related to his securities business. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment process emphasizes diversified portfolios using mutual funds and ETFs tailored to clients’ goals and risk tolerance, supported by a range of ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Amy Loftis is a financial advisor with Truist Advisory Services in Greensboro, NC, holding a Series 65 designation and nine years of industry experience. She has worked at Truist Advisory Services and Truist Bank since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager‑selection program that utilizes both discretionary and non‑discretionary approaches, supported by AI-enabled research and inter-affiliate integration.

Jason Croy is a CFA® charterholder and holds a Series 65 license, with 13 years of industry experience. He has worked at Hightower Advisors since 2020, following positions at Stearns Financial Group and Captrust Financial Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and delivers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Christopher Wojtek is a financial advisor at Davenport & Company LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Davenport since 2009. Prior to that, he worked at Citigroup Global Markets. Davenport & Company serves individual and institutional clients by offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment advisory division provides separately managed accounts, model delivery to third-party platforms, financial planning, and other advisory programs.

Michele Smith is a financial advisor at Truist Advisory Services with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities prior to joining Truist in 2022. Michele serves as a board and finance committee member for Pleasant Garden Baptist Church, advising on the church's budget and funding. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Steven Patton is a financial advisor with Commonwealth Financial Network in Greensboro, NC, holding a Series 66 designation and 15 years of industry experience. He has worked at Guilford Financial Partners since 2011 and Commonwealth Financial Network since 2010. Outside of his advisory work, he has operated Allegro Piano Service since 1997. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and comprehensive back-office support, including operations, trading, technology, investment management, and compliance services.

Rodney Segraves is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Triad Hybrid Solutions since 2019 and Kestra Financial Services, Inc. from 2016 to 2019. Additionally, he operates Rodney Segraves, CPA, providing tax preparation and accounting services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to build and monitor client portfolios.

Christopher Peele is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America for five years before joining SunTrust Advisory Services and SunTrust Investment Services, where he has been employed for nine years. Outside of his advisory role, Peele serves as a board member of the Greensboro Symphony, focusing on engaging young professionals and promoting community participation in music education. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches supported by third-party platforms and manager relationships, integrating resources across affiliated entities to deliver its AMC Advantage manager-selection program.

John Rich is a financial advisor at Oppenheimer with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2009, having previously worked at Stanford Group Company. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a variety of programs and advisory services including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches.

Cheryl Vinson is a Series 65 licensed advisor at Bankers Life Advisory Services, Inc. with six years of industry experience. She has been with Bankers Life since 2016. Outside of her advisory role, she serves as a trustee for an irrevocable trust and holds a secretary/treasurer position with a local business networking organization. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management as well as retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios using various securities with ongoing reviews and rebalancing.

Pamela Stearns is a financial advisor at Hightower Advisors with 14 years of industry experience. She holds a Series 65 designation and previously led Stearns Financial Services Group for 13 years before joining Hightower Advisors in 2020. 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, utilizing both affiliated and third-party managers alongside proprietary research and various investment vehicles.

Luke Mills is a CFP® professional with three years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services and previously worked at Fidelity Investments. Mills’s background includes experience outside financial services at PetSmart. 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 and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Malcolm Sessoms III is a financial advisor with TLG Advisors, Inc. in Greensboro, NC, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. His prior roles include positions at The Leaders Group Inc, MassMutual Life Insurance Co, Royal Alliance, and Nationwide Insurance. In addition to his advisory work, he is an agent at Seagroves Insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing 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 services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its research and portfolio construction.

Benjamin Vess is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding a Series 66 designation. He has one year of industry experience and previously worked at Bank of Botetourt and held various roles including at Radford University and Lowe's Companies, Inc. Davenport & Company LLC 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 asset management team focuses on separately managed accounts, mutual funds, ETFs, and unified managed accounts, and it is adviser to six proprietary mutual funds.

Cecelia Anderson is a financial advisor at Davenport & Company LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Davenport since 2009. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management is structured around dedicated portfolio teams and an Investment Policy Committee, managing separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Steven Holbrook is a financial advisor with Oppenheimer in Greensboro, NC, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. He has worked at Oppenheimer since 2013, with prior roles at Wells Fargo Clearing and A. G. Edwards & Sons. Outside of his advisory work, he serves as a non-voting board member for a local homeowners association. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary management, with a notable portion of assets managed non-discretionarily while maintaining custody of client assets.

Joseph Vartanian is an Investment Advisor Representative with Kestra Advisory Services, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as an advisor at Gate City Advisors, where he is associated with the book "The Retirement Income Toolkit." Outside of his advisory roles, he is a partner at Gate City Property Group, a real estate business in Greensboro, NC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, and investment advice, supporting complex products and discretionary trading within its supervisory framework.

Cynthia Reavis is a financial advisor with Valic Financial Advisors in Burlington, NC, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, Merrill, and other firms. Outside of her advisory work, she is also an agent for 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-developed UMA models for portfolio construction.