Lisa Anderson is a financial advisor at Oppenheimer with 28 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Intercarolina Financial Services, Inc. for 24 years before joining Oppenheimer in 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory approaches that include equity, balanced, and fixed-income portfolios managed on both discretionary and non-discretionary bases.

Michael Devon is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2022. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Outside of his advisory role, he is involved as the Steering Committee Co-Chair for Heart Math Tutoring and serves on the Finance Committee at St. Paul's Episcopal Church in Winston-Salem, NC. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, and investment advisory services. The firm utilizes dedicated portfolio manager teams and research groups to manage a range of investment strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Paul Bestehorn is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 27 years of industry experience. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities LLC, L.M. Kohn & Company, and Qualified Plan Administrators. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies across various account types.

Richard Harvey is a financial advisor at Independent Advisor Alliance, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with LPL Financial since 2007. Harvey operates under Independent Advisor Alliance while managing advisory accounts through his hybrid DBA, Harvey Wealth Management. 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 using a network model of independent advisory representatives alongside access to various portfolio management strategies and technology platforms.

Coleton Frye is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Davenport in 2023, he worked at Lincoln Financial Distributors and has multiple years of experience with Greensboro Country Club. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a focus on separately managed accounts, model delivery, and mutual fund strategies.

Robert Carson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Wealth Enhancement and its affiliated entities since 2019, and previously worked at Planning Solutions Group, LLC and Triad Advisors, Inc. Outside of his advisory role, he manages a merchandise business that donates profits to ALS-related charities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified, risk-class based investment approach that combines passive and active management overseen by an internal Investment Committee.

Zachary Morgan is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Truist-related entities and First Citizens Bank since 2013. Morgan serves as a board member for the Corporation of Guardianship, a nonprofit providing fiduciary and care management services to vulnerable adults and individuals with disabilities. Truist Advisory Services offers 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 AI-enabled research tools and extensive inter-affiliate integration across Truist’s platforms.

John Gansman is a financial advisor with Davenport & Company LLC in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Davenport & Company LLC since 2009 and previously spent time at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a broad range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and advisory services, with investment strategies managed by dedicated portfolio teams and an Investment Policy Committee.

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.

James King III is a financial advisor with Commonwealth Financial Network in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Commonwealth since 2003 and serves as president and sole owner of Austin Financial Management, Inc., a securities business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through various advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, technology, compliance, and practice-management support while offering a range of investment solutions and discretionary model portfolios.

Daniel Lee is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. In addition to his advisory role, he is an agent for Navigon Financial Group, focusing on the sales and service of life, accident, health, disability, long-term care, and annuity products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with a range of advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, offering custody, execution, and brokerage capabilities alongside investment advice.

Daniel Billings is a CFP® professional with 19 years of industry experience, currently with Ameritas Advisory Services, LLC since 2021. He has held roles at Ameritas-affiliated firms and previously worked at Concourse Financial Group Securities, Inc. and Ameriprise. 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 planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment vehicles and program platforms while maintaining affiliations with broker-dealer, insurance, and investment entities within its mutual holding company structure.

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.

Kyle Anderson is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in Summerfield, NC. He has three years of industry experience, including roles at Ameritas Investment Company, Summerfield Wealth Advisors, and eight years with Honda Aircraft Company, LLC. In addition to his advisory work, Anderson is involved with Summerfield Wealth Advisors, focusing on insurance and financial strategy as well as comprehensive planning and back-office operations. 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 a range of solutions such as asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing model portfolios, mutual funds, ETFs, interval funds, and individual securities.

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.

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.