William Mann is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at DMJ Wealth Advisors, LLC, and Proequities, Inc. since 2007. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach with a proprietary focus list and offers solutions such as discretionary wealth management, retirement plan consulting, and outsourced CIO services.

Joseph Marus is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Bank of America and Merrill. Marus serves on the board of Red Dog Farm Animal Rescue, a nonprofit focused on fostering and rehoming animals, where he is involved in strategic initiatives and event coordination. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports a broad range of investment approaches through a network of over 400 independent adviser representatives and offers portfolio management, retirement plan consulting, and access to sub-advisers and third-party platforms.

Niles Greene is a financial advisor with Truist Advisory Services in Greensboro, NC, holding the Series 63, Series 66, and Series 65 registrations. He has 13 years of industry experience, including 10 years with Truist Advisory Services and Truist Bank. 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, using third-party platforms and AI-enabled research tools to support its investment approach.

William Guge is a CFP® professional with nine years of industry experience. He is currently with Cetera Planning Partners and has previously worked at Ameriprise, Charles Schwab, Fidelity Brokerage Services, TD Ameritrade, and TD Bank. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management and comprehensive financial planning, including Social Security optimization, tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

John Mazza is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and 11 years of industry experience. He currently serves at Ameritas Advisory Services and Summerfield Wealth Advisors LLC and has prior experience with Ameritas Investment Corp and Southeast Financial Services. Outside of his advisory work, Mazza is involved in film production as an executive producer and actor, and he serves as treasurer for Bsides Triad, a community-driven information security group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and combines multiple custodial platforms with third-party tools to support portfolio construction, monitoring, and trading.

Grace Hackney is a Series 66-licensed financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. She previously worked at Merrill for six years and Landmark Asset Services for three years. Outside of finance, she is involved in the jewelry industry, working in accounting and sales for Deva Fine Jewelry. Sanctuary Advisors serves a diverse client base including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent advisers. The firm offers various portfolio management and financial planning services, employing multiple analytical approaches and managing accounts on both discretionary and non-discretionary bases.

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 at Davenport & Company LLC with 28 years of industry experience. He has been with Davenport since 2009 and has a career background that includes Merrill Lynch dating back to 1997. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking, with asset management structured around portfolio manager teams and an Investment Policy Committee.

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 was previously with Citigroup Global Markets starting in 2006. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, retail brokerage, fixed income, and investment banking. The firm’s investment advisory division provides separately managed accounts, model delivery, financial planning, and other advisory programs.

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 19 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 and ProEquities, Inc. He participates in the governing group for SEI’s RIA Community in an advisory capacity. Beacon Pointe Advisors, LLC provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary manager selection process and a combination of active and passive investment strategies. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Stephanie Hodges is a financial advisor at Truist Advisory Services with three years of industry experience. She holds a Series 66 designation and previously worked at Truist Bank for ten years. Hodges serves on the Board of Directors for Big Brothers Big Sisters of the Central Piedmont, where she chairs the Gala committee that organizes the organization’s largest annual fundraising event. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches with third-party manager relationships and utilizes AI-enabled tools to support investment research and manager oversight.

Reeves Thompson is a financial advisor at &PARTNERS with a Series 66 designation and two years of industry experience. He previously worked at Wells Fargo Clearing, Eton Solutions, L.P., and Credit Suisse Securities (USA) LLC. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analyses and utilizes both proprietary and third-party strategies on discretionary and non-discretionary bases.

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.