Xzavier Jacobs is a financial advisor at First Citizens Investor Services, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses and has prior work experience at First Citizens Bank, State Employees Credit Union, Autozone, Domino’s, and North Carolina A&T State University. Jacobs also spent four years with the Boys & Girls Club. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through Investment Adviser Representatives and third-party Portfolio Managers. The firm employs a client-focused process that includes assessing financial needs and risk tolerance, using fundamental, quantitative, and technical analysis across a variety of investment products and portfolio management solutions.

Lindsay Brock is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. She has worked at Hightower Advisors since 2020, following roles at Stearns Financial Group and Fiduciary Investment Advisors, LLC. Outside of her advisory work, she serves as Treasurer for the Junior League of Greensboro, managing the organization’s financial operations including audits and investments. 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, using a combination of affiliated and third-party managers along with proprietary research to construct diversified portfolios.

Jhereg Fillmore is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His background includes roles at Penn Mutual Life Insurance Company, MassMutual Life Insurance Co, MML Investors Services, LLC, and Jackson National Life Distributors, LLC. He is also actively engaged as an agent in several insurance brokerage activities under multiple DBAs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual SEC-registered investment adviser and FINRA-member broker-dealer platform, managing a substantial amount of discretionary and non-discretionary assets through third-party asset manager relationships.

Courtney Kidwell is a CFP® and Series 66 credentialed advisor with six years of industry experience. She has worked at Hightower Advisors since 2020 and previously spent five years at Stearns Financial Group. Outside of her advisory roles, she was involved with Starmont Forest Country Club and the YMCA of Greensboro for over a decade each. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm emphasizes manager selection and multi-manager strategies, offering access to proprietary research and a range of investment vehicles to address both domestic and international investment considerations.

Lisa Anderson is a financial advisor at Oppenheimer with 28 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for 24 years at Intercarolina Financial Services, Inc. before joining Oppenheimer in 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

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 at Davenport & Company LLC with 32 years of industry experience. He has worked at Davenport since 2009 and has been with Citigroup Global Markets since 2006. He holds Series 63 and Series 65 designations. Davenport & Company serves individual and institutional clients, including banks, pension 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 and advisory services.

John Kenan is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Ameritas Life Insurance Corp. and Ameritas Investment Corp. for 20 years. Additionally, Kenan serves as president of Southeast Financial Services, Inc., an independent insurance agency selling fixed insurance products and other insurance and investment offerings. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an internal Investment Committee and third-party partners to assist with portfolio construction and oversight.

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® with 19 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC since 2021. He has previously worked at Ameriprise and Concourse Financial Group Securities, and has ongoing roles with Ameritas Life Insurance Corp and Southeast Financial Services, Inc. Billings is also licensed as an independent insurance agent, focusing on fixed insurance products and financial planning. 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 utilizes a network of Investment Adviser Representatives supported by an Investment Committee and third-party partners to align portfolio allocations with client objectives.

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 financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to his advisory career, he worked at Honda Aircraft Company, LLC for eight years. He is also involved with Summerfield Wealth Advisors, where he assists with comprehensive planning, insurance, and financial strategy. 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 fee-based management of variable annuity and universal life subaccounts, supported by a team-oriented approach to portfolio construction and ongoing client reviews.

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.