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.

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.

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.

John Rosser Jr. is a financial advisor with Guardian Life in Greensboro, NC, holding Series 63 and Series 65 credentials and over 53 years of industry experience. He has been with Guardian Life and its related entities since 2014 and previously worked at C.P. Advisory Services from 2000 to 2004. Outside of his advisory role, he is involved with CP Greensboro, Inc., which provides group and individual medical, dental, and vision insurance products, and also places insurance business with other providers when Guardian Life does not offer suitable products. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs, including model portfolios and a hybrid digital advisory solution.

Shaquan Edwards is a financial advisor with Truist Advisory Services in Greensboro, NC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Truist Investment Services, Inc. and Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by inter-affiliate integration and third-party platform relationships.

Timothy Towery is a CFP® professional with 36 years of experience and has been with Valic Financial Advisors since 1997. He serves as Treasurer for the Gate City Vineyard Christian Fellowship and is an advisory board member of a nonprofit coffee shop employing adults with disabilities. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm uses a model-driven approach with discretionary unified managed accounts and offers a range of financial planning and portfolio management services through a large network of advisors.

Indiana Cary is a financial advisor with Transamerica Retirement Advisors, LLC in Greensboro, NC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Merrill and JP Morgan Securities LLC. Cary has been with Transamerica-related firms since 2023. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education through proprietary software and model portfolios developed in collaboration with Morningstar Investment Management. The firm operates at a large scale with over 200,000 clients and focuses on non-discretionary asset management rather than high-net-worth or standalone financial planning.

Lauren Norris is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Bank of America and Merrill before joining Sanctuary Advisors and Sanctuary Securities in 2024. Norris serves on committees for Make-A-Wish and Women 2 Women, organizations focused on supporting children with life-threatening illnesses and empowering women and children in Guilford County, respectively. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and access to various managed account platforms, employing multiple analytical approaches and acting as a fiduciary under written advisory agreements.

Jeffrey Lewis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at BB&T Securities, Stephens Inc, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he serves as Treasurer and a board member of the Armfield Homeowners Association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ashley Hausler is a CFP® and Series 63-registered advisor with Truist Advisory Services. She has experience spanning multiple roles within Truist and its affiliates as well as First Citizens Wealth and Bank of America, totaling over a decade in the financial industry. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with an emphasis on affiliated inter-company integration in managing client accounts.

Bradford Clinard is a CFP® with 16 years of experience in the financial services industry. He has worked with NewEdge Advisors and LPL Financial since 2017 and spent a year at Wells Fargo Advisors prior to that. Clinard provides investment advisory services through NewEdge Advisors, an independent registered investment adviser. NewEdge Advisors is an enterprise-scale firm serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, combining in-house manager selection with third-party models and advisor discretion.

Kyle Brown is a CFP® professional at Beacon Pointe Advisors, LLC with experience beginning in 2024. Prior to joining the firm, he worked for BlueCross NC for ten years. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and uses both active and passive strategies across multiple asset classes.

Ronald Clinard is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 credentials. He has 42 years of industry experience, including prior roles at LPL Financial and Wells Fargo Advisors. Clinard provides investment advisory services through NewEdge Advisors, an independent registered investment adviser. NewEdge Advisors is an enterprise-scale firm serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, combining in-house and third-party strategies supported by technology and centralized due diligence.

Mark De View is a financial advisor with Bankers Life Advisory Services, Inc. in Greensboro, NC, holding a Series 66 designation and six years of industry experience. Prior to his advisory role, he worked for 30 years at Dart Container Corporation. He also serves as a Unit Field Trainer for Bankers Life & Casualty, where he recruits and trains insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios according to clients’ goals and risk tolerances.

Joshua Myers is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and four years of industry experience. He has also been affiliated with EMM Financial Services, Inc. for 15 years. Outside of his advisory role, Myers serves as a trustee and executor for personal trusts and estates. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of advisors and managing over $200 billion in client assets. The firm provides a broad range of managed account programs and access to third-party asset managers, offering both discretionary and nondiscretionary investment solutions.

Kenny Nichols is a financial advisor at Ameritas Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Southeast Financial Services, Inc. and LPL Financial, LLC. Nichols is also involved as an agent providing life and disability insurance to clients and prospects. Ameritas Advisory Services, LLC offers a range of investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes model portfolios, mutual funds, ETFs, and individual securities across various program platforms, supported by third-party managers and technology.

Sherri Brown is a financial advisor at Oppenheimer with 16 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has worked at firms including Wells Fargo Clearing Services LLC and Citigroup Global Markets. Outside of her advisory work, she has served as a notary public and volunteered as a poll worker during the 2020 general election. 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 encompassing discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Albert Erb is a CFP® with 13 years of experience in the financial services industry. He has worked at Sanctuary Advisors, LLC since 2025 and previously held positions at Forvis Mazars Wealth Advisors LLC, FORVIS Wealth Advisors LLC, Plybon & Associates, Inc., and Lincoln Financial Investment Services Corporation. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services through a network of over 400 independent adviser representatives using various portfolio management approaches and sub-advisers, while maintaining fiduciary standards under written advisory agreements.