Sterling Swaim is a financial advisor at &PARTNERS with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a range of portfolio management strategies that incorporate fundamental, technical, and quantitative analysis.

Robin Miller is a financial advisor with First Citizens Investor Services, Inc. in Winston-Salem, NC. He holds the Series 63 and Series 65 designations and has 26 years of industry experience. Since 2014, he has been with First Citizens Investor Services and has also worked with First Citizens Bank since 2012. Outside of his advisory role, he serves as an uncompensated board member for several local cultural and nonprofit organizations, including the Kaleidum Children’s Museum, Piedmont Opera Theatre, and the Arts Council of Winston-Salem Forsyth County. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a mix of strategic and tactical asset-allocation approaches and offers portfolio management, wrap-fee programs, an automated Guided Investing platform, and financial planning.

Daniel Kimel is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services, Inc. since 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Samantha Sizemore is a Series 65-licensed advisor with six years of industry experience. She has worked at Private Advisor Group, LLC since 2019 and Capstone Wealth Management since 2014. In addition to her advisory role, Ms. Sizemore provides tax advice and tax preparation services separately from her investment advisory work. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting across various programs. The firm uses a network of investment adviser representatives to provide tailored advisory solutions supported by multiple custodians, strategists, and platforms.

Martha Hix Siceloff is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked with Truist Advisory Services since 2021 and previously held roles at Bb&T Securities, LLC and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

David Ratcliffe is a financial advisor with Principal Financial Services in Winston Salem, NC. He holds a Series 66 designation and has 19 years of industry experience. Ratcliffe has worked with Principal Securities Inc. for 10 years and with Principal Life Insurance Company for 17 years. Outside of finance, he is a playwright, with one of his plays produced commercially and involvement in compensated writing contests. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Joshua Crane Sr. is a CFP® with 18 years of industry experience, currently serving with Truist Advisory Services. He has held positions within Truist and its predecessor firms since 2012. Outside of his advisory work, he serves on the board of Providence, a nonprofit focused on culinary training, and is involved with the Second Harvest Food Bank of Northwest North Carolina as both a foundation committee member and at-large board member. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager‑selection program that combines discretionary and non‑discretionary approaches supported by third‑party research and platform arrangements.

Brett Laboube is a financial advisor at &PARTNERS with 16 years of industry experience. He holds a Series 66 designation and has worked previously with Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, offering discretionary and non-discretionary portfolio management through a combination of proprietary and third-party strategies.

Robert Reavis is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 credential and previously worked at Oppenheimer and Truist Investment Services. Outside of finance, he serves as a board member for the Yadkin Community Foundation, advising on scholarship and grant opportunities for Yadkin County, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs both discretionary and non-discretionary approaches, with a focus on manager selection supported by AI-enabled research and inter-affiliate integration.

Jillian Spinelli is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds a Series 66 designation and has been with Truist and its related entities since 2016. Jillian serves on the board of The Bethesda Center, a homeless shelter in Winston-Salem, NC, where she participates in fundraising and organizational planning. 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 consulting supported by third-party platforms and AI-enabled research tools.

Matthew Hearn is a financial advisor with Farther, holding CFP® and ChFC® designations and over 22 years of industry experience. He previously worked at LPL Financial and Private Client Services, LLC, among other firms. In addition to his advisory work, he is president of Method To My Money, Inc., which provides faith-based financial education and counseling. Farther offers discretionary investment management and related advisory services primarily to individual investors, trusts, and estates, combining Modern Portfolio Theory with proprietary model portfolios and algorithmic rebalancing. The firm employs a range of investment vehicles and supplements advisor judgment with AI tools under internal controls.

Don White Jr. is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Kestra Advisory since 2016 and has prior experience at Kestra Investment Services, Equity Services, Inc., and National Life of Vermont. White serves on the board of visitors for the North Carolina Children’s Hospital, advising on community outreach and supporter engagement. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including plan sponsors, institutions, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Scott Stewart is a financial advisor at Eagle Strategies (NY Life) with 39 years of industry experience. He holds the ChFC® and Series 63 credentials and has worked at NYLIFE Securities, LLC and N.Y. Life Insurance Company since 1986. Stewart also owns Stewart Financial Services, Inc. and serves as a board member of the Clemmons Moravian Church, overseeing finances and operations. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis and a significant focus on institutional retirement plan clients.

Aaron Spivey is a CFP® professional with six years of industry experience, currently serving at Truist Advisory Services. His work history includes roles at Truist Investment Services and BB&T entities. He serves on the board of Trellis Supportive Care, participating in its Investment Committee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by inter-affiliate integration and proprietary research tools.

Hilary Kosloske is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Kosloske is based in Winston Salem, NC. D.A. Davidson & Co. serves a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of investment advisory and brokerage services under a fiduciary standard, utilizing both qualitative and quantitative analysis to manage portfolios and provide financial planning.

Jeremy Stanley is a CFP® professional with 30 years of industry experience. He has worked with Private Advisor Group, LLC since 2013 and has been affiliated with LPL Financial since 2004. Outside of financial advising, he is a co-host of the Nurse Anesthesia Podcast and the author of two books related to nurse anesthesia. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives. The firm offers access to multiple advisory programs and model portfolios supported by well-known strategists and platforms.

James Hunt is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at LPL Financial LLC, Wells Fargo Clearing, and The Vanguard Group, Inc. He is based in Winston-Salem, NC. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active managers, with portfolio oversight by an internal Investment Committee.

Samuel Jensen is a Series 66-credentialed financial advisor with one year of industry experience, currently with Principal Financial Services in Winston Salem, NC. Prior to joining Principal, he worked at Buckeye Advisors for three years and has held various roles in diverse industries including Valet Living, Door Dash, and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a broad range of clients including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Corina Parmenter is a financial advisor at Empower Advisory Group with eight years of industry experience. She holds a Series 66 designation and has previously worked at firms including Fidelity Investments, GWFS Equities, Advised Assets Group, Nuveen, and TIAA. Outside of advising, she is the owner of Bue Properties, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers a financial planning service focused on long-term portfolio returns and annual rebalancing, delivered through an integrated platform connected to Empower’s recordkeeping and administrative systems.

Phillip Williams is a financial advisor with Equity Services, Inc. in Winston Salem, NC. He holds a Series 66 designation and has experience spanning roles at National Life Group, Qorvo Inc., and Auburn University RFID Lab. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often using third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.