Roger Sims is a financial advisor with Eagle Strategies (NY Life) in High Point, NC, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He previously worked with Pinnacle Wealth Strategies, LLC, and has been affiliated with New York Life Insurance Company and NYLIFE Securities, LLC throughout his career. Sims serves as a state board member of the National Association of Insurance and Financial Advisors (NAIFA-NC) and is a national Membership Committee Co-Chair for NAIFA. He also coordinates staffing for the World Ninja League Championships. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types, including fee-based advice and co-advisory relationships, emphasizing tailored recommendations and maintains a predominantly non-discretionary asset base within an integrated New York Life affiliate structure.

Brian Coghill is a financial advisor with Davenport & Company LLC in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Davenport & Company since 2009 and previously at Merrill Lynch Pierce Fenner & Smith, Inc. since 1996. Outside of his advisory role, Coghill serves as treasurer for a local Rotary volunteer organization and assists part-time with clerical duties at a tax service. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm provides a range of solutions including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, supported by dedicated portfolio manager teams and various specialized committees.

Karen Kahn is a Certified Financial Planner® with 30 years of industry experience, currently affiliated with Truist Advisory Services. She has been with Truist since 2016, working across Truist Advisory Services, Truist Investment Services, and Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary and non-discretionary manager relationships supported by advanced research tools and integrated inter-affiliate operations.

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.

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.

Brian Winstead is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2009. He has worked in the financial services industry since 1997, including time at Merrill Lynch. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to a diverse client base, including individuals, institutions, and non-profit organizations. The firm’s investment approach involves dedicated portfolio manager teams supported by an Investment Policy Committee, offering a variety of discretionary and tailored strategies across multiple asset classes.

John Murray is a financial advisor with Davenport & Company LLC in Greensboro, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Davenport & Company since 2009 and has been with Citigroup Global Markets since 2006. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing various investment strategies and specialized teams to manage and review client accounts.

David Dupont is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Valic Financial Advisors since 1997 and has held an agent position with Agia since 2022, primarily involving non-securities insurance products. Valic Financial Advisors 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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 client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary and third-party investment strategies alongside financial planning and retirement consulting.

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.