Beverly Settle is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. She has 28 years of industry experience, including eight years with Bb&T Securities and five years with Truist Advisory Services. 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 services such as asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting with support from AI-enabled research tools.

John Langley is a financial advisor with Truist Advisory Services in Winston-Salem, NC, holding a Series 66 designation and 21 years of industry experience. He has worked within various Truist-affiliated entities since 2010, including Truist Investment Services and BB&T Investments. 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 employs a combination of discretionary and non-discretionary approaches, integrates third-party managers, and uses AI-enabled tools to support investment research and manager selection.

Victor Valentino Rodriguez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. He has been with Truist and its affiliated entities since 2015, including Bb&T Securities. Outside of advising, he is involved in real estate through ownership and management of several property-related ventures. Truist Advisory Services provides investment consulting and advisory solutions to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Patrick Rhyne is a financial advisor at &Partners with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is a silent investor in Pison Stream Solutions. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, utilizing both proprietary and third-party strategies through discretionary and non-discretionary accounts.

Adam Bray is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Truist Advisory Services since 2021, following prior roles at Bb&T Securities and BBTIS. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a third-party manager selection program. The firm combines discretionary manager relationships and non-discretionary consulting, supported by advanced research tools and inter-affiliate integration.

Joshua Kincaid is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, where he has worked since 2025. Prior to that, he held positions at Equitable Advisors and Credit Union Investment Services. Kincaid occasionally assists with in-home pet care alongside his spouse. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and an AI-enabled equity research team.

Matthew Masten is a CFP® with 28 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior experience includes roles at Bb&T Investment Services, Bb&T Securities, Uvest Financial Services Group, and Merrill. Outside of his advisory role, he serves as Treasurer for 638 Brewing Company, a restaurant and brewing business in Winston-Salem, NC, where he reviews financials and participates in management activities. 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 manager selection through its AMC Advantage program, combining discretionary and non-discretionary strategies supported by integrated inter-affiliate operations.

Korbin Wayton is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds the Series 66 designation and has worked with National Life Group and Norwich University. Wayton serves as a trustee for the Norwich Global Initiative, selecting recipients for study abroad scholarships. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Sean Starling is a financial advisor with Eagle Strategies (NY Life) based in Clemmons, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Pinnacle Wealth Strategies, LLC and NYLIFE Securities, LLC, alongside tenure with New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christie Severino is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She previously worked at CUNA Brokerage Services, CUSO Financial Services, and Truliant Federal Credit Union. She is also involved with Allegacy Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with research, technology, and various institutional platforms.

Rachel Ellis is a financial advisor with Wells Fargo Clearing in Winston Salem, NC, holding a Series 66 credential and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting with over $671 billion in assets under management and more than 14,000 financial advisors.

Jobeth Souza is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career in the securities industry in 1993 and joined Merrill Lynch in 1997 as a Registered Client Associate. In 2007, she transitioned to a Financial Advisor role and currently serves as a Senior Vice President and Senior Portfolio Advisor. Jobeth's team focuses on meeting the financial and investment needs of high net worth individuals and businesses, emphasizing a long-term investment approach and comprehensive wealth planning services. She holds a Bachelor's Degree from Wake Forest University, graduating with Honors in 1992. Jobeth has earned several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her expertise spans areas such as college education planning, family wealth management strategies, retirement income, tax minimization, and special needs planning. Outside of her professional work, Jobeth volunteers with The XLH Network, Inc., an organization related to her daughter's rare disease. She enjoys dancing, playing piano, running, and spending time with her family. Jobeth resides in North Carolina with her two children.

Jackson Johnson is a Series 66-licensed financial advisor with LPL Financial in Winston-Salem, NC, bringing two years of industry experience. His background includes roles at Edward Jones Investments and CUSO Financial Services, LP, as well as involvement with Allegacy Federal Credit Union. He serves as a board member of the King Public Library. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives who utilize various portfolio programs and strategies supported by research and technology tools.

Lawrence Holden III is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials and having 51 years of industry experience. He has been with Mass Mutual Investors Services since 1975 and concurrently affiliated with MassMutual Life Insurance Company since 1973. Outside of his advisory role, he is involved in life settlements and insurance sales through his ownership and agent position at Holden & Mickey, Inc. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Keith Seivers is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he oversees the use of Medicaid funds through the Innovations Waiver in North Carolina as a sole proprietor. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, with a focus on advisory services without providing individual security recommendations as part of standalone plans.

Hunter Coords is a CFP® professional with 19 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2019. His prior roles include positions at Pinnacle Bank and FTB Advisors, Inc. In addition to his advisory work, he is involved in agriculture through Reveille Ridge Ranch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and corporations. The firm offers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and a range of advisory programs.

Shana Eagle is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior work includes roles at Wells Fargo Clearing from 2016 to 2019. Outside of her advisory duties, she serves as a trustee for several personal trusts and is a board member and finance committee member of Senior Services, Inc., a health and welfare organization. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques, with an emphasis on advisory services rather than individual security recommendations.

Michael Bryant is a financial advisor with LPL Financial in Winston Salem, NC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at First Horizon Advisors, SunTrust Advisory Services, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Jeffrey Herman is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. Outside of his advisory role, he serves as the executor and beneficiary of a private estate. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings.

Wesley Huff is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.