Alexander Lohrman is a financial advisor with Commonwealth Financial Network and holds a Series 65 credential. He has been active in the industry since 2026 and has experience working at Shore Point Advisory Group and Blakely Financial/National Financial Services LLC. Prior to his advisory roles, he held positions outside finance, including at Chick-Fil-A and Costco Wholesale. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various custody and clearing services.

David Googe is a financial advisor with VOYA Financial Advisors, Inc. based in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with VOYA Financial Advisors since 2014 and has worked in the insurance industry since 1983. Outside of his advisory role, he serves as president of Southeastern Pension Co. and is an honorary cabinet member for a local community capital campaign for Miracles in Sight. VOYA Financial Advisors, Inc. serves a diverse range of clients including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and various advisory programs, primarily providing investment recommendations that clients approve before implementation.

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.

David Peterson is a financial advisor with Truist Advisory Services in Winston-Salem, NC, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously spent over two decades at Scott & Stringfellow, Inc., including eight years at BB&T Securities, LLC. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

Frank Hurtado is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing Services and Scottrade, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and savings rates through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Patrick Riazzi is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He serves as co-trustee for his parents' charitable remainder trust and holds a partial ownership stake in Riazzi Rhyne & Swaim Investment Group LLC. \u0026PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm provides investment management, financial and tax planning, and other advisory services using a combination of fundamental, technical, and quantitative analysis through the Envestnet platform and NFS brokerage infrastructure.

Saba Khan is a financial advisor at AE Wealth Management, LLC, holding a Series 65 designation with eight years of industry experience. Prior to joining AE Wealth Management, Khan worked at 1890 Wealth Solutions, Inc., Spangler Estate Planning, and KS Paralegal Services. Khan is also involved in insurance sales and services through 1890 Wealth Solutions, Inc. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed internally, by third-party strategists, and by advisors, alongside financial planning, consulting, and plan services.

Jonathan Marzano is a financial advisor with Independent Advisor Alliance, LLC and has 25 years of industry experience. He has been associated with LPL Financial and Independent Advisor Alliance since 2015. His credentials include Series 63 and Series 65 licenses. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm utilizes a network model of advisory representatives supported by technology platforms and offers access to third-party estate-planning resources.

Christopher Munnelly is a financial advisor at Oppenheimer in Winston-Salem, NC, holding a Series 66 designation with nine years of industry experience. He began his career at Northwestern Mutual in 2016 before joining Oppenheimer in 2017, where he has worked since. Oppenheimer serves a broad client base including individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs such as discretionary and non-discretionary portfolio management and financial planning. The firm employs diverse investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of December 31, 2025.

Brett Hoge is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Truist Advisory Services and its affiliated entities since 2021, following prior roles at BB&T Securities and Scott & Stringfellow. Outside of his advisory work, Hoge is involved in several nonprofit organizations, including founding and serving as president of the LVH ALS Foundation and holding board positions with JDRF Piedmont Triad Chapter and the Appalachian State University Foundation, Inc. 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 investment approaches, supported by third-party manager relationships and AI-enabled research tools, with a notable level of inter-affiliate integration within its broader financial services network.

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.

David Satterwhite is a financial advisor with Guardian Life in Winston-Salem, NC, holding a Series 66 designation and 10 years of industry experience. He has been with Guardian Life since 2015. Outside of his advisory role, he has a minority ownership interest in Do The Opposite, LLC, and is involved with Deep Roots WS LLC, an entity focused on investment real estate opportunities. Guardian Life’s Park Avenue Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs using both proprietary and third-party models.

Dennis Mauk Jr. is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Bank of America and Merrill from 2015 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships and employs AI-enabled tools as part of its research and portfolio oversight.

Paul Adkins is a financial advisor with Principal Financial Services in Winston Salem, NC, holding Series 65 and Series 63 licenses and 10 years of industry experience. He has worked with Principal Securities Inc and Principal Life Insurance Company since 2019 and previously spent three years at Parsonex Advisory Services and over two decades at Home Depot. He is also licensed as an agent for fixed insurance products including life, annuities, disability income, long-term care, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

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.

Betty Deal is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with several Truist-related entities, including Truist Investment Services, SunTrust Advisory Services, and Bb&T Securities. Her career includes long-term roles at Scott & Stringfellow, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation analysis, fiduciary support, and the AMC Advantage manager-selection program. The firm employs a combination of discretionary and non-discretionary strategies, integrates multiple affiliates, and utilizes AI-enhanced research tools in its investment process.

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 range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analyses and utilizes both proprietary and third-party strategies on discretionary and non-discretionary bases.

Cody Grant is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Empower Financial Services, BHG Financial, and Apple. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base relative to its adviser headcount.

Thomas Prybylo is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. His prior roles include positions at The Leaders Group Inc, Grove Point Investments, LLC, Grove Point Advisors, LLC, MBAdvisors, and H. Beck, Inc. Outside of his advisory work, he is an independent insurance agent and owner of a consulting business. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing a research approach based on fundamental analysis and Modern Portfolio Theory.

Jacob Johnson is a financial advisor at PNC Wealth Management with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to his current role, he worked at Salem Heritage and PNC Bank. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online model account offered as an invitation-only employee pilot. The program uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs managed by PNC or third-party strategists.