Robert Schutz is a financial advisor at Truist Advisory Services with five years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, NA, and First Horizon Bank. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a broad client base including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional and AI-enabled research tools, working with clients to define goals, construct asset allocation strategies, and recommend or onboard managers through the Envestnet platform.

Courtney Kidwell is a CFP® and Series 66 credentialed advisor with six years of industry experience. She has worked at Hightower Advisors since 2020 and previously spent five years at Stearns Financial Group. Outside of her advisory roles, she was involved with Starmont Forest Country Club and the YMCA of Greensboro for over a decade each. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm emphasizes manager selection and multi-manager strategies, offering access to proprietary research and a range of investment vehicles to address both domestic and international investment considerations.

Adolfo Montesa is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2014 and offers a wide range of financial services, including investment selection and retirement planning. Montesa works with a variety of company resources such as research analysts and economic and market data to help clients make informed decisions tailored to their needs. Prior to joining Merrill Lynch, he was a Financial Advisor at Wells Fargo Advisors starting in 2009, and he has held leadership roles as a Managing Principal at Hantz Financial Services and as a Vice President and Managing Principal at American Express Financial Corporation. Montesa holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his High School Diploma/GED from Wayne State University. He is also involved with professional and community organizations including the Associate Artists of Winston Salem, High Point L.E.A.P. (Literacy Empowers All People), and Winston Salem PRIDE.

Lisa Anderson is a financial advisor with Oppenheimer, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. She worked at Intercarolina Financial Services, Inc. for 24 years before joining Oppenheimer in 2024. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Thomas Goldman is a financial advisor with Creative Planning holding a Series 65 designation and five years of industry experience. He previously worked at SageView Advisory Group and C-J Advisory, Inc., among other firms. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Mickey Morton is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2018 through its predecessor firms. His prior experience includes roles at Wells Fargo Clearing Services and Fidelity. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services for a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support ongoing portfolio monitoring and client consultations.

Michael Devon is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2022. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Outside of his advisory role, he is involved as the Steering Committee Co-Chair for Heart Math Tutoring and serves on the Finance Committee at St. Paul's Episcopal Church in Winston-Salem, NC. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, and investment advisory services. The firm utilizes dedicated portfolio manager teams and research groups to manage a range of investment strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Paul Bestehorn is a financial advisor at Guardian Life with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Guardian Life, Park Avenue Securities, LLC, L.M. Kohn & Company, and Qualified Plan Administrators, among others. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Richard Harvey is a financial advisor at Independent Advisor Alliance, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with LPL Financial since 2007. Harvey operates under Independent Advisor Alliance while managing advisory accounts through his hybrid DBA, Harvey Wealth Management. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting using a network model of independent advisory representatives alongside access to various portfolio management strategies and technology platforms.

Coleton Frye is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Davenport in 2023, he worked at Lincoln Financial Distributors and has multiple years of experience with Greensboro Country Club. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a focus on separately managed accounts, model delivery, and mutual fund strategies.

Robert Carson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes roles at Planning Solutions Group, LLC, Triad Advisors, Inc., and LPL Financial. Outside of advisory work, he manages MFF Holdings, LLC, a business that sells merchandise and donates profits to ALS-related charities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Zachary Morgan is a financial advisor at Truist Advisory Services in Greensboro, NC, with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Truist and its predecessor firms since 2013, including roles at BB&T Securities and First Citizens Bank. Morgan also serves as a board member for a nonprofit providing fiduciary and care management services to older adults and individuals with disabilities. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools, partnering with Envestnet platforms to deliver ongoing portfolio monitoring and client consultations.

John Gansman is a financial advisor with Davenport & Company LLC in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Davenport & Company LLC since 2009 and previously spent time at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a broad range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and advisory services, with investment strategies managed by dedicated portfolio teams and an Investment Policy Committee.

Bradley Tomlin is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 credential and based in High Point, NC. He has experience in the pharmaceutical industry, having worked at Bayer Pharmaceuticals, Amgen Biopharma, and Chiesi USA prior to joining Independent Advisor Alliance in 2026. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model with a range of portfolio management strategies and leverages technology platforms for asset aggregation and estate planning.

John Kenan is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked with Ameritas entities since 2006 and serves as president of Southeast Financial Services, Inc., an independent insurance agency specializing in fixed insurance products and related financial services. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through a range of program platforms and a combination of model portfolios, mutual funds, ETFs, and individual securities.

Christopher Norman is a financial advisor with Bankers Life Advisory Services, Inc. based in Greensboro, NC. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Norman has worked with Bankers Life Securities, Inc. since 2016 and has been an insurance agent and field trainer with Bankers Life & Casualty since 2007. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Daniel Lee is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. In addition to his advisory role, he is an agent for Navigon Financial Group, focusing on the sales and service of life, accident, health, disability, long-term care, and annuity products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with a range of advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, offering custody, execution, and brokerage capabilities alongside investment advice.

Scott Tilley is a CFA® charterholder with 38 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior experience includes roles at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, Mr. Tilley is involved in community economic development and serves as a director in several organizations, including the High Point Economic Development Corporation and the High Point Chamber of Commerce. He also holds leadership positions related to professional baseball in High Point and owns a custom transportation service called Freeways to Fairways. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional and AI-enabled research tools, offers ongoing portfolio monitoring, and operates within an extensive network of affiliated financial relationships.

Daniel Billings is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Ameritas Advisory Services, LLC, where he has worked since 2019, and has held various roles within affiliated Ameritas entities since 2013. Billings is also a licensed independent insurance agent specializing in fixed insurance products and serves as Director of Financial Planning at Southeast Financial Services, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a diversified investment approach using model portfolios, mutual funds, ETFs, and individual securities, and manages multiple program platforms supported by third-party technology and managers.

Jeffery Kee is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His work history includes roles at Bankers Life Advisory Services, Bankers Life Securities, Inc., and Bankers Life & Casualty. He is also an agent and unit field trainer with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ goals and risk tolerances, offering strategies across various securities with ongoing performance reviews.