Roy Greer is a CFP® with 35 years of industry experience, currently serving at Kestra Advisory since 2016. He has been affiliated with Kestra Investment Services and INVEST Financial Corporation for over a decade and nearly two decades respectively. Greer is the owner of Gate City Advisors, an investment advisory firm, and Gate City Insurance, which offers fixed annuities and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, vendor benchmarking, and manages approximately $79.8 billion in assets, serving clients including sovereign wealth funds and offering multiple management platforms.

Dennis Stearns is a CFP® and ChFC® with eight years of industry experience. He has worked at Hightower Advisors since 2020 and previously operated Stearns Financial Services Group for nearly three decades. Outside of his advisory role, he is a partner, director, and officer at Triad Growth Partners LLC, a technology business accelerator. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting through a broad network of advisors.

Elke De La Cruz is a Series 66 licensed financial advisor with 13 years of industry experience, currently serving at VALIC Financial Advisors since 2016. She also holds an agent position at AGIA, focusing on non-securities insurance products. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and centralized technology.

James Story is a financial advisor with Valic Financial Advisors in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2014 and has been associated with Agia since 2022. Story serves as an investment community member on the Gwinnett County Public Schools Investment Oversight Committee and is also involved with non-securities insurance products through Agia. Valic Financial Advisors primarily 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with National Financial Services as custodian.

Robert Reese is a financial advisor at OSAIC Institutions, INC. with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including First Bancorp, Infinex Investments, Inc., FTB Advisors, and CommunityOne Wealth Management. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser and broker-dealer structure.

John Rosser Jr. is a financial advisor with Guardian Life in Greensboro, NC, holding Series 63 and Series 65 credentials and over 53 years of industry experience. He has been with Guardian Life and its related entities since 2014 and previously worked at C.P. Advisory Services from 2000 to 2004. Outside of his advisory role, he is involved with CP Greensboro, Inc., which provides group and individual medical, dental, and vision insurance products, and also places insurance business with other providers when Guardian Life does not offer suitable products. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs, including model portfolios and a hybrid digital advisory solution.

Shaquan Edwards is a financial advisor with Truist Advisory Services in Greensboro, NC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Truist Investment Services, Inc. and Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by inter-affiliate integration and third-party platform relationships.

Timothy Towery is a CFP® professional with 36 years of experience and has been with Valic Financial Advisors since 1997. He serves as Treasurer for the Gate City Vineyard Christian Fellowship and is an advisory board member of a nonprofit coffee shop employing adults with disabilities. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm uses a model-driven approach with discretionary unified managed accounts and offers a range of financial planning and portfolio management services through a large network of advisors.

Indiana Cary is a financial advisor with Transamerica Retirement Advisors, LLC in Greensboro, NC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Merrill and JP Morgan Securities LLC. Cary has been with Transamerica-related firms since 2023. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education through proprietary software and model portfolios developed in collaboration with Morningstar Investment Management. The firm operates at a large scale with over 200,000 clients and focuses on non-discretionary asset management rather than high-net-worth or standalone financial planning.

Lauren Norris is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Bank of America and Merrill before joining Sanctuary Advisors and Sanctuary Securities in 2024. Norris serves on committees for Make-A-Wish and Women 2 Women, organizations focused on supporting children with life-threatening illnesses and empowering women and children in Guilford County, respectively. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and access to various managed account platforms, employing multiple analytical approaches and acting as a fiduciary under written advisory agreements.

Jeffrey Lewis is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked with several firms, including Stephens Inc and BB&T Securities, before joining Truist Advisory Services in 2021. Outside of his advisory work, Lewis serves as treasurer and a board member of the Armfield Homeowners Association, where he manages budget preparation and financial reporting. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a blend of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Ashley Hausler is a CFP® and Series 63-registered advisor with Truist Advisory Services. She has experience spanning multiple roles within Truist and its affiliates as well as First Citizens Wealth and Bank of America, totaling over a decade in the financial industry. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with an emphasis on affiliated inter-company integration in managing client accounts.

Bradford Clinard is a CFP® with 16 years of experience in the financial services industry. He has worked with NewEdge Advisors and LPL Financial since 2017 and spent a year at Wells Fargo Advisors prior to that. Clinard provides investment advisory services through NewEdge Advisors, an independent registered investment adviser. NewEdge Advisors is an enterprise-scale firm serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, combining in-house manager selection with third-party models and advisor discretion.

Kyle Brown is a CFP® professional at Beacon Pointe Advisors, LLC with experience beginning in 2024. Prior to joining the firm, he worked for BlueCross NC for ten years. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and uses both active and passive strategies across multiple asset classes.

Ronald Clinard is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 credentials. He has 42 years of industry experience, including prior roles at LPL Financial and Wells Fargo Advisors. Clinard provides investment advisory services through NewEdge Advisors, an independent registered investment adviser. NewEdge Advisors is an enterprise-scale firm serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, combining in-house and third-party strategies supported by technology and centralized due diligence.

Mark De View is a Series 66-credentialed financial advisor with Bankers Life Advisory Services, Inc. in Greensboro, NC, bringing five years of industry experience. Prior to his advisory role, he spent 30 years at Dart Container Corporation and currently serves as a Unit Field Trainer at Bankers Life & Casualty, where he recruits and trains insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a combination of fundamental and technical analyses in their investment approach.

Joshua Myers is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Commonwealth since 2022. Prior to that, he has been associated with EMM Financial Services, Inc. since 2011. Outside of his advisory role, Myers serves as a trustee and executor for personal trusts and estates in Greensboro, NC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform of managed-account programs, third-party asset manager access, and custody services, managing roughly $213 billion in client assets.

Kenny Nichols is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 20 years of industry experience. He has worked at several firms including LPL Financial, IFG Advisory, and Securities America Advisors. Nichols is actively involved with Southeast Financial Services, Inc. as an agent providing life and disability insurance to clients and prospects. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, and corporate clients, using a variety of managed account programs and supporting tools to align portfolio management with client objectives.

Sherri Brown is a financial advisor at Oppenheimer with 16 years of industry experience. She holds Series 65, Series 66, and Series 63 credentials and has worked at firms including Wells Fargo Clearing Services LLC and Citigroup Global Markets. Outside of her advisory role, she has served as a poll worker during the 2020 general election in Greensboro, NC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary approaches, and maintains custody of client assets while operating broker-dealer and advisory businesses.

Albert Erb is a CFP® with 12 years of industry experience and is currently affiliated with Sanctuary Advisors, LLC. His prior roles include positions at Forvis Mazars Wealth Advisors LLC, FORVIS Wealth Advisors LLC, Plybon & Associates, Inc., and Lincoln Financial Investment Services Corporation. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a broad range of portfolio management strategies and operates through a network of independent investment adviser representatives who develop their own investment philosophies under firm supervision.