Raymond Wilcox Jr. is a financial advisor at Farther with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Private Client Services, Cannon Wealth Management Services, and Triad Wealth Management. He serves as president of the Stratford Rotary Club in Winston-Salem, NC. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates, combining proprietary model portfolios and algorithmic rebalancing with AI-assisted tools. The firm focuses on ETFs, mutual funds, equities, and fixed income and excludes corporate clients from its typical client base.

Jodie Daniel is a financial advisor at &PARTNERS with a Series 66 designation and 16 years of industry experience. She has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm operates as both a registered investment adviser and broker-dealer, offering a range of investment advisory and brokerage services, including portfolio management through proprietary models and third-party managers.

Thomas Laws is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and one year of industry experience. He previously worked at LPL Financial and has experience with community organizations such as the Lewisville-Clemmons Chamber of Commerce and First Presbyterian Church Nashville. Independent Advisor Alliance serves a diverse range of clients including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and wealth coaching, combining discretionary and non-discretionary portfolio management with technology-driven tools and a network model supported by partnerships with LPL Financial and third-party managers.

Andrew Weaver is a financial advisor with Janney Montgomery Scott in Winston-Salem, NC, holding a Series 66 designation and three years of industry experience. Prior to his financial services career, he worked for the PGA Tour from 2009 to 2022. He serves as a board member for First Tee of Central Carolina, focusing on leadership and fundraising efforts. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs supported by both in-house and third-party portfolio management.

Laura Thomforde is a financial advisor at Oppenheimer with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2014. Outside of her advisory role, she is an independent consultant ambassador for Plexus Worldwide, a health and wellness supplement company. Oppenheimer serves a broad client base including individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to specific programs and advisors.

John Hunt is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks, and Blue Rock Wealth Management. Hunt is involved in several non-investment-related business entities across multiple states. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management, utilizing diversified, risk-class based allocations that combine passive and active management strategies overseen by an internal Investment Committee.

Jennifer Laughlin is a financial advisor at Truist Advisory Services with six years of industry experience. She holds the Series 66 designation and previously worked at Merrill for four years before joining SunTrust Investment Services in 2018, which transitioned into her current role at Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers fiduciary support, asset allocation analysis, and a manager-selection program that incorporates discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Tiffany Caudle is a financial advisor with Truist Advisory Services in Lexington, NC, holding a Series 66 designation and 10 years of industry experience. She has worked at Truist Advisory Services and affiliated firms since 2015, including BB&T Investment Services and BB&T Securities. In addition to her advisory role, she is a registered notary public in Davidson County, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and manager selection through its AMC Advantage program. The firm utilizes a combination of discretionary and non-discretionary management, supported by third-party platforms and AI-enabled research tools, with a notable integration of affiliated broker-dealer and banking services.

Jacob Garrou is a Series 66 licensed financial advisor with one year of industry experience. He is currently with Truist Advisory Services and previously held roles at Truist Investment Services, Truist Bank, and First State Bank of the Florida Keys. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Paul Ebert is a financial advisor with Commonwealth Financial Network in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is involved in fixed insurance sales conducted at his branch. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Ryan Deuel is a financial advisor at Oppenheimer with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, LPL Financial, and Merrill. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Jonathan Crockett is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Truist Advisory Services in Winston-Salem, NC. He has been with Truist Investment Services since 2019 and previously worked at BB&T/Truist from 2014 to 2021. 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 combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment process.

Christopher Borzych is a CFP® with 36 years of industry experience. He is currently with Schwab Wealth Advisory and has previously worked at USAA Financial Advisors and Usaa Investment Management Company. He holds the Series 63 designation. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Charles Schwab & Co.’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client education and leaving final trading decisions to clients.

Beverly Settle is a financial advisor at Truist Advisory Services with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Truist Advisory Services and its affiliated entities since 2013, including Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering a range of asset allocation, fiduciary support, and manager selection programs. The firm integrates a mix of discretionary and non-discretionary consulting, supported by AI-enabled research tools and a structured oversight framework.

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 the 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 individual and institutional investors, offering investment advisory, brokerage, financial planning, and retirement plan consulting services. The firm employs a range of portfolio management strategies through proprietary models and third-party managers while operating as both a broker-dealer and registered investment advisor.

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.

Lori Williams is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes positions at Sterling Wealth Management, LLC and LifeTime Asset Management, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.