Robert Schutz is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, as well as First Horizon Bank. 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 utilizes a mix of discretionary and non-discretionary approaches and offers an AMC Advantage manager-selection program supported by third-party platforms and AI-enabled research tools.

Harrison Cross is a financial advisor at Truist Advisory Services in Winston-Salem, NC, holding CFP® and CFA® designations with six years of industry experience. Prior to joining Truist Investment Services in 2019, he worked at Satchel Health for two years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by AI-enabled equity research and integrated inter-affiliate resources.

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.

William Davis is a financial advisor with D.A. Davidson & Co. in Winston Salem, NC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Truist Investment Services, The Vanguard Group, and BB&T. Outside of his advisory work, he is the owner of Buried Secrets, LLC, where he writes books and short stories. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA-compliant retirement plan advisory, and a Private Wealth program for clients with assets over $20 million.

Nelson Kelly is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Oppenheimer in 2017, he worked at SunTrust Advisory Services and SunTrust Investment Services. He serves as president of the Men's Golf Association at High Meadows Country Club. Oppenheimer provides advisory and brokerage services to individuals, corporations, pooled vehicles, and retirement plans, offering a variety of portfolio management and consulting programs. The firm’s investment approach includes strategic and tactical asset allocation across multiple strategies and manages approximately $36.7 billion in assets.

Robert Cannon is a financial advisor with Empower Advisory Group in Winston Salem, NC, holding Series 63 and Series 66 credentials and six years of industry experience. His background includes roles at Nuveen Securities, Earnst & Young, TIAA-CREF, and Axa Advisors. 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 clients. The firm delivers its services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and clients’ savings rates.

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.

Emily Promise is a financial advisor at Commonwealth Financial Network with seven years of industry experience. She holds a Series 66 designation and has worked previously at Goldman Sachs and Blakely Financial, Inc., where she is currently Vice-President. Outside of her advisory role, she owns ECP Development, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, technology, compliance, and practice-management services.

Richard Leader is a CFA® charterholder with 26 years of industry experience. He is currently with Focus Partners Wealth, LLC and also has affiliations with Kovitz Investment Group Partners, LLC and First Houston Capital, Inc. His career includes over 20 years at First Houston Capital, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies across various asset types.

Thomas Smith is a financial advisor with First Citizens Investor Services, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. His background includes roles at First Citizens Bank and work at Oak Valley Golf Course, as well as earlier experience with Davie County Schools. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client process led by investment advisor representatives to assess financial needs and employs fundamental, quantitative, and technical analysis in portfolio allocation across a range of investment products.

Michael Mc Gilvary is a financial advisor at Independent Advisor Alliance, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked with Independent Advisor Alliance, Marzano Capital Group, and LPL Financial since 2016. 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 services, utilizing discretionary and non-discretionary portfolio management with advanced analytical techniques and technology platforms.

Scott Tilley is a CFA® charterholder with 38 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior roles include positions at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he holds multiple board positions in the High Point, NC community, including director roles with the High Point Economic Development Corporation and the High Point Chamber of Commerce, and leadership roles with the High Point Downtown Stadium Foundation and the Atlantic League of Professional Baseball. He also owns a custom transportation service called Freeways to Fairways. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and integrated inter-affiliate resources.

Alva Smith is a financial advisor with Eagle Strategies (NY Life) based in Advance, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been affiliated with Eagle Strategies since 1999 and with New York Life Insurance Company since 2006. Smith serves as a board member of Clemmons First Baptist Church’s Finance Committee. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm delivers tailored advice through multiple program types and emphasizes fiduciary responsibilities, managing the majority of its assets on a non-discretionary basis.

Gerald Haynie is a financial advisor with Guardian Life in Winston-Salem, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including 13 years at Guardian Life and over three decades with CP Advisory Services, Inc. Outside of his advisory work, he is involved with G. Scott Haynie & Associates, LLC, which operates a barbecue business. Guardian Life's subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary options, utilizing model portfolios from internal and external managers.

Lukas Heavner is a financial advisor with Truist Advisory Services, holding a Series 66 designation and five years of industry experience. He previously worked at BB&T Securities and Highways and Skyways of NC. He serves on the Finance Committee of the United Way of Greater High Point, where he reviews the organization's finances and investment portfolios. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and inter-affiliate integration.

John Donaldson is a financial advisor with Eagle Strategies (NY Life) based in Germanton, NC. He holds the ChFC® designation and has 37 years of industry experience. Donaldson has worked with Eagle Strategies since 2001 and operates Donaldson Insurance And Financial Services, where he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, mainly on a non-discretionary basis, and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Suzanne Banzet is a CFP® with 27 years of industry experience, currently serving as an advisor at Kestra Advisory. She previously worked at Clearview Financial, where she was the principal and sole practitioner, and held roles at Commonwealth Financial Network. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients such as sovereign wealth funds.

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.

Michael Owen is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds a Series 63 designation and has worked at several firms including Truist Investment Services, SunTrust Bank, Bb&T Securities, and Scott & Stringfellow. Owen is based in Winston-Salem, NC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.