Santos Rivera Vasquez is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Brookstone, he worked in various roles at Panda Express and Amerilife. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset allocation models, including proprietary investment strategies and a mix of ETFs, mutual funds, and options-enhanced strategies.

John Brownlow III is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent with Agia, focusing on non-securities insurance products. 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Braxton Towery is a financial advisor at Valic Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at Agia, Cru, and Vector Marketing Corporation. In addition to his advisory role, he is an agent involved in non-securities insurance products. 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 consulting services through a large network of advisors and utilizes centralized technology and unified managed account solutions.

Vicki Bertholomey is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, BB&T Securities, and A.G. Edwards & Sons. She is based in High Point, NC. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of financial data collection, goal definition, and manager selection through the Envestnet platform, supported by research and AI-enabled tools, providing ongoing client consultations and reporting.

Judy Hill is a financial advisor with Truist Advisory Services in Greensboro, NC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Wells Fargo Clearing and BB&T Securities before joining Truist. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations, utilizing a combination of traditional research and AI-enabled tools to guide client investments.

Brendan Stringer is a Certified Financial Planner (CFP®) with 10 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2022. His prior roles include positions at Commonwealth Financial Network, Clarendon Wealth Management, AMERIPSE Financial Services, Inc., and Ethos Financial Partners. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone 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, employing both active and passive strategies across public and private asset classes.

Fred Liles Jr. is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with VALIC Financial Advisors since 2003 and also holds Series 63 and Series 66 registrations. Outside of financial advising, he owns agricultural land which generates revenue through rental agreements and occasional timber sales. 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Matthew Barham is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Credit Union Investment Services and SECU Brokerage Services. Outside of finance, Barham has worked in a variety of other fields including education and retail. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing comprehensive investment advisory services along with financial, tax, retirement, and estate planning. The firm uses a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio solutions implemented through ETFs, index funds, separate account managers, and private funds.

Preston Lewis is a financial advisor with Truist Advisory Services in Greensboro, NC, holding a Series 66 designation and bringing three years of industry experience. His background includes roles at Truist Investment Services, BB&T Scott & Stringfellow, and Allen Tate Realtors. 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 combines traditional research with AI-enabled tools and provides ongoing client reviews and reporting.

Jeffrey Chowning is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding a Series 66 designation with 24 years of industry experience. He has been with Davenport since 2009. Davenport serves individual and institutional clients, providing a range of services including asset management, brokerage, and investment banking. The firm organizes its asset management around portfolio manager teams and offers advisory programs across multiple investment strategies, including mutual funds and separately managed accounts.

James Peters is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked at Valic Financial Advisors since 1997 and is also an agent for AGIA, focusing on non-securities insurance products. 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Christopher Steinl is a financial advisor at Beacon Pointe Advisors, LLC with five years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Beacon Pointe Advisors in 2026, he worked at Wells Fargo Securities for six years in two separate periods. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer services to individual and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Caelan Canady is a financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. He holds the Series 66 designation and has been associated with various entities under Bankers Life since 2017. In addition to his advisory role, he works as an insurance agent specializing in Medicare supplements, advantage plans, long-term care, and life insurance for retirement-aged individuals. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Heather Peters is a financial advisor at TIAA‑CREF with 23 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Valic Financial Advisors, Resources Investment Advisors, and BB&T Institutional Investment Advisers. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA‑administered employer retirement plans. The firm offers services under a fiduciary standard and operates within a vertically integrated group that includes donor-advised fund advisory and affiliated investment options.

David Snapp is a financial advisor at Edward Jones in Thomasville, NC, with 10 years of industry experience. He holds the ChFC® designation and the Series 66 license and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies alongside affiliated mutual funds and specialized investment services.

Mariah Nadolny is a Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she consults with clients to analyze risks, educate them, and prepare them for important financial decisions. Prior to this, she worked as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Paraplanner at Ameriprise Financial from 2021 to 2022. She also gained experience as a Tax Intern at Advisors Management Group, Inc. in 2019. Mariah's professional experience spans multiple roles within the financial services industry, focusing on client consultation, relationship management, and financial planning support. Outside of her professional career, she enjoys spending time on family activities, fitness, football, social events with friends, outdoor adventures, and traveling.

Jon Harris is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials. His career includes long-term roles at Avantax Investment Services and Payne Tax Group, where he currently serves as president and oversees tax operations. In addition to his advisory work, he owns and operates businesses focused on tax preparation and payroll services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Baxter Starnes is a financial advisor with LPL Financial in Greensboro, NC, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with LPL Financial since 2006 and has operated Baxter W. Starnes CPA, P.A., a public accounting business, since 1993. Outside of advisory work, he is involved in timber sales through Roc & Roy Land & Timber, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms, and supports advisors with research and operational tools.

Michelle Myers is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, BB&T Investment Services, and Uvest Financial Services Group. Myers is also involved with Simplicity Group, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment approaches.

Sarah Coble is a financial advisor at Merrill with 11 years at the firm and eight years of industry experience. She holds a Series 66 designation and is based in Greensboro, NC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.