Daniel Billings is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC since 2021. He has been affiliated with several Ameritas entities since 2013, including Ameritas Life Insurance Corp and Ameritas Investment Corp. Billings is also licensed as an independent insurance agent and holds a director role in financial planning at Southeast Financial Services, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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.

Virginia Saslow is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2009. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves on the board of directors for Saslow Inc., a family-owned retail jewelry business. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Madison Dunn is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and two years of industry experience. Prior to joining Transamerica, Madison worked at Powell Wealth, Nuveen Asset Management, and Ameriprise Financial. Madison's background also includes roles outside of finance, such as working with Bernhardt Furniture and coaching gymnastics. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering programs that emphasize asset allocation, contribution guidance, and retirement age planning. The firm uses Morningstar Investment Management’s proprietary tools for portfolio construction and operates at scale with a large client base focused primarily on non-discretionary assets.

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.

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.

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 with OSAIC Institutions, INC. based in Greensboro, NC. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at First Bancorp, Infinex Investments, Inc., FTB Advisors, and CommunityOne Wealth Management. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm employs a mix of fundamental and technical analysis and is notable for its predominantly non-discretionary assets and integrated broker-dealer/adviser operations.

John Rosser Jr. is a financial advisor with Primerica Advisors in Greensboro, NC, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co., Inc. since 2014. Outside of his advisory role, he is involved in managing group and individual medical, dental, and vision insurance products through CP GREENSBORO, INC., and places insurance business not approved by Guardian Life through other providers. Primerica Advisors operates as part of a larger enterprise serving a diverse retail client base with brokerage and advisory services, financial planning, and retirement-plan consulting. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account types and lending solutions.

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 been with NewEdge Advisors since 2017 and also holds a role with LPL Financial, following a brief tenure at Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a range of portfolio management, financial planning, consulting services, and employs multiple program structures combining in-house and third-party strategies.

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 who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at NewEdge Advisors and LPL Financial since 2017 and previously spent a year at Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.