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. He is a silent investor in Pison Stream Solutions and a passive investor in real estate development. &PARTNERS serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial and tax planning, and retirement-plan services through a combination of proprietary and third-party strategies.

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.

Matthew Masten is a CFP® with 27 years of experience in the financial industry. He is currently with Truist Advisory Services and has previously worked at Bb&T Investment Services and Bb&T Securities. Outside of his advisory role, he serves as treasurer for 638 Brewing Company, a restaurant and brewing business based in Winston-Salem, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships and uses third-party platforms and AI-enabled research tools to support its investment process.

Korbin Wayton is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds the Series 66 designation and has worked with National Life Group and Norwich University. Wayton serves as a trustee for the Norwich Global Initiative, selecting recipients for study abroad scholarships. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Sean Starling is a financial advisor with Eagle Strategies (NY Life) based in Clemmons, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Pinnacle Wealth Strategies, LLC and NYLIFE Securities, LLC, alongside tenure with New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Christie Severino is a financial advisor at LPL Financial with eight years of industry experience. She previously worked at Truliant Federal Credit Union for over two decades and has held positions at CUSO Financial Services, LP, and Allegacy Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating research from LPL and third-party subadvisors.

Rachel Ellis is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, having previously worked at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions through a large network of financial advisors.

Jobeth Souza is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career in the securities industry in 1993 and joined Merrill Lynch in 1997 as a Registered Client Associate. In 2007, she transitioned to a Financial Advisor role and currently serves as a Senior Vice President and Senior Portfolio Advisor. Jobeth's team focuses on meeting the financial and investment needs of high net worth individuals and businesses, emphasizing a long-term investment approach and comprehensive wealth planning services. She holds a Bachelor's Degree from Wake Forest University, graduating with Honors in 1992. Jobeth has earned several professional designations, including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her expertise spans areas such as college education planning, family wealth management strategies, retirement income, tax minimization, and special needs planning. Outside of her professional work, Jobeth volunteers with The XLH Network, Inc., an organization related to her daughter's rare disease. She enjoys dancing, playing piano, running, and spending time with her family. Jobeth resides in North Carolina with her two children.

Kenneth Jones II is a financial advisor with Edward Jones, holding the CFP® designation and Series 66 and Series 63 licenses, with 31 years of industry experience. He worked at Franklin/Templeton Distributors, Inc. for 28 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated financial services beyond advisory functions.

Lawrence Holden III is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials and having 51 years of industry experience. He has been with Mass Mutual Investors Services since 1975 and concurrently affiliated with MassMutual Life Insurance Company since 1973. Outside of his advisory role, he is involved in life settlements and insurance sales through his ownership and agent position at Holden & Mickey, Inc. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Keith Seivers is a financial advisor with Morgan Stanley in Winston-Salem, NC, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he oversees the use of Medicaid funds through the Innovations Waiver in North Carolina as a sole proprietor. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, with a focus on advisory services without providing individual security recommendations as part of standalone plans.

Hunter Coords is a CFP® professional with 19 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2019. His prior roles include positions at Pinnacle Bank and FTB Advisors, Inc. In addition to his advisory work, he is involved in agriculture through Reveille Ridge Ranch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and corporations. The firm offers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and a range of advisory programs.

Shana Eagle is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she serves as a board member and finance committee member for Senior Services, Inc., a health and welfare organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and offers both direct and employer-sponsored plans.

Michael Bryant is a financial advisor at LPL Financial in Winston Salem, NC, holding a Series 66 credential with 26 years of industry experience. His career includes roles at First Horizon Advisors and SunTrust Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options.