Dylan Martin is a CFP® professional with four years of industry experience, currently serving with The Fiduciary Alliance. His career includes roles at Flourishing Wealth LLC, Northwestern Mutual, and Merrill Lynch. The Fiduciary Alliance provides investment management and financial planning services to individuals, retirement plans, and other advisers, employing a variety of analytical approaches and third-party managers. The firm also offers ERISA 3(21) nondiscretionary services and manages participant retirement accounts with tax-efficient strategies.

William Stadler is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. Prior to joining Modera in 2026, he worked at Mercer Global Advisors Inc. from 2023 to 2025 and spent eight years at Post University. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and integrates investment management with tax, accounting, and business coaching services.

James King is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterlings Investments and McMillion Capital Management. Outside of his advisory work, he is a licensed insurance agent who recommends various insurance products. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plan participants, qualified purchasers, and institutional investors. The firm manages portfolios through a combination of active and passive strategies, employing multiple analytical approaches and leveraging third-party tools to tailor allocations for various account types.

Kevin Benson is a financial advisor at Forum Financial Management, LP with five years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining Forum in 2025, he worked at Avantax Investment Services Inc. and Avantax Advisory Services from 2020 to 2025. Benson is also a partner at Smith Leonard PLLC, an accounting and tax preparation firm, and serves on the finance committee of Caldwell Academy, a private Christian school in Greensboro, NC. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

David Rapp is a financial advisor with Mutual Advisors, LLC in Greensboro, NC, holding Series 63, 65, and 66 designations and having 12 years of industry experience. His prior roles include positions at Mutual Securities, Inc., Edward Jones, Forsys Consulting LLC, Valic Financial Advisors, and M Holdings Securities, Inc. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, offering asset management, financial planning, and ERISA plan advisory services. The firm employs a mix of active and passive strategies with a focus on diversification and uses multiple analytical approaches to tailor portfolios according to client objectives.

Kolby Madsen is a financial advisor with Kingsview Wealth Management, LLC in Greensboro, NC. He holds a Series 66 designation and has five years of industry experience. His prior experience includes roles at Edward Jones and Fidelity Investments. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals—including high-net-worth clients—retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and asset management through in-house and third-party strategies, including discretionary and non-discretionary advisory services.

Philip Corson is a CFP® professional with 15 years of industry experience, currently serving at Blueprint Financial Advisors. His prior roles include positions at Matson Money, Efficient Advisors, and Assetmark, Inc. Outside of his advisory work, he is a member of Legacy Law Firm, where he practices law. Blueprint Financial Advisors is a multi-advisor SEC-registered firm managing approximately $1.4 billion in client assets. The firm provides portfolio management and comprehensive financial planning to individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a proprietary strategic-and-tactical investment approach based on price-driven trend-following and momentum rules.

Ian Weiss is a financial advisor with IHT Wealth Management LLC in Winston Salem, NC, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at UBS Trust / Reliance Trust and Merrill, and he has been with Bank of America since 2019. Weiss serves as a committee member of The Patton Foundation, a charitable organization. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, and outsourced CIO services. The firm offers tailored portfolios through a network of advisers, employing a combination of fundamental value screening, quantitative optimization, and other investment strategies.

Shannon Avery is a financial advisor at Kingsview Wealth Management, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2016 to 2024. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through internal and third-party strategies, including discretionary and non-discretionary services, and manages affiliated exchange-traded funds.

Dax Allred is a financial advisor with Apollon Wealth Management, LLC in Winston-Salem, NC, holding Series 63 and 65 credentials and two years of industry experience. He has worked at Apollon Wealth Management since 2024 and previously held roles at Cabot Lodge Securities LLC and J. Alden Associates, Inc. Outside of his advisory work, Allred serves as president or manager of several family businesses involved in farmland and commercial real estate management. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets with a network of about 145 advisors. The firm serves individuals, high-net-worth families, and various institutional clients, employing a blend of centrally managed strategies and locally managed portfolios supported by research, technology, and governance structures that include involvement with private funds and registered products.

Terra Adkins is a financial advisor at Stephens with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stephens since 2011, including prior roles at Morgan Stanley and Citigroup Global Markets. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a broad range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and advising on alternative investments.

Clyde Jung is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Volvo Group. Outside of advisory work, he is involved in managing weddings and event logistics at a local wedding venue in Greensboro, NC. Valic Financial Advisors serves primarily 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. The firm manages approximately $29.2 billion and supports close to 300,000 clients with a technology-driven, model-based approach.

Shaun Heale is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at VALIC Financial Advisors since 2015 and also serves as an agent at Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging technology and model solutions to manage substantial client assets.

Teresa Talton is a CFP® and holds a Series 65 license with 12 years of industry experience. She has worked at Hightower Advisors since 2020, following prior roles at Stearns Financial Group and Allgen Financial Services, Inc. Teresa is based in Greensboro, NC. Hightower Advisors serves a diverse client base including individuals, institutions, pension plans, charitable organizations, and corporations. The firm offers a range of advisory services with an emphasis on manager selection and multi-manager solutions, utilizing both affiliated and third-party investment managers across various strategies and asset classes.

Tanner Robinson is a CFP® professional with 20 years of industry experience. He has worked at Oppenheimer since 2009 and previously spent three years at Merrill. Outside of his advisory role, he is a member and investor in Oak Street Partners, LLC, and owns MTCMR, LLC, a commercial real estate company. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services, including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

Joseph Perkins Jr. is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Farther and previously worked at Private Client Services, LLC and Cannon Wealth Management Services, LLC. He is also a partner at Cannon & Company, LLP, a full-service accounting firm offering income tax and assurance services. Farther provides discretionary investment management and advisory services primarily to individuals, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary models, algorithmic rebalancing, and a range of asset classes supplemented by AI tools.

Orrin Magill III is a ChFC® and Series 66 credentialed financial advisor with 46 years of industry experience. He has worked at Guardian Life since 2013 and concurrently operates several businesses in Greensboro, NC, including CP Greensboro Inc. and Qualified Plan Administrators, Inc., focusing on group benefits and 401(k) plans. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with a range of financial planning, consulting, and education services tailored to client needs.

Justin Pace is a financial advisor with Truist Advisory Services in Greensboro, NC. He holds a Series 65 designation and has one year of industry experience. Prior to joining Truist, he worked at Wells Fargo for seven years and has additional experience with LSEG and Northwestern Mutual. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ronald Philbrick Jr. is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has worked at Valic Financial Advisors since 2010 and joined Agia in 2022. Outside of his advisory role, he operates a small e-commerce business reselling items on platforms like eBay and Amazon and serves as healthcare power of attorney for family members. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, employing unified managed accounts and overlay strategies to deliver investment solutions at scale.

Phillip Danieley is a CFP® and Series 66-registered advisor with Davenport & Company LLC, bringing two years of industry experience. Prior to joining Davenport, he worked at Policygenius and held roles at Ponysaurus Brewing Company and Highland Brewing Company. Davenport & Company serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm employs dedicated portfolio manager teams and an Investment Policy Committee to manage strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.