Dean Castor Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Truist Advisory Services since 2021 and previously worked at BB&T Investments and BB&T Securities. Outside of his advisory role, he serves as President of the Villages of Skull Creek II Dock Owners Association, a property owners association in Hilton Head Island, SC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager‑selection program, implementing advice through a mix of discretionary and non‑discretionary strategies supported by third‑party platforms and an integrated inter‑affiliate operating structure.

Spencer Angell is a CFP® with 26 years of industry experience, currently affiliated with Transamerica Retirement Advisors, LLC. He has worked at Diversified Investors Securities Corp. and Diversified Investment Advisors since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation and retirement planning. The firm employs portfolio construction supported by Morningstar Investment Management and serves a large client base with a mix of discretionary and non-discretionary services.

Michael Hinz is a financial advisor at First Citizens Investor Services, Inc. in High Point, NC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with First Citizens Investor Services and First Citizens Bank since 2010. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities, providing advisory and brokerage services with a focus on IAR-led financial needs assessments and diversified portfolio management strategies.

Eugene Smith is a financial advisor at Oppenheimer with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at major firms including Morgan Stanley, Citigroup Global Markets, UBS Financial Services, and Wells Fargo Clearing. He serves as a board member for the North Carolina Tennis Foundation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of advisory programs and offers both discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios.

Joseph Rhyne is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. Prior to joining \u0026PARTNERS in 2025, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2025. He is a 25% owner of Riazzi Rhyne & Swaim Investment Group LLC, a registered investment advisory firm based in Winston Salem, NC. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers a range of investment management and advisory services using a combination of proprietary and third-party strategies, delivered through both discretionary and non-discretionary accounts.

James Jones Jr. is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. His career includes prior roles at Thrivent Financial for Lutherans and BB&T Investment Services. He also receives renewal commissions from previous Medicare Advantage insurance sales. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm provides asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by inter-affiliate resources.

Robert Blakely is a CFP® and ChFC® affiliated with Commonwealth Financial Network, with 30 years of industry experience. He has been with Commonwealth since 2000. Blakely is the owner of Calmwater Advisory Group, LLC, a consulting entity serving Blakely Financial, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, technology, and operational support. The firm offers various investment programs and discretionary model portfolios managed by its Investment Management and Research team.

Michael Gillis is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. He holds the PFS™ and Series 66 credentials and has worked at Proequities and DMJ Wealth Advisors, LLC. Gillis is also the managing partner of a CPA firm and serves as treasurer and chairman of the finance committee for the United Way of Greater Greensboro. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using proprietary due diligence and offers a range of services from wealth management to outsourced CIO solutions.

Darryl Cermak Serfass is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Independent Advisor Alliance and LPL Financial since 2014. Outside of his advisory role, he is involved in direct sales of nutritional products through Juice Plus. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary portfolio management using various strategies and technology platforms, and maintains a network model supported by affiliations with LPL Financial and third-party service providers.

Diane Parmele is a financial advisor at D.A. Davidson & Co. with 38 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including Truist Advisory Services, BB&T Securities, and LPL Financial. In addition to her advisory role, she serves as a notary public in Winston Salem, NC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with net worth over $20 million.

Mary Maysilles is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 66 credential and over 13 years of industry experience. Her prior work includes 11 years at Blue Rock Wealth Management. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers with quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.

Timothy Ebert is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations and bringing 51 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is the managing member of a real estate holding company in Winston-Salem, NC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, and comprehensive administrative and custody services.

Dakota Dzula is a financial advisor at &PARTNERS in Winston Salem, NC, holding a Series 66 designation with four years of industry experience. Prior to joining &PARTNERS in 2025, Dakota worked at Wells Fargo Advisors and Wells Fargo Clearing from 2019 to 2025. Outside of finance, Dakota has experience in retail and martial arts instruction. &PARTNERS serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of investment strategies and provides services both on a discretionary and non-discretionary basis, utilizing proprietary and third-party approaches.

Ryan Cooke is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior work includes eight years at BB&T Securities and a year at Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm’s approach combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Angus Mceachran III is a financial advisor at Cetera Planning Partners with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Independent Advisor Alliance, and Summit Financial Group. Mceachran is a partner at HMC Partners LLC and co-hosts a radio show focused on marketing securities business to the public. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm emphasizes diversified allocations through mutual funds and ETFs aligned with client objectives and integrates additional services such as tax planning, bookkeeping, and estate planning through affiliated providers.

William Watson is a financial advisor at Oppenheimer with 20 years of industry experience. He holds the CFA® and ChFC® designations and has worked at Oppenheimer since 2009, following two years at Stanford Group Company. Watson serves on the finance and investment committees at Greensboro Day School, providing consultation and financial strategy support. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management approaches.

Brenton Fields is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Valic Financial Advisors since 1998 and also serves as an agent for Agia, where he is involved with 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 to construct client portfolios.

Stephen Walters is a financial advisor with Brookstone Capital Management LLC in Greensboro, NC. He holds a Series 65 designation and has been with Brookstone since 2026. Walters also has over a decade of experience with Asset Preservation Solutions, Inc., where he has worked since 2015. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a range of investment strategies including strategic and dynamic asset-allocation models, Unified Managed Accounts, and options-enhanced strategies, supported by proprietary and affiliated funds as well as multiple sub-advisors.

Douglas House is a financial advisor with Truist Advisory Services and holds the Series 66 designation. He has 11 years of industry experience and has previously worked at Merrill, Bank of America, and Charter Communications. House is based in Greensboro, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Alexander Lohrman is a financial advisor with Commonwealth Financial Network and holds a Series 65 credential. He has been active in the industry since 2026 and has experience working at Shore Point Advisory Group and Blakely Financial/National Financial Services LLC. Prior to his advisory roles, he held positions outside finance, including at Chick-Fil-A and Costco Wholesale. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various custody and clearing services.