David Thompson is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at &Partners. His previous roles include positions at Wells Fargo Clearing and Wachovia Securities. He is also the author of a book titled *Conquering Kilimanjaro and Inner Demons*. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and periodic account reviews.

Don White Jr. is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Kestra Advisory since 2016 and previously spent 16 years with Equity Services, Inc. White serves on the board of visitors for North Carolina Children’s Hospital. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice, and serves large institutional investors, including sovereign wealth funds, with assets under management totaling approximately $79.8 billion.

Scott Stewart is a financial advisor with Eagle Strategies (NY Life) based in Winston Salem, NC, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. He has worked with New York Life and its affiliates since 1986 and has also managed his own firm, Stewart Financial Services, Inc., since 2014. Outside of his advisory work, Stewart serves as a board member of the trustees at Clemmons Moravian Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Amber Cornwell is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. She has been with Valic Financial Advisors since 2011 and also holds a position with Agia, where she works with 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, utilizing discretionary unified managed accounts and various overlay services to meet client needs.

Hilary Kosloske is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and specialized programs such as Davidson Private Wealth, serving clients with more than $20 million in net worth.

Jeremy Stanley is a CFP® professional with 30 years of experience in the financial services industry. He has worked at Private Advisor Group, LLC since 2013 and has been associated with LPL Financial since 2004. Outside of his advisory role, he is a co-host of the Nurse Anesthesia Podcast and the author of two books focused on nurse anesthetists. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, combining proprietary and third-party investment strategies supported by technology platforms to manage client assets.

James Hunt is a financial advisor with Wealth Enhancement Advisory Services, LLC in Winston-Salem, NC. He holds Series 63 and Series 66 licenses and has five years of industry experience, having previously worked at LPL Financial LLC, Wells Fargo Clearing, and The Vanguard Group, Inc. 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 process that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Samuel Jensen is a Series 66-credentialed financial advisor with one year of industry experience, currently with Principal Financial Services in Winston Salem, NC. Prior to joining Principal, he worked at Buckeye Advisors for three years and has held various roles in diverse industries including Valet Living, Door Dash, and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a broad range of clients including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Corina Parmenter is a financial advisor at Empower Advisory Group with eight years of industry experience. She holds a Series 66 designation and has previously worked at firms including Fidelity Investments, GWFS Equities, Advised Assets Group, Nuveen, and TIAA. Outside of advising, she is the owner of Bue Properties, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers a financial planning service focused on long-term portfolio returns and annual rebalancing, delivered through an integrated platform connected to Empower’s recordkeeping and administrative systems.

Phillip Williams is a financial advisor with Equity Services, Inc. in Winston Salem, NC. He holds a Series 66 designation and has experience spanning roles at National Life Group, Qorvo Inc., and Auburn University RFID Lab. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often using third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Raymond Wilcox Jr. is a financial advisor at Farther with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Private Client Services, Cannon Wealth Management Services, and Triad Wealth Management. He serves as president of the Stratford Rotary Club in Winston-Salem, NC. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates, combining proprietary model portfolios and algorithmic rebalancing with AI-assisted tools. The firm focuses on ETFs, mutual funds, equities, and fixed income and excludes corporate clients from its typical client base.

Jodie Daniel is a financial advisor at &PARTNERS in Winston Salem, NC, holding a Series 66 designation with 17 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Ameriprise. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services through both discretionary and non-discretionary approaches using the Envestnet platform and NFS brokerage infrastructure.

Thomas Laws is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding a Series 66 designation and one year of industry experience. His prior roles include serving as an advisor at Independent Advisor Alliance and LPL Financial LLC. He has also been involved with the Lewisville-Clemmons Chamber of Commerce and First Presbyterian Church Nashville. 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 discretionary unified managed accounts through a network of over 1,200 advisors, managing approximately $29.2 billion in assets.

Deanna Post is a financial advisor at &PARTNERS with 25 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Wells Fargo Clearing Services, Woodbury Financial Services, and Morgan Stanley Smith Barney. &PARTNERS serves a diverse client base of individual and institutional investors, offering investment management, financial and tax planning, and retirement plan consulting services. The firm utilizes a range of analytical approaches and investment strategies, managing accounts on both discretionary and non-discretionary bases through proprietary platforms and third-party managers.

William Amburn is a financial advisor with Farther, holding a Series 66 designation and 23 years of industry experience. He has worked at multiple firms including LPL Financial and Private Client Services, LLC, and is also a partner at Cannon & Company, LLP, a CPA firm. In addition to his advisory role, Amburn is involved with an insurance agency and maintains a partnership in a CPA firm. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform along with in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a range of securities including ETFs, mutual funds, equities, and fixed income.

Andrew Weaver is a Series 66 licensed financial advisor with Janney Montgomery Scott in Winston-Salem, NC, where he has worked since 2022. He has four years of industry experience, including prior roles at Truist Investment Services and a 13-year career with the PGA Tour. Weaver serves as a board member of First Tee of Central Carolina, focusing on leadership and fundraising. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele and offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple platforms.

Adam Miller is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Valic, he worked at Agia and has experience in healthcare and nonprofit sectors, including roles at Authoracare Collective and Mercy Hill Church. In addition to his advisory work, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including 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.

Laura Thomforde is a financial advisor at Oppenheimer with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2014, following roles at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of her advisory work, she is an independent consultant ambassador for Plexus Worldwide, a health and wellness supplements company. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services with both discretionary and non-discretionary management, maintaining custody of client assets while operating as a broker-dealer and registered investment adviser.

John Hunt is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and over 45 years of industry experience. His career includes roles at LPL Financial, Cetera Advisor Networks, Blue Rock Wealth Management, and Three Magnolias Financial Advisors. Outside of his advisory work, he is involved in several business entities unrelated to investment activities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management, employing a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

John Schultz is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding a Series 66 designation and 15 years of industry experience. He has been with Valic Financial Advisors since 2011 and also holds a position as an agent with Agia, where he is involved with non-securities insurance products. Outside of his financial advisory work, Schultz serves as a committee member for the Greater Lake Norman Young Life, a local Christian ministry for high school students. 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, utilizing discretionary unified managed accounts on Envestnet’s platform with a focus on technology-driven solutions and centralized model portfolios.