Joseph Marus is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Bank of America and Merrill. Marus serves on the board of Red Dog Farm Animal Rescue, a nonprofit focused on fostering and rehoming animals, where he is involved in strategic initiatives and event coordination. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports a broad range of investment approaches through a network of over 400 independent adviser representatives and offers portfolio management, retirement plan consulting, and access to sub-advisers and third-party platforms.

Niles Greene is a financial advisor with Truist Advisory Services in Greensboro, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 13 years of industry experience. He has been with Truist Advisory Services and Truist Bank since 2016 and previously worked at Wells Fargo Clearing and Wachovia Securities. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI-enabled tools and offers ongoing client reviews, leveraging its extensive affiliate relationships within the Truist Financial system.

William Guge is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. He is currently with Cetera Planning Partners and has previously worked at Ameriprise, Charles Schwab, Fidelity Brokerage Services, and TD Ameritrade. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management and comprehensive financial planning, including Social Security optimization and retirement advice, supported by ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Patrick Riazzi is a financial advisor at &PARTNERS with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves as co-trustee for his parents' charitable remainder trust. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, retirement-plan participant discretionary management, and brokerage services through a dual registration as both a registered investment adviser and a broker-dealer.

John Mazza is a financial advisor with Ameritas Advisory Services, LLC who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also owner of Summerfield Wealth Advisors LLC. Outside of his advisory work, Mazza is involved in film production as an executive producer and actor, and serves as treasurer for Bsides Triad, a community-driven information security organization. Ameritas Advisory Services, LLC provides investment advisory and planning services to a broad range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory using a variety of investment strategies and operates multiple program platforms with access to diverse product options.

Grace Hackney is a Series 66-licensed financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. She previously worked at Merrill for six years and Landmark Asset Services for three years. Outside of finance, she is involved in the jewelry industry, working in accounting and sales for Deva Fine Jewelry. Sanctuary Advisors serves a diverse client base including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent advisers. The firm offers various portfolio management and financial planning services, employing multiple analytical approaches and managing accounts on both discretionary and non-discretionary bases.

Saba Khan is a financial advisor at AE Wealth Management, LLC, holding a Series 65 designation with eight years of industry experience. Prior to joining AE Wealth Management, Khan worked at 1890 Wealth Solutions, Inc., Spangler Estate Planning, and KS Paralegal Services. Khan is also involved in insurance sales and services through 1890 Wealth Solutions, Inc. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed internally, by third-party strategists, and by advisors, alongside financial planning, consulting, and plan services.

Brian Winstead is a CFP® professional with 28 years of industry experience. He has worked at Merrill Lynch since 1997 and has been with Davenport & Company LLC since 2009. Davenport & Company serves individual and institutional clients by providing asset management, retail brokerage, public finance, investment banking, and advisory services. The firm manages portfolios through dedicated teams and offers a range of strategies including separately managed accounts, mutual funds, and ETFs.

John Murray is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at Davenport since 2009 and previously held positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment approach involves dedicated portfolio management teams and offers separately managed accounts, model delivery, financial planning, and mutual fund advisory services.

Christopher Munnelly is a financial advisor with Oppenheimer in Winston-Salem, NC, holding a Series 66 designation and nine years of industry experience. He has been with Oppenheimer since 2017 and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company in 2016. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers various programs including asset management, consulting, and retirement services, with an emphasis on both discretionary and non-discretionary portfolio management.

Seth May is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Valic Financial Advisors since 2018 and also has experience with AGIA, Booster Enterprises, and Eliasson Marketing. He is involved in non-securities insurance products through his role at AGIA. 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 using Envestnet’s platform, operating at scale with over 1,200 advisors serving close to 300,000 clients.

David Satterwhite is a financial advisor with Guardian Life in Winston-Salem, NC, holding a Series 66 designation and 10 years of industry experience. He has been with Guardian Life since 2015. Outside of his advisory role, he holds ownership interests in investment-related entities including Do The Opposite, LLC and Deep Roots WS LLC. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions, blending advisor-led discretionary management with model-based strategies and digital advisory platforms.

Dennis Mauk Jr. is a financial advisor with Truist Advisory Services in Winston-Salem, NC, holding a Series 66 designation and 12 years of industry experience. His work history includes roles at Bank of America, Merrill, and Wells Fargo Clearing before joining Truist Advisory Services in 2021. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support its investment strategies and offers ongoing client reviews and reporting through its affiliation with Truist Financial.

Jeffery Hwang is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2021. His prior experience includes roles at DMJ Wealth Advisors, LLC, ProEquities, Inc., and Merrill. He also serves in an advisory capacity for SEI’s RIA Community through the RIA Governing Group. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and retirement-plan services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Paul Adkins is a financial advisor with Principal Financial Services in Winston-Salem, NC, holding Series 65 and Series 63 licenses and having 10 years of industry experience. His career includes roles at Principal Securities Inc and Principal Life Insurance Company since 2019, and prior experience at Parsonex Advisory Services and Home Depot. He is also active as an insurance agent specializing in fixed life insurance, annuities, disability, long-term care, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Stephanie Hodges is a financial advisor at Truist Advisory Services with three years of industry experience. She holds the Series 66 designation and previously worked for Truist Bank for ten years. Hodges serves on the Board of Directors for Big Brothers Big Sisters of the Central Piedmont, where she also chairs the Gala committee responsible for organizing the organization’s largest annual fundraising event. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a broad client base including individuals, corporations, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a range of advisory services through its affiliation with Truist Financial and partnerships with platforms such as Envestnet.

Betty Deal is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bb&T Securities, Scott & Stringfellow, and Wells Fargo Clearing. She is based in Winston-Salem, NC. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools and collaborates with Envestnet to provide customized asset allocation strategies and manager selection.

Reeves Thompson is a financial advisor at &PARTNERS with a Series 66 designation and two years of industry experience. He previously worked at Wells Fargo Clearing, Eton Solutions, L.P., and Credit Suisse Securities (USA) LLC. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analyses and utilizes both proprietary and third-party strategies on discretionary and non-discretionary bases.

Richard Tesseneer is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of experience in the industry. His prior experience includes roles at LPL Financial, Wells Fargo Clearing, and Banc of America Investment Services. Outside of his advisory duties, he owns a business selling culinary supplies on Amazon. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives, provides both discretionary and non-discretionary portfolio management, and utilizes technology platforms to enhance client service.

Arthur Winstead Jr. is a financial advisor at Beacon Pointe Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Beacon Pointe Advisors since 2021. His prior experience includes roles at DMJ Wealth Advisors, LLC, ProEquities, Inc., and he is also a partner at DMJ & Co., PLLC, a CPA firm. Outside of his advisory work, he serves on finance committees and as treasurer for several nonprofit organizations in Greensboro, NC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm employs a manager-driven investment approach, utilizing a proprietary focus list and a formal due-diligence process, while also sponsoring proprietary investment vehicles and serving as general partner for multiple private funds.