Alvan Aron Jr. is a CFP®-designated financial advisor with Valic Financial Advisors in Greensboro, NC, bringing 23 years of industry experience. He has been with Valic Financial Advisors since 2002 and also holds a position as an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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 for portfolio construction.

Angela Kenan is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has worked at multiple Ameritas entities since 2006 and has been with Southeast Financial Services, Inc. since 1989. Outside of her advisory work, Kenan is involved in managing rental properties through CARTY PROPERTIES, LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies and platforms, offering asset management, financial planning, and retirement plan advisory services.

Jennifer Mccosley is a CFP® professional with 10 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2023. Prior to this, she worked at Triad Financial Advisors, Inc. for eight years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a combination of third-party independent managers selected through a proprietary due-diligence process and offers a range of services such as discretionary wealth management, financial planning, and retirement plan consulting.

Christian Blackburn is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Northwestern Mutual Wealth Management Company and related entities. His background also includes prior roles outside finance, such as at Kreber Graphics Inc and the Music Academy of NC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns through integrated planning and managed account solutions within Empower’s recordkeeping and administrative platforms.

James Williams is a financial advisor with Oppenheimer, holding Series 63, Series 65, and Series 66 credentials. He has 45 years of industry experience, including eight years at Morgan Keegan & Company, LLC before joining Oppenheimer in 2010. 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 provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, emphasizing both discretionary and non-discretionary account management.

Paulette Mitchell is a financial advisor at Davenport & Company LLC in Greensboro, NC, with 23 years of industry experience. She holds a Series 66 designation and has worked at Davenport since 2009, following three years at Citigroup Global Markets. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management teams provide a range of strategies across separately managed accounts, mutual funds, ETF portfolios, and unified managed accounts.

Michael Schultz is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. He has been with Valic Financial Advisors since 1986 and also holds an agent position with Agia, focusing on 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 UMA models for portfolio construction.

Brittnei La Rue is a financial advisor with Bankers Life Advisory Services, Inc. in Greensboro, NC, holding a Series 66 designation and four years of industry experience. Her background includes roles at Bankers Life and Casualty, Bankers Life Securities, TD Bank, and Glens Falls National Bank. Outside of advising, she is involved with the Rotary Club of Wilmington and is a candidate for the New Hanover County School Board. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment management and consulting primarily for mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a blend of fundamental, technical, and cyclical analysis in portfolio management.

Mark Harbaugh is a financial advisor at Cerity Partners LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 12 years. Outside of his advisory role, he serves as trustee for multiple family testamentary trusts, overseeing asset management, tax filings, and beneficiary distributions. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs tailored asset allocation and manager selection, integrating proprietary quantitative screens with third-party managers and individual securities.

Timothy Mellon is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 32 years of industry experience. He has been with Osaic since 2024 and previously worked at Triad Hybrid Solutions, Triad Advisors, Kestra Financial Services, and Green Valley Financial. Outside of advising, he owns and manages a farm and serves on the board of directors for N.C. Grange Mutual. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of advisory services including investment management, financial planning, and retirement consulting, utilizing multiple program models and both proprietary and third-party platforms.

Santos Rivera Vasquez is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Brookstone, he worked in various roles at Panda Express and Amerilife. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset allocation models, including proprietary investment strategies and a mix of ETFs, mutual funds, and options-enhanced strategies.

John Brownlow III is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent with Agia, focusing on 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 for portfolio construction and management.

Braxton Towery is a financial advisor at Valic Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at Agia, Cru, and Vector Marketing Corporation. In addition to his advisory role, he is an agent involved in 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 and utilizes centralized technology and unified managed account solutions.

Amy Lawson is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience and holds a Series 65 designation. She has worked at Brookstone Capital Management since 2022 and concurrently since 2017 at Retirement Wealth Advisors. Lawson also owns Lawson Financial Group, Inc., where she provides insurance and divorce financial consulting services. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and uses a variety of investment vehicles, including proprietary funds, ETFs, and options-enhanced strategies.

Judy Hill is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Truist Advisory Services and Truist Investment Services since 2021, following prior roles at BB&T Securities and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering a range of solutions including asset allocation, fiduciary support, and manager selection programs. The firm integrates discretionary and non-discretionary approaches and utilizes technological tools and inter-affiliate arrangements to support its investment processes.

Brendan Stringer is a Certified Financial Planner (CFP®) with 10 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2022. His prior roles include positions at Commonwealth Financial Network, Clarendon Wealth Management, AMERIPSE Financial Services, Inc., and Ethos Financial Partners. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Fred Liles Jr. is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with VALIC Financial Advisors since 2003 and also holds Series 63 and Series 66 registrations. Outside of financial advising, he owns agricultural land which generates revenue through rental agreements and occasional timber sales. 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Matthew Barham is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Credit Union Investment Services and SECU Brokerage Services. Outside of finance, Barham has worked in a variety of other fields including education and retail. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing comprehensive investment advisory services along with financial, tax, retirement, and estate planning. The firm uses a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio solutions implemented through ETFs, index funds, separate account managers, and private funds.

Preston Lewis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 2 years of industry experience. His work history includes roles at Truist Investment Services and BB&T Scott & Stringfellow, as well as positions in real estate and the fitness industry. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, using a combination of discretionary manager relationships and non-discretionary consulting.

Jeffrey Chowning is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding a Series 66 designation with 24 years of industry experience. He has been with Davenport since 2009. Davenport serves individual and institutional clients, providing a range of services including asset management, brokerage, and investment banking. The firm organizes its asset management around portfolio manager teams and offers advisory programs across multiple investment strategies, including mutual funds and separately managed accounts.