Mark De View is a Series 66-credentialed financial advisor with Bankers Life Advisory Services, Inc. in Greensboro, NC, bringing five years of industry experience. Prior to his advisory role, he spent 30 years at Dart Container Corporation and currently serves as a Unit Field Trainer at Bankers Life & Casualty, where he recruits and trains insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a combination of fundamental and technical analyses in their investment approach.

Joshua Myers is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Commonwealth since 2022. Prior to that, he has been associated with EMM Financial Services, Inc. since 2011. Outside of his advisory role, Myers serves as a trustee and executor for personal trusts and estates in Greensboro, NC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform of managed-account programs, third-party asset manager access, and custody services, managing roughly $213 billion in client assets.

Kenny Nichols is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and previously held roles at IFG Advisory, LLC and LPL Financial, LLC. Nichols also serves as an agent providing life and disability insurance services through Southeast Financial Services, Inc. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management and retirement plan consulting, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Sherri Brown is a financial advisor with Oppenheimer in Greensboro, NC, holding Series 65, Series 66, and Series 63 licenses and 16 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and the American Insurance Organization. She has also served as a notary public and worked as a poll worker during the 2020 general election. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm combines strategic and tactical asset allocation with multiple fee structures and provides both execution and advisory support to institutional and unaffiliated advisors.

Albert Erb is a CFP® with 12 years of industry experience and is currently affiliated with Sanctuary Advisors, LLC. His prior roles include positions at Forvis Mazars Wealth Advisors LLC, FORVIS Wealth Advisors LLC, Plybon & Associates, Inc., and Lincoln Financial Investment Services Corporation. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a broad range of portfolio management strategies and operates through a network of independent investment adviser representatives who develop their own investment philosophies under firm supervision.

Gregory Current is a financial advisor with Primerica Advisors based in Greensboro, NC, holding a Series 66 designation and 19 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2013 and has been associated with Charles Aris Inc since 2004. Outside of his advisory role, he is involved in insurance brokerage when Guardian does not offer a product or approve a client for underwriting. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.

Amy Loftis is a financial advisor with Truist Advisory Services in Greensboro, NC, holding a Series 65 designation and nine years of industry experience. She has worked at Truist Advisory Services and Truist Bank since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager‑selection program that utilizes both discretionary and non‑discretionary approaches, supported by AI-enabled research and inter-affiliate integration.

Jason Croy is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has worked at Hightower Advisors since 2020, following roles at Stearns Financial Group and Captrust Financial Advisors. Based in Greensboro, NC, he serves clients through Hightower's enterprise platform. Hightower Advisors provides investment advisory and planning services to a diverse clientele, including individual and institutional investors. The firm’s approach includes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers across various investment vehicles, supported by proprietary research and operational features such as monitoring and rebalancing.

Christopher Wojtek is a financial advisor at Davenport & Company LLC in Greensboro, NC, with 19 years of industry experience. He holds the Series 66 designation and has been with Davenport & Company since 2009, following prior work at Citigroup Global Markets beginning in 2006. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. The firm employs dedicated portfolio manager teams supported by an Investment Policy Committee and offers a range of strategies and services, including advisory programs, public finance, and mutual fund management.

Michele Smith is a financial advisor at Truist Advisory Services with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities prior to joining Truist in 2022. Michele serves as a board and finance committee member for Pleasant Garden Baptist Church, advising on the church's budget and funding. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Steven Patton is a financial advisor with Commonwealth Financial Network in Greensboro, NC, holding a Series 66 designation and 15 years of industry experience. He has worked at Guilford Financial Partners since 2011 and Commonwealth Financial Network since 2010. Outside of his advisory work, he has operated Allegro Piano Service since 1997. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and comprehensive back-office support, including operations, trading, technology, investment management, and compliance services.

Rodney Segraves is a financial advisor with OSAIC Advisory Services, LLC in Greensboro, NC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Triad Hybrid Solutions since 2019 and Kestra Financial Services from 2016 to 2019. Segraves also operates his own public accounting practice providing tax preparation and accounting services. OSAIC Advisory Services, LLC serves a broad client base including individuals, high-net-worth clients, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of investment and financial planning services delivered through various program models, utilizing proprietary and third-party platforms with custody primarily through Schwab and Fidelity.

Christopher Peele is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America for five years before joining SunTrust Advisory Services and SunTrust Investment Services, where he has been employed for nine years. Outside of his advisory role, Peele serves as a board member of the Greensboro Symphony, focusing on engaging young professionals and promoting community participation in music education. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches supported by third-party platforms and manager relationships, integrating resources across affiliated entities to deliver its AMC Advantage manager-selection program.

John Rich is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Oppenheimer since 2009. Outside of his advisory role, he receives a portion of crop sale proceeds from farmland leased to a third party. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection to construct client portfolios, with accounts reviewed periodically.

Cheryl Vinson is a Series 65 licensed advisor at Bankers Life Advisory Services, Inc. with six years of industry experience. She has been with Bankers Life since 2016. Outside of her advisory role, she serves as a trustee for an irrevocable trust and holds a secretary/treasurer position with a local business networking organization. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management as well as retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios using various securities with ongoing reviews and rebalancing.

David Thompson is a CFP® professional with 37 years of experience in the financial services industry. He has worked at &Partners since 2025 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is the author of a book titled *Conquering Kilimanjaro and Inner Demons*. &Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds, offering investment advisory, brokerage services, financial planning, and other financial solutions. The firm employs a combination of fundamental, technical, and quantitative analysis through proprietary and third-party models, operating as both a registered investment advisor and broker-dealer.

Pamela Stearns is a financial advisor at Hightower Advisors with 14 years of industry experience. She holds a Series 65 designation and previously led Stearns Financial Services Group for 13 years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and various investment vehicles.

Luke Mills is a CFP® professional with three years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services and previously worked at Fidelity Investments. Mills’s background includes experience outside financial services at PetSmart. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Malcolm Sessoms III is a financial advisor with TLG Advisors, Inc. in Greensboro, NC, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. His prior roles include positions at The Leaders Group Inc, MassMutual Life Insurance Co, Royal Alliance, and Nationwide Insurance. In addition to his advisory work, he is an agent at Seagroves Insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its research and portfolio construction.

Benjamin Vess is a financial advisor at Davenport & Company LLC with one year of experience. He holds a Series 66 designation and has prior work experience at Bank of Botetourt, Radford University, and Lowe's Companies, Inc. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a variety of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams and supported by multiple oversight committees.