Ian Weiss is a financial advisor at IHT Wealth Management LLC in Winston Salem, NC, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior work includes roles at UBS Trust / Reliance Trust from 2014 to 2019 and concurrently at Bank of America and Merrill since 2019. Weiss serves as a committee member of The Patton Foundation, a charitable organization, contributing to capital campaign strategies. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools across diversified portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Shannon Avery is a financial advisor at Kingsview Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years. Outside of her advisory role, she is listed as an owner of rental property in Orem, Utah. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management services through a network of Investment Adviser Representatives and an internal portfolio group.

Dax Allred is a financial advisor at Apollon Wealth Management, LLC with 2 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Cabot Lodge Securities LLC, J. Alden Associates, Inc., and manages family business interests through Allred Family Holdings, Inc. He is involved in managing family-owned farmland and commercial real estate assets. Apollon Wealth Management, LLC is a multi-team registered adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed strategies with locally managed portfolios, offering a range of investment solutions including ESG models, Direct Indexing, and sub-advisory services for private funds and insurance company clients.

Terra Snider is a financial advisor at Stephens with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stephens since 2011. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Clyde Jung is a financial advisor at Valic Financial Advisors in Greensboro, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Valic, he worked at Volvo Group and has managed operations at Cadillac Service Garage, where he also assists with event management and driving for weddings. He is additionally appointed as an agent to sell non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, offering discretionary managed-account programs, financial planning, and brokerage services. The firm employs Envestnet-developed UMA models for portfolio construction and supports a large client base through a network of over 1,200 advisors.

Shaun Heale is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Valic Financial Advisors since 2015 and also works with Agia in a non-securities insurance capacity. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm manages approximately $29.2 billion and employs centralized technology and model solutions to support its extensive client base.

Teresa Talton is a CFP® and holds a Series 65 license with 12 years of industry experience. She has worked at Hightower Advisors since 2020, following prior roles at Stearns Financial Group and Allgen Financial Services, Inc. Teresa is based in Greensboro, NC. Hightower Advisors serves a diverse client base including individuals, institutions, pension plans, charitable organizations, and corporations. The firm offers a range of advisory services with an emphasis on manager selection and multi-manager solutions, utilizing both affiliated and third-party investment managers across various strategies and asset classes.

Tanner Robinson is a CFP® with 20 years of experience in the financial industry and has been with Oppenheimer since 2009. He is based in Winston-Salem, NC, and holds a Series 66 license. Outside of his advisory role, he is a member and investor in Oak Street Partners, LLC and owns a commercial real estate business through MTCMR, LLC. Oppenheimer provides a range of advisory services to individuals, corporations, pooled vehicles, and retirement plans, offering both discretionary and non-discretionary portfolio management along with consulting and retirement services. The firm’s investment approach varies by program and includes strategic and tactical asset allocation with a combination of commission-based and asset-based fee structures.

Joseph Perkins Jr. is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Farther and previously worked at Private Client Services, LLC and Cannon Wealth Management Services, LLC. He is also a partner at Cannon & Company, LLP, a full-service accounting firm offering income tax and assurance services. Farther provides discretionary investment management and advisory services primarily to individuals, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary models, algorithmic rebalancing, and a range of asset classes supplemented by AI tools.

Orrin Magill III is a financial advisor with Primerica Advisors in Greensboro, NC, holding the ChFC® designation and Series 66 license. He has 45 years of industry experience and has been with Primerica Advisors since 2013. Magill also serves as president and shareholder of Qualified Plan Administrators, Inc., a firm specializing in 401(k) plans, and is involved in group benefits brokerage and life and health insurance sales. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services, including proprietary and third-party investment programs, financial planning, and retirement-plan consulting. The firm manages accounts through multiple strategies and platforms, offering both discretionary and non-discretionary management options.

Justin Pace is a financial advisor with Truist Advisory Services in Greensboro, NC. He holds a Series 65 designation and has one year of industry experience. Prior to joining Truist, he worked at Wells Fargo for seven years and has additional experience with LSEG and Northwestern Mutual. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ronald Philbrick Jr. is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has worked at Valic Financial Advisors since 2010 and joined Agia in 2022. Outside of his advisory role, he operates a small e-commerce business reselling items on platforms like eBay and Amazon and serves as healthcare power of attorney for family members. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, employing unified managed accounts and overlay strategies to deliver investment solutions at scale.

Phillip Danieley is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Davenport & Company LLC with one year of industry experience. Prior to joining Davenport, he worked at Policygenius and held positions with Ponysaurus Brewing Company and Highland Brewing Company. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm provides a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing both discretionary and tailored strategies.

Trent Schloneger is a CFP® with 25 years of experience, currently serving at VALIC Financial Advisors since 2000. His career includes roles at Agia and ownership interests in several real estate and title agency businesses, where he holds managing and ownership positions but is not involved in day-to-day operations. He is based in Greensboro, NC. VALIC Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with a focus on diversified asset allocation and periodic rebalancing.

Michael Sinnott is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Suntrust Advisory Services, Suntrust Investment Services, Bank of America, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary strategies supported by third-party platforms and proprietary research.

Ethan Coe is a financial advisor with Truist Advisory Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials and three years of industry experience. His career includes roles at Truist Investment Services, Credit Union Investment Services, SECU Brokerage Services, and SECU Life Insurance Company. He has been associated with State Employees' Credit Union since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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, to deliver asset allocation, fiduciary support, and manager selection through its AMC Advantage program.

Wesley Walters is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Brookstone since 2016. Walters is also President and CEO of Asset Preservation Solutions, Inc., a firm focused on financial strategies and tax savings for high-net-worth clients. He is involved with Helium as a user and instructor. 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 and offers discretionary portfolio management through its turnkey platform and wrap-fee program.

Shelby Brady is a financial advisor at GWN Securities Inc. with five years of experience. Shelby holds the Series 66 designation and has a background that includes roles at American Healthcare Capital and Robert Half Staffing. Outside of finance, Shelby worked at Royal Pet Mortuary for four years. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm’s investment approach includes a range of managed-account programs and model portfolios, featuring both traditional asset-allocation strategies and legacy market-timing and momentum-based methods.

Scott Rumple is a financial advisor with Eagle Strategies (NY Life) in Greensboro, NC, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with New York Life Insurance Company since 2000 and joined Eagle Strategies in 2024. Outside of advisory work, he is appointed as an insurance broker for non-registered insurance products with various carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and manages a substantial majority of assets on a non-discretionary basis.

George Boss Jr. is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2018 and previously at Bank of America and Merrill from 2009 to 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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-enhanced research, to manage and review client portfolios.