Terra Adkins is a financial advisor at Stephens with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stephens since 2011, including prior roles at Morgan Stanley and Citigroup Global Markets. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a broad range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and advising on alternative investments.

Clyde Jung is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Volvo Group. Outside of advisory work, he is involved in managing weddings and event logistics at a local wedding venue in Greensboro, NC. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and supports close to 300,000 clients with a technology-driven, model-based approach.

Shaun Heale is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at VALIC Financial Advisors since 2015 and also serves as an agent at Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging technology and model solutions to manage substantial client assets.

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® professional with 20 years of industry experience. He has worked at Oppenheimer since 2009 and previously spent three years at Merrill. Outside of his advisory role, he is a member and investor in Oak Street Partners, LLC, and owns MTCMR, LLC, a commercial real estate company. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services, including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

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 ChFC® and Series 66 credentialed financial advisor with 46 years of industry experience. He has worked at Guardian Life since 2013 and concurrently operates several businesses in Greensboro, NC, including CP Greensboro Inc. and Qualified Plan Administrators, Inc., focusing on group benefits and 401(k) plans. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with a range of financial planning, consulting, and education services tailored to client needs.

Justin Pace is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo and LSEG. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a broad client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a range of advisory services including the AMC Advantage program, leveraging its affiliation with Truist Financial and related operational relationships.

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 Series 66-registered advisor with Davenport & Company LLC, bringing two years of industry experience. Prior to joining Davenport, he worked at Policygenius and held roles at Ponysaurus Brewing Company and Highland Brewing Company. Davenport & Company serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm employs dedicated portfolio manager teams and an Investment Policy Committee to manage strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

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 in Greensboro, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Suntrust Advisory Services, Bank of America, Merrill, Wells Fargo Clearing, and UBS Financial Services. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of client financial data, goal setting, asset allocation strategies, and manager selection via the Envestnet platform, supported by both traditional research and AI tools.

Adam Whicker is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 13 years of industry experience. He has been with Guardian and Park Avenue Securities since 2011. Outside his advisory role, he is involved in selling traditional life insurance. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting services tailored to client needs.

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 at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Suntrust Advisory Services, Bank of America, Merrill, and Wells Fargo Clearing. Located in Charlotte, NC, he has been with Truist since 2018. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support asset allocation and manager selection, offering services through platforms such as Envestnet.

William Chappell III is a financial advisor with Bankers Life Advisory Services, Inc. in Greensboro, NC. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, he worked at several firms including Amerilife of Greensboro and Aflac. Outside of advising, he serves as Chair of the Risers Young Professionals group within the Guilford Merchants Association and is a member of its board. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across multiple asset classes.

Dean Castor Jr. is a financial advisor with Truist Advisory Services in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, BB&T Investments, and Merrill. Outside of his advisory duties, he serves as President of the Villages of Skull Creek II Dock Owners Association, a property owners association managing boat slips on Hilton Head Island. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm integrates traditional research with AI-enabled tools, offers various fiduciary and discretionary services, and operates within the Truist Financial affiliate network.

Spencer Angell is a CFP® with 26 years of industry experience, currently affiliated with Transamerica Retirement Advisors, LLC. He has worked at Diversified Investors Securities Corp. and Diversified Investment Advisors since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation and retirement planning. The firm employs portfolio construction supported by Morningstar Investment Management and serves a large client base with a mix of discretionary and non-discretionary services.