Amber Cornwell is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. She has been with Valic Financial Advisors since 2011 and also holds a position with Agia, where she works with 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, utilizing discretionary unified managed accounts and various overlay services to meet client needs.

Cecelia Anderson is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has been with Davenport & Company since 2009. 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 through various managed accounts and investment vehicles.

Steven Holbrook is a financial advisor with Oppenheimer in Greensboro, NC, holding Series 63, 65, and 66 licenses and possessing 43 years of industry experience. He has been with Oppenheimer & Co Inc since 2013. Outside of his advisory role, he serves as a non-voting board member for the Willoughby End Townhome Community homeowners association. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and financial planning. The firm utilizes strategic and tactical asset allocation along with manager selection across various investment vehicles, providing both discretionary and non-discretionary management options.

Deanna Post is a financial advisor at &PARTNERS with 25 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, LLC, Woodbury Financial Services Inc, and Morgan Stanley Smith Barney LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of services such as investment advisory, brokerage, financial planning, ERISA 3(21) consulting, and investment banking, using a combination of proprietary models and third-party manager solutions through the Envestnet platform.

Joseph Vartanian is an Investment Advisor Representative with Kestra Advisory Services, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as an advisor at Gate City Advisors, where he is associated with the book "The Retirement Income Toolkit." Outside of his advisory roles, he is a partner at Gate City Property Group, a real estate business in Greensboro, NC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, and investment advice, supporting complex products and discretionary trading within its supervisory framework.

Cynthia Reavis is a financial advisor with Valic Financial Advisors in Burlington, NC, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, Merrill, and other firms. Outside of her advisory work, she is also an agent for 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Steven Marasco is a Series 66-licensed financial advisor with 26 years of industry experience. He has been with Truist Advisory Services since 2021 and previously worked at BB&T Investment Services and BB&T Securities. Outside of advisory work, Marasco provides general business consulting to a coffeehouse in Greensboro, NC. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, combining discretionary manager relationships with non-discretionary consulting supported by third-party platforms and AI-enhanced research.

Jared Morris is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Bank and Wells Fargo Clearing, as well as Allegacy Federal Credit Union and BB&T. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Adam Miller is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Valic, he worked at Agia and has experience in healthcare and nonprofit sectors, including roles at Authoracare Collective and Mercy Hill Church. In addition to his advisory work, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including 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.

John Schultz is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding a Series 66 designation and 14 years of industry experience. He has been with Valic Financial Advisors since 2011 and also serves as an agent with Agia. Outside of his advisory work, Schultz is a committee member of the Greater Lake Norman Young Life, a local Christian ministry supporting high schoolers. 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 discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Stephen Carruthers is a financial advisor with VALIC Financial Advisors in Greensboro, NC, holding a Series 66 designation and five years of industry experience. He has a legal background as a licensed attorney in North Carolina, formerly operating a consumer bankruptcy law practice and currently serving as counsel of record in a pending chapter 13 bankruptcy case. Carruthers also holds a position with Agia, offering non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including 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 UMA models for portfolio construction and management.

Thomas Norris is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and also serves as a board member of Connection Valley Church, where he participates in governance discussions without financial authority. 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, and brokerage services, leveraging Envestnet UMA models and operating at scale with over 1,200 advisors.

Robert Nocera is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 15 years of industry experience, including roles at New York Life Insurance Company since 2010. Nocera’s current focus is with Eagle Strategies and Nylife Securities LLC, where he has worked since 2022. Eagle Strategies serves both individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing a significant portion of assets on a non-discretionary basis.

Ralph Howell III is a financial advisor at Beacon Pointe Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Dmj Wealth Advisors, LLC and Proequities, Inc. Outside of his advisory role, Howell is a partner in the CPA firm DMJ & Co., PLLC, where he is in charge of the tax department. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm employs a multi-manager investment approach, utilizing third-party independent managers selected through a formal due-diligence process, and offers services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

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 with Ameritas Advisory Services since 2021 and has been affiliated with Ameritas Life Insurance Corp and Ameritas Investment Corp since 2006. Kenan also has a longstanding role at Southeast Financial Services, Inc., where she has been involved since 1989. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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 with Empower Advisory Group in Greensboro, NC, holding Series 66 and Series 63 credentials and four years of industry experience. His background includes roles at Northwestern Mutual Wealth Management and Northwestern Mutual Life Insurance Company, as well as prior experience in graphic design and education at the Music Academy of NC and UNCG. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, leveraging an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates through point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

James Williams is a financial advisor with Oppenheimer in Greensboro, NC, holding Series 63, 65, and 66 licenses and bringing 45 years of industry experience. He has been with Oppenheimer & Co since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation along with manager selection across various investment vehicles, and acts as a qualified custodian for client assets.

Paulette Mitchell is a financial advisor at Davenport & Company LLC with 22 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2009, following prior work at Citigroup Global Markets. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to a diverse client base, including individuals, institutions, and non-profit organizations. The firm offers a broad range of services such as asset management, financial planning, and investment banking, employing dedicated portfolio manager teams and committees to oversee investment strategies and account monitoring.