Andrew Weaver is a financial advisor with Janney Montgomery Scott in Winston-Salem, NC, holding a Series 66 designation and three years of industry experience. Prior to his financial services career, he worked for the PGA Tour from 2009 to 2022. He serves as a board member for First Tee of Central Carolina, focusing on leadership and fundraising efforts. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs supported by both in-house and third-party portfolio management.

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.

Laura Thomforde is a financial advisor at Oppenheimer with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2014. Outside of her advisory role, she is an independent consultant ambassador for Plexus Worldwide, a health and wellness supplement company. Oppenheimer serves a broad client base including individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to specific programs and advisors.

John Hunt is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks, and Blue Rock Wealth Management. Hunt is involved in several non-investment-related business entities across multiple states. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management, utilizing diversified, risk-class based allocations that combine passive and active management strategies overseen by an internal Investment Committee.

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.

Jennifer Laughlin is a financial advisor at Truist Advisory Services with six years of industry experience. She holds the Series 66 designation and previously worked at Merrill for four years before joining SunTrust Investment Services in 2018, which transitioned into her current role at Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers fiduciary support, asset allocation analysis, and a manager-selection program that incorporates discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Jacob Garrou is a Series 66 licensed financial advisor with one year of industry experience. He is currently with Truist Advisory Services and previously held roles at Truist Investment Services, Truist Bank, and First State Bank of the Florida Keys. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Paul Ebert is a financial advisor with Commonwealth Financial Network in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is involved in fixed insurance sales conducted at his branch. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

Ryan Deuel is a financial advisor at Oppenheimer with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, LPL Financial, and Merrill. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.

Jonathan Crockett is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Truist Advisory Services in Winston-Salem, NC. He has been with Truist Investment Services since 2019 and previously worked at BB&T/Truist from 2014 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment process.

Christopher Borzych is a CFP® with 36 years of industry experience. He is currently with Schwab Wealth Advisory and has previously worked at USAA Financial Advisors and Usaa Investment Management Company. He holds the Series 63 designation. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Charles Schwab & Co.’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client education and leaving final trading decisions to clients.

Beverly Settle is a financial advisor at Truist Advisory Services with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Truist Advisory Services and its affiliated entities since 2013, including Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering a range of asset allocation, fiduciary support, and manager selection programs. The firm integrates a mix of discretionary and non-discretionary consulting, supported by AI-enabled research tools and a structured oversight framework.

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.

Clarence Slaughter III is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been affiliated with Independent Advisor Alliance, LPL Financial, and Kersey Valley Entertainment since 2016. In addition to his advisory work, he is involved with NC Physicians Retirement Strategy. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a combination of discretionary and non-discretionary management strategies supported by various analytical techniques and technology platforms, operating under a network model with strong connections to LPL Financial.

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 Series 66-licensed financial advisor with Valic Financial Advisors in Greensboro, NC, bringing six years of industry experience. He has worked at Valic Financial Advisors since 2019 and holds a current position with Agia involving non-securities insurance products. Prior to Valic, he held roles at Cru and Vector Marketing Corporation. 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.

John Langley is a financial advisor with Truist Advisory Services in Winston-Salem, NC, holding a Series 66 designation and 21 years of industry experience. He has worked within various Truist-affiliated entities since 2010, including Truist Investment Services and BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, integrates third-party managers, and uses AI-enabled tools to support investment research and manager selection.

Victor Valentino Rodriguez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. He has been with Truist and its affiliated entities since 2015, including Bb&T Securities. Outside of advising, he is involved in real estate through ownership and management of several property-related ventures. Truist Advisory Services provides investment consulting and advisory solutions to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Vicki Bertholomey is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 24 years of industry experience. She has worked at Truist Advisory Services since 2021, with prior experience at Merrill from 2003 to 2018 and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and research tools.