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.

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.

Brittnei La Rue is a financial advisor with Bankers Life Advisory Services, Inc. in Greensboro, NC, holding a Series 66 designation and four years of industry experience. Her background includes roles at Bankers Life and Casualty, Bankers Life Securities, TD Bank, and Glens Falls National Bank. Outside of advising, she is involved with the Rotary Club of Wilmington and is a candidate for the New Hanover County School Board. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment management and consulting primarily for mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a blend of fundamental, technical, and cyclical analysis in portfolio management.

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.

Timothy Mellon is a financial advisor with OSAIC Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 32 years of industry experience and has held prior roles at Triad Hybrid Solutions, Triad Advisors, Kestra Financial Services, and Green Valley Financial. Outside his advisory work, he is a managing partner at Green Valley Financial, owns Hedge Farm, LLC, and serves on the board of directors for N.C. Grange Mutual. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofits. The firm provides investment management, financial planning, retirement plan consulting, and related services through a variety of program models, utilizing proprietary and third-party platforms.

Santos Rivera Vasquez is a financial advisor at Brookstone Capital Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Brookstone, he held various roles at Panda Express and Amerilife. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers portfolios through a turnkey asset management platform and wrap-fee program.

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.

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.

Amy Lawson is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience and holds a Series 65 designation. She has worked at Brookstone Capital Management since 2022 and concurrently since 2017 at Retirement Wealth Advisors. Lawson also owns Lawson Financial Group, Inc., where she provides insurance and divorce financial consulting services. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and uses a variety of investment vehicles, including proprietary funds, ETFs, and options-enhanced strategies.

Judy Hill is a financial advisor at Truist Advisory Services with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Truist Advisory Services and Truist Investment Services since 2021, following eight years at 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver a range of services including asset allocation, fiduciary support, and manager selection.

Brendan Stringer is a Certified Financial Planner (CFP®) with 10 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2022. His prior roles include positions at Commonwealth Financial Network, Clarendon Wealth Management, AMERIPSE Financial Services, Inc., and Ethos Financial Partners. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Fred Liles Jr. is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with VALIC Financial Advisors since 2003 and also holds Series 63 and Series 66 registrations. Outside of financial advising, he owns agricultural land which generates revenue through rental agreements and occasional timber sales. 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 and management.

Matthew Barham is a financial advisor at Mercer Global Advisors Inc. in Greensboro, NC, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at Credit Union Investment Services, SECU Brokerage Services, and the State Employees' Credit Union. He also has experience outside the financial sector, including work with Green Joe's Coffee and Chick-fil-A. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including retirement plan consulting and estate planning. The firm employs a Modern Portfolio Theory approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment vehicles, alongside client education programs and integrated affiliated service lines.

Preston Lewis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 2 years of industry experience. His work history includes roles at Truist Investment Services and BB&T Scott & Stringfellow, as well as positions in real estate and the fitness industry. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, using a combination of discretionary manager relationships and non-discretionary consulting.

Jeffrey Chowning is a financial advisor at Davenport & Company LLC in Greensboro, NC, with 24 years of industry experience. He holds a Series 66 designation and has been with Davenport since 2009. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to a wide range of clients, including individuals, institutions, and nonprofit organizations. The firm offers diversified investment strategies and integrates advisory and broker-dealer activities across multiple asset management and financial planning services.