Stephen Walters is a financial advisor with Brookstone Capital Management LLC in Greensboro, NC. He holds a Series 65 designation and has been with Brookstone since 2026. Walters also has over a decade of experience with Asset Preservation Solutions, Inc., where he has worked since 2015. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a range of investment strategies including strategic and dynamic asset-allocation models, Unified Managed Accounts, and options-enhanced strategies, supported by proprietary and affiliated funds as well as multiple sub-advisors.

Douglas House is a financial advisor with Truist Advisory Services and holds the Series 66 designation. He has 11 years of industry experience and has previously worked at Merrill, Bank of America, and Charter Communications. House is based in Greensboro, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, 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-enabled research tools.

Phillip Williams Jr is a financial advisor with Hightower Advisors in Greensboro, NC, holding a Series 63 designation and 14 years of industry experience. His prior roles include multiple positions at Stearns Financial Group and a year at Innosphere. He serves on the Board of Advisors for Grubb Southeast Real Estate Fund VI, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Alexander Lohrman is a financial advisor with Commonwealth Financial Network and holds a Series 65 credential. He has been active in the industry since 2026 and has experience working at Shore Point Advisory Group and Blakely Financial/National Financial Services LLC. Prior to his advisory roles, he held positions outside finance, including at Chick-Fil-A and Costco Wholesale. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various custody and clearing services.

David Googe is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Voya Financial Advisors since 2014 and has operated in the insurance sector at The Midland Insurance since 1983. Googe serves as president of Southeastern Pension Co. and assists independent agents in placing fixed insurance and annuities. He is also an honorary capital campaign cabinet member for the nonprofit Miracles in Sight. Voya Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services. The firm emphasizes recommendation-based advice delivered through various program structures, including wrap programs and third-party money manager access.

Roger Sims is a financial advisor with Eagle Strategies (NY Life) in High Point, NC, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He previously worked with Pinnacle Wealth Strategies, LLC, and has been affiliated with New York Life Insurance Company and NYLIFE Securities, LLC throughout his career. Sims serves as a state board member of the National Association of Insurance and Financial Advisors (NAIFA-NC) and is a national Membership Committee Co-Chair for NAIFA. He also coordinates staffing for the World Ninja League Championships. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types, including fee-based advice and co-advisory relationships, emphasizing tailored recommendations and maintains a predominantly non-discretionary asset base within an integrated New York Life affiliate structure.

David Peterson is a financial advisor at Truist Advisory Services with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2021. Prior to that, he spent over two decades at Scott & Stringfellow, Inc., followed by eight years at Bb&T Securities, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary management approaches and utilizes third-party platforms and AI-enabled research tools to support its fiduciary and investment services.

Frank Hurtado is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing Services and Scottrade, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and savings rates through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Brian Coghill is a financial advisor with Davenport & Company LLC in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Davenport & Company since 2009 and previously at Merrill Lynch Pierce Fenner & Smith, Inc. since 1996. Outside of his advisory role, Coghill serves as treasurer for a local Rotary volunteer organization and assists part-time with clerical duties at a tax service. 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 range of solutions including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, supported by dedicated portfolio manager teams and various specialized committees.

Karen Kahn is a Certified Financial Planner® with 30 years of industry experience, currently affiliated with Truist Advisory Services. She has been with Truist since 2016, working across Truist Advisory Services, Truist Investment Services, and Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary and non-discretionary manager relationships supported by advanced research tools and integrated inter-affiliate operations.

William Mann is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at DMJ Wealth Advisors, LLC, and Proequities, Inc. since 2007. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach with a proprietary focus list and offers solutions such as discretionary wealth management, retirement plan consulting, and outsourced CIO services.

Joseph Marus is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Bank of America and Merrill. Marus serves on the board of Red Dog Farm Animal Rescue, a nonprofit focused on fostering and rehoming animals, where he is involved in strategic initiatives and event coordination. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports a broad range of investment approaches through a network of over 400 independent adviser representatives and offers portfolio management, retirement plan consulting, and access to sub-advisers and third-party platforms.

Niles Greene is a financial advisor with Truist Advisory Services in Greensboro, NC, holding the Series 63, Series 66, and Series 65 registrations. He has 13 years of industry experience, including 10 years with Truist Advisory Services and Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, using third-party platforms and AI-enabled research tools to support its investment approach.

Patrick Riazzi is a financial advisor at &PARTNERS with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as co-trustee for his parents' charitable remainder trust and owns a partial interest in Riazzi Rhyne & Swaim Investment Group LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a combination of brokerage and investment advisory services, utilizing proprietary and third-party portfolio management strategies delivered through the Envestnet platform.

John Mazza is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with multiple Ameritas entities since 2016 and co-owns Summerfield Wealth Advisors LLC, a boutique firm offering personalized financial and retirement planning services. Beyond advisory work, Mazza serves as treasurer for Bsides Triad, a community-driven information security group, and is involved in film production as an executive producer. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a variety of discretionary and non-discretionary programs, integrating in-house and third-party portfolio management with a platform approach that includes co-advisory relationships and technology-enabled solutions.

Grace Hackney is a Series 66-licensed financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. She previously worked at Merrill for six years and Landmark Asset Services for three years. Outside of finance, she is involved in the jewelry industry, working in accounting and sales for Deva Fine Jewelry. Sanctuary Advisors serves a diverse client base including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent advisers. The firm offers various portfolio management and financial planning services, employing multiple analytical approaches and managing accounts on both discretionary and non-discretionary bases.

James Joyce is a CFP®, CFA®, and Series 66-registered financial advisor with 14 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent 17 years at Stearns Financial Group. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing a combination of affiliated and third-party managers and proprietary research.

Saba Khan is a financial advisor at AE Wealth Management, LLC, holding a Series 65 designation with eight years of industry experience. Prior to joining AE Wealth Management, Khan worked at 1890 Wealth Solutions, Inc., Spangler Estate Planning, and KS Paralegal Services. Khan is also involved in insurance sales and services through 1890 Wealth Solutions, Inc. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed internally, by third-party strategists, and by advisors, alongside financial planning, consulting, and plan services.

Brian Winstead is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2009. He has worked in the financial services industry since 1997, including time at Merrill Lynch. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to a diverse client base, including individuals, institutions, and non-profit organizations. The firm’s investment approach involves dedicated portfolio manager teams supported by an Investment Policy Committee, offering a variety of discretionary and tailored strategies across multiple asset classes.

John Murray is a financial advisor with Davenport & Company LLC in Greensboro, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Davenport & Company since 2009 and has been with Citigroup Global Markets since 2006. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients. The firm offers a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, utilizing various investment strategies and specialized teams to manage and review client accounts.