Coleton Frye is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Davenport in 2023, he worked at Lincoln Financial Distributors and has multiple years of experience with Greensboro Country Club. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a focus on separately managed accounts, model delivery, and mutual fund strategies.

Zachary Morgan is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Truist-related entities and First Citizens Bank since 2013. Morgan serves as a board member for the Corporation of Guardianship, a nonprofit providing fiduciary and care management services to vulnerable adults and individuals with disabilities. Truist Advisory Services offers 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, supported by AI-enabled research tools and extensive inter-affiliate integration across Truist’s platforms.

Robert Cannon is a financial advisor with Empower Advisory Group in Winston Salem, NC, holding Series 63 and Series 66 credentials and six years of industry experience. His background includes roles at Nuveen Securities, Earnst & Young, TIAA-CREF, and Axa Advisors. 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 clients. The firm delivers its services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and clients’ savings rates.

John Gansman is a financial advisor with Davenport & Company LLC in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Davenport & Company LLC since 2009 and previously spent time at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a broad range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and advisory services, with investment strategies managed by dedicated portfolio teams and an Investment Policy Committee.

Bradley Tomlin is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 credential and based in High Point, NC. He has experience in the pharmaceutical industry, having worked at Bayer Pharmaceuticals, Amgen Biopharma, and Chiesi USA prior to joining Independent Advisor Alliance in 2026. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model with a range of portfolio management strategies and leverages technology platforms for asset aggregation and estate planning.

Emily Promise is a financial advisor at Commonwealth Financial Network with seven years of industry experience. She holds a Series 66 designation and has worked previously at Goldman Sachs and Blakely Financial, Inc., where she is currently Vice-President. Outside of her advisory role, she owns ECP Development, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, technology, compliance, and practice-management services.

Richard Leader is a CFA® charterholder with 27 years of industry experience. He is currently with Focus Partners Wealth, LLC and Kovitz Investment Group Partners, LLC. His prior experience includes roles at First Houston Capital, Inc., Burnham Securities Inc., and Burnham Asset Management Corp. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

James King III is a financial advisor with Commonwealth Financial Network in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Commonwealth since 2003 and serves as president and sole owner of Austin Financial Management, Inc., a securities business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through various advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, technology, compliance, and practice-management support while offering a range of investment solutions and discretionary model portfolios.

Scott Tilley is a CFA® charterholder with 38 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior roles include positions at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he holds multiple board positions in the High Point, NC community, including director roles with the High Point Economic Development Corporation and the High Point Chamber of Commerce, and leadership roles with the High Point Downtown Stadium Foundation and the Atlantic League of Professional Baseball. He also owns a custom transportation service called Freeways to Fairways. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and integrated inter-affiliate resources.

Gerald Haynie is a financial advisor with Guardian Life in Winston-Salem, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience and has worked with Guardian Life since 2013. In addition to his advisory role, he is associated with a barbecue business under G. Scott Haynie & Associates, LLC. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with access to insurance products and alternative investments.

Kyle Anderson is a Series 66-licensed financial advisor with Ameritas Advisory Services, LLC, based in Summerfield, NC. He has three years of industry experience, including roles at Ameritas Investment Company, Summerfield Wealth Advisors, and eight years with Honda Aircraft Company, LLC. In addition to his advisory work, Anderson is involved with Summerfield Wealth Advisors, focusing on insurance and financial strategy as well as comprehensive planning and back-office operations. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of solutions such as asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing model portfolios, mutual funds, ETFs, interval funds, and individual securities.

Virginia Saslow is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2009. Prior to that, she worked at Stanford Group Company for one year. Outside of her advisory role, she serves on the board of directors of a family-owned retail jewelry business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment and consulting services, utilizing strategic and tactical asset allocation and manager selection across equity, balanced, and fixed-income portfolios.

Lukas Heavner is a financial advisor with Truist Advisory Services, holding a Series 66 designation and five years of industry experience. He previously worked at BB&T Securities and Highways and Skyways of NC. He serves on the Finance Committee of the United Way of Greater High Point, where he reviews the organization's finances and investment portfolios. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and inter-affiliate integration.

John Donaldson is a financial advisor with Eagle Strategies (NY Life) based in Germanton, NC. He holds the ChFC® designation and has 37 years of industry experience. Donaldson has worked with Eagle Strategies since 2001 and operates Donaldson Insurance And Financial Services, where he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, mainly on a non-discretionary basis, and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Suzanne Banzet is a CFP® with 27 years of industry experience, currently serving as an advisor at Kestra Advisory. She previously worked at Clearview Financial, where she was the principal and sole practitioner, and held roles at Commonwealth Financial Network. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients such as sovereign wealth funds.

Elke De La Cruz is a Series 66 licensed financial advisor with 13 years of industry experience, currently serving at VALIC Financial Advisors since 2016. She also holds an agent position at AGIA, focusing on non-securities insurance products. VALIC Financial Advisors primarily serves 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 and centralized technology.

James Story is a financial advisor with Valic Financial Advisors in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2014 and has been associated with Agia since 2022. Story serves as an investment community member on the Gwinnett County Public Schools Investment Oversight Committee and is also involved with non-securities insurance products through Agia. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with National Financial Services as custodian.

Robert Reese is a financial advisor at OSAIC Institutions, INC. with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including First Bancorp, Infinex Investments, Inc., FTB Advisors, and CommunityOne Wealth Management. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser and broker-dealer structure.

Michael Owen is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds a Series 63 designation and has worked at several firms including Truist Investment Services, SunTrust Bank, Bb&T Securities, and Scott & Stringfellow. Owen is based in Winston-Salem, NC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Edwin Hill is a financial advisor with Guardian Life in Winston-Salem, NC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes roles at Park Avenue Securities and C.P. Advisory Services. Outside of his advisory work, he operates Golfbetter2day.com, an informational service for amateur golfers offering instruction and tournament information. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, provides 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 offers both proprietary and third-party solutions tailored to client needs.