David Googe is a financial advisor with Voya Financial Advisors, Inc. holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Voya since 2014 and has concurrently worked at The Midland Insurance since 1983. Outside of his advisory roles, he serves as an honorary capital campaign cabinet member for Miracles in Sight, a local community fundraising effort. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, institutions, and corporate clients. The firm uses a combination of model portfolios, third-party managers, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

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.

Samuel Biesecker is a financial advisor with Oppenheimer in Greensboro, NC. He holds Series 63 and Series 65 licenses and has recently begun his advisory career. Prior to joining Oppenheimer, he held various roles across industries including water technology, agriculture, and education. Oppenheimer is a registered investment adviser and broker-dealer serving high net worth individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement 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 30 years of industry experience. He previously worked at Merrill Lynch Pierce Fenner & Smith from 1996 to 2009. Outside of finance, Coghill is involved with Rotary as a treasurer and assists part-time with clerical duties at McLeansville Tax Service. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, brokerage, fixed income, public finance, and investment banking. The firm employs dedicated portfolio manager teams and provides separately managed accounts, mutual funds, and ETF model portfolios, operating as an employee-owned company with a history dating to 1863.

Karen Kahn is a Certified Financial Planner® with 30 years of industry experience. She has worked at Truist Advisory Services since 2016 and previously spent seven years with Wells Fargo Clearing. Kahn holds a Series 63 license and is based in Greensboro, NC. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of client financial data and AI-enabled research tools to develop asset allocation strategies and offers ongoing reviews and reporting through its partnership with Envestnet.

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 Series 63, Series 65, and Series 66 licenses and bringing 13 years of industry experience. He has been with Truist Advisory Services and Truist Bank since 2016 and previously worked at Wells Fargo Clearing and Wachovia Securities. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI-enabled tools and offers ongoing client reviews, leveraging its extensive affiliate relationships within the Truist Financial system.

William Guge is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. He is currently with Cetera Planning Partners and has previously worked at Ameriprise, Charles Schwab, Fidelity Brokerage Services, and TD Ameritrade. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management and comprehensive financial planning, including Social Security optimization and retirement advice, supported by ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Patrick Riazzi is a financial advisor at &PARTNERS with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves as co-trustee for his parents' charitable remainder trust. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, retirement-plan participant discretionary management, and brokerage services through a dual registration as both a registered investment adviser and a broker-dealer.

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® professional with 28 years of industry experience. He has worked at Merrill Lynch since 1997 and has been with Davenport & Company LLC since 2009. Davenport & Company serves individual and institutional clients by providing asset management, retail brokerage, public finance, investment banking, and advisory services. The firm manages portfolios through dedicated teams and offers a range of strategies including separately managed accounts, mutual funds, and ETFs.

John Murray is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at Davenport since 2009 and previously held positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment approach involves dedicated portfolio management teams and offers separately managed accounts, model delivery, financial planning, and mutual fund advisory services.

Christopher Munnelly is a financial advisor with Oppenheimer in Winston-Salem, NC, holding a Series 66 designation and nine years of industry experience. He has been with Oppenheimer since 2017 and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company in 2016. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers various programs including asset management, consulting, and retirement services, with an emphasis on both discretionary and non-discretionary portfolio management.

David Dupont is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with Valic Financial Advisors since 1997 and also serves as an agent offering non-securities insurance products through Agia since 2022. 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 utilizing discretionary unified managed accounts and overlay strategies, supported by a large network of investment advisor representatives.

Seth May is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Valic Financial Advisors since 2018 and also has experience with AGIA, Booster Enterprises, and Eliasson Marketing. He is involved in non-securities insurance products through his role at AGIA. 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 discretionary unified managed accounts using Envestnet’s platform, operating at scale with over 1,200 advisors serving close to 300,000 clients.

David Satterwhite is a financial advisor with Guardian Life in Winston-Salem, NC, holding a Series 66 designation and 10 years of industry experience. He has been with Guardian Life since 2015. Outside of his advisory role, he holds ownership interests in investment-related entities including Do The Opposite, LLC and Deep Roots WS LLC. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions, blending advisor-led discretionary management with model-based strategies and digital advisory platforms.