Hailey Williams is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Bankers Life & Casualty, Inc. and has experience in other fields including a position at Village Spa. Outside of her advisory work, she is involved with several business ventures including H Williams Capital and Mega Hotels. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analyses for security selection.

Charles Carrick is a CFP® and ChFC® with 41 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2021. His prior experience includes roles at DMJ Wealth Advisors, LLC and ProEquities, Inc. Carrick is also a member of DMJ Wilmington Properties LLC, a commercial real estate investment venture. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

William Hanner is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 credentials and with 38 years of industry experience. He has been with Valic Financial Advisors since 2003 and also serves as an agent for 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, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Xzavier Jacobs is a financial advisor with First Citizens Investor Services, Inc. in Greensboro, NC. He holds Series 63 and Series 65 credentials and has one year of industry experience. His prior work includes roles at Autozone, State Employees Credit Union, First Citizens Bank, Dominoes, North Carolina A&T State University, and the Boys & Girls Club. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Thomas Prybylo is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. His prior roles include positions at The Leaders Group Inc, Grove Point Investments, LLC, Grove Point Advisors, LLC, MBAdvisors, and H. Beck, Inc. Outside of his advisory work, he is an independent insurance agent and owner of a consulting business. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing a research approach based on fundamental analysis and Modern Portfolio Theory.

Lindsay Brock is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. She has worked at Hightower Advisors since 2020, following roles at Stearns Financial Group and Fiduciary Investment Advisors, LLC. Outside of her advisory work, she serves as Treasurer for the Junior League of Greensboro, managing the organization’s financial operations including audits and investments. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, using a combination of affiliated and third-party managers along with proprietary research to construct diversified portfolios.

Jhereg Fillmore is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His background includes roles at Penn Mutual Life Insurance Company, MassMutual Life Insurance Co, MML Investors Services, LLC, and Jackson National Life Distributors, LLC. He is also actively engaged as an agent in several insurance brokerage activities under multiple DBAs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual SEC-registered investment adviser and FINRA-member broker-dealer platform, managing a substantial amount of discretionary and non-discretionary assets through third-party asset manager relationships.

Robert Schutz is a Series 66-licensed financial advisor at Truist Advisory Services with five years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and First Horizon Bank. He is currently based in Kernersville, NC. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Courtney Kidwell is a CFP® and Series 66 credentialed advisor with six years of industry experience. She has worked at Hightower Advisors since 2020 and previously spent five years at Stearns Financial Group. Outside of her advisory roles, she was involved with Starmont Forest Country Club and the YMCA of Greensboro for over a decade each. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm emphasizes manager selection and multi-manager strategies, offering access to proprietary research and a range of investment vehicles to address both domestic and international investment considerations.

Lisa Anderson is a financial advisor with Oppenheimer, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. She worked at Intercarolina Financial Services, Inc. for 24 years before joining Oppenheimer in 2024. 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 provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Thomas Goldman is a financial advisor with Creative Planning holding a Series 65 designation and five years of industry experience. He previously worked at SageView Advisory Group and C-J Advisory, Inc., among other firms. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

William Davis is a financial advisor with D.A. Davidson & Co. in Winston Salem, NC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Truist Investment Services, The Vanguard Group, and BB&T. Outside of his advisory work, he is the owner of Buried Secrets, LLC, where he writes books and short stories. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA-compliant retirement plan advisory, and a Private Wealth program for clients with assets over $20 million.

Michael Devon is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2022. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Outside of his advisory role, he is involved as the Steering Committee Co-Chair for Heart Math Tutoring and serves on the Finance Committee at St. Paul's Episcopal Church in Winston-Salem, NC. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, and investment advisory services. The firm utilizes dedicated portfolio manager teams and research groups to manage a range of investment strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Nelson Kelly is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Suntrust Advisory Services and Wells Fargo Clearing. Outside of his advisory role, he serves as president of the Men's Golf Association at High Meadows Country Club. 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 programs and advisory services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Paul Bestehorn is a financial advisor at Guardian Life with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Guardian Life, Park Avenue Securities, LLC, L.M. Kohn & Company, and Qualified Plan Administrators, among others. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary 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 offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Richard Harvey is a financial advisor at Independent Advisor Alliance, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with LPL Financial since 2007. Harvey operates under Independent Advisor Alliance while managing advisory accounts through his hybrid DBA, Harvey Wealth Management. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting using a network model of independent advisory representatives alongside access to various portfolio management strategies and technology platforms.

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.

Robert Carson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes roles at Planning Solutions Group, LLC, Triad Advisors, Inc., and LPL Financial. Outside of advisory work, he manages MFF Holdings, LLC, a business that sells merchandise and donates profits to ALS-related charities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Zachary Morgan is a financial advisor with Truist Advisory Services in Greensboro, NC, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at First Citizens Bank and Bb&T Securities, reflecting a consistent career within the Truist and predecessor organizations. He serves as a board member for a nonprofit that provides fiduciary services and care management 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 and non-discretionary manager relationships and utilizes AI-enabled research tools and inter-affiliate resources to support manager selection and investment oversight.

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.