John Rosser Jr. is a financial advisor at Guardian Life with 53 years of industry experience. He has been with Guardian Life and its related entities since 2014, and previously worked at C.P. Advisory Services. Outside of his advisory role, he is involved in managing CP Greensboro, Inc., which offers group and individual medical, dental, and vision insurance products. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Matthew Nadeau is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Truist Advisory Services since 2021, and previously held roles at Bank of America, Merrill, First Citizens Investor Services, and BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary management through affiliated platforms and technology-enhanced research.

Daniel Riazzi is a financial advisor at &PARTNERS with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He is also involved in investment-related private businesses in Winston Salem, NC. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and ERISA consulting through a combination of proprietary and third-party strategies.

Shaquan Edwards is a financial advisor at Truist Advisory Services with a Series 66 designation and three years of industry experience. He has held roles within Truist-affiliated firms since 2019, including Truist Investment 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 with third-party platform solutions and uses AI-enabled tools to support research and manager selection.

Timothy Towery is a CFP® professional with 36 years of experience and has been with Valic Financial Advisors since 1997. He serves as Treasurer for the Gate City Vineyard Christian Fellowship and is an advisory board member of a nonprofit coffee shop employing adults with disabilities. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm uses a model-driven approach with discretionary unified managed accounts and offers a range of financial planning and portfolio management services through a large network of advisors.

Tyler Britton is a financial advisor at Oppenheimer with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2017. His work history includes roles at Servicemaster Building Care and the Houston Astros. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs covering equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, as well as consulting and retirement services on discretionary and non-discretionary bases.

Lauren Norris is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Bank of America and Merrill before joining Sanctuary Advisors and Sanctuary Securities in 2024. Norris serves on committees for Make-A-Wish and Women 2 Women, organizations focused on supporting children with life-threatening illnesses and empowering women and children in Guilford County, respectively. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and access to various managed account platforms, employing multiple analytical approaches and acting as a fiduciary under written advisory agreements.

Jeffrey Lewis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at BB&T Securities, Stephens Inc, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he serves as Treasurer and a board member of the Armfield Homeowners Association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Christine Frazier is a financial advisor at Truist Advisory Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Bb&T Investment Services, Inc. from 2013 to 2021. 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 tools to support its AMC Advantage manager-selection program and ongoing due diligence.

Ashley Hausler is a CFP® and Series 63-registered advisor with Truist Advisory Services. She has experience spanning multiple roles within Truist and its affiliates as well as First Citizens Wealth and Bank of America, totaling over a decade in the financial industry. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with an emphasis on affiliated inter-company integration in managing client accounts.

Bradford Clinard is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with NewEdge Advisors. He has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Clinard provides investment advisory services through NewEdge Advisors, an independent registered investment advisory firm. NewEdge Advisors serves individuals, including high-net-worth clients, and various institutional clients through a network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services and utilizes multiple program structures with an emphasis on centralized due diligence and the use of technology tools to support client and advisor needs.

Kyle Brown is a CFP® professional at Beacon Pointe Advisors, LLC with experience beginning in 2024. Prior to joining the firm, he worked for BlueCross NC for ten years. Beacon Pointe Advisors provides wealth advisory, 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 and uses both active and passive strategies across multiple asset classes.

Elizabeth Madden is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Truist Advisory Services since 2016. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment process.

Richard Class II is a CFP® professional with 19 years of industry experience, currently with D.A. Davidson & Co. since 2022. His prior roles include positions at Truist Advisory Services and Bb&T Securities. He is a longtime member of the Kiwanis Club of Greensboro, where he has served as a board member and mentor. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services from financial planning and equity research to discretionary portfolio management, operating under fiduciary standards and with notable involvement in municipal advisory and underwriting activities.

Ronald Clinard is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 credentials. He has 42 years of industry experience, including prior roles at LPL Financial and Wells Fargo Advisors. Clinard provides investment advisory services through NewEdge Advisors, an independent registered investment adviser. NewEdge Advisors is an enterprise-scale firm serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, combining in-house and third-party strategies supported by technology and centralized due diligence.

Joshua Myers is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and four years of industry experience. He has also been affiliated with EMM Financial Services, Inc. for 15 years. Outside of his advisory role, Myers serves as a trustee and executor for personal trusts and estates. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of advisors and managing over $200 billion in client assets. The firm provides a broad range of managed account programs and access to third-party asset managers, offering both discretionary and nondiscretionary investment solutions.

Stephen Strouse is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2023. His prior experience includes roles at Personal Capital Advisors Corporation and Fisher Investments, as well as a four-year period at Vider Chocolate Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, in addition to services for Empower Premier IRA and retail brokerage clients. The firm delivers an integrated financial planning model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and savings rates.

Sterling Swaim is a financial advisor at &PARTNERS with 25 years of industry experience. He holds Series 63 and Series 65 certifications and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he holds a real estate license in North Carolina, currently inactive. &PARTNERS serves a diverse clientele including individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a variety of analytical approaches and third-party strategies to manage accounts on both discretionary and non-discretionary bases.

Robin Miller is a financial advisor with First Citizens Investor Services, Inc. in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at First Citizens Investor Services since 2014 and has prior experience with Truist Investment Services. Miller serves as an uncompensated board member for several local nonprofits, including the Kaleidum Children’s Museum, Piedmont Opera Theatre, and the Arts Council of Winston-Salem Forsyth County. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses a client-focused process involving financial assessments and applies multiple analysis methods to allocate across various asset classes, offering services such as portfolio management, model portfolios, and tax-aware strategies.

Albert Erb is a CFP® with 13 years of experience in the financial services industry. He has worked at Sanctuary Advisors, LLC since 2025 and previously held positions at Forvis Mazars Wealth Advisors LLC, FORVIS Wealth Advisors LLC, Plybon & Associates, Inc., and Lincoln Financial Investment Services Corporation. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services through a network of over 400 independent adviser representatives using various portfolio management approaches and sub-advisers, while maintaining fiduciary standards under written advisory agreements.