Dennis Mauk Jr. is a financial advisor with Truist Advisory Services in Winston-Salem, NC, holding a Series 66 designation and 12 years of industry experience. His work history includes roles at Bank of America, Merrill, and Wells Fargo Clearing before joining Truist Advisory Services in 2021. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools to support its investment strategies and offers ongoing client reviews and reporting through its affiliation with Truist Financial.

Jeffery Hwang is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2021. His prior experience includes roles at DMJ Wealth Advisors, LLC, ProEquities, Inc., and Merrill. He also serves in an advisory capacity for SEI’s RIA Community through the RIA Governing Group. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and retirement-plan services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Paul Adkins is a financial advisor with Principal Financial Services in Winston-Salem, NC, holding Series 65 and Series 63 licenses and having 10 years of industry experience. His career includes roles at Principal Securities Inc and Principal Life Insurance Company since 2019, and prior experience at Parsonex Advisory Services and Home Depot. He is also active as an insurance agent specializing in fixed life insurance, annuities, disability, long-term care, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Stephanie Hodges is a financial advisor at Truist Advisory Services with three years of industry experience. She holds the Series 66 designation and previously worked for Truist Bank for ten years. Hodges serves on the Board of Directors for Big Brothers Big Sisters of the Central Piedmont, where she also chairs the Gala committee responsible for organizing the organization’s largest annual fundraising event. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a broad client base including individuals, corporations, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a range of advisory services through its affiliation with Truist Financial and partnerships with platforms such as Envestnet.

Betty Deal is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bb&T Securities, Scott & Stringfellow, and Wells Fargo Clearing. She is based in Winston-Salem, NC. Truist Advisory Services offers 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 utilizes a combination of traditional research and AI-enabled tools and collaborates with Envestnet to provide customized asset allocation strategies and manager selection.

Reeves Thompson is a financial advisor at &PARTNERS with a Series 66 designation and two years of industry experience. He previously worked at Wells Fargo Clearing, Eton Solutions, L.P., and Credit Suisse Securities (USA) LLC. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analyses and utilizes both proprietary and third-party strategies on discretionary and non-discretionary bases.

Richard Tesseneer is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of experience in the industry. His prior experience includes roles at LPL Financial, Wells Fargo Clearing, and Banc of America Investment Services. Outside of his advisory duties, he owns a business selling culinary supplies on Amazon. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives, provides both discretionary and non-discretionary portfolio management, and utilizes technology platforms to enhance client service.

Dax Dixson is a CFA® charterholder with nine years of industry experience. He has worked at Hightower Advisors since 2020, following roles at Stearns Financial Group and Wells Fargo. He is based in Greensboro, NC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering services that span discretionary portfolio management, financial planning, and retirement consulting through its network of advisor practices.

Arthur Winstead Jr. is a financial advisor at Beacon Pointe Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Beacon Pointe Advisors since 2021. His prior experience includes roles at DMJ Wealth Advisors, LLC, ProEquities, Inc., and he is also a partner at DMJ & Co., PLLC, a CPA firm. Outside of his advisory work, he serves on finance committees and as treasurer for several nonprofit organizations in Greensboro, NC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm employs a manager-driven investment approach, utilizing a proprietary focus list and a formal due-diligence process, while also sponsoring proprietary investment vehicles and serving as general partner for multiple private funds.

Jeri Dlugin is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. She has been with Principal Securities Inc. since 2016 and has worked at Principal Life Insurance Company since 1998. Outside of her advisory role, Dlugin serves on the marketing and investment committees for the Jewish Foundation of Greensboro and is involved with the Greensboro Jewish Federation and the Junior League. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

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 financial advisor at Truist Advisory Services with five years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, NA, and First Horizon Bank. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a broad client base including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional and AI-enabled research tools, working with clients to define goals, construct asset allocation strategies, and recommend or onboard managers through the Envestnet platform.

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.

Adolfo Montesa is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2014 and offers a wide range of financial services, including investment selection and retirement planning. Montesa works with a variety of company resources such as research analysts and economic and market data to help clients make informed decisions tailored to their needs. Prior to joining Merrill Lynch, he was a Financial Advisor at Wells Fargo Advisors starting in 2009, and he has held leadership roles as a Managing Principal at Hantz Financial Services and as a Vice President and Managing Principal at American Express Financial Corporation. Montesa holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his High School Diploma/GED from Wayne State University. He is also involved with professional and community organizations including the Associate Artists of Winston Salem, High Point L.E.A.P. (Literacy Empowers All People), and Winston Salem PRIDE.