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® with 16 years of experience in the financial services industry. He has been with NewEdge Advisors since 2017 and also holds a role with LPL Financial, following a brief tenure at Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a range of portfolio management, financial planning, consulting services, and employs multiple program structures combining in-house and third-party strategies.

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 at D.A. Davidson & Co. based in Winston Salem, NC, with 19 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. He is an active member and former board member of the Kiwanis Club of Greensboro, a nonprofit civic organization. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm provides comprehensive financial planning, ERISA retirement plan advisory services, and a private wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Ronald Clinard is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at NewEdge Advisors and LPL Financial since 2017 and previously spent a year at Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Joshua Myers is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Commonwealth since 2022. Prior to that, he has been associated with EMM Financial Services, Inc. since 2011. Outside of his advisory role, Myers serves as a trustee and executor for personal trusts and estates in Greensboro, NC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform of managed-account programs, third-party asset manager access, and custody services, managing roughly $213 billion in client assets.

Stephen Strouse is a financial advisor at Empower Advisory Group with a Series 65 designation and eight years of industry experience. His prior roles include positions 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, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Sterling Swaim is a financial advisor at &PARTNERS with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a range of portfolio management strategies that incorporate fundamental, technical, and quantitative analysis.

Sherri Brown is a financial advisor with Oppenheimer in Greensboro, NC, holding Series 65, Series 66, and Series 63 licenses and 16 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and the American Insurance Organization. She has also served as a notary public and worked as a poll worker during the 2020 general election. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm combines strategic and tactical asset allocation with multiple fee structures and provides both execution and advisory support to institutional and unaffiliated advisors.

Robin Miller is a financial advisor with First Citizens Investor Services, Inc. in Winston-Salem, NC. He holds the Series 63 and Series 65 designations and has 26 years of industry experience. Since 2014, he has been with First Citizens Investor Services and has also worked with First Citizens Bank since 2012. Outside of his advisory role, he serves as an uncompensated board member for several local cultural and nonprofit organizations, including the Kaleidum Children’s Museum, Piedmont Opera Theatre, and the Arts Council of Winston-Salem Forsyth County. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a mix of strategic and tactical asset-allocation approaches and offers portfolio management, wrap-fee programs, an automated Guided Investing platform, and financial planning.

Albert Erb is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. His prior roles include positions at Forvis Mazars Wealth Advisors LLC, FORVIS Wealth Advisors LLC, Plybon & Associates, Inc., and Lincoln Financial Investment Services Corporation. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through Advisor-Directed accounts, Separately Managed Accounts, Unified Managed Accounts, and both wrap and non-wrap solutions, utilizing a variety of investment philosophies and sub-advisors.

Gregory Current is a financial advisor with Primerica Advisors based in Greensboro, NC, holding a Series 66 designation and 19 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2013 and has been associated with Charles Aris Inc since 2004. Outside of his advisory role, he is involved in insurance brokerage when Guardian does not offer a product or approve a client for underwriting. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.

Samantha Sizemore is a Series 65-licensed advisor with six years of industry experience. She has worked at Private Advisor Group, LLC since 2019 and Capstone Wealth Management since 2014. In addition to her advisory role, Ms. Sizemore provides tax advice and tax preparation services separately from her investment advisory work. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting across various programs. The firm uses a network of investment adviser representatives to provide tailored advisory solutions supported by multiple custodians, strategists, and platforms.

Martha Hix Siceloff is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked with Truist Advisory Services since 2021 and previously held roles at Bb&T Securities, LLC and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

Amy Loftis is a financial advisor with Truist Advisory Services in Greensboro, NC, holding a Series 65 designation and nine years of industry experience. She has worked at Truist Advisory Services and Truist Bank since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager‑selection program that utilizes both discretionary and non‑discretionary approaches, supported by AI-enabled research and inter-affiliate integration.

Christopher Wojtek is a financial advisor at Davenport & Company LLC in Greensboro, NC, with 19 years of industry experience. He holds the Series 66 designation and has been with Davenport & Company since 2009, following prior work at Citigroup Global Markets beginning in 2006. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to individual and institutional clients, including banks, pension plans, trusts, and non-profit organizations. The firm employs dedicated portfolio manager teams supported by an Investment Policy Committee and offers a range of strategies and services, including advisory programs, public finance, and mutual fund management.

David Ratcliffe is a financial advisor with Principal Financial Services in Winston Salem, NC. He holds a Series 66 designation and has 19 years of industry experience. Ratcliffe has worked with Principal Securities Inc. for 10 years and with Principal Life Insurance Company for 17 years. Outside of finance, he is a playwright, with one of his plays produced commercially and involvement in compensated writing contests. 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 direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Michele Smith is a financial advisor at Truist Advisory Services with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities prior to joining Truist in 2022. Michele serves as a board and finance committee member for Pleasant Garden Baptist Church, advising on the church's budget and funding. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.