John Hardy Jr. is a financial advisor at Cetera Planning Partners with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Summit Financial Group, and multiple Cetera entities. Outside of advising, he serves on the finance committee for First Baptist Church in Greensboro and co-hosts a radio show related to his securities business. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment process emphasizes diversified portfolios using mutual funds and ETFs tailored to clients’ goals and risk tolerance, supported by a range of ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Gregory Current is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and over 20 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2013 and has worked with Charles Aris Inc since 2004. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and 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, with access to proprietary programs, third-party solutions, and a digital advisory platform.

Samantha Sizemore is a financial advisor at Private Advisor Group, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Private Advisor Group since 2019, following prior experience at Capstone Wealth Management. 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 individuals, trusts, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party platforms and strategies to meet client goals.

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 with Davenport & Company LLC in Greensboro, NC, holding a Series 66 designation and 19 years of industry experience. He has been with Davenport & Company since 2009 and previously worked at Citigroup Global Markets from 2006 to 2009. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking services, with a focus on separately managed accounts, model delivery, and advisory programs through a team-based approach.

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.

Steven Patton is a financial advisor with Commonwealth Financial Network in Greensboro, NC, holding a Series 66 designation and 15 years of industry experience. He has worked at Guilford Financial Partners since 2011 and Commonwealth Financial Network since 2010. Outside of his advisory work, he has operated Allegro Piano Service since 1997. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and comprehensive back-office support, including operations, trading, technology, investment management, and compliance services.

Rodney Segraves is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Triad Hybrid Solutions since 2019 and Kestra Financial Services, Inc. from 2016 to 2019. Additionally, he operates Rodney Segraves, CPA, providing tax preparation and accounting services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to build and monitor client portfolios.

Brett Laboube is a financial advisor at &PARTNERS with 16 years of industry experience. He holds a Series 66 credential and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management and financial planning services using a range of strategies and third-party managers, supported by both advisory and brokerage capabilities.

Robert Reavis is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 credential and previously worked at Oppenheimer and Truist Investment Services. Outside of finance, he serves as a board member for the Yadkin Community Foundation, advising on scholarship and grant opportunities for Yadkin County, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs both discretionary and non-discretionary approaches, with a focus on manager selection supported by AI-enabled research and inter-affiliate integration.

Jillian Spinelli is a Series 66-licensed financial advisor with Truist Advisory Services in Winston-Salem, NC, bringing 10 years of industry experience. She has worked with various Truist and BB&T entities since 2016. Outside of her advisory role, she serves on the board of The Bethesda Center, a local homeless shelter. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research tools and inter-affiliate integration.

Matthew Hearn is a financial advisor with Farther, holding CFP® and ChFC® designations and over 22 years of industry experience. He previously worked at LPL Financial and Private Client Services, LLC, among other firms. In addition to his advisory work, he is president of Method To My Money, Inc., which provides faith-based financial education and counseling. Farther offers discretionary investment management and related advisory services primarily to individual investors, trusts, and estates, combining Modern Portfolio Theory with proprietary model portfolios and algorithmic rebalancing. The firm employs a range of investment vehicles and supplements advisor judgment with AI tools under internal controls.

Christopher Peele is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America for five years before joining SunTrust Advisory Services and SunTrust Investment Services, where he has been employed for nine years. Outside of his advisory role, Peele serves as a board member of the Greensboro Symphony, focusing on engaging young professionals and promoting community participation in music education. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches supported by third-party platforms and manager relationships, integrating resources across affiliated entities to deliver its AMC Advantage manager-selection program.

John Rich is a financial advisor at Oppenheimer with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2009, having previously worked at Stanford Group Company. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a variety of programs and advisory services including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches.

David Thompson is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at &Partners. His previous roles include positions at Wells Fargo Clearing and Wachovia Securities. He is also the author of a book titled *Conquering Kilimanjaro and Inner Demons*. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and periodic account reviews.

Don White Jr. is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Kestra Advisory since 2016 and previously spent 16 years with Equity Services, Inc. White serves on the board of visitors for North Carolina Children’s Hospital. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice, and serves large institutional investors, including sovereign wealth funds, with assets under management totaling approximately $79.8 billion.

Luke Mills is a CFP® professional with three years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services and previously worked at Fidelity Investments. Mills’s background includes experience outside financial services at PetSmart. 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, supported by third-party platforms and AI-enabled research tools.

Benjamin Vess is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding a Series 66 designation. He has one year of industry experience and previously worked at Bank of Botetourt and held various roles including at Radford University and Lowe's Companies, Inc. Davenport & Company LLC 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 asset management team focuses on separately managed accounts, mutual funds, ETFs, and unified managed accounts, and it is adviser to six proprietary mutual funds.

Scott Stewart is a financial advisor with Eagle Strategies (NY Life) based in Winston Salem, NC, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. He has worked with New York Life and its affiliates since 1986 and has also managed his own firm, Stewart Financial Services, Inc., since 2014. Outside of his advisory work, Stewart serves as a board member of the trustees at Clemmons Moravian Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.