John Kenan is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked with Ameritas entities since 2006 and serves as president of Southeast Financial Services, Inc., an independent insurance agency specializing in fixed insurance products and related financial services. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through a range of program platforms and a combination of model portfolios, mutual funds, ETFs, and individual securities.

Richard Leader is a CFA® charterholder with 27 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and Kovitz Investment Group Partners, LLC, having previously worked at First Houston Capital, Inc., Burnham Securities Inc., and Burnham Asset Management Corp. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans with a range of services including investment management, financial planning, tax and compliance support, family office services, and employee benefit retirement plan management. The firm employs a long-term investment approach with tax and fee sensitivity, utilizing both active and passive strategies alongside third-party managers and private funds, customizing portfolios to clients’ specific risk and liquidity needs.

Christopher Norman is a financial advisor with Bankers Life Advisory Services, Inc. based in Greensboro, NC. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Norman has worked with Bankers Life Securities, Inc. since 2016 and has been an insurance agent and field trainer with Bankers Life & Casualty since 2007. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Daniel Lee is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. In addition to his advisory role, he is an agent for Navigon Financial Group, focusing on the sales and service of life, accident, health, disability, long-term care, and annuity products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with a range of advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, offering custody, execution, and brokerage capabilities alongside investment advice.

Scott Tilley is a CFA® charterholder with 38 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior experience includes roles at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, Mr. Tilley is involved in community economic development and serves as a director in several organizations, including the High Point Economic Development Corporation and the High Point Chamber of Commerce. He also holds leadership positions related to professional baseball in High Point and owns a custom transportation service called Freeways to Fairways. Truist Advisory Services provides 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 combines traditional and AI-enabled research tools, offers ongoing portfolio monitoring, and operates within an extensive network of affiliated financial relationships.

Daniel Billings is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Ameritas Advisory Services, LLC, where he has worked since 2019, and has held various roles within affiliated Ameritas entities since 2013. Billings is also a licensed independent insurance agent specializing in fixed insurance products and serves as Director of Financial Planning at Southeast Financial Services, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a diversified investment approach using model portfolios, mutual funds, ETFs, and individual securities, and manages multiple program platforms supported by third-party technology and managers.

Jeffery Kee is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His work history includes roles at Bankers Life Advisory Services, Bankers Life Securities, Inc., and Bankers Life & Casualty. He is also an agent and unit field trainer with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ goals and risk tolerances, offering strategies across various securities with ongoing performance reviews.

Gerald Haynie is a financial advisor with Guardian Life in Winston-Salem, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience and has worked with Guardian Life since 2013. In addition to his advisory role, he is associated with a barbecue business under G. Scott Haynie & Associates, LLC. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with access to insurance products and alternative investments.

Virginia Saslow is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2009. Prior to that, she worked at Stanford Group Company for one year. Outside of her advisory role, she serves on the board of directors of a family-owned retail jewelry business. 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 investment and consulting services, utilizing strategic and tactical asset allocation and manager selection across equity, balanced, and fixed-income portfolios.

Roy Greer is a CFP® professional associated with Kestra Advisory, bringing 35 years of experience in the financial industry. He has held various roles since 2001, including positions at Invest Financial Corporation, Cetera Wealth Services, and Kestra Investment Services. In addition to his advisory work, he owns Gate City Advisors and Gate City Insurance, providing investment advisory and insurance services in Greensboro, NC. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base of institutional and individual investors, including very large institutional clients such as sovereign wealth funds. The firm provides fiduciary services, plan-level advice, and access to multiple management platforms and third-party solutions.

Lukas Heavner is a financial advisor with Truist Advisory Services in High Point, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Truist, he worked at BB&T Securities and spent five years with Highways and Skyways of NC. He serves on the Finance Committee of the United Way of Greater High Point, where he reviews the organization’s finances and investment portfolios. 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 combines traditional research and AI-enabled tools to support asset allocation and manager selection, delivering ongoing reviews and client consultations through its affiliation with Truist Financial.

Dennis Stearns is a CFP® and ChFC® with eight years of industry experience. He has worked at Hightower Advisors since 2020 and previously operated Stearns Financial Services Group for nearly three decades. Outside of his advisory role, he is a partner, director, and officer at Triad Growth Partners LLC, a technology business accelerator. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting through a broad network of advisors.

Elke De La Cruz is a Series 66 licensed financial advisor with 13 years of industry experience, currently serving at VALIC Financial Advisors since 2016. She also holds an agent position at AGIA, focusing on non-securities insurance products. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and centralized technology.

James Story is a financial advisor with Valic Financial Advisors in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2014 and has been associated with Agia since 2022. Story serves as an investment community member on the Gwinnett County Public Schools Investment Oversight Committee and is also involved with non-securities insurance products through Agia. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with National Financial Services as custodian.

Robert Reese is a financial advisor at OSAIC Institutions, INC. with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including First Bancorp, Infinex Investments, Inc., FTB Advisors, and CommunityOne Wealth Management. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser and broker-dealer structure.

Edwin Hill is a financial advisor with Guardian Life in Winston-Salem, NC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes roles at Park Avenue Securities and C.P. Advisory Services. Outside of his advisory work, he operates Golfbetter2day.com, an informational service for amateur golfers offering instruction and tournament information. Park Avenue Securities LLC, part 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 combines advisor-led discretionary management with model-based strategies and offers both proprietary and third-party solutions tailored to client needs.

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 at Truist Advisory Services with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Bank of America, Merrill, Wells Fargo Clearing, First Citizens Investor Services, and BB&T. Nadeau is based in Winston-Salem, North Carolina. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a broad range of advisory services, including asset allocation, fund monitoring, and manager selection through the Envestnet platform.

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 three years of industry experience. He holds the Series 66 designation and has worked at various Truist entities since 2019. Prior to joining Truist, Edwards held roles at Alorica and Interac Co Ltd. Truist Advisory Services provides 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 to support its investment and advisory processes and offers a range of services through its affiliation with Truist Financial and related entities.