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 in Greensboro, NC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Triad Hybrid Solutions since 2019 and Kestra Financial Services from 2016 to 2019. Segraves also operates his own public accounting practice providing tax preparation and accounting services. OSAIC Advisory Services, LLC serves a broad client base including individuals, high-net-worth clients, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of investment and financial planning services delivered through various program models, utilizing proprietary and third-party platforms with custody primarily through Schwab and Fidelity.

Joshua Crane Sr. is a CFP® with 18 years of industry experience, currently serving with Truist Advisory Services. He has held positions within Truist and its predecessor firms since 2012. Outside of his advisory work, he serves on the board of Providence, a nonprofit focused on culinary training, and is involved with the Second Harvest Food Bank of Northwest North Carolina as both a foundation committee member and at-large board member. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager‑selection program that combines discretionary and non‑discretionary approaches supported by third‑party research and platform arrangements.

Brett Laboube is a financial advisor at &PARTNERS with 16 years of industry experience. He holds a Series 66 designation and has worked previously with 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 provides both investment advisory and brokerage services, offering discretionary and non-discretionary portfolio management through a combination of proprietary and third-party strategies.

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 financial advisor at Truist Advisory Services with nine years of industry experience. She holds a Series 66 designation and has been with Truist and its related entities since 2016. Jillian serves on the board of The Bethesda Center, a homeless shelter in Winston-Salem, NC, where she participates in fundraising and organizational planning. 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 consulting supported by third-party platforms and AI-enabled research tools.

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 Series 66 licensed financial advisor with eight years of industry experience. He is currently with Truist Advisory Services and previously worked at Bank of America. Peele serves on the board of the Greensboro Symphony, where he helps promote music education and community engagement. 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 integrates third-party managers with comprehensive research and oversight.

John Rich is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Oppenheimer since 2009. Outside of his advisory role, he receives a portion of crop sale proceeds from farmland leased to a third party. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection to construct client portfolios, with accounts reviewed periodically.

David Thompson is a CFP® professional with 37 years of experience in the financial services industry. He has worked at &Partners since 2025 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is the author of a book titled *Conquering Kilimanjaro and Inner Demons*. &Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds, offering investment advisory, brokerage services, financial planning, and other financial solutions. The firm employs a combination of fundamental, technical, and quantitative analysis through proprietary and third-party models, operating as both a registered investment advisor and broker-dealer.

Don White Jr. is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Kestra Advisory since 2016 and has prior experience at Kestra Investment Services, Equity Services, Inc., and National Life of Vermont. White serves on the board of visitors for the North Carolina Children’s Hospital, advising on community outreach and supporter engagement. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including plan sponsors, institutions, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

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 with one year of experience. He holds a Series 66 designation and has prior work experience at Bank of Botetourt, Radford University, and Lowe's Companies, Inc. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a variety of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams and supported by multiple oversight committees.

Scott Stewart is a financial advisor at Eagle Strategies (NY Life) with 39 years of industry experience. He holds the ChFC® and Series 63 credentials and has worked at NYLIFE Securities, LLC and N.Y. Life Insurance Company since 1986. Stewart also owns Stewart Financial Services, Inc. and serves as a board member of the Clemmons Moravian Church, overseeing finances and operations. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis and a significant focus on institutional retirement plan clients.

Amber Cornwell is a CFP® professional with 18 years of experience in the financial services industry. She has been with Valic Financial Advisors since 2011 and also holds a position with Agia, where she offers 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 provides discretionary managed-account programs, financial planning, consulting, and brokerage services through its broker-dealer operations.

Aaron Spivey is a CFP® professional with six years of industry experience, currently serving at Truist Advisory Services. His work history includes roles at Truist Investment Services and BB&T entities. He serves on the board of Trellis Supportive Care, participating in its Investment Committee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by inter-affiliate integration and proprietary research tools.

Hilary Kosloske is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Kosloske is based in Winston Salem, NC. D.A. Davidson & Co. serves a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of investment advisory and brokerage services under a fiduciary standard, utilizing both qualitative and quantitative analysis to manage portfolios and provide financial planning.

Jeremy Stanley is a CFP® professional with 30 years of industry experience. He has worked with Private Advisor Group, LLC since 2013 and has been affiliated with LPL Financial since 2004. Outside of financial advising, he is a co-host of the Nurse Anesthesia Podcast and the author of two books related to nurse anesthesia. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives. The firm offers access to multiple advisory programs and model portfolios supported by well-known strategists and platforms.

Cecelia Anderson is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has been with Davenport & Company since 2009. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm provides a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various managed accounts and investment vehicles.

James Hunt is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at LPL Financial LLC, Wells Fargo Clearing, and The Vanguard Group, Inc. He is based in Winston-Salem, NC. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active managers, with portfolio oversight by an internal Investment Committee.