Amber Cornwell is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. She has been with Valic Financial Advisors since 2011 and also holds a position with Agia, where she works with non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and various overlay services to meet client needs.

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 at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and specialized programs such as Davidson Private Wealth, serving clients with more than $20 million in net worth.

Jeremy Stanley is a CFP® professional with 30 years of experience in the financial services industry. He has worked at Private Advisor Group, LLC since 2013 and has been associated with LPL Financial since 2004. Outside of his advisory role, he is a co-host of the Nurse Anesthesia Podcast and the author of two books focused on nurse anesthetists. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, combining proprietary and third-party investment strategies supported by technology platforms to manage client assets.

Cecelia Anderson is a financial advisor at Davenport & Company LLC with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Davenport & Company since 2009, including a recent tenure starting in 2023, as well as prior experience at Citigroup Global Markets and Wells Fargo Clearing. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking, with a focus on dedicated portfolio manager teams and multiple advisory programs.

James Hunt is a financial advisor with Wealth Enhancement Advisory Services, LLC in Winston-Salem, NC. He holds Series 63 and Series 66 licenses and has five years of industry experience, having previously worked at LPL Financial LLC, Wells Fargo Clearing, and The Vanguard Group, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Steven Holbrook is a financial advisor with Oppenheimer in Greensboro, NC, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. He has worked at Oppenheimer since 2013, with prior roles at Wells Fargo Clearing and A. G. Edwards & Sons. Outside of his advisory work, he serves as a non-voting board member for a local homeowners association. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary management, with a notable portion of assets managed non-discretionarily while maintaining custody of client assets.

Samuel Jensen is a Series 66-credentialed financial advisor with one year of industry experience, currently with Principal Financial Services in Winston Salem, NC. Prior to joining Principal, he worked at Buckeye Advisors for three years and has held various roles in diverse industries including Valet Living, Door Dash, and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a broad range of clients including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Phillip Williams is a financial advisor with Equity Services, Inc. in Winston Salem, NC. He holds a Series 66 designation and has experience spanning roles at National Life Group, Qorvo Inc., and Auburn University RFID Lab. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often using third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Raymond Wilcox Jr. is a financial advisor at Farther with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Private Client Services, Cannon Wealth Management Services, and Triad Wealth Management. He serves as president of the Stratford Rotary Club in Winston-Salem, NC. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates, combining proprietary model portfolios and algorithmic rebalancing with AI-assisted tools. The firm focuses on ETFs, mutual funds, equities, and fixed income and excludes corporate clients from its typical client base.

Jodie Daniel is a financial advisor at &PARTNERS in Winston Salem, NC, holding a Series 66 designation with 17 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Ameriprise. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services through both discretionary and non-discretionary approaches using the Envestnet platform and NFS brokerage infrastructure.

Thomas Laws is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding a Series 66 designation and one year of industry experience. His prior roles include serving as an advisor at Independent Advisor Alliance and LPL Financial LLC. He has also been involved with the Lewisville-Clemmons Chamber of Commerce and First Presbyterian Church Nashville. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a network of over 1,200 advisors, managing approximately $29.2 billion in assets.

Deanna Post is a financial advisor at &PARTNERS with 25 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Wells Fargo Clearing Services, Woodbury Financial Services, and Morgan Stanley Smith Barney. &PARTNERS serves a diverse client base of individual and institutional investors, offering investment management, financial and tax planning, and retirement plan consulting services. The firm utilizes a range of analytical approaches and investment strategies, managing accounts on both discretionary and non-discretionary bases through proprietary platforms and third-party managers.

Andrew Weaver is a Series 66 licensed financial advisor with Janney Montgomery Scott in Winston-Salem, NC, where he has worked since 2022. He has four years of industry experience, including prior roles at Truist Investment Services and a 13-year career with the PGA Tour. Weaver serves as a board member of First Tee of Central Carolina, focusing on leadership and fundraising. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele and offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple platforms.

Steven Marasco is a Series 66-licensed financial advisor with 26 years of industry experience. He has been with Truist Advisory Services since 2021 and previously worked at BB&T Investment Services and BB&T Securities. Outside of advisory work, Marasco provides general business consulting to a coffeehouse in Greensboro, NC. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, combining discretionary manager relationships with non-discretionary consulting supported by third-party platforms and AI-enhanced research.

Adam Miller is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Valic, he worked at Agia and has experience in healthcare and nonprofit sectors, including roles at Authoracare Collective and Mercy Hill Church. In addition to his advisory work, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including 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-developed UMA models for portfolio construction and management.

Laura Thomforde is a financial advisor at Oppenheimer with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2014, following roles at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of her advisory work, she is an independent consultant ambassador for Plexus Worldwide, a health and wellness supplements company. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services with both discretionary and non-discretionary management, maintaining custody of client assets while operating as a broker-dealer and registered investment adviser.

John Hunt is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and over 45 years of industry experience. His career includes roles at LPL Financial, Cetera Advisor Networks, Blue Rock Wealth Management, and Three Magnolias Financial Advisors. Outside of his advisory work, he is involved in several business entities unrelated to investment activities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management, employing a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

John Schultz is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding a Series 66 designation and 15 years of industry experience. He has been with Valic Financial Advisors since 2011 and also holds a position as an agent with Agia, where he is involved with non-securities insurance products. Outside of his financial advisory work, Schultz serves as a committee member for the Greater Lake Norman Young Life, a local Christian ministry for high school students. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services, utilizing discretionary unified managed accounts on Envestnet’s platform with a focus on technology-driven solutions and centralized model portfolios.

Jennifer Laughlin is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has seven years of industry experience, including prior roles at Merrill from 2014 to 2018 and SunTrust Investment Services since 2018. 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 called AMC Advantage. The firm employs both discretionary and non-discretionary approaches and integrates multiple affiliated entities to deliver its services.

Jacob Garrou is a Series 66 licensed financial advisor with one year of industry experience. He is currently with Truist Advisory Services and previously held roles at Truist Investment Services, Truist Bank, and First State Bank of the Florida Keys. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.