Tyler Schweigert is a CFP® with eight years of industry experience, currently serving at Resolved Financial. Prior to joining Resolved Financial, he was affiliated with Dixon & Company Wealth Management and Schweigert Investments, LLC. Outside of his advisory role, he co-founded and co-hosts The Financial Edge Podcast and is a contributing author to the financial education book Money & Stuff. Resolved Financial primarily serves individual and high-net-worth clients, offering discretionary portfolio management alongside comprehensive financial planning and time-limited financial coaching. The firm combines fundamental, technical, and cyclical analysis with both long- and short-term trading strategies, using third-party analytical tools including AI to support advisor judgment.

David Leland is a financial advisor at Westhampton Capital with 16 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Leland has been with Westhampton Capital since 2007 and previously worked at Mutual Trust Life Insurance Co. since 1997. He may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Westhampton Capital serves individual and high-net-worth clients, retirement plans, and charitable organizations by providing discretionary portfolio management and retirement plan advisory services. The firm employs a structured, quantitative approach combined with qualitative analysis under a growth-at-a-reasonable-price philosophy to implement client-specific Investment Plans on a discretionary basis.

Travis Lethco is a financial advisor with Twin City Private Wealth, LLC in Winston-Salem, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Semmax Financial Advisors, Inc. and BB&T Securities, LLC. He also serves as a financial education instructor with the American Financial Education Alliance. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning for individuals, corporations, foundations, and retirement plan participants. The firm employs multiple analysis methods and publicly discloses performance results while offering educational seminars for clients.

Joseph Berry is a financial advisor with Twin City Private Wealth, LLC in Winston-Salem, NC, holding a Series 65 license and 11 years of industry experience. He previously worked at Semmax Financial Advisors, Inc. for seven years before joining Twin City Private Wealth, formerly Dogwood Wealth Advisors, where he has been since 2019. Outside of advisory work, he serves as a financial education instructor for the American Financial Education Alliance. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as corporations, foundations, and retirement plan participants. The firm offers account management for held-away defined contribution plans using third-party platforms and employs a range of analysis methods to implement tailored investment strategies.

Joseph Freeman is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Adolos Asset Management since 2021 and previously spent 30 years at Wachovia Bank, N.A. Adolos Asset Management provides discretionary and non-discretionary investment management to a select client base, including individuals, high-net-worth clients, corporations, trusts, estates, endowments, and charitable foundations. The firm uses an institutional-quality platform and offers portfolios built from written investment policy statements, with strategies tailored through tactical overlays and a range of investment models.

Michael Damas is a financial advisor at Maryland Capital Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Maryland Capital Advisors since 2005. Outside of his advisory role, he is a managing member of Chesterplaza, LLC. Maryland Capital Advisors provides portfolio management and investment advice to individuals, families, retirement plans, corporations, and trusts or charitable organizations. The firm uses an investment approach based on Modern Portfolio Theory and factor research, emphasizing passive funds and ETFs to implement diversified, multi-asset portfolios.

Derek Frosh is a CFP® professional with 30 years of industry experience, currently serving at Hanover Square Wealth Advisors LLC since 2025. Prior to joining Hanover Square, he worked for UBS Financial Services for 12 years. Outside of financial advising, he owns and operates a general contracting business involved in construction and remodeling in North Carolina. Hanover Square Wealth Advisors LLC provides investment management, financial planning, retirement-plan consulting, and business consulting to a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans. The firm employs strategic asset allocation and a variety of portfolio management strategies, offering access to alternative asset classes and external account monitoring.

Janice French is a CFA® charterholder with 27 years of industry experience. She is currently affiliated with Timonier and has worked at Rice Financial Products Company since 2009. Timonier provides discretionary and non-discretionary wealth management services to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm combines portfolio management with comprehensive financial, estate, and tax planning, following a long-term, family-office approach that emphasizes market efficiency, asset allocation, and tax efficiency.

Paul Fulton III is a financial advisor with Westhampton Capital in Winston-Salem, NC, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Westhampton Capital since 2012. Outside of his advisory role, Paul may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Westhampton Capital serves individual and high-net-worth clients, retirement plans, and charitable organizations, providing discretionary portfolio management and retirement plan advisory services. The firm employs a growth-at-a-reasonable-price investment philosophy combining quantitative and qualitative analysis and offers ERISA fiduciary services including both nondiscretionary consulting and discretionary management.

Andrew Miller is a CFA® charterholder and holds a Series 65 license, with seven years of experience in the financial industry. He has worked at Cassia Capital Partners LLC since 2019 and previously at Flow Companies for one year. Cassia Capital Partners provides discretionary investment management, financial consulting, sub-advisory services, and participant account management to individuals, trusts, endowments, foundations, and business entities. The firm manages approximately $251 million in discretionary assets and focuses on customized, primarily long-term portfolios that utilize ETFs, mutual funds, stocks, bonds, and alternative strategies such as hedge funds, private equity, and cryptocurrency ETFs.

Nathan Snow is a CFP® professional with seven years of industry experience, currently affiliated with Accruent Wealth Advisors in Winston-Salem, NC. He has worked at Accruent Wealth Advisors since 2017 and previously held positions at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, Snow serves as an adjunct instructor for Liberty University Online, teaching a theology class. Accruent Wealth Advisors provides financial planning and discretionary investment management to individuals and families, serving both high-net-worth and non-HNW clients. The firm emphasizes holistic financial planning and structures portfolios based on clients’ tax situations, risk tolerance, and goals, using mainly no-load mutual funds, ETFs, bonds, and cash alternatives.

Harry Shertzer Jr. is a financial advisor with Westhampton Capital, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Westhampton Capital since 2010. Westhampton Capital serves individual and high-net-worth clients, retirement plans, and charitable organizations, offering discretionary portfolio management and retirement plan advisory services. The firm uses a structured, quantitative investment process combined with qualitative analysis under a growth-at-a-reasonable-price philosophy.

Dana Strickland is a Series 65-licensed financial advisor at Scholar Financial Advising, LLC with three years of industry experience. She has been affiliated with Scholar Financial Advising since 2022 and has worked as a professor at Wake Forest University since 2008, where she teaches courses, mentors students, conducts research, and serves on university committees. Scholar Financial Advising serves high-income and ultra-high-net-worth individuals, providing comprehensive financial planning through digital tools and remote consultations. The firm emphasizes goal-driven advice with a long-term focus on asset allocation, tax-efficient strategies, and the use of low-cost passive investment vehicles, operating under a client-coordination model without managing client assets directly.

Eric Mattinson is a financial advisor with Twin City Private Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior experience includes nine years at Semmax Financial Advisors, Inc., followed by five years at Twin City Private Wealth, formerly known as Dogwood Wealth Advisors. Outside of his advisory role, Mattinson teaches financial education courses through the American Financial Education Alliance. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as corporations, foundations, and retirement plan participants. The firm employs a multi-method investment analysis approach and publicly discloses performance results.

Nicholas Baker is a financial advisor at Timonier with 12 years of industry experience. He holds a Series 65 designation and has worked at Timonier Family Office Ltd. and Wilkinson and Associates since 2013. Outside of advising, he is a licensed real estate broker facilitating buyer contracts in Charlotte, NC. Timonier provides discretionary and non-discretionary wealth management to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm emphasizes a multi-generational, family-office approach with comprehensive financial, estate, and tax planning, focusing on long-term, structured portfolios that prioritize asset allocation, tax efficiency, and low turnover.

Warren Carrick is a financial advisor at Sledge and Company Wealth Advisors with 16 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Sledge and Company Wealth Advisors, he worked at The Wealth Group, Ltd. and has longstanding involvement with Capital Investment Group, Inc. Outside of his advisory role, he is a partner at Sledge and Company, PLLC, a CPA firm specializing in individual and business taxation. Sledge and Company Wealth Advisors provides wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages discretionary portfolios using a range of investment vehicles and incorporates various research methodologies, including third-party money managers, with complementary financial planning covering tax, retirement, and estate considerations.

Justin Sledge is a financial advisor at Sledge and Company Wealth Advisors with a Series 65 credential and two years of industry experience. He previously worked at The Wealth Group, Ltd. and Capital Investment Companies, where he is also licensed to sell life insurance. Sledge and Company Wealth Advisors provides personalized wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages approximately $183.4 million in discretionary assets and employs a disciplined investment process that includes public research, technical analysis, and Monte Carlo simulations.

Evan Mills is a financial advisor at Scholar Financial Advising, LLC in Winston-Salem, NC, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Greener Group LLC, the City of Woburn School District, and Outdoor Pride Landscaping LLC. Scholar Financial Advising serves individual clients with a focus on high-income and ultra-high-net-worth households, providing comprehensive financial planning primarily through digital tools and remote meetings. The firm emphasizes goal-driven, long-term planning with passive, low-cost investment vehicles and offers project-based and hourly engagements without managing client assets directly.

Loretta Fredere is a financial advisor at Hanover Square Wealth Advisors LLC with 25 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 16 years. Hanover Square Wealth Advisors LLC offers investment management, financial planning, retirement-plan consulting, and business consulting to a diverse client base, including individuals, high-net-worth clients, families, trusts, estates, businesses, and institutional entities. The firm employs a range of strategies, including strategic asset allocation and access to alternative asset classes, and manages portfolios on both discretionary and non-discretionary bases.

Benjamin Shamberger is a CFP® with 12 years of industry experience, currently serving at Resolved Financial in Winston Salem, NC. He has held roles at Dixon & Company Wealth Management, Purshe Kaplan Sterling Investments, and Fidelity Investments. He co-founded and co-hosts The Financial Edge Podcast and is a contributing author to a financial education book for novice investors. Additionally, he is president of the Greensboro Leads Group, a local networking organization. Resolved Financial primarily serves individual and high-net-worth clients, offering discretionary portfolio management, comprehensive financial planning, and time-limited financial coaching. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment decisions, utilizing AI and large language models to support advisor judgment.