Michael Quinlivan is a financial advisor at Pension Planning Solutions, Inc. with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Quinlivan has been affiliated with Presidium Retirement Advisers, Inc. since 2006. Pension Planning Solutions, Inc. provides individualized investment advice and portfolio management primarily to individual and high-net-worth clients. The firm operates exclusively on a non-discretionary basis, employing a mix of fundamental, technical, and cyclical analysis, and offers services including retirement-account rollover guidance under fiduciary standards.

Amit Hampel is the principal of Hampel Investment Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses with seven years of industry experience. He founded Hampel Investment Advisors in 2018 and also owns a property management business, Always My Home, LLC. Hampel Investment Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, and institutional-type accounts, including charitable organizations and corporations. The firm customizes investment policies and employs diversified asset allocation with a mix of strategic and active management approaches.

Donald Button is a financial advisor at Button & Button Wealth Management LLC in Greensboro, NC, holding a Series 65 designation with three years of industry experience. Before founding his wealth management firm, he worked at Ernst & Young and PricewaterhouseCoopers. In addition to his advisory role, he is a licensed CPA and provides tax and accounting services through BUTTON & BUTTON CPAs PLLC. Button & Button Wealth Management serves individual investors and retirement-plan sponsors, offering asset management, financial planning, and retirement consulting. The firm emphasizes a value-oriented, long-term investment approach combined with tactical and strategic asset allocation.

Perry Cabean is the sole advisor at Grand Street Capital Management, L.L.C., an independent firm based in Winston Salem, NC. He holds the Series 66 designation and has seven years of industry experience. Cabean has been with Grand Street Capital Management since 2009. Grand Street Capital Management provides continuous investment management and discretionary portfolio services to individuals, institutional clients, and nonprofit organizations, including pension plans and charitable entities. The firm employs a value-oriented equity strategy combined with principal-preservation fixed income management, using both bottom-up fundamental analysis and top-down economic assessment.

Kurt Shuler is a CFP® professional at Sledge and Company Wealth Advisors with two years of experience at the firm and one year at WealthFD. He has a total of four years in the financial industry, including eight years as a student prior to entering the field. Sledge and Company Wealth Advisors provides personalized wealth management and financial planning to individuals, trusts, foundations, and corporations. The firm manages approximately $183.4 million in discretionary assets and employs a disciplined investment approach using a variety of securities and financial planning strategies.

Christopher Jones is a CFP® with 13 years of industry experience and a CPA since 1982. He is a principal at Carolina Financial Advisors, Inc. in Greensboro, NC. Outside of his advisory work, he is involved in management consulting and accounting for two self-storage businesses. Carolina Financial Advisors, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, retirement plans, and non-profit organizations. The firm emphasizes preservation of principal through quality and diversification, employing both fundamental and technical analysis, and offers a Values Based Investing option aligned with traditional Christian values.

Blaise Stevens is a CFP® and ChFC® with 17 years of industry experience. He is currently with Strategic Advisory Partners, where he has worked since 2021. Prior to that, he was with Spartan Planning Group and Prudential Financial. Strategic Advisory Partners serves individuals, pension and profit-sharing plans, and corporate clients by providing investment management and financial planning services. The firm uses a combination of fundamental and technical analysis within a Modern Portfolio Theory framework and offers both active and passive strategies tailored to client objectives.

Benjamin Haynes is a financial advisor at Cassia Capital Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cassia Capital Partners in 2025, he worked at Cannon Wealth Management, Inmar Intelligence, and ICON Pic. His background also includes roles at several United Methodist Churches. Cassia Capital Partners is an SEC-registered adviser managing approximately $206 million across 167 client accounts. The firm serves individuals, trusts, estates, endowments, foundations, and business entities, offering discretionary portfolio management, financial consulting, sub-advisory/model strategies, and advisory-only services for institutional clients.

Harry Wellons is a financial advisor at Cascades Capital Asset Management, LLC in Greensboro, NC, holding Series 63 and Series 65 designations with 24 years of industry experience. He has been with Cascades Capital since 2014. Cascades Capital Asset Management serves individuals, trusts, estates, corporations, and retirement plans, providing portfolio management, limited financial planning, and retirement plan consulting. The firm focuses on fundamental research, long-term equity ownership, and diversified portfolios, with approximately $322 million in assets under management.

William Poland is a CFP® professional with 23 years of industry experience, currently serving at Carolina Financial Advisors, Inc. since 2017. He has prior experience with Raymond James Financial Services and Beacon Capital Advisors. Poland is also the owner of an insurance agency, Dries Poland Insurance, where he serves as president. Carolina Financial Advisors provides discretionary portfolio management and financial planning to a diverse client base, including individuals, trusts, corporations, and nonprofit organizations. The firm offers Values Based Investing portfolios aligned with traditional Christian values and employs a range of investment strategies while emphasizing preservation of principal and diversification.

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.

Charles Reid is a financial advisor with Capital Management LLC in Greensboro, NC, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He has been with Capital Management since 2011. Capital Management LLC offers discretionary and non-discretionary portfolio management, retirement plan consulting, and comprehensive financial planning to individuals, plan sponsors, and endowments. The firm’s investment approach focuses on asset allocation, mutual fund and ETF analysis, and employs option strategies when suitable, with regular account reviews tailored to clients’ time horizons and risk tolerances.

Joseph Williams is a financial advisor at Capital Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services and operated his own advisory and consulting firms. In addition to his advisory role, he provides coaching and recruiting services for financial advisory firms through his consulting business. Capital Management LLC serves individual investors, retirement and profit-sharing plans, and endowment funds by offering portfolio management, retirement plan consulting, and financial planning services. The firm focuses on asset allocation, mutual fund and ETF analysis, and employs long-term equity and option strategies as part of its investment approach.

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.

Daniel Smith is a CFP® and CFA® with 10 years of industry experience, currently serving as an advisor at Piedmont Capital Management, LLC since 2014. He is based in Greensboro, NC, and works alongside two other advisors at the firm. Piedmont Capital Management provides discretionary investment management and financial consulting primarily to high-net-worth individuals and families, as well as certain corporations and charitable organizations. The firm focuses on capital preservation and long-term returns through disciplined asset allocation and active manager selection, offering customized investment policies and managing both separately managed accounts and pooled vehicles.

Robby Starinsky, a Certified Financial Planner™ Professional, brings more than a decade of experience helping clients make confident decisions about their financial futures. Throughout his career, Robby developed a broad perspective on the challenges clients face across different stages of their financial lives. His desire to build deep, long-term relationships and provide comprehensive planning led him to join Level Wealth Management in 2026. Robby believes that meaningful financial planning starts with understanding what is most important to each client and building a thoughtful strategy around those priorities. A graduate of Wittenberg University, Robby lives in Charlotte with his girlfriend, Kelsey, and their two cats, Frankie and Kristof. Outside of work, he enjoys traveling with Kelsey, particularly exploring new countries and seeking out experiences that offer a different perspective on the world. He also loves discovering new restaurants around Charlotte, spending time with friends and family, and finding new places to visit around the Carolinas.

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.

Justin Smith is a CFP® and CFA® with 14 years of industry experience. He has been with Smith Partners Wealth Management, LLC since 2005, including its predecessor firm Jonathan Smith & Co. The firm provides investment advice, financial planning, and customized consulting to individuals, families, businesses, trusts, retirement and profit-sharing plans, and charitable organizations. Smith Partners Wealth Management constructs separately managed accounts tailored to clients’ life stages and risk tolerances, using a range of investment vehicles and tax-aware strategies, and engages an independent Outsourced Chief Investment Officer to assist with portfolio management while retaining supervisory responsibility.

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.

Roy Hyde is a financial advisor at Strategic Advisory Partners in Greensboro, NC, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Bartimaeus by design and First Bank. Strategic Advisory Partners provides investment management and financial planning services to individual, high-net-worth, pension, profit-sharing, and corporate clients. The firm combines fundamental and technical analysis with modern portfolio theory, utilizing both passive and active strategies, and operates a wrap fee program that integrates transaction costs for separately managed account clients.