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.

Brett Nelson is a financial advisor at Kensington Financial Group, Inc. in Winston-Salem, NC, with 23 years of industry experience. He holds the Series 65 designation and has been with Kensington Financial Group since 2003. Kensington Financial Group provides discretionary portfolio management and limited financial planning primarily to individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $169.5 million in client assets and emphasizes tailored financial profiles and investment plans implemented on a discretionary basis.

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 ChFC® credentialed advisor with 17 years of experience, currently serving clients at Westhampton Capital in Winston-Salem, NC. He has worked at Westhampton Capital since 2007 and has been associated with Mutual Trust Life Insurance Co. since 1997. He may also earn commissions from sales of non-variable life, health, annuity, and disability income insurance products from companies not affiliated with Westhampton Capital. 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 uses a growth-at-a-reasonable-price investment approach combining quantitative sector and security selection with qualitative cash-flow and intrinsic-value analysis.

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 at Capital Management LLC in Greensboro, NC, with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Capital Management since 2011, following eight years at Charles Schwab. Capital Management LLC provides discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning services to individuals, plan sponsors, and endowments. The firm’s investment approach focuses on asset allocation, mutual fund and ETF analysis, and employs option strategies where suitable, with regular account reviews tailored to client needs.

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 at Twin City Private Wealth, LLC in Winston-Salem, NC, holding a Series 65 designation with 12 years of industry experience. He has worked at Twin City Private Wealth, formerly Dogwood Wealth Advisors, since 2019 and previously spent seven years at Semmax Financial Advisors, Inc. Berry is also an instructor with the American Financial Education Alliance, where he teaches financial education courses. 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 uses a range of investment strategies and publicly discloses performance results, while also offering educational seminars and workshops.

Daniel Smith is a CFP® and CFA® with 11 years of industry experience. He has been with Piedmont Capital Management, LLC since 2014. Piedmont Capital Management, LLC provides discretionary investment management and financial consulting primarily to high-net-worth individuals, families, corporations, and charitable organizations, typically targeting clients with at least $10 million in investable assets. The firm focuses on capital protection and long-term returns through active, multi-asset portfolio construction and tactical asset allocation adjustments.

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.

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.

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.

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.

Eric Mattinson is a financial advisor with Twin City Private Wealth, LLC in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining Twin City Private Wealth, he worked at Semmax Financial Advisors, Truist Investment Services, and Wells Fargo Clearing. 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 to individuals, corporations, foundations, and retirement plan participants. The firm uses a variety of investment methods, including ETFs, mutual funds, equities, fixed income, and options, and is notable for publicly disclosing performance results and conducting educational seminars for clients.

David Childs is a CFP® professional with 13 years of industry experience, currently serving at Spartan Planning Group since 2012. He also has a longstanding role at The Oechsli Institute beginning in 2010. Outside of his financial advisory work, Childs is president of DCP Coaching, a consulting business focused on business growth, cash flow, and efficiency management. Spartan Planning Group is a team-based firm that provides integrated financial planning, wealth and portfolio management, and pension consulting services to individuals, small businesses, trusts, and employee benefit plans. The firm employs tailored investment strategies using ETFs, mutual funds, individual equities, and sub-advisers, and manages approximately $167 million in discretionary assets as of year-end 2024.