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.

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.

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.

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.

David Gray is a CFP® professional with 10 years of industry experience, currently serving at Capital Management, LLC in Greensboro, NC. He has been with Capital Management since 1980, totaling 46 years at the firm. Outside of his advisory role, he serves as a director for BIAS Global Portfolios, an investment fund management firm based in the Cayman Islands. Capital Management, LLC provides portfolio management, retirement plan consulting, and financial planning services to individual investors, retirement and profit-sharing plans, and endowment funds. The firm’s investment approach includes asset allocation, mutual fund and ETF analysis, long-term equity holdings, and option strategies, with regular portfolio reviews and client reporting.

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.

Stephen Tosi is a financial advisor at Generations Investment Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked with Efficient Advisors, LLC, Sowell Management, and Matson Money, Inc. alongside his role at Generations Investment Advisors. Generations Investment Advisors provides portfolio analysis and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes manager selection and asset allocation based on Modern Portfolio Theory, typically acting as a co-advisor that recommends third-party independent money managers rather than directly managing client portfolios.

John Simms Jr. is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He has been with Piedmont Capital Management, LLC since 2011. Piedmont Capital Management, LLC provides discretionary investment management and financial consulting primarily to high-net-worth individuals and families, as well as corporations, business entities, and charitable organizations. The firm focuses on capital preservation and long-term cumulative returns through disciplined asset allocation and active manager selection, often customizing investment policies to client preferences and managing accounts on a discretionary basis.

Patrick Williford is a financial advisor at Carolina Financial Advisors, Inc. with six years of industry experience. He previously worked at Merrill for four years and Pure Fishing for three years. Williford holds the Series 66 designation. Carolina Financial Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, corporations, pension and profit-sharing plans, and nonprofit organizations. The firm offers Values Based Investing portfolios aligned with traditional Christian values and employs a range of strategies emphasizing preservation of principal, quality securities, diversification, and varied analytical approaches.

Jonathan Smith is a financial advisor at Smith Partners Wealth Management, LLC in Greensboro, NC, holding a Series 65 designation with 13 years of industry experience. He has been with the firm since 1988, including its previous iteration as Jonathan Smith & Co. LLC. Smith Partners Wealth Management provides investment advice, financial planning, and customized consulting to individuals, families, businesses, trusts, retirement and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing separately managed accounts tailored to clients’ life stages and risk tolerances, with a focus on low-cost index funds, ETFs, and tax-aware strategies.

Orville Igharas is a financial advisor at Piedmont Capital Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including First Citizens Investor Services, First Citizens Bank, and ValMark Advisers, Inc. since 2012. 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.

Katrina Stalls is a financial advisor at Provident Wealth Management with three years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of her advisory role, she is also involved in insurance sales and services through Provident Insurance Group and is a commissioned notary public. Provident Wealth Management provides investment advice to individuals, trusts, estates, charitable organizations, and business entities. The firm offers asset management, financial planning, and consulting services, including guidance on cryptocurrencies, and employs both discretionary and non-discretionary investment mandates supported by sub-advisors.

Barry Carpenter is a financial advisor at Cascades Capital Asset Management, LLC in Greensboro, NC, holding Series 65 and Series 66 credentials with 23 years of industry experience. He has been with Cascades Capital since 2013. Cascades Capital Asset Management serves individuals, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, limited financial planning, and retirement plan consulting. The firm emphasizes fundamental research, long-term equity ownership, diversification, and ongoing portfolio monitoring, managing approximately $322 million in assets.

Ronnie Kidd is the sole advisor at Generations Investment Advisors, LLC in High Point, NC. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has been with Generations Investment Advisors since 2006 and concurrently associated with several firms including Efficient Advisors, LLC, Sowell Management Services, and Matson Money, Inc. Outside of his advisory work, he is a licensed insurance producer in North Carolina. Generations Investment Advisors provides portfolio analysis and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm emphasizes manager selection and asset allocation based on Modern Portfolio Theory and typically serves as a co-advisor recommending independent third-party money managers who handle portfolio management and execution.

David Belk is a CFP® professional with 26 years of industry experience, currently serving at Carolina Financial Advisors, Inc. He has held roles at Old North State Trust Company and Financial Security Management, Inc., and is president and owner of Belk & Associates DBA Belk Financial Group, where he manages life insurance and related financial products. Carolina Financial Advisors, Inc. provides discretionary portfolio management and financial planning to individuals, trusts, estates, corporations, retirement plans, and nonprofit organizations. The firm focuses on 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.

Aaron Parrish, CFP®, TPCP®, is a Greensboro, NC fee-only financial planner. He created Level Wealth Management (LWM) to present a new option to investors transitioning into and through retirement. Historically, investors have had to do it themselves, work with a commission broker or work with an advisor that charges a percentage of their investments. LWM helps clients build intelligent portfolios, map out retirement and reduce taxes for one flat retainer fee that isn’t based on account size. This fee structure reduces conflicts of interest and allows clients to potentially keep more of their investment returns. LWM meets physically with clients in Greensboro, Charlotte, and Raleigh as well as virtually for out of state clients. Aaron graduated from Appalachian State University and was recruited by BB&T’s Private Banking Division to join their Financial Planning Analyst team. There, he gained valuable experience and created financial plans for hundreds of clients. He later became a Vice President and Senior Financial Advisor at Triad Financial Advisors before starting Level Wealth Management. He has also taught retirement planning courses at colleges and universities across Central North Carolina. When not working, Aaron prefers to invest his time and money in experiences—traveling with his wife, Martha, and their two children, Bradford and Dottie. He’s also a big believer in outsourcing tasks he doesn’t enjoy, so he can spend more time mountain biking and snowboarding.