Roger Sims is a financial advisor with Eagle Strategies (NY Life) in High Point, NC, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He previously worked with Pinnacle Wealth Strategies, LLC, and has been affiliated with New York Life Insurance Company and NYLIFE Securities, LLC throughout his career. Sims serves as a state board member of the National Association of Insurance and Financial Advisors (NAIFA-NC) and is a national Membership Committee Co-Chair for NAIFA. He also coordinates staffing for the World Ninja League Championships. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types, including fee-based advice and co-advisory relationships, emphasizing tailored recommendations and maintains a predominantly non-discretionary asset base within an integrated New York Life affiliate structure.

Reeves Thompson is a financial advisor at &PARTNERS with a Series 66 designation and two years of industry experience. He previously worked at Wells Fargo Clearing, Eton Solutions, L.P., and Credit Suisse Securities (USA) LLC. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analyses and utilizes both proprietary and third-party strategies on discretionary and non-discretionary bases.

Thomas Goldman is a financial advisor with Creative Planning holding a Series 65 designation and five years of industry experience. He previously worked at SageView Advisory Group and C-J Advisory, Inc., among other firms. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Mickey Morton is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2018, including its predecessor firms. His prior roles include positions at Wells Fargo Clearing Services and Fidelity. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches supported by integrated affiliate resources and AI-enabled research tools.

Roger Mabe Jr. is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 23 years of industry experience, including prior roles at LPL Financial and A. G. Edwards & Sons, Inc. Since 2016, he has also served as a director on the board of the YMCA in Asheboro, NC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Bradley Tomlin is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 credential and based in High Point, NC. He has experience in the pharmaceutical industry, having worked at Bayer Pharmaceuticals, Amgen Biopharma, and Chiesi USA prior to joining Independent Advisor Alliance in 2026. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model with a range of portfolio management strategies and leverages technology platforms for asset aggregation and estate planning.

Emily Promise is a financial advisor at Commonwealth Financial Network with seven years of industry experience. She holds a Series 66 designation and has worked previously at Goldman Sachs and Blakely Financial, Inc., where she is currently Vice-President. Outside of her advisory role, she owns ECP Development, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, technology, compliance, and practice-management services.

Scott Tilley is a CFA® charterholder with 38 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior roles include positions at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he holds multiple board positions in the High Point, NC community, including director roles with the High Point Economic Development Corporation and the High Point Chamber of Commerce, and leadership roles with the High Point Downtown Stadium Foundation and the Atlantic League of Professional Baseball. He also owns a custom transportation service called Freeways to Fairways. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and integrated inter-affiliate resources.

Lukas Heavner is a financial advisor with Truist Advisory Services, holding a Series 66 designation and five years of industry experience. He previously worked at BB&T Securities and Highways and Skyways of NC. He serves on the Finance Committee of the United Way of Greater High Point, where he reviews the organization's finances and investment portfolios. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and inter-affiliate integration.

Bradford Clinard is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with NewEdge Advisors. He has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Clinard provides investment advisory services through NewEdge Advisors, an independent registered investment advisory firm. NewEdge Advisors serves individuals, including high-net-worth clients, and various institutional clients through a network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services and utilizes multiple program structures with an emphasis on centralized due diligence and the use of technology tools to support client and advisor needs.

David Thompson is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at &Partners. His previous roles include positions at Wells Fargo Clearing and Wachovia Securities. He is also the author of a book titled *Conquering Kilimanjaro and Inner Demons*. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and periodic account reviews.

Brittney Deese is a financial advisor at United Planners' Financial Services of America with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual Wealth Management Company and several other firms. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm delivers advisory services primarily through independent representatives and offers both advisory and brokerage services with a focus on non-discretionary account management.

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.

Clarence Slaughter III is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been affiliated with Independent Advisor Alliance, LPL Financial, and Kersey Valley Entertainment since 2016. In addition to his advisory work, he is involved with NC Physicians Retirement Strategy. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a combination of discretionary and non-discretionary management strategies supported by various analytical techniques and technology platforms, operating under a network model with strong connections to LPL Financial.

Vicki Bertholomey is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 24 years of industry experience. Her career includes roles at Merrill, BB&T Securities, and A. G. Edwards & Sons, Inc. She is based in High Point, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs both discretionary manager relationships and non-discretionary consulting, supported by third-party platforms, to deliver its AMC Advantage manager-selection program.

Heather Peters is a financial advisor at TIAA‑CREF with 23 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Valic Financial Advisors, Resources Investment Advisors, and BB&T Institutional Investment Advisers. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA‑administered employer retirement plans. The firm offers services under a fiduciary standard and operates within a vertically integrated group that includes donor-advised fund advisory and affiliated investment options.

Jon Harris is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials. His career includes long-term roles at Avantax Investment Services and Payne Tax Group, where he currently serves as president and oversees tax operations. In addition to his advisory work, he owns and operates businesses focused on tax preparation and payroll services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Mark Grantham is a financial advisor with Edward Jones in Archdale, NC, holding a Series 66 designation and 16 years of industry experience, all with Edward Jones since 2010. He serves as an instructor and advisory committee vice chairman at Randolph Community College, where he leads basic investment classes and contributes to educational program development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Joel Payne Jr. is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for 24 years at Furnitureland South, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jennifer Beane is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at First Bank and BB&T. Outside of advisory work, she is involved in construction renovation businesses, managing financials for Bella Lan Renovations Inc. and Badin Lake Builders LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.