William Poland is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Carolina Financial Advisors, Inc. since 2017. He has previously worked with Raymond James Financial Services and Merrill. Outside of his advisory role, Poland owns and manages insurance agencies, including Dries Poland Insurance and a property and casualty agency. 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 variety of investment strategies emphasizing principal preservation and diversification.

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.

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.

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.

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.

Megan Trolley is a financial advisor at Wholestory Wealth LLC in Greensboro, NC, holding Series 63 and Series 65 credentials with one year of industry experience. Her prior roles include positions at Quinn Opportunity Partners and self-employment spanning over a decade. Wholestory Wealth LLC is a fee-only advisory firm serving individuals and high-net-worth clients with wealth management and project-based financial planning. The firm’s investment approach integrates fundamental, technical, cyclical, and charting analysis within a Modern Portfolio Theory framework, employing both passive and active strategies and occasionally incorporating ESG screens and cryptocurrency exposure.

Maura Egan is a financial advisor at Wholestory Wealth LLC in Greensboro, NC. She holds a Series 65 designation and has twelve years of prior experience at Lincoln Financial before joining her current firm in 2026, following a one-year sabbatical. Wholestory Wealth LLC is a fee-only advisory firm serving individuals and high-net-worth clients through wealth management and project-based financial planning. The firm combines multiple analytical approaches within a Modern Portfolio Theory framework and manages accounts on a discretionary basis using an institutional custodian.

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.

Christopher Harris is a financial advisor at Strategic Advisory Partners with a Series 65 designation and three years of industry experience. He has been with Strategic Advisory Partners since 2022 and also serves as an assistant and associate professor at Elon University, a role he has held since 2013. Strategic Advisory Partners serves individuals, pension and profit-sharing plans, and corporate clients by offering investment management, financial planning, and employee benefit plan advisory services. The firm manages approximately $124 million in assets using a combination of fundamental and technical analysis within a Modern Portfolio Theory framework and operates a wrap fee program while requiring custody at a recommended custodian.

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 seven years of industry experience. He holds the Series 66 designation and has worked at Merrill and Pure Fishing prior to joining Carolina Financial Advisors. Carolina Financial Advisors provides discretionary portfolio management and financial planning services 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 follows an investment policy focused on preservation of principal through diversified strategies and use of fundamental, technical, and cyclical analysis.

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.

Erica Lyall is a CFP® with 10 years of industry experience and is currently with Strategic Advisory Partners in Greensboro, NC. Her prior roles include positions at Modera Wealth Management, Parsec Financial Management, and Hutchinson Family Offices. Strategic Advisory Partners serves individuals, pension and profit-sharing plans, and corporate clients, offering investment management and financial planning services. The firm combines fundamental and technical analysis within a Modern Portfolio Theory framework, employing both active and passive strategies tailored to client objectives.

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 Series 63 and Series 65 licenses and previously worked with Wells Fargo Advisors and Wells Fargo Bank. In addition to her advisory role, she is involved with Provident Insurance Group as an insurance agent and 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 cryptocurrency advisory services, operating with both discretionary and non-discretionary mandates and incorporating a variety of investment analysis techniques.

Barry Carpenter is a financial advisor with Cascades Capital Asset Management, LLC in Greensboro, NC, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Cascades Capital since 2013 and previously spent nine years at Old North State Trust, LLC. Cascades Capital provides discretionary and non-discretionary portfolio management and limited financial planning to individuals, including high-net-worth clients, as well as trusts, estates, corporations, and retirement plans. The firm employs fundamental research and a long-term investment approach, with a focus on valuation, financial strength, dividend yields, and diversification across multiple asset types.

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.

Menelaos Fotiou is a financial advisor at Secure Wealth, Inc. with two years of industry experience. He holds a Series 65 designation and has owned Olympic Golden Retirements LLC since 2001, a business focused on life insurance, annuities, long-term care, and retirement income planning. Secure Wealth primarily serves individual and high-net-worth clients with discretionary portfolio management and tailored financial plans. The firm specializes in managing structured-note portfolios that emphasize downside protection through diversified strategies and detailed asset analysis.