Christopher Arena is a CFP® professional with two years of experience in financial advising, currently operating at Clef Financial, LLC. He also owns and manages Chris Arena, CPA, PLLC, a North Carolina-based CPA firm providing tax, accounting, and advisory services since 2015. Arena serves as Treasurer for Liberty Arts, Inc., a nonprofit focused on supporting artists and arts education. Clef Financial is a fee-only registered investment adviser offering discretionary investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, managing diversified portfolios tailored to client objectives and risk tolerance. Its combination of in-house tax expertise and financial planning services distinguishes it within the independent advisor space.

Wendell Jones Jr. is a Certified Financial Planner® (CFP®) and Chartered Financial Consultant® (ChFC®) with 17 years of industry experience. He has been the principal advisor at Phoenix Financial Solutions, Inc., an independent firm based in Greensboro, NC, since 2005. Phoenix Financial Solutions, Inc. offers fee-only financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and other corporate entities. The firm emphasizes asset allocation and long-term, fundamental investment strategies while providing non-discretionary advice and conducting educational workshops on financial topics.

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.

Raymond Walsh is a financial advisor with Your Capital Financial, LLC in Winston Salem, NC, holding Series 63 and Series 65 designations and 11 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. He serves on the Executive Council of Redland IPHC Church. Your Capital Financial provides financial planning and discretionary investment management to individuals—including high-net-worth clients—as well as business clients and retirement plan sponsors. The firm emphasizes long-term, value-oriented investment strategies using low-cost funds and individual stocks, delivering services on a fee-only, fiduciary basis.

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.

Stephan Shipe is a CFP®, CFA®, and Series 65 holder with five years of industry experience. He has been with Scholar Financial Advising, LLC since 2019 and has prior experience at Wake Forest University, the University of New Hampshire, and Innovative CE LLC. Scholar Financial Advising serves high-income and ultra-high-net-worth individuals, providing comprehensive financial planning primarily through digital tools and remote meetings. The firm’s advice focuses on long-term, goal-driven strategies, emphasizing asset allocation, tax-efficient asset location, and the use of low-cost, passive investment vehicles without accepting custody or discretionary authority over client accounts.

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.

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.

David Leland is a financial advisor at Westhampton Capital with 16 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Leland has been with Westhampton Capital since 2007 and previously worked at Mutual Trust Life Insurance Co. since 1997. He 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 by providing discretionary portfolio management and retirement plan advisory services. The firm employs a structured, quantitative approach combined with qualitative analysis under a growth-at-a-reasonable-price philosophy to implement client-specific Investment Plans on a discretionary basis.

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.