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.

Dana Strickland is a financial advisor at Scholar Financial Advising, LLC with three years of industry experience. She holds a Series 65 designation and has a long-standing role as a professor at Wake Forest University, where she designs and teaches courses, mentors students, conducts research, and serves on committees. Scholar Financial Advising serves high-income and ultra high-net-worth individuals, providing comprehensive financial planning and advisory support primarily through online digital tools. The firm employs a goal- and constraint-driven approach with a focus on tax-aware asset allocation and offers fee structures that do not rely on assets under management.

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.

Nicholas Baker is a financial advisor at Timonier with 12 years of industry experience. He holds a Series 65 designation and has worked at Timonier Family Office Ltd. and Wilkinson and Associates since 2013. Outside of advising, he is a licensed real estate broker facilitating buyer contracts in Charlotte, NC. Timonier provides discretionary and non-discretionary wealth management to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm emphasizes a multi-generational, family-office approach with comprehensive financial, estate, and tax planning, focusing on long-term, structured portfolios that prioritize asset allocation, tax efficiency, and low turnover.

Evan Mills is a financial advisor with Scholar Financial Advising, LLC in Winston-Salem, NC. He holds a Series 65 designation and has just under two years of industry experience. His prior work includes roles in education and landscaping, along with positions at Greener Group LLC and James A. Martin Company, Inc. Scholar Financial Advising serves individual clients, focusing on high-income and ultra high-net-worth households through comprehensive financial planning and advisory support. The firm emphasizes a long-term, tax-aware investment approach delivered primarily online, operating on flat, hourly, and recurring fee models without managing client assets directly.

Loretta Fredere is a financial advisor at Hanover Square Wealth Advisors LLC with 25 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 16 years. Hanover Square Wealth Advisors LLC offers investment management, financial planning, retirement-plan consulting, and business consulting to a diverse client base, including individuals, high-net-worth clients, families, trusts, estates, businesses, and institutional entities. The firm employs a range of strategies, including strategic asset allocation and access to alternative asset classes, and manages portfolios on both discretionary and non-discretionary bases.

Benjamin Shamberger is a CFP® with 12 years of industry experience and is currently affiliated with Resolved Financial. He has worked at Dixon & Company Wealth Management, Purshe Kaplan Sterling Investments, Fidelity, Wells Fargo Clearing, and Edward Jones. Outside of his advisory roles, Shamberger co-founded and co-hosts The Financial Edge Podcast and is a contributing author to a financial education book for novice investors. He is also president of the Greensboro Leads Group, a networking organization. Resolved Financial primarily serves individual and high-net-worth clients, offering discretionary portfolio management, comprehensive financial planning, and time-limited financial coaching. The firm utilizes a combination of fundamental, technical, and cyclical analysis, supplemented by AI and analytical tools, to manage client portfolios on a discretionary basis.

Jason Lincoln is a financial advisor at Twin City Private Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Atrium Health Wake Forest Baptist Medical Center and Knight Property Group. Outside of his advisory work, Jason serves as a part-time Clinical CT Instructor at Forsyth Technical Community College. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning to individuals, corporations, foundations, and retirement plan participants. The firm uses a range of investment methods and publicly discloses performance results, offering educational seminars and participant account management through third-party platforms.

Samuel Soots is a CFP® professional affiliated with Timonier in Winston Salem, NC. He has been with Timonier Family Office, Ltd. since 2022 and previously worked at Old North State Trust, LLC from 2017 to 2021. Timonier provides discretionary and non-discretionary wealth management 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 multi-generational, family-office approach that emphasizes long-term, structured portfolios and tax efficiency.

James Helvey is a Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Cassia Capital Partners LLC since 2011. He is a partner at JC3 LLC and serves on the boards of directors for Coca-Cola Bottling Co. Consolidated and Piedmont Federal Savings Bank. Additionally, he is a member of the board of advisors for Verger Capital Management. Cassia Capital Partners is an SEC-registered advisory firm 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 services, and advisory-only solutions tailored primarily for long-term investment objectives.

Charles Barham III is a CFP® with 13 years of industry experience and has been with Cassia Capital Partners LLC since 2013. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in JC3 LLC, a partnership involved in multi-tenant office space in Winston Salem, NC. Cassia Capital Partners manages approximately $206 million across 167 client accounts, serving individuals, trusts, estates, endowments, foundations, and business entities. The firm offers customized, primarily long-term portfolios using a range of investment vehicles and provides performance monitoring, sub-advisory services, and advisory-only solutions with a notable emphasis on transparency and institutional infrastructure.

Zachariah Baker is a Series 65 licensed advisor with Resolved Financial and has three years of industry experience. He has previously worked at Dixon and Company Wealth Management, LLC, as well as in roles outside finance, including at Chick-fil-A and emergency services. Baker is also a licensed insurance agent and offers insurance products alongside his advisory services. Resolved Financial serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and time-limited financial coaching. The firm employs a mix of fundamental, technical, and cyclical analysis and uses AI tools to support investment decisions, managing all assets in-house.

Brant Snavely III is a ChFC®-designated financial advisor with 15 years of industry experience. He has been with Westhampton Capital since 2006. The firm serves individual and high-net-worth clients, retirement plans, and charitable organizations, offering discretionary portfolio management and retirement plan advisory services. Westhampton Capital uses a combination of quantitative sector and security selection and qualitative cash-flow analysis under a growth-at-a-reasonable-price philosophy to implement client-specific investment plans.

William Morris is a CFA charterholder with seven years of experience in financial advisory. He is currently with Grand Street Capital Management, L.L.C. Prior to his advisory role, he has worked at Owens Corning since 2007. Grand Street Capital Management provides discretionary investment management and advisory services to individuals and institutional clients. The firm employs a value-oriented equity approach combined with principal-preservation fixed income strategies, tailoring portfolios to client objectives and risk tolerances.

Christopher Haggerson is a financial advisor at Kensington Financial Group, Inc. in Winston-Salem, NC, with eight years of industry experience. He holds a Series 65 designation and has been with Kensington since 2018. Outside of his advisory role, he is an owner of Blue Bridge Benefits, LLC, a health and life insurance brokerage, and manages Haggerson Enterprises, LLC. 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 typically combines financial planning with portfolio management, implementing tailored investment plans focused on ETFs, stocks, mutual funds, and occasionally options and derivatives.

Jayson Snipes is a financial advisor at Hanover Square Wealth Advisors LLC with a Series 65 credential and one year of industry experience. He has worked in accounting and tax services since 2017 and has held roles at Lexington City Schools and Maple Springs United Methodist Church. Hanover Square Wealth Advisors LLC provides investment management, financial planning, retirement-plan consulting, and business consulting to a diverse client base that includes individuals, high-net-worth clients, families, trusts, estates, businesses, and institutional entities. The firm offers a range of portfolio management strategies and access to alternative asset classes, serving clients through both discretionary and non-discretionary arrangements.

Nicholas Yeakle is a financial advisor at Timonier with a Series 65 credential and four years of industry experience. His prior roles include positions at AUA Private Wealth Advisors, MPB Wealth Management, Noble Yield Wealth Management, AUA Capital Management, and LeTort Management and Trust. 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 multi-generational family-office approach that emphasizes long-term, structured portfolios and tax efficiency.

Noah Lewis is a financial advisor at Scholar Financial Advising, LLC in Winston-Salem, NC, holding a Series 65 license with one year of industry experience. His prior roles include positions at Dixon and Company Wealth Management and Consolidated Planning, Inc., as well as teaching experience at the University of North Carolina at Charlotte and Forsyth Technical Community College. He is also licensed as an insurance agent. Scholar Financial Advising serves high-income and ultra high-net-worth individuals, providing comprehensive financial planning and advisory services primarily through digital platforms. The firm emphasizes goal-driven, tax-aware investment strategies and operates on a flat-fee model without managing client assets directly.

James Davenport is a Series 65-licensed advisor with JT Stratford, LLC in Winston-Salem, NC, with two years of industry experience. Prior to joining JT Stratford, he worked at Coffee Park AIrstream and Twin City Hive, and he operates a sole proprietorship focused on graphic art design and the sale of online art and NFTs. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of strategies from long-term buy-and-hold to active trading, incorporating fundamental, technical, and charting analysis, and also integrates emerging technology such as AI tools in its processes.

Austin Childress is a financial advisor at Three Magnolias Financial Advisors with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Fuller Theological Seminary and Gardner-Webb University. Outside of financial advising, he serves as an Enrollment Communications Coordinator at Fuller Theological Seminary. Three Magnolias Financial Advisors serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, and consulting services. The firm manages approximately $487 million across roughly 600 clients and develops tailored investment plans utilizing a range of assets and strategies.