Tyler Britton is a financial advisor at Oppenheimer with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2017. Prior to his financial career, he was employed by Servicemaster Building Care and the Houston Astros. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored by program and advisor, covering equity, balanced, and fixed income strategies.

Lauren Norris is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Bank of America and Merrill before joining Sanctuary Advisors and Sanctuary Securities in 2024. Norris serves on committees for Make-A-Wish and Women 2 Women, organizations focused on supporting children with life-threatening illnesses and empowering women and children in Guilford County, respectively. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and access to various managed account platforms, employing multiple analytical approaches and acting as a fiduciary under written advisory agreements.

Alexander Barrett is a financial advisor with Truist Advisory Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2021 and previously worked at BB&T Securities beginning in 2014. Barrett serves on the boards of the Centers of Aging and Rehabilitation of Florida, Inc., and the Winston Salem Foundation, where he also holds the position of Treasurer. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Jeffrey Lewis is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked with several firms, including Stephens Inc and BB&T Securities, before joining Truist Advisory Services in 2021. Outside of his advisory work, Lewis serves as treasurer and a board member of the Armfield Homeowners Association, where he manages budget preparation and financial reporting. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a blend of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Christine Frazier is a financial advisor at Truist Advisory Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Bb&T Investment Services, Inc. from 2013 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, using third-party platforms and tools to support its AMC Advantage manager-selection program and ongoing due diligence.

Ashley Hausler is a CFP® and Series 63-registered advisor with Truist Advisory Services. She has experience spanning multiple roles within Truist and its affiliates as well as First Citizens Wealth and Bank of America, totaling over a decade in the financial industry. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with an emphasis on affiliated inter-company integration in managing client accounts.

Bradford Clinard is a CFP® with 16 years of experience in the financial services industry. He has been with NewEdge Advisors since 2017 and also holds a role with LPL Financial, following a brief tenure at Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a range of portfolio management, financial planning, consulting services, and employs multiple program structures combining in-house and third-party strategies.

Kyle Brown is a CFP® professional at Beacon Pointe Advisors, LLC with experience beginning in 2024. Prior to joining the firm, he worked for BlueCross NC for ten years. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and uses both active and passive strategies across multiple asset classes.

Elizabeth Madden is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Truist Advisory Services since 2016. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment process.

Richard Class II is a CFP® professional at D.A. Davidson & Co. based in Winston Salem, NC, with 19 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. He is an active member and former board member of the Kiwanis Club of Greensboro, a nonprofit civic organization. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm provides comprehensive financial planning, ERISA retirement plan advisory services, and a private wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Ronald Clinard is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at NewEdge Advisors and LPL Financial since 2017 and previously spent a year at Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Mark De View is a Series 66-credentialed financial advisor with Bankers Life Advisory Services, Inc. in Greensboro, NC, bringing five years of industry experience. Prior to his advisory role, he spent 30 years at Dart Container Corporation and currently serves as a Unit Field Trainer at Bankers Life & Casualty, where he recruits and trains insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a combination of fundamental and technical analyses in their investment approach.

Joshua Myers is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Commonwealth since 2022. Prior to that, he has been associated with EMM Financial Services, Inc. since 2011. Outside of his advisory role, Myers serves as a trustee and executor for personal trusts and estates in Greensboro, NC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform of managed-account programs, third-party asset manager access, and custody services, managing roughly $213 billion in client assets.

Stephen Strouse is a financial advisor at Empower Advisory Group with a Series 65 designation and eight years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation and Fisher Investments, as well as a four-year period at Vider Chocolate Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Kenny Nichols is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and previously held roles at IFG Advisory, LLC and LPL Financial, LLC. Nichols also serves as an agent providing life and disability insurance services through Southeast Financial Services, Inc. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management and retirement plan consulting, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Sterling Swaim is a financial advisor at &PARTNERS with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a range of portfolio management strategies that incorporate fundamental, technical, and quantitative analysis.

Sherri Brown is a financial advisor with Oppenheimer in Greensboro, NC, holding Series 65, Series 66, and Series 63 licenses and 16 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and the American Insurance Organization. She has also served as a notary public and worked as a poll worker during the 2020 general election. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm combines strategic and tactical asset allocation with multiple fee structures and provides both execution and advisory support to institutional and unaffiliated advisors.

Albert Erb is a CFP® with 12 years of industry experience and is currently affiliated with Sanctuary Advisors, LLC. His prior roles include positions at Forvis Mazars Wealth Advisors LLC, FORVIS Wealth Advisors LLC, Plybon & Associates, Inc., and Lincoln Financial Investment Services Corporation. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a broad range of portfolio management strategies and operates through a network of independent investment adviser representatives who develop their own investment philosophies under firm supervision.

Gregory Current is a financial advisor with Primerica Advisors based in Greensboro, NC, holding a Series 66 designation and 19 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2013 and has been associated with Charles Aris Inc since 2004. Outside of his advisory role, he is involved in insurance brokerage when Guardian does not offer a product or approve a client for underwriting. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.

Samantha Sizemore is a Series 65-licensed advisor with six years of industry experience. She has worked at Private Advisor Group, LLC since 2019 and Capstone Wealth Management since 2014. In addition to her advisory role, Ms. Sizemore provides tax advice and tax preparation services separately from her investment advisory work. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting across various programs. The firm uses a network of investment adviser representatives to provide tailored advisory solutions supported by multiple custodians, strategists, and platforms.