Steven Holbrook is a financial advisor with Oppenheimer in Greensboro, NC, holding Series 63, 65, and 66 licenses and possessing 43 years of industry experience. He has been with Oppenheimer & Co Inc since 2013. Outside of his advisory role, he serves as a non-voting board member for the Willoughby End Townhome Community homeowners association. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and financial planning. The firm utilizes strategic and tactical asset allocation along with manager selection across various investment vehicles, providing both discretionary and non-discretionary management options.

Samuel Jensen is a Series 66-credentialed financial advisor with one year of industry experience, currently with Principal Financial Services in Winston Salem, NC. Prior to joining Principal, he worked at Buckeye Advisors for three years and has held various roles in diverse industries including Valet Living, Door Dash, and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a broad range of clients including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Phillip Williams is a financial advisor with Equity Services, Inc. in Winston Salem, NC. He holds a Series 66 designation and has experience spanning roles at National Life Group, Qorvo Inc., and Auburn University RFID Lab. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often using third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Raymond Wilcox Jr. is a financial advisor at Farther with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Private Client Services, Cannon Wealth Management Services, and Triad Wealth Management. He serves as president of the Stratford Rotary Club in Winston-Salem, NC. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates, combining proprietary model portfolios and algorithmic rebalancing with AI-assisted tools. The firm focuses on ETFs, mutual funds, equities, and fixed income and excludes corporate clients from its typical client base.

Jodie Daniel is a financial advisor at &PARTNERS with a Series 66 designation and 16 years of industry experience. She has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm operates as both a registered investment adviser and broker-dealer, offering a range of investment advisory and brokerage services, including portfolio management through proprietary models and third-party managers.

Deanna Post is a financial advisor at &PARTNERS with 25 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, LLC, Woodbury Financial Services Inc, and Morgan Stanley Smith Barney LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of services such as investment advisory, brokerage, financial planning, ERISA 3(21) consulting, and investment banking, using a combination of proprietary models and third-party manager solutions through the Envestnet platform.

Michael Smith is a financial advisor at Beacon Pointe Advisors, LLC, holding Series 65 and Series 66 licenses with two years of industry experience. He has been with Beacon Pointe Advisors since 2024 and has also worked at DMJPS since 2016. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to individual, corporate, pension, and institutional clients. The firm integrates asset-allocation modeling with third-party Independent Managers and employs both active and passive investment strategies across multiple asset classes.

Andrew Weaver is a financial advisor with Janney Montgomery Scott in Winston-Salem, NC, holding a Series 66 designation and three years of industry experience. Prior to his financial services career, he worked for the PGA Tour from 2009 to 2022. He serves as a board member for First Tee of Central Carolina, focusing on leadership and fundraising efforts. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs supported by both in-house and third-party portfolio management.

Steven Marasco is a Series 66-licensed financial advisor with 26 years of industry experience. He has been with Truist Advisory Services since 2021 and previously worked at BB&T Investment Services and BB&T Securities. Outside of advisory work, Marasco provides general business consulting to a coffeehouse in Greensboro, NC. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, combining discretionary manager relationships with non-discretionary consulting supported by third-party platforms and AI-enhanced research.

Adam Miller is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Valic, he worked at Agia and has experience in healthcare and nonprofit sectors, including roles at Authoracare Collective and Mercy Hill Church. In addition to his advisory work, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Laura Thomforde is a financial advisor at Oppenheimer with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2014. Outside of her advisory role, she is an independent consultant ambassador for Plexus Worldwide, a health and wellness supplement company. Oppenheimer serves a broad client base including individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to specific programs and advisors.

John Hunt is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks, and Blue Rock Wealth Management. Hunt is involved in several non-investment-related business entities across multiple states. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management, utilizing diversified, risk-class based allocations that combine passive and active management strategies overseen by an internal Investment Committee.

John Schultz is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding a Series 66 designation and 14 years of industry experience. He has been with Valic Financial Advisors since 2011 and also serves as an agent with Agia. Outside of his advisory work, Schultz is a committee member of the Greater Lake Norman Young Life, a local Christian ministry supporting high schoolers. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jennifer Laughlin is a financial advisor at Truist Advisory Services with six years of industry experience. She holds the Series 66 designation and previously worked at Merrill for four years before joining SunTrust Investment Services in 2018, which transitioned into her current role at Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers fiduciary support, asset allocation analysis, and a manager-selection program that incorporates discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Jacob Garrou is a Series 66 licensed financial advisor with one year of industry experience. He is currently with Truist Advisory Services and previously held roles at Truist Investment Services, Truist Bank, and First State Bank of the Florida Keys. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Stephen Carruthers is a financial advisor with VALIC Financial Advisors in Greensboro, NC, holding a Series 66 designation and five years of industry experience. He has a legal background as a licensed attorney in North Carolina, formerly operating a consumer bankruptcy law practice and currently serving as counsel of record in a pending chapter 13 bankruptcy case. Carruthers also holds a position with Agia, offering non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Paul Ebert is a financial advisor with Commonwealth Financial Network in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is involved in fixed insurance sales conducted at his branch. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Thomas Norris is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Valic Financial Advisors since 2000 and also serves as a board member of Connection Valley Church, where he participates in governance discussions without financial authority. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, leveraging Envestnet UMA models and operating at scale with over 1,200 advisors.

Ralph Howell III is a financial advisor at Beacon Pointe Advisors, LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Dmj Wealth Advisors, LLC and Proequities, Inc. Outside of his advisory role, Howell is a partner in the CPA firm DMJ & Co., PLLC, where he is in charge of the tax department. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm employs a multi-manager investment approach, utilizing third-party independent managers selected through a formal due-diligence process, and offers services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Ryan Deuel is a financial advisor at Oppenheimer with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, LPL Financial, and Merrill. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of the end of 2025.