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 26 years of industry experience. He has been with Valic since 2000 and is also associated with Agia. Outside of his advisory work, he serves as a board member of Connection Valley Church. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and wrap programs through a large network of advisors. The firm utilizes third-party model managers and centralized technology to manage approximately $29.2 billion in assets for nearly 300,000 clients.

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 the Series 66 designation and has previously worked at Wells Fargo Clearing Services, LPL Financial LLC, Merrill, Banc of America Investment Services, Inc., and Morgan Stanley & Co. LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of investment and consulting services, managing portfolios through both discretionary and non-discretionary approaches while maintaining custody of client assets.

Alvan Aron Jr. is a CFP®-designated financial advisor with Valic Financial Advisors in Greensboro, NC, bringing 23 years of industry experience. He has been with Valic Financial Advisors since 2002 and also holds a position as an agent with Agia, where he is involved in non-securities insurance products. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jonathan Crockett is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Truist Advisory Services in Winston-Salem, NC. He has been with Truist Investment Services since 2019 and previously worked at BB&T/Truist from 2014 to 2021. Truist Advisory Services provides 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 and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment process.

Jennifer Mccosley is a CFP® professional with 10 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2023. Prior to this, she worked at Triad Financial Advisors, Inc. for eight years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a combination of third-party independent managers selected through a proprietary due-diligence process and offers a range of services such as discretionary wealth management, financial planning, and retirement plan consulting.

James Williams is a financial advisor with Oppenheimer in Greensboro, NC, holding Series 63, Series 65, and Series 66 credentials and bringing 46 years of industry experience. He has worked at Oppenheimer since 2010 and previously spent eight years with Morgan Keegan & Company, LLC. Oppenheimer serves individuals—including high net worth clients—corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies tailored to client objectives.

Paulette Mitchell is a financial advisor at Davenport & Company LLC in Greensboro, NC, with 23 years of industry experience. She holds a Series 66 designation and has worked at Davenport since 2009, following three years at Citigroup Global Markets. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s asset management teams provide a range of strategies across separately managed accounts, mutual funds, ETF portfolios, and unified managed accounts.

Michael Schultz is a financial advisor with Valic Financial Advisors in Birmingham, AL, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. He has been with Valic Financial Advisors since 1986 and also holds an agent position with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled 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, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Clarence Slaughter III is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been affiliated with Independent Advisor Alliance, LPL Financial, and Kersey Valley Entertainment since 2016. In addition to his advisory work, he is involved with NC Physicians Retirement Strategy. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a combination of discretionary and non-discretionary management strategies supported by various analytical techniques and technology platforms, operating under a network model with strong connections to LPL Financial.

Mark Harbaugh is a financial advisor with Cerity Partners LLC, holding a Series 66 designation and 12 years of industry experience. He worked at UBS Financial Services from 2014 to 2026 before joining Cerity Partners. Harbaugh serves as trustee for multiple family trusts, overseeing asset management, tax filings, and distributions according to trust terms. Cerity Partners advises a diverse client base including individuals, families, trusts, and institutions, offering customized wealth management services and access to specialized investment strategies such as private market solutions.

Timothy Mellon is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 32 years of industry experience. He has been with Osaic since 2024 and previously worked at Triad Hybrid Solutions, Triad Advisors, Kestra Financial Services, and Green Valley Financial. Outside of advising, he owns and manages a farm and serves on the board of directors for N.C. Grange Mutual. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of advisory services including investment management, financial planning, and retirement consulting, utilizing multiple program models and both proprietary and third-party platforms.

Santos Rivera Vasquez is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Brookstone, he worked in various roles at Panda Express and Amerilife. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset allocation models, including proprietary investment strategies and a mix of ETFs, mutual funds, and options-enhanced strategies.

John Brownlow III is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Braxton Towery is a financial advisor at Valic Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at Agia, Cru, and Vector Marketing Corporation. In addition to his advisory role, he is an agent involved in non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes centralized technology and unified managed account solutions.

John Langley is a financial advisor with Truist Advisory Services in Winston-Salem, NC, holding a Series 66 designation and 21 years of industry experience. He has worked within various Truist-affiliated entities since 2010, including Truist Investment Services and BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches, integrates third-party managers, and uses AI-enabled tools to support investment research and manager selection.

Victor Valentino Rodriguez is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. He has been with Truist and its affiliated entities since 2015, including Bb&T Securities. Outside of advising, he is involved in real estate through ownership and management of several property-related ventures. Truist Advisory Services provides investment consulting and advisory solutions to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Vicki Bertholomey is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 24 years of industry experience. Her career includes roles at Merrill, BB&T Securities, and A. G. Edwards & Sons, Inc. She is based in High Point, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs both discretionary manager relationships and non-discretionary consulting, supported by third-party platforms, to deliver its AMC Advantage manager-selection program.