Jeffrey Lewis is a financial advisor with Truist Advisory Services in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Truist Investment Services, BB&T Securities, Stephens Inc, Wells Fargo Clearing, and Prudential Equity Group. He serves as the treasurer and a voting board member for the Armfield Homeowners Association. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools to support asset allocation and manager selection through the Envestnet platform while maintaining ongoing client reviews and reporting.

Christine Frazier is a financial advisor at Truist Advisory Services with four years of industry experience. She holds a Series 66 designation and previously worked eight years at BB&T Investment Services, Inc. before joining Truist. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm integrates traditional research with AI-enabled tools and offers a range of fiduciary and advisory services supported by extensive affiliated financial relationships.

Ashley Hausler is a CFP® with experience at Truist Advisory Services since 2026 and prior roles at Truist Investment Services, First Citizens Wealth, Truist Wealth, and Bank of America, spanning over a decade in financial services. She is based in Greensboro, NC and holds the Series 63 license. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI-enabled tools and leverages its affiliation with Truist Financial to provide a broad range of advisory and operational capabilities.

Bradford Clinard is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with NewEdge Advisors. He has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Clinard provides investment advisory services through NewEdge Advisors, an independent registered investment advisory firm. NewEdge Advisors serves individuals, including high-net-worth clients, and various institutional clients through a network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services and utilizes multiple program structures with an emphasis on centralized due diligence and the use of technology tools to support client and advisor needs.

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.

Richard Class II is a CFP® professional with 19 years of industry experience, currently with D.A. Davidson & Co. since 2022. His prior roles include positions at Truist Advisory Services and Bb&T Securities. He is a longtime member of the Kiwanis Club of Greensboro, where he has served as a board member and mentor. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services from financial planning and equity research to discretionary portfolio management, operating under fiduciary standards and with notable involvement in municipal advisory and underwriting activities.

Ronald Clinard is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 credentials. He has 42 years of industry experience, including prior roles at LPL Financial and Wells Fargo Advisors. Clinard provides investment advisory services through NewEdge Advisors, an independent registered investment adviser. NewEdge Advisors is an enterprise-scale firm serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, combining in-house and third-party strategies supported by technology and centralized due diligence.

Mark De View is a financial advisor with Bankers Life Advisory Services, Inc. in Greensboro, NC, holding a Series 66 designation and six years of industry experience. Prior to his advisory role, he worked for 30 years at Dart Container Corporation. He also serves as a Unit Field Trainer for Bankers Life & Casualty, where he recruits and trains insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios according to clients’ goals and risk tolerances.

Stephen Strouse is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2023. His prior experience includes roles 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, in addition to services for Empower Premier IRA and retail brokerage clients. The firm delivers an integrated financial planning model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and savings rates.

Kenny Nichols is a financial advisor at Ameritas Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Southeast Financial Services, Inc. and LPL Financial, LLC. Nichols is also involved as an agent providing life and disability insurance to clients and prospects. Ameritas Advisory Services, LLC offers a range of investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes model portfolios, mutual funds, ETFs, and individual securities across various program platforms, supported by third-party managers and technology.

Sterling Swaim is a financial advisor at &PARTNERS with 25 years of industry experience. He holds Series 63 and Series 65 certifications and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he holds a real estate license in North Carolina, currently inactive. &PARTNERS serves a diverse clientele including individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a variety of analytical approaches and third-party strategies to manage accounts on both discretionary and non-discretionary bases.

Robin Miller is a financial advisor with First Citizens Investor Services, Inc. in Winston-Salem, NC, holding Series 65 and Series 63 credentials and bringing 26 years of industry experience. He has worked with First Citizens Investor Services since 2014 and First Citizens Bank since 2012, with prior experience at Truist Investment Services. Outside of his advisory role, Miller serves as an uncompensated board member for local nonprofit organizations including the Kaleidum Children's Museum, Piedmont Opera Theatre, and the Arts Council of Winston-Salem Forsyth County. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-focused process led by Investment Adviser Representatives and utilizes fundamental, quantitative, and technical analysis to manage portfolios including equities, fixed income, mutual funds, and ETFs.

Albert Erb is a CFP® with 13 years of experience in the financial services industry. He has worked at Sanctuary Advisors, LLC since 2025 and previously held positions at Forvis Mazars Wealth Advisors LLC, FORVIS Wealth Advisors LLC, Plybon & Associates, Inc., and Lincoln Financial Investment Services Corporation. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services through a network of over 400 independent adviser representatives using various portfolio management approaches and sub-advisers, while maintaining fiduciary standards under written advisory agreements.

Daniel Kimel is a financial advisor with Truist Advisory Services in Lexington, NC, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Truist and its predecessor entities since 2005, including SunTrust Advisory Services, and previously held positions at NCF Financial Services, RBC Capital Markets, and JBS Liberty Securities. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, participants, and charitable organizations. The firm uses a combination of traditional research and AI-enabled tools and offers a range of fiduciary and discretionary services through partnerships with Envestnet platforms.

John Hardy Jr. is a financial advisor at Cetera Planning Partners with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Summit Financial Group, and multiple Cetera entities. Outside of advising, he serves on the finance committee for First Baptist Church in Greensboro and co-hosts a radio show related to his securities business. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment process emphasizes diversified portfolios using mutual funds and ETFs tailored to clients’ goals and risk tolerance, supported by a range of ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Gregory Current is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and over 20 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2013 and has worked with Charles Aris Inc since 2004. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs, third-party solutions, and a digital advisory platform.

Samantha Sizemore is a financial advisor at Private Advisor Group, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Private Advisor Group since 2019, following prior experience at Capstone Wealth Management. 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 individuals, trusts, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party platforms and strategies to meet client goals.

Amy Loftis is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds a Series 65 designation and has worked with Truist Advisory Services and Truist Bank since 2016. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers ongoing client reviews and reporting.

Jason Croy is a CFA® charterholder and holds a Series 65 license, with 13 years of industry experience. He has worked at Hightower Advisors since 2020, following positions at Stearns Financial Group and Captrust Financial Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and delivers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Christopher Wojtek is a financial advisor with Davenport & Company LLC in Greensboro, NC, holding a Series 66 designation and 19 years of industry experience. He has been with Davenport & Company since 2009 and previously worked at Citigroup Global Markets from 2006 to 2009. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking services, with a focus on separately managed accounts, model delivery, and advisory programs through a team-based approach.