Scott Tilley is a CFA® charterholder with 38 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior roles include positions at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he holds multiple board positions in the High Point, NC community, including director roles with the High Point Economic Development Corporation and the High Point Chamber of Commerce, and leadership roles with the High Point Downtown Stadium Foundation and the Atlantic League of Professional Baseball. He also owns a custom transportation service called Freeways to Fairways. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and integrated inter-affiliate resources.

Daniel Billings is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameritas Advisory Services, LLC since 2021. He has been affiliated with several Ameritas entities since 2013, including Ameritas Life Insurance Corp and Ameritas Investment Corp. Billings is also licensed as an independent insurance agent and holds a director role in financial planning at Southeast Financial Services, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Jeffery Kee is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His work history includes roles at Bankers Life Advisory Services, Bankers Life Securities, Inc., and Bankers Life & Casualty. He is also an agent and unit field trainer with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ goals and risk tolerances, offering strategies across various securities with ongoing performance reviews.

Gerald Haynie is a financial advisor with Guardian Life in Winston-Salem, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience, including 13 years at Guardian Life and over three decades with CP Advisory Services, Inc. Outside of his advisory work, he is involved with G. Scott Haynie & Associates, LLC, which operates a barbecue business. Guardian Life's subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary options, utilizing model portfolios from internal and external managers.

Virginia Saslow is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2009. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves on the board of directors for Saslow Inc., a family-owned retail jewelry business. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Roy Greer is a CFP® with 35 years of industry experience, currently serving at Kestra Advisory since 2016. He has been affiliated with Kestra Investment Services and INVEST Financial Corporation for over a decade and nearly two decades respectively. Greer is the owner of Gate City Advisors, an investment advisory firm, and Gate City Insurance, which offers fixed annuities and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, vendor benchmarking, and manages approximately $79.8 billion in assets, serving clients including sovereign wealth funds and offering multiple management platforms.

Lukas Heavner is a financial advisor with Truist Advisory Services, holding a Series 66 designation and five years of industry experience. He previously worked at BB&T Securities and Highways and Skyways of NC. He serves on the Finance Committee of the United Way of Greater High Point, where he reviews the organization's finances and investment portfolios. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and inter-affiliate integration.

Dennis Stearns is a CFP® and ChFC® with eight years of industry experience. He has worked at Hightower Advisors since 2020 and previously operated Stearns Financial Services Group for nearly three decades. Outside of his advisory role, he is a partner, director, and officer at Triad Growth Partners LLC, a technology business accelerator. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting through a broad network of advisors.

Suzanne Banzet is a CFP® with 27 years of industry experience, currently serving as an advisor at Kestra Advisory. She previously worked at Clearview Financial, where she was the principal and sole practitioner, and held roles at Commonwealth Financial Network. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients such as sovereign wealth funds.

Elke De La Cruz is a Series 66 licensed financial advisor with 13 years of industry experience, currently serving at VALIC Financial Advisors since 2016. She also holds an agent position at AGIA, focusing on non-securities insurance products. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and centralized technology.

James Story is a financial advisor with Valic Financial Advisors in Augusta, GA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2014 and has been associated with Agia since 2022. Story serves as an investment community member on the Gwinnett County Public Schools Investment Oversight Committee and is also involved with non-securities insurance products through Agia. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with National Financial Services as custodian.

Robert Reese is a financial advisor with OSAIC Institutions, Inc. based in Greensboro, NC. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, with prior roles at First Bancorp, Infinex Investments, FTB Advisors, and CommunityOne Wealth Management. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving a range of clients including individuals, ERISA retirement plans, trusts, and corporate clients. The firm offers customized advisory services and uses a hybrid adviser/broker-dealer structure with a model that delegates investment analysis and account management to its investment adviser representatives.

Charles Taylor is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and over 20 years of industry experience. He has worked with Hornor Townsend And Kent, Inc. since 2007 and has a background in CPA services, currently serving as a partner at Taylor & Parsley, CPAs, PLLC. Outside of financial advising, Taylor is involved in corporate training and coaching through a family business and serves on the advisory board of Truist Lexington, focusing on community involvement. Hornor, Townsend & Kent provides advisory and brokerage services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers a range of investment programs and financial planning solutions, employing both discretionary and non-discretionary account management with third-party asset managers under a dual-registered adviser and broker-dealer framework.

Edwin Hill is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and with 41 years of industry experience. He has been with Guardian Life since 2016 and with Park Avenue Securities since 2022. Outside of his advisory work, Hill operates Golfbetter2day.com, an informational service for amateur golfers that provides instruction, tournaments, and general golf information. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage, financial planning, retirement consulting, and advisory services to individuals, pension plans, charitable organizations, and corporate clients, utilizing both proprietary and third-party investment programs.

John Rosser Jr. is a financial advisor with Primerica Advisors in Greensboro, NC, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co., Inc. since 2014. Outside of his advisory role, he is involved in managing group and individual medical, dental, and vision insurance products through CP GREENSBORO, INC., and places insurance business not approved by Guardian Life through other providers. Primerica Advisors operates as part of a larger enterprise serving a diverse retail client base with brokerage and advisory services, financial planning, and retirement-plan consulting. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account types and lending solutions.

Matthew Nadeau is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Truist Advisory Services since 2021, and previously held roles at Bank of America, Merrill, First Citizens Investor Services, and BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary management through affiliated platforms and technology-enhanced research.

Daniel Riazzi is a financial advisor at &Partners in Winston Salem, NC, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He is a part owner of two related investment firms, Riazzi Rhyne & Swaim Investment Group LLC and CIWJII LLC. &Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of discretionary and non-discretionary strategies utilizing both proprietary and third-party models.

Shaquan Edwards is a financial advisor with Truist Advisory Services in Greensboro, NC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Truist Investment Services, Inc. and Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by inter-affiliate integration and third-party platform relationships.

Timothy Towery is a CFP® professional with 36 years of experience and has been with Valic Financial Advisors since 1997. He serves as Treasurer for the Gate City Vineyard Christian Fellowship and is an advisory board member of a nonprofit coffee shop employing adults with disabilities. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, as well as employer-sponsored retirement participants. The firm uses a model-driven approach with discretionary unified managed accounts and offers a range of financial planning and portfolio management services through a large network of advisors.

Indiana Cary is a financial advisor with Transamerica Retirement Advisors, LLC in Greensboro, NC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Merrill and JP Morgan Securities LLC. Cary has been with Transamerica-related firms since 2023. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education through proprietary software and model portfolios developed in collaboration with Morningstar Investment Management. The firm operates at a large scale with over 200,000 clients and focuses on non-discretionary asset management rather than high-net-worth or standalone financial planning.