Pamela Stearns is a financial advisor at Hightower Advisors with 14 years of industry experience. She holds a Series 65 designation and previously led Stearns Financial Services Group for 13 years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and various investment vehicles.

Luke Mills is a CFP® professional with three years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services and previously worked at Fidelity Investments. Mills’s background includes experience outside financial services at PetSmart. 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, supported by third-party platforms and AI-enabled research tools.

Benjamin Vess is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding a Series 66 designation. He has one year of industry experience and previously worked at Bank of Botetourt and held various roles including at Radford University and Lowe's Companies, Inc. Davenport & Company LLC serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s asset management team focuses on separately managed accounts, mutual funds, ETFs, and unified managed accounts, and it is adviser to six proprietary mutual funds.

Amber Cornwell is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience. She has been with Valic Financial Advisors since 2011 and also holds a position with Agia, where she works with 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, utilizing discretionary unified managed accounts and various overlay services to meet client needs.

Hilary Kosloske is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and specialized programs such as Davidson Private Wealth, serving clients with more than $20 million in net worth.

Jeremy Stanley is a CFP® professional with 30 years of experience in the financial services industry. He has worked at Private Advisor Group, LLC since 2013 and has been associated with LPL Financial since 2004. Outside of his advisory role, he is a co-host of the Nurse Anesthesia Podcast and the author of two books focused on nurse anesthetists. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, combining proprietary and third-party investment strategies supported by technology platforms to manage client assets.

Cecelia Anderson is a financial advisor at Davenport & Company LLC with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Davenport & Company since 2009, including a recent tenure starting in 2023, as well as prior experience at Citigroup Global Markets and Wells Fargo Clearing. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking, with a focus on dedicated portfolio manager teams and multiple advisory programs.

Steven Holbrook is a financial advisor with Oppenheimer in Greensboro, NC, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. He has worked at Oppenheimer since 2013, with prior roles at Wells Fargo Clearing and A. G. Edwards & Sons. Outside of his advisory work, he serves as a non-voting board member for a local homeowners association. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary management, with a notable portion of assets managed non-discretionarily while maintaining custody of client assets.

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 in Winston Salem, NC, holding a Series 66 designation with 17 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, and Ameriprise. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan services through both discretionary and non-discretionary approaches using the Envestnet platform and NFS brokerage infrastructure.

Thomas Laws is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding a Series 66 designation and one year of industry experience. His prior roles include serving as an advisor at Independent Advisor Alliance and LPL Financial LLC. He has also been involved with the Lewisville-Clemmons Chamber of Commerce and First Presbyterian Church Nashville. 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 discretionary unified managed accounts through a network of over 1,200 advisors, managing approximately $29.2 billion in assets.

Deanna Post is a financial advisor at &PARTNERS with 25 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Wells Fargo Clearing Services, Woodbury Financial Services, and Morgan Stanley Smith Barney. &PARTNERS serves a diverse client base of individual and institutional investors, offering investment management, financial and tax planning, and retirement plan consulting services. The firm utilizes a range of analytical approaches and investment strategies, managing accounts on both discretionary and non-discretionary bases through proprietary platforms and third-party managers.

Joseph Vartanian is an Investment Advisor Representative with Kestra Advisory Services, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as an advisor at Gate City Advisors, where he is associated with the book "The Retirement Income Toolkit." Outside of his advisory roles, he is a partner at Gate City Property Group, a real estate business in Greensboro, NC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, and investment advice, supporting complex products and discretionary trading within its supervisory framework.

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.

Jared Morris is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Bank and Wells Fargo Clearing, as well as Allegacy Federal Credit Union and BB&T. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

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 worked at Oppenheimer since 2014, following roles at UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of her advisory work, she is an independent consultant ambassador for Plexus Worldwide, a health and wellness supplements company. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services with both discretionary and non-discretionary management, maintaining custody of client assets while operating as a broker-dealer and registered investment adviser.

John Schultz is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding a Series 66 designation and 15 years of industry experience. He has been with Valic Financial Advisors since 2011 and also holds a position as an agent with Agia, where he is involved with non-securities insurance products. Outside of his financial advisory work, Schultz serves as a committee member for the Greater Lake Norman Young Life, a local Christian ministry for high school students. 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, utilizing discretionary unified managed accounts on Envestnet’s platform with a focus on technology-driven solutions and centralized model portfolios.

Jennifer Laughlin is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has seven years of industry experience, including prior roles at Merrill from 2014 to 2018 and SunTrust Investment Services since 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program called AMC Advantage. The firm employs both discretionary and non-discretionary approaches and integrates multiple affiliated entities to deliver its services.

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.