Tyler Britton is a financial advisor at Oppenheimer with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2017. Prior to his financial career, he was employed by Servicemaster Building Care and the Houston Astros. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored by program and advisor, covering equity, balanced, and fixed income strategies.

Lauren Norris is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Bank of America and Merrill before joining Sanctuary Advisors and Sanctuary Securities in 2024. Norris serves on committees for Make-A-Wish and Women 2 Women, organizations focused on supporting children with life-threatening illnesses and empowering women and children in Guilford County, respectively. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and access to various managed account platforms, employing multiple analytical approaches and acting as a fiduciary under written advisory agreements.

Alexander Barrett is a financial advisor with Truist Advisory Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2021 and previously worked at BB&T Securities beginning in 2014. Barrett serves on the boards of the Centers of Aging and Rehabilitation of Florida, Inc., and the Winston Salem Foundation, where he also holds the position of Treasurer. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Jeffrey Lewis is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked with several firms, including Stephens Inc and BB&T Securities, before joining Truist Advisory Services in 2021. Outside of his advisory work, Lewis serves as treasurer and a board member of the Armfield Homeowners Association, where he manages budget preparation and financial reporting. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a blend of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Christine Frazier is a financial advisor at Truist Advisory Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Bb&T Investment Services, Inc. from 2013 to 2021. 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, using third-party platforms and tools to support its AMC Advantage manager-selection program and ongoing due diligence.

Ashley Hausler is a CFP® and Series 63-registered advisor with Truist Advisory Services. She has experience spanning multiple roles within Truist and its affiliates as well as First Citizens Wealth and Bank of America, totaling over a decade in the financial industry. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with an emphasis on affiliated inter-company integration in managing client accounts.

Bradford Clinard is a CFP® with 16 years of experience in the financial services industry. He has worked with NewEdge Advisors and LPL Financial since 2017 and spent a year at Wells Fargo Advisors prior to that. Clinard provides investment advisory services through NewEdge Advisors, an independent registered investment adviser. NewEdge Advisors is an enterprise-scale firm serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, combining in-house manager selection with third-party models and advisor discretion.

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.

Elizabeth Madden is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Truist Advisory Services since 2016. Truist Advisory Services offers 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 with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment process.

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 Series 66-credentialed financial advisor with Bankers Life Advisory Services, Inc. in Greensboro, NC, bringing five years of industry experience. Prior to his advisory role, he spent 30 years at Dart Container Corporation and currently serves as a Unit Field Trainer at Bankers Life & Casualty, where he recruits and trains insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a combination of fundamental and technical analyses in their investment approach.

Joshua Myers is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Commonwealth since 2022. Prior to that, he has been associated with EMM Financial Services, Inc. since 2011. Outside of his advisory role, Myers serves as a trustee and executor for personal trusts and estates in Greensboro, NC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform of managed-account programs, third-party asset manager access, and custody services, managing roughly $213 billion in client assets.

Stephen Strouse is a financial advisor at Empower Advisory Group with a Series 65 designation and eight years of industry experience. His prior roles include positions 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, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Kenny Nichols is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and previously held roles at IFG Advisory, LLC and LPL Financial, LLC. Nichols also serves as an agent providing life and disability insurance services through Southeast Financial Services, Inc. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management and retirement plan consulting, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Sterling Swaim is a financial advisor with &PARTNERS in Winston Salem, NC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2025. Outside of his advisory role, he has ownership interests in two investment-related ventures based in Winston Salem. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies, utilizing the Envestnet platform and NFS brokerage infrastructure.

Sherri Brown is a financial advisor with Oppenheimer in Greensboro, NC, holding Series 65, Series 66, and Series 63 licenses and 16 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and the American Insurance Organization. She has also served as a notary public and worked as a poll worker during the 2020 general election. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm combines strategic and tactical asset allocation with multiple fee structures and provides both execution and advisory support to institutional and unaffiliated advisors.

Robin Miller is a financial advisor at First Citizens Investor Services, Inc. in Winston-Salem, NC, holding Series 65 and Series 63 credentials with 26 years of industry experience. He has been with First Citizens Investor Services since 2014 and with First Citizens Bank since 2012. Miller serves as an uncompensated board member for several local cultural and community organizations, including Kaleidum Children's Museum, Piedmont Opera Theatre, and the Arts Council of Winston-Salem Forsyth County. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through IARs and third-party Portfolio Managers. The firm uses a client-centered process combining fundamental, quantitative, and technical analysis to guide investment allocations across various asset classes.

Albert Erb is a CFP® with 12 years of industry experience and is currently affiliated with Sanctuary Advisors, LLC. His prior roles include positions at Forvis Mazars Wealth Advisors LLC, FORVIS Wealth Advisors LLC, Plybon & Associates, Inc., and Lincoln Financial Investment Services Corporation. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a broad range of portfolio management strategies and operates through a network of independent investment adviser representatives who develop their own investment philosophies under firm supervision.

Daniel Kimel is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services, Inc. since 2005. 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 offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.