Malcolm Sessoms III is a financial advisor with TLG Advisors, Inc. in Greensboro, NC, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. His prior roles include positions at The Leaders Group Inc, MassMutual Life Insurance Co, Royal Alliance, and Nationwide Insurance. In addition to his advisory work, he is an agent at Seagroves Insurance. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its research and portfolio construction.

Benjamin Vess is a financial advisor at Davenport & Company LLC with one year of experience. He holds a Series 66 designation and has prior work experience at Bank of Botetourt, Radford University, and Lowe's Companies, Inc. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a variety of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning, with investment decisions made by dedicated portfolio manager teams and supported by multiple oversight committees.

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.

Aaron Spivey is a CFP® professional with six years of industry experience, currently serving at Truist Advisory Services. His work history includes roles at Truist Investment Services and BB&T entities. He serves on the board of Trellis Supportive Care, participating in its Investment Committee. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by inter-affiliate integration and proprietary research tools.

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 with Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Kosloske is based in Winston Salem, NC. D.A. Davidson & Co. serves a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of investment advisory and brokerage services under a fiduciary standard, utilizing both qualitative and quantitative analysis to manage portfolios and provide financial planning.

Jeremy Stanley is a CFP® professional with 30 years of industry experience. He has worked with Private Advisor Group, LLC since 2013 and has been affiliated with LPL Financial since 2004. Outside of financial advising, he is a co-host of the Nurse Anesthesia Podcast and the author of two books related to nurse anesthesia. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives. The firm offers access to multiple advisory programs and model portfolios supported by well-known strategists and platforms.

Cecelia Anderson is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has been with Davenport & Company since 2009. Davenport & Company LLC is a privately held, employee-owned firm offering investment management and brokerage services to individual and institutional clients. The firm provides a broad range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various managed accounts and investment vehicles.

Steven Holbrook is a financial advisor with Oppenheimer in Greensboro, NC, holding Series 63, 65, and 66 licenses and possessing 43 years of industry experience. He has been with Oppenheimer & Co Inc since 2013. Outside of his advisory role, he serves as a non-voting board member for the Willoughby End Townhome Community homeowners association. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and financial planning. The firm utilizes strategic and tactical asset allocation along with manager selection across various investment vehicles, providing both discretionary and non-discretionary management options.

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 with 17 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds, offering both investment advisory and brokerage services. The firm employs a combination of proprietary and third-party investment strategies and operates as both a broker-dealer and registered investment advisor.

Deanna Post is a financial advisor at &PARTNERS with 25 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, LLC, Woodbury Financial Services Inc, and Morgan Stanley Smith Barney LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of services such as investment advisory, brokerage, financial planning, ERISA 3(21) consulting, and investment banking, using a combination of proprietary models and third-party manager solutions through the Envestnet platform.

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 been with Oppenheimer since 2014. Outside of her advisory role, she is an independent consultant ambassador for Plexus Worldwide, a health and wellness supplement company. Oppenheimer serves a broad client base including individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored to specific programs and advisors.

John Schultz is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding a Series 66 designation and 14 years of industry experience. He has been with Valic Financial Advisors since 2011 and also serves as an agent with Agia. Outside of his advisory work, Schultz is a committee member of the Greater Lake Norman Young Life, a local Christian ministry supporting high schoolers. Valic Financial Advisors primarily serves U.S.-based 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.

Jennifer Laughlin is a financial advisor at Truist Advisory Services with six years of industry experience. She holds the Series 66 designation and previously worked at Merrill for four years before joining SunTrust Investment Services in 2018, which transitioned into her current role at Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers fiduciary support, asset allocation analysis, and a manager-selection program that incorporates discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

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.

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.