Gregory Current is a financial advisor with Primerica Advisors based in Greensboro, NC, holding a Series 66 designation and 19 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2013 and has been associated with Charles Aris Inc since 2004. Outside of his advisory role, he is involved in insurance brokerage when Guardian does not offer a product or approve a client for underwriting. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.

Samantha Sizemore is a Series 65-licensed advisor with six years of industry experience. She has worked at Private Advisor Group, LLC since 2019 and Capstone Wealth Management since 2014. 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 a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting across various programs. The firm uses a network of investment adviser representatives to provide tailored advisory solutions supported by multiple custodians, strategists, and platforms.

Martha Hix Siceloff is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked with Truist Advisory Services since 2021 and previously held roles at Bb&T Securities, LLC and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and manager arrangements.

Amy Loftis is a financial advisor with Truist Advisory Services in Greensboro, NC, holding a Series 65 designation and nine years of industry experience. She has worked at Truist Advisory Services and Truist Bank since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager‑selection program that utilizes both discretionary and non‑discretionary approaches, supported by AI-enabled research and inter-affiliate integration.

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 at Davenport & Company LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Davenport since 2009. Prior to that, he worked at Citigroup Global Markets. Davenport & Company serves individual and institutional clients by offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s investment advisory division provides separately managed accounts, model delivery to third-party platforms, financial planning, and other advisory programs.

David Ratcliffe is a financial advisor with Principal Financial Services in Winston Salem, NC. He holds a Series 66 designation and has 19 years of industry experience. Ratcliffe has worked with Principal Securities Inc. for 10 years and with Principal Life Insurance Company for 17 years. Outside of finance, he is a playwright, with one of his plays produced commercially and involvement in compensated writing contests. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Michele Smith is a financial advisor at Truist Advisory Services with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities prior to joining Truist in 2022. Michele serves as a board and finance committee member for Pleasant Garden Baptist Church, advising on the church's budget and funding. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Steven Patton is a financial advisor with Commonwealth Financial Network in Greensboro, NC, holding a Series 66 designation and 15 years of industry experience. He has worked at Guilford Financial Partners since 2011 and Commonwealth Financial Network since 2010. Outside of his advisory work, he has operated Allegro Piano Service since 1997. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and comprehensive back-office support, including operations, trading, technology, investment management, and compliance services.

Rodney Segraves is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Triad Hybrid Solutions since 2019 and Kestra Financial Services, Inc. from 2016 to 2019. Additionally, he operates Rodney Segraves, CPA, providing tax preparation and accounting services. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to build and monitor client portfolios.

Joshua Crane Sr. is a CFP® with 18 years of industry experience, currently serving with Truist Advisory Services. He has held positions within Truist and its predecessor firms since 2012. Outside of his advisory work, he serves on the board of Providence, a nonprofit focused on culinary training, and is involved with the Second Harvest Food Bank of Northwest North Carolina as both a foundation committee member and at-large board member. 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 that combines discretionary and non‑discretionary approaches supported by third‑party research and platform arrangements.

Brett Laboube is a financial advisor at &Partners with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &Partners serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services, employing a variety of investment strategies with ongoing account monitoring.

Robert Reavis is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 credential and previously worked at Oppenheimer and Truist Investment Services. Outside of finance, he serves as a board member for the Yadkin Community Foundation, advising on scholarship and grant opportunities for Yadkin County, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs both discretionary and non-discretionary approaches, with a focus on manager selection supported by AI-enabled research and inter-affiliate integration.

Jillian Spinelli is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds a Series 66 designation and has been with Truist and its related entities since 2016. Jillian serves on the board of The Bethesda Center, a homeless shelter in Winston-Salem, NC, where she participates in fundraising and organizational planning. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and consulting supported by third-party platforms and AI-enabled research tools.

Matthew Hearn is a financial advisor with Farther, holding CFP® and ChFC® designations and over 22 years of industry experience. He previously worked at LPL Financial and Private Client Services, LLC, among other firms. In addition to his advisory work, he is president of Method To My Money, Inc., which provides faith-based financial education and counseling. Farther offers discretionary investment management and related advisory services primarily to individual investors, trusts, and estates, combining Modern Portfolio Theory with proprietary model portfolios and algorithmic rebalancing. The firm employs a range of investment vehicles and supplements advisor judgment with AI tools under internal controls.

Christopher Peele is a financial advisor with Truist Advisory Services, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America for five years before joining SunTrust Advisory Services and SunTrust Investment Services, where he has been employed for nine years. Outside of his advisory role, Peele serves as a board member of the Greensboro Symphony, focusing on engaging young professionals and promoting community participation in music education. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary approaches supported by third-party platforms and manager relationships, integrating resources across affiliated entities to deliver its AMC Advantage manager-selection program.

John Rich is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Oppenheimer since 2009. Outside of his advisory role, he receives a portion of crop sale proceeds from farmland leased to a third party. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection to construct client portfolios, with accounts reviewed periodically.

Cheryl Vinson is a Series 65 licensed advisor at Bankers Life Advisory Services, Inc. with six years of industry experience. She has been with Bankers Life since 2016. Outside of her advisory role, she serves as a trustee for an irrevocable trust and holds a secretary/treasurer position with a local business networking organization. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management as well as retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios using various securities with ongoing reviews and rebalancing.

David Thompson is a CFP® with 37 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2025. He previously worked at Wells Fargo Clearing from 2016 to 2025 and Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he is the author of a book titled *Conquering Kilimanjaro and Inner Demons*. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers investment management and financial planning services utilizing a mix of fundamental, technical, and quantitative analyses, along with proprietary and third-party strategies.

Don White Jr. is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Kestra Advisory since 2016 and has prior experience at Kestra Investment Services, Equity Services, Inc., and National Life of Vermont. White serves on the board of visitors for the North Carolina Children’s Hospital, advising on community outreach and supporter engagement. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including plan sponsors, institutions, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.