Vicki Bertholomey is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, BB&T Securities, and A.G. Edwards & Sons. She is based in High Point, NC. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of financial data collection, goal definition, and manager selection through the Envestnet platform, supported by research and AI-enabled tools, providing ongoing client consultations and reporting.

Patrick Rhyne is a financial advisor at &Partners with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is a silent investor in Pison Stream Solutions. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, utilizing both proprietary and third-party strategies through discretionary and non-discretionary accounts.

Amy Lawson is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience and holds a Series 65 designation. She has worked at Brookstone Capital Management since 2022 and concurrently since 2017 at Retirement Wealth Advisors. Lawson also owns Lawson Financial Group, Inc., where she provides insurance and divorce financial consulting services. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and uses a variety of investment vehicles, including proprietary funds, ETFs, and options-enhanced strategies.

Judy Hill is a financial advisor with Truist Advisory Services in Greensboro, NC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Wells Fargo Clearing and BB&T Securities before joining Truist. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations, utilizing a combination of traditional research and AI-enabled tools to guide client investments.

Brendan Stringer is a Certified Financial Planner (CFP®) with 10 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2022. His prior roles include positions at Commonwealth Financial Network, Clarendon Wealth Management, AMERIPSE Financial Services, Inc., and Ethos Financial Partners. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone 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, employing both active and passive strategies across public and private asset classes.

Adam Bray is a financial advisor with Truist Advisory Services in Winston-Salem, NC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing, and Bb&T Securities. He has worked with Truist since 2016 through its various affiliated entities. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base that includes individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research and AI-enabled tools, partnering with Envestnet to provide asset allocation strategies, manager selection, and ongoing monitoring.

Joshua Kincaid is a CFP®-certified financial advisor with seven years of industry experience. He currently works at Truist Advisory Services and Truist Investment Services and has prior experience at Equitable Advisors and Credit Union Investment Services. Outside of his advisory role, he occasionally assists with in-home pet sitting activities managed by his spouse. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, plan participants, and charitable organizations. The firm combines traditional research and AI tools, delivering ongoing reviews and consultations while leveraging its affiliated financial relationships across banking and brokerage services.

Fred Liles Jr. is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with VALIC Financial Advisors since 2003 and also holds Series 63 and Series 66 registrations. Outside of financial advising, he owns agricultural land which generates revenue through rental agreements and occasional timber sales. 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Matthew Masten is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2018 through its affiliated entities, following prior roles at Uvest Financial Services Group and Merrill. Outside of his advisory work, he is the treasurer of 638 Brewing Company Inc., a restaurant and brewing business based in Winston-Salem, North Carolina. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm employs a multi-manager approach using the Envestnet platform and provides ongoing monitoring and reporting, supported by a combination of traditional research and AI-enabled tools.

Matthew Barham is a financial advisor at Mercer Global Advisors Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Credit Union Investment Services and SECU Brokerage Services. Outside of finance, Barham has worked in a variety of other fields including education and retail. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing comprehensive investment advisory services along with financial, tax, retirement, and estate planning. The firm uses a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio solutions implemented through ETFs, index funds, separate account managers, and private funds.

Preston Lewis is a financial advisor with Truist Advisory Services in Greensboro, NC, holding a Series 66 designation and bringing three years of industry experience. His background includes roles at Truist Investment Services, BB&T Scott & Stringfellow, and Allen Tate Realtors. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm combines traditional research with AI-enabled tools and provides ongoing client reviews and reporting.

Jeffrey Chowning is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding a Series 66 designation with 24 years of industry experience. He has been with Davenport since 2009. Davenport serves individual and institutional clients, providing a range of services including asset management, brokerage, and investment banking. The firm organizes its asset management around portfolio manager teams and offers advisory programs across multiple investment strategies, including mutual funds and separately managed accounts.

James Peters is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked at Valic Financial Advisors since 1997 and is also an agent for AGIA, focusing on non-securities insurance products. 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Korbin Wayton is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds the Series 66 designation and has worked with National Life Group and Norwich University. Wayton serves as a trustee for the Norwich Global Initiative, selecting recipients for study abroad scholarships. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Christopher Steinl is a financial advisor at Beacon Pointe Advisors, LLC with five years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Beacon Pointe Advisors in 2026, he worked at Wells Fargo Securities for six years in two separate periods. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer services to individual and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Caelan Canady is a financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. He holds the Series 66 designation and has been associated with various entities under Bankers Life since 2017. In addition to his advisory role, he works as an insurance agent specializing in Medicare supplements, advantage plans, long-term care, and life insurance for retirement-aged individuals. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Heather Peters is a financial advisor at TIAA‑CREF with 23 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Valic Financial Advisors, Resources Investment Advisors, and BB&T Institutional Investment Advisers. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA‑administered employer retirement plans. The firm offers services under a fiduciary standard and operates within a vertically integrated group that includes donor-advised fund advisory and affiliated investment options.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Michael Randleman is a financial advisor at LPL Enterprise with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in direct sales through a health-related multi-level marketing business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically employs model-driven investment approaches, offers financial planning and access to third-party asset managers, and facilitates insurance product sales through affiliated entities.

Samuel Bettinger is a financial advisor at OSAIC in Greensboro, NC, holding a Series 66 designation. He has one year of industry experience, with prior roles including work at Buckle and Camp Ridgecrest For Boys. Outside of finance, he has experience in the food service industry with Nonna Teresa Eatery. OSAIC serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various analytical tools.