Patrick Rhyne is a financial advisor at &PARTNERS with 11 years of industry experience. He holds the 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 individual and institutional investors, offering investment advisory, brokerage, financial planning, and retirement plan consulting services. The firm employs a range of portfolio management strategies through proprietary models and third-party managers while operating as both a broker-dealer and registered investment advisor.

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 at Truist Advisory Services with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Truist Advisory Services and Truist Investment Services since 2021, following eight years at BB&T Securities. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver a range of services including asset allocation, fiduciary support, and manager selection.

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 at Truist Advisory Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Truist Advisory Services since 2021, following prior roles at Bb&T Securities and BBTIS. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a third-party manager selection program. The firm combines discretionary manager relationships and non-discretionary consulting, supported by advanced research tools and inter-affiliate integration.

Joshua Kincaid is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, where he has worked since 2025. Prior to that, he held positions at Equitable Advisors and Credit Union Investment Services. Kincaid occasionally assists with in-home pet care alongside his spouse. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and an AI-enabled equity research team.

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® with 27 years of experience in the financial industry. He is currently with Truist Advisory Services and has previously worked at Bb&T Investment Services and Bb&T Securities. Outside of his advisory role, he serves as treasurer for 638 Brewing Company, a restaurant and brewing business based in Winston-Salem, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships and uses third-party platforms and AI-enabled research tools to support its investment process.

Matthew Barham is a financial advisor at Mercer Global Advisors Inc. in Greensboro, NC, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at Credit Union Investment Services, SECU Brokerage Services, and the State Employees' Credit Union. He also has experience outside the financial sector, including work with Green Joe's Coffee and Chick-fil-A. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including retirement plan consulting and estate planning. The firm employs a Modern Portfolio Theory approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment vehicles, alongside client education programs and integrated affiliated service lines.

Preston Lewis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 2 years of industry experience. His work history includes roles at Truist Investment Services and BB&T Scott & Stringfellow, as well as positions in real estate and the fitness industry. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, using a combination of discretionary manager relationships and non-discretionary consulting.

Jeffrey Chowning is a financial advisor at Davenport & Company LLC in Greensboro, NC, with 24 years of industry experience. He holds a Series 66 designation and has been with Davenport since 2009. Davenport & Company LLC is a privately held, employee-owned firm that provides investment management and brokerage services to a wide range of clients, including individuals, institutions, and nonprofit organizations. The firm offers diversified investment strategies and integrates advisory and broker-dealer activities across multiple asset management and financial planning services.

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 with Beacon Pointe Advisors, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. He previously worked at Wells Fargo Securities and has held positions at Stearns Financial, Innovative Financial Solutions, Wake Forest University, and Walter Hines Page High School. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers across active and passive strategies in 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 with TIAA-CREF in High Point, NC, holding Series 65 and Series 63 designations and bringing 23 years of industry experience. She previously worked at Valic Financial Advisors, Resources Investment Advisors, and BB&T Institutional Investment Advisers, among others. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios within a vertically integrated structure.

Michael Randleman is a financial advisor with LPL Enterprise, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in direct sales through CAPSTONE HEALTH. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory programs with brokerage and insurance product sales across an extensive network of advisors.

Brian Reese is a financial advisor at Edward Jones in Greensboro, NC, holding a Series 66 designation with 11 years of industry experience, all with Edward Jones since 2015. He is an owner of Franko Reese & Ruck, an LLC partnership formed to purchase commercial property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large nationwide network. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mariah Nadolny is a Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she consults with clients to analyze risks, educate them, and prepare them for important financial decisions. Prior to this, she worked as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Paraplanner at Ameriprise Financial from 2021 to 2022. She also gained experience as a Tax Intern at Advisors Management Group, Inc. in 2019. Mariah's professional experience spans multiple roles within the financial services industry, focusing on client consultation, relationship management, and financial planning support. Outside of her professional career, she enjoys spending time on family activities, fitness, football, social events with friends, outdoor adventures, and traveling.

Timothy Bullard Jr. is a financial advisor with Wells Fargo Advisors in Greensboro, NC, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. In addition to his role at Wells Fargo, he is the sole owner of Bullard Investment Management, LLC, an investment-related business based in Greensboro. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and tools to develop tailored recommendations for clients.