Stephen Tosi is a financial advisor at Generations Investment Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked with Efficient Advisors, LLC, Sowell Management, and Matson Money, Inc. alongside his role at Generations Investment Advisors. Generations Investment Advisors provides portfolio analysis and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes manager selection and asset allocation based on Modern Portfolio Theory, typically acting as a co-advisor that recommends third-party independent money managers rather than directly managing client portfolios.

Weston Bryan is a financial advisor at Accruent Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at Western Carolina University and in hospitality roles including ILDA and The Wine Bar, LLC, and Shoebooties Cafe. Accruent Wealth Advisors provides financial planning and discretionary investment management to individuals and families, serving both high-net-worth and non-high-net-worth clients. The firm offers holistic financial planning services alongside investment management, structuring portfolios based on clients' tax situations, risk tolerance, and goals.

Jason Lincoln is a financial advisor at Twin City Private Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Atrium Health Wake Forest Baptist Medical Center and Knight Property Group. Outside of his advisory work, Jason serves as a part-time Clinical CT Instructor at Forsyth Technical Community College. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning to individuals, corporations, foundations, and retirement plan participants. The firm uses a range of investment methods and publicly discloses performance results, offering educational seminars and participant account management through third-party platforms.

Samuel Soots is a CFP® professional affiliated with Timonier in Winston Salem, NC. He has been with Timonier Family Office, Ltd. since 2022 and previously worked at Old North State Trust, LLC from 2017 to 2021. Timonier provides discretionary and non-discretionary wealth management to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm combines portfolio management with comprehensive financial, estate, and tax planning, following a multi-generational, family-office approach that emphasizes long-term, structured portfolios and tax efficiency.

David Klepeisz is a financial advisor with Accruent Wealth Advisors in Winston-Salem, NC, holding a Series 66 credential and bringing 11 years of industry experience. He has worked at Wealth Management Group, Inc. since 2015. Accruent Wealth Advisors provides financial planning and discretionary investment management to individuals and families, serving both high-net-worth and non-high-net-worth clients. The firm offers holistic financial planning services, including tax planning and preparation, retirement and estate planning, and cash-flow analysis, with portfolios tailored to each client’s tax situation, risk tolerance, and goals.

James Helvey is a Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Cassia Capital Partners LLC since 2011. He is a partner at JC3 LLC and serves on the boards of directors for Coca-Cola Bottling Co. Consolidated and Piedmont Federal Savings Bank. Additionally, he is a member of the board of advisors for Verger Capital Management. Cassia Capital Partners is an SEC-registered advisory firm managing approximately $206 million across 167 client accounts. The firm serves individuals, trusts, estates, endowments, foundations, and business entities, offering discretionary portfolio management, financial consulting, sub-advisory services, and advisory-only solutions tailored primarily for long-term investment objectives.

Charles Barham III is a CFP® with 13 years of industry experience and has been with Cassia Capital Partners LLC since 2013. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in JC3 LLC, a partnership involved in multi-tenant office space in Winston Salem, NC. Cassia Capital Partners manages approximately $206 million across 167 client accounts, serving individuals, trusts, estates, endowments, foundations, and business entities. The firm offers customized, primarily long-term portfolios using a range of investment vehicles and provides performance monitoring, sub-advisory services, and advisory-only solutions with a notable emphasis on transparency and institutional infrastructure.

Zachariah Baker is a Series 65 licensed advisor with Resolved Financial and has three years of industry experience. He has previously worked at Dixon and Company Wealth Management, LLC, as well as in roles outside finance, including at Chick-fil-A and emergency services. Baker is also a licensed insurance agent and offers insurance products alongside his advisory services. Resolved Financial serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and time-limited financial coaching. The firm employs a mix of fundamental, technical, and cyclical analysis and uses AI tools to support investment decisions, managing all assets in-house.

Brant Snavely III is a ChFC®-designated financial advisor with 15 years of industry experience. He has been with Westhampton Capital since 2006. The firm serves individual and high-net-worth clients, retirement plans, and charitable organizations, offering discretionary portfolio management and retirement plan advisory services. Westhampton Capital uses a combination of quantitative sector and security selection and qualitative cash-flow analysis under a growth-at-a-reasonable-price philosophy to implement client-specific investment plans.

Ronnie Kidd is the sole advisor at Generations Investment Advisors, LLC in High Point, NC. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has been with Generations Investment Advisors since 2006 and concurrently associated with several firms including Efficient Advisors, LLC, Sowell Management Services, and Matson Money, Inc. Outside of his advisory work, he is a licensed insurance producer in North Carolina. Generations Investment Advisors provides portfolio analysis and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm emphasizes manager selection and asset allocation based on Modern Portfolio Theory and typically serves as a co-advisor recommending independent third-party money managers who handle portfolio management and execution.

William Morris is a CFA® charterholder based in Winston Salem, NC, with six years of industry experience. He has worked at Owens Corning since 2007. Morris is the sole advisor at Grand Street Capital Management, L.L.C. Grand Street Capital Management provides continuous investment management and discretionary portfolio services to individuals, institutional, and nonprofit clients, including corporate pension plans and charitable organizations. The firm employs a value-oriented equity strategy combined with principal-preservation fixed income management, using both bottom-up fundamental analysis and top-down economic assessment.

Christopher Haggerson is a financial advisor at Kensington Financial Group, Inc. in Winston-Salem, NC, with eight years of industry experience. He holds a Series 65 designation and has been with Kensington since 2018. Outside of his advisory role, he is an owner of Blue Bridge Benefits, LLC, a health and life insurance brokerage, and manages Haggerson Enterprises, LLC. Kensington Financial Group provides discretionary portfolio management and limited financial planning primarily to individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $169.5 million in client assets and typically combines financial planning with portfolio management, implementing tailored investment plans focused on ETFs, stocks, mutual funds, and occasionally options and derivatives.

Jayson Snipes is a financial advisor at Hanover Square Wealth Advisors LLC with a Series 65 credential and one year of industry experience. He has worked in accounting and tax services since 2017 and has held roles at Lexington City Schools and Maple Springs United Methodist Church. Hanover Square Wealth Advisors LLC provides investment management, financial planning, retirement-plan consulting, and business consulting to a diverse client base that includes individuals, high-net-worth clients, families, trusts, estates, businesses, and institutional entities. The firm offers a range of portfolio management strategies and access to alternative asset classes, serving clients through both discretionary and non-discretionary arrangements.

Nicholas Yeakle is a financial advisor at Timonier with a Series 65 credential and four years of industry experience. His prior roles include positions at AUA Private Wealth Advisors, MPB Wealth Management, Noble Yield Wealth Management, AUA Capital Management, and LeTort Management and Trust. Timonier provides discretionary and non-discretionary wealth management services to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm combines portfolio management with comprehensive financial, estate, and tax planning, following a multi-generational family-office approach that emphasizes long-term, structured portfolios and tax efficiency.

Noah Lewis is a financial advisor at Scholar Financial Advising, LLC with one year of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Dixon and Company Wealth Management, LLC and Consolidated Planning, Inc. Outside of advising, he is also licensed for insurance sales. Scholar Financial Advising serves individual clients, focusing on high-income and ultra-high-net-worth households. The firm provides comprehensive financial planning mainly through digital tools and remote meetings, emphasizing goal-driven advice, tax efficiency, and low-cost passive investment vehicles.

Jamie Sledge is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 26 years of industry experience. He is currently with Sledge and Company Wealth Advisors and has previously worked at The Wealth Group, Ltd. and Capital Investment Group, Inc. He also operates a CPA firm, providing accounting services. Sledge and Company Wealth Advisors offers personalized wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages discretionary portfolios using a combination of mutual funds, ETFs, stocks, bonds, and options, supported by proprietary research, technical analysis, and Monte Carlo simulations.

Robert Pike is a CFA® charterholder with 20 years of industry experience. He is affiliated with Sheets Smith Wealth Management in Winston Salem, NC, and has been with Stratford Advisors, Inc. since 2004. Sheets Smith Wealth Management serves individuals, families, trusts, foundations, endowments, and retirement plans, providing customized investment management and financial planning. The firm employs a long-term, buy-and-hold strategy for equities combined with tactical fixed-income adjustments, serving clients including senior corporate executives and heirs.

Brandon Walls is a financial advisor at Fortress Private Ledger, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at The Fidelity Bank, LPL Financial, Allegacy Federal Credit Union, and CUSO Financial Services. Fortress Private Ledger serves individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering financial planning, portfolio management, retirement plan consulting, and Qualified Opportunity Zone advisory services. The firm’s investment approach combines trend identification and technical analysis with fundamental strategies, employing a mix of ETFs, individual securities, and mutual funds, and delivers services through a network of advisers using both discretionary and non-discretionary models.

Matthew Blades is a CFP® credentialed advisor with 10 years of industry experience. He has worked at Woodard & Company Asset Management Group, Inc. since 2021 and previously held roles at Members Trust Company, Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Woodard & Company Asset Management Group, Inc. provides discretionary asset management and retirement-plan services to a diverse client base, including individuals, trusts, corporations, and charitable organizations. The firm uses a team-based investment approach with a focus on tactical asset allocation and a “market leaders” equity strategy, managing approximately $1.167 billion across about 1,806 clients.

James Davenport is a Series 65-licensed advisor with JT Stratford, LLC in Winston-Salem, NC, with two years of industry experience. Prior to joining JT Stratford, he worked at Coffee Park AIrstream and Twin City Hive, and he operates a sole proprietorship focused on graphic art design and the sale of online art and NFTs. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of strategies from long-term buy-and-hold to active trading, incorporating fundamental, technical, and charting analysis, and also integrates emerging technology such as AI tools in its processes.