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.

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.

Austin Childress is a financial advisor at Three Magnolias Financial Advisors with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Fuller Theological Seminary and Gardner-Webb University. Outside of financial advising, he serves as an Enrollment Communications Coordinator at Fuller Theological Seminary. Three Magnolias Financial Advisors serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, and consulting services. The firm manages approximately $487 million across roughly 600 clients and develops tailored investment plans utilizing a range of assets and strategies.

Ryan Gehsmann is a financial advisor with AdaptFirst Investments LLC, holding a Series 66 designation and with 10 years of industry experience. Prior to joining AdaptFirst in 2019, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, Gehsmann owns a lawn care business and coordinates lacrosse tournaments and events in the Greensboro area. AdaptFirst Investments provides ongoing portfolio management, financial planning, and consulting services to individuals and businesses. The firm employs a valuation-focused investment approach and offers additional services such as outsourced CIO support, CFO-level consulting, bookkeeping, and in-house tax preparation.

Walter Lasley is a financial advisor at AdaptFirst Investments LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Momentun Independent Network, Neidiger, Tucker, Bruner, Inc., and Linsco/Private Ledger Corp. Outside of advising, he manages a resort residence unit in Garden City, SC. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO roles. The firm employs a value-oriented approach using both technical and fundamental analysis and offers additional services such as bookkeeping, tax preparation, and financial coaching.

Scott Walker is a financial advisor at Horizon Financial Services, LLC in Winston Salem, NC, with 18 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Horizon Financial Services since 2011. In addition to his advisory role, Walker is also an insurance agent involved in insurance product sales and services. Horizon Financial Services provides discretionary asset management, financial planning, ERISA 3(21) plan advisory, donor-advised fund management, and co-advisor services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies and distinguishes itself through public education seminars and its multi-channel implementation approach.

Joan Woodard is a financial advisor at Woodard & Co Asset Management Group Inc with seven years of industry experience. She holds a Series 65 designation and has been with Woodard & Co since 1994. Woodard & Company Asset Management Group, Inc. provides discretionary asset management for individual and institutional clients and offers retirement plan services, including plan design and participant education. The firm manages over $1 billion across approximately 3,000 accounts, employing tactical asset allocation and a “market leaders” equity approach supported by proprietary research.

Kyle Leonard is a CFP® with eight years of industry experience, currently serving as a financial advisor at Semmax Financial Advisors, Inc. since 2023. His prior experience includes roles at Truliant Federal Credit Union, CUSO Financial Services, Fund Direct Advisors, Intercarolina Financial Services, and Lincoln Financial. Leonard is a volunteer committee member for the City of Mt. Airy Mayor's Office and serves as a board member for Mt. Airy City Schools. Semmax Financial Advisors, Inc. offers discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis across various asset classes and incorporates tax and estate considerations into its planning and investment processes.

John Brais is a financial advisor at Horizon Financial Services, LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Horizon Financial Services since 2011. Outside of his advisory role, he is president and CEO of New Horizon Financial Services, Inc., an insurance sales and services business. Horizon Financial Services provides discretionary asset management and financial planning for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm typically serves individuals and families with approximately $1 million in investable assets, employing a combination of proprietary model portfolios, sub-advisors, and a range of analytical methods.

Robert Masten is a financial advisor with AdaptFirst Investments LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He was previously with Masten Capital Management for 13 years before joining AdaptFirst in 2021. Outside of advising, he is a co-owner of a solar farm. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO roles. The firm uses a value-oriented investment approach combining technical and fundamental analysis, and provides additional services such as bookkeeping, tax preparation, and financial coaching.

William Hollan is a CFP® with 14 years of experience in the financial advisory industry. He has been with Arbor Investment Advisors since 2011. Hollan holds a Series 65 license and is based in Winston Salem, NC. Arbor Investment Advisors serves individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations, providing discretionary and non-discretionary investment management along with financial planning and consulting services. The firm’s investment approach focuses on asset allocation and modern portfolio theory, utilizing exchange-traded funds, mutual funds, closed-end funds, and individual securities as appropriate.

Lawrence Vanlandingham is a financial advisor with Semmax Financial Advisors, Inc. in Winston-Salem, NC, holding a Series 66 designation and five years of industry experience. He has previously worked at Maestro Wealth Advisors LLC, Avantax Advisory Services, CUSO Financial Services, and Wells Fargo Bank. Outside of his advisory role, he is involved with Semmax, Inc., an insurance agency where he dedicates time to writing new business and researching annuity and insurance options. Semmax Financial Advisors, Inc. provides advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment vehicles and integrates tax and estate planning considerations in its offerings.

Phu Roy O is a financial advisor at Sheets Smith Wealth Management in Winston Salem, NC, with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Sheets Smith Wealth Management since 2012. Sheets Smith Wealth Management serves individuals and families, including high-net-worth clients, as well as foundations, endowments, and retirement plans. The firm offers investment management, wealth preservation, and financial planning services, using tailored asset allocation strategies and a long-term, buy-and-hold approach to equities.

Carter Lievens is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He has worked at JT Stratford, LLC since 2020 and has prior experience in tax services and retail. JT Stratford, LLC is an SEC-registered investment adviser managing approximately $815 million for individuals, pension plans, charitable organizations, and corporations through a 14-person team. The firm offers portfolio management, financial planning, employer retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

John Tyner Jr. is a financial advisor with Semmax Financial Advisors, Inc. in Winston-Salem, NC, holding a Series 65 designation and 18 years of industry experience. He has been with Semmax Financial Advisors since 2007 and also leads affiliated companies including Semmax Inc., an insurance agency, and Semmax Tax, Inc., a tax preparation firm. Semmax Financial Advisors provides discretionary and non-discretionary portfolio management and advisory services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis across multiple asset classes and integrates tax and estate considerations into its investment process.