Aaron Parrish, CFP®, TPCP®, is a Greensboro, NC fee-only financial planner. He created Level Wealth Management (LWM) to present a new option to investors transitioning into and through retirement. Historically, investors have had to do it themselves, work with a commission broker or work with an advisor that charges a percentage of their investments. LWM helps clients build intelligent portfolios, map out retirement and reduce taxes for one flat retainer fee that isn’t based on account size. This fee structure reduces conflicts of interest and allows clients to potentially keep more of their investment returns. LWM meets physically with clients in Greensboro, Charlotte, and Raleigh as well as virtually for out of state clients. Aaron graduated from Appalachian State University and was recruited by BB&T’s Private Banking Division to join their Financial Planning Analyst team. There, he gained valuable experience and created financial plans for hundreds of clients. He later became a Vice President and Senior Financial Advisor at Triad Financial Advisors before starting Level Wealth Management. He has also taught retirement planning courses at colleges and universities across Central North Carolina. When not working, Aaron prefers to invest his time and money in experiences—traveling with his wife, Martha, and their two children, Bradford and Dottie. He’s also a big believer in outsourcing tasks he doesn’t enjoy, so he can spend more time mountain biking and snowboarding.

William Donovan is a CFP® with 11 years of experience in financial advisory services. He has been with Smith Salley Wealth Management since 2015. Outside of his advisory role, he is a managing member of a real estate investment partnership. Smith Salley Wealth Management is an SEC-registered firm that manages approximately $2.9 billion on a discretionary basis for a range of clients including individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm employs a bottom-up, fundamental approach to equity selection and combines in-house portfolio management with third-party managers to align with client risk tolerances.

Jonathan Morgan is a CFA® charterholder with 12 years of industry experience. He is currently with Holderness Investments Company, where he has worked since 2024. Prior to that, he spent two years at McShane Partners and eight years at SP Capital Management LLC. Morgan was also involved with Simarian Enterprises LLC d/b/a Simarian Research for over a decade. Holderness Investments Company provides customized investment management primarily to high-net-worth individuals, trusts, estates, and institutional clients. The firm employs a bottom-up fundamental analysis combined with a consensus macroeconomic outlook, managing portfolios on multi-year horizons through discretionary mandates and actively managed ETF model strategies.

Hugo May is a financial advisor at Smith Salley Wealth Management in Greensboro, NC, holding a Series 65 designation with 16 years of industry experience. He has been with Smith, Salley & Associates, LLC since 2009. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets, serving individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach with an emphasis on individual equity and fixed-income selection, integrating financial planning into its advisory services.

Pasquale Errichiello is a CFP® with 15 years of industry experience and is currently with Smith Salley Wealth Management. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing Services. He serves as a finance committee member for the Women’s Resource Center and is a commission member of the Greensboro Parks and Recreation Commission. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets, serving individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach with integrated financial planning and maintains notable institutional relationships, including a Trust Representative Office agreement with National Advisors Trust Company.

Thomas James is a CFP® with 19 years of industry experience and is affiliated with EPG Wealth Management LLC. He has worked at firms including Arkadios Capital, ACG Wealth INC., and Triad Advisors, Inc. He also serves as an assistant professor of finance at High Point University, where he has taught since 2016. Additionally, he provides expert witness services in securities cases for a law firm. EPG Wealth Management LLC serves individuals, trusts, businesses, and retirement plans with advisory services such as advisor-managed portfolios, third-party money manager access, and a wrap-fee program. The firm employs customized investment plans and generally manages accounts on a discretionary basis using a mix of fundamental, technical, and cyclical analysis.

Richard Holderness is a CFA® charterholder with 16 years of industry experience. He has been with Holderness Investments Co since 1995. Outside of his advisory role, he is a member of Holderness Asset Solutions, LLC, where he provides insurance services to clients. Holderness Investments Company offers customized investment management primarily to high-net-worth individuals, trusts, estates, and institutional clients. The firm employs a bottom-up fundamental analysis combined with a consensus macroeconomic outlook and manages portfolios on a multi-year horizon through discretionary mandates and actively managed ETF strategies.

George Wyatt is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Smith Salley Wealth Management since 2013. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets. The firm serves individuals, corporations, trusts, charitable organizations, and banking clients, offering comprehensive financial planning and portfolio management with a bottom-up, fundamental investment approach.

James Cordell is a financial advisor with Intercarolina Financial Services, Inc. in Greensboro, NC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Intercarolina Financial Services since 2010 and is also president of the Cordell Group, Inc. Outside of his advisory work, he plays mandolin in a bluegrass band called Guilty Pleasures. Intercarolina Financial Services provides investment advisory and retirement plan consulting to individual and qualified retirement plan clients, utilizing fundamental, technical, and cyclical analysis to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Andrew Clark is a CFP® professional with 10 years of industry experience. He has been with Smith Salley Wealth Management since 2018 and previously worked at Stearns Financial Group from 2016 to 2018. He is based in Greensboro, NC. Smith Salley Wealth Management is an SEC-registered firm managing approximately $2.9 billion in discretionary assets for individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm employs a bottom-up, fundamental approach to portfolio construction and offers comprehensive financial planning alongside access to separate account managers, private funds, and tax preparation services.

Edmund Batchelor is a CFP® and holds a Series 65 license with 19 years of industry experience. He has been with Smith Salley Wealth Management since 2006. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets, serving individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach focused on individual equity and fixed-income selection, integrating financial planning into its advisory services.

Emily Keagle is a Series 66-credentialed financial advisor at Financial Transparency with 24 years of industry experience. She has worked at multiple firms including CSSC Brokerage Services, Inc. and Consulting Services Support Corp., and has been with Financial Transparency since 2017. Outside of advising, she is co-manager of PROSCORE, LLC, a financial software development business. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations. The firm employs an investment approach based on asset allocation grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, offering both passive and active models across multiple portfolio programs.

Ann Zuraw is a CFP® and CFA® with 20 years of industry experience. She is the sole advisor at Zuraw Financial Advisors, LLC, a firm she has led since 2013. Outside of her advisory work, she co-authored the book *Chicks, Chat and Change* and maintains blogs focused on financial topics for women. Zuraw Financial Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, and banking clients. The firm’s investment approach is tailored to client objectives and risk tolerance, employing a mix of ETFs, mutual funds, equities, and fixed-income securities, with ongoing portfolio reviews and use of third-party platforms and separate-account managers as appropriate.

Bradley Burk is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Smith Salley Wealth Management and previously worked at Modera Wealth Management, Parsec Financial Management, and First Citizens Bank & Trust Company. Prior to his financial advisory career, he worked in legal roles including at Campbell University School of Law and with an attorney. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets, serving individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach and integrates financial planning into its advisory services.

George Smith is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with Smith, Salley & Associates, LLC since 2003. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets and serving individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach combining financial planning and portfolio management, with a client base that includes a notable institutional element.

Adamson Wright is a financial advisor at Intercarolina Financial Services, Inc. in Greensboro, NC, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Intercarolina Financial Services since 2011. Wright serves on the board of the Triad Scottish Society, a nonprofit organization. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual and high-net-worth clients, as well as qualified retirement plans. The firm develops individualized investment policies using fundamental, technical, and cyclical analysis to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

James Byers is a CFP® with 19 years of industry experience, currently serving at AdaptFirst Investments LLC since 2019. His prior roles include positions at Innovation Partners LLC and Prudential Insurance Company of America. Outside of his advisory work, he is an adjunct professor at North Carolina A&T State University and serves as chairman of the finance committee for a religious nonprofit organization. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO work, while also providing bookkeeping, tax preparation, and financial coaching. The firm uses a value-oriented, medium-term investment approach combining technical and fundamental analysis and offers both discretionary and non-discretionary management.

David Anderson is a financial advisor with 25 years of industry experience, currently serving at 1808 Capital Partners in Greensboro, NC. He holds the Series 66 designation and has previously worked at Merrill and Bank of America. He is also the owner of Phantomdca, LLC, which manages the building housing his Raymond James Financial Services practice. 1808 Capital Partners provides comprehensive wealth management services to individuals, high-net-worth clients, charities, corporations, and banking or thrift institutions. The firm employs a priorities-based intake process to create customized strategic asset allocations, using a combination of passive and active strategies along with a bottom-up security selection approach.

Robert Boulton is a financial advisor at Smith Salley Wealth Management in Greensboro, NC, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Smith Salley Wealth Management in 2025, he worked at First Citizens Bank and First Citizens Investor Services. Smith Salley Wealth Management is an SEC-registered firm managing approximately $2.9 billion on a discretionary basis for individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm employs a bottom-up, fundamental approach to equity selection and combines in-house portfolio management with selected third-party managers.

Jacob Collinsworth is a CFP® with three years of industry experience, currently serving as a financial advisor at Smith Salley Wealth Management. He previously worked at Personal Capital for eight years. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets, serving individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach with integrated financial planning and discretionary portfolio management.