Eric Mattinson is a financial advisor with Twin City Private Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior experience includes nine years at Semmax Financial Advisors, Inc., followed by five years at Twin City Private Wealth, formerly known as Dogwood Wealth Advisors. Outside of his advisory role, Mattinson teaches financial education courses through the American Financial Education Alliance. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as corporations, foundations, and retirement plan participants. The firm employs a multi-method investment analysis approach and publicly discloses performance results.

David Childs is a CFP® professional with 13 years of industry experience, currently serving at Spartan Planning Group since 2012. He also has a longstanding role at The Oechsli Institute beginning in 2010. Outside of his financial advisory work, Childs is president of DCP Coaching, a consulting business focused on business growth, cash flow, and efficiency management. Spartan Planning Group is a team-based firm that provides integrated financial planning, wealth and portfolio management, and pension consulting services to individuals, small businesses, trusts, and employee benefit plans. The firm employs tailored investment strategies using ETFs, mutual funds, individual equities, and sub-advisers, and manages approximately $167 million in discretionary assets as of year-end 2024.

David Gray is a CFP® professional with 10 years of industry experience, currently serving at Capital Management, LLC in Greensboro, NC. He has been with Capital Management since 1980, totaling 46 years at the firm. Outside of his advisory role, he serves as a director for BIAS Global Portfolios, an investment fund management firm based in the Cayman Islands. Capital Management, LLC provides portfolio management, retirement plan consulting, and financial planning services to individual investors, retirement and profit-sharing plans, and endowment funds. The firm’s investment approach includes asset allocation, mutual fund and ETF analysis, long-term equity holdings, and option strategies, with regular portfolio reviews and client reporting.

Richard Dexter is a financial advisor at Spartan Planning Group with two years of industry experience. He holds a Series 65 designation and previously worked at Intelligent Visibility and Sirius Computer Solutions. Richard is based in Greensboro, NC. Spartan Planning Group serves individuals, small businesses, trusts, and employee benefit plans by offering integrated financial planning, wealth and portfolio management, and pension consulting services. The firm employs a fee-only model and uses a combination of ETFs, mutual funds, individual equities, sub-advisers, and model portfolios to tailor investment advice.

Warren Carrick is a financial advisor at Sledge and Company Wealth Advisors with 16 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Sledge and Company Wealth Advisors, he worked at The Wealth Group, Ltd. and has longstanding involvement with Capital Investment Group, Inc. Outside of his advisory role, he is a partner at Sledge and Company, PLLC, a CPA firm specializing in individual and business taxation. Sledge and Company Wealth Advisors provides wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages discretionary portfolios using a range of investment vehicles and incorporates various research methodologies, including third-party money managers, with complementary financial planning covering tax, retirement, and estate considerations.

Ira Ross is a financial advisor at Spartan Planning Group in Greensboro, NC, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Spartan Planning & Wealth Management, LLC since 2015. Spartan Planning Group serves individual and high-net-worth households, as well as small businesses, trusts, and employee benefit plans, offering integrated financial planning and wealth management services. The firm uses a CFP®-based six-step process and combines discretionary and non-discretionary portfolio management, utilizing ETFs, mutual funds, and individual securities tailored to clients' objectives and risk profiles.

Justin Sledge is a financial advisor at Sledge and Company Wealth Advisors with a Series 65 credential and two years of industry experience. He previously worked at The Wealth Group, Ltd. and Capital Investment Companies, where he is also licensed to sell life insurance. Sledge and Company Wealth Advisors provides personalized wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages approximately $183.4 million in discretionary assets and employs a disciplined investment process that includes public research, technical analysis, and Monte Carlo simulations.

Christopher Harris is a financial advisor at Strategic Advisory Partners with a Series 65 designation and three years of industry experience. He has been with Strategic Advisory Partners since 2022 and also serves as an assistant and associate professor at Elon University, a role he has held since 2013. Strategic Advisory Partners serves individuals, pension and profit-sharing plans, and corporate clients by offering investment management, financial planning, and employee benefit plan advisory services. The firm manages approximately $124 million in assets using a combination of fundamental and technical analysis within a Modern Portfolio Theory framework and operates a wrap fee program while requiring custody at a recommended custodian.

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.

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.

John Simms Jr. is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He has been with Piedmont Capital Management, LLC since 2011. Piedmont Capital Management, LLC provides discretionary investment management and financial consulting primarily to high-net-worth individuals and families, as well as corporations, business entities, and charitable organizations. The firm focuses on capital preservation and long-term cumulative returns through disciplined asset allocation and active manager selection, often customizing investment policies to client preferences and managing accounts on a discretionary basis.

Patrick Williford is a financial advisor at Carolina Financial Advisors, Inc. with six years of industry experience. He previously worked at Merrill for four years and Pure Fishing for three years. Williford holds the Series 66 designation. Carolina Financial Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, corporations, pension and profit-sharing plans, and nonprofit organizations. The firm offers Values Based Investing portfolios aligned with traditional Christian values and employs a range of strategies emphasizing preservation of principal, quality securities, diversification, and varied analytical approaches.

Jonathan Smith is a financial advisor at Smith Partners Wealth Management, LLC in Greensboro, NC, holding a Series 65 designation with 13 years of industry experience. He has been with the firm since 1988, including its previous iteration as Jonathan Smith & Co. LLC. Smith Partners Wealth Management provides investment advice, financial planning, and customized consulting to individuals, families, businesses, trusts, retirement and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing separately managed accounts tailored to clients’ life stages and risk tolerances, with a focus on low-cost index funds, ETFs, and tax-aware strategies.

Erica Lyall is a CFP® with 10 years of industry experience and is currently with Strategic Advisory Partners in Greensboro, NC. Her prior roles include positions at Modera Wealth Management, Parsec Financial Management, and Hutchinson Family Offices. Strategic Advisory Partners serves individuals, pension and profit-sharing plans, and corporate clients, offering investment management and financial planning services. The firm combines fundamental and technical analysis within a Modern Portfolio Theory framework, employing both active and passive strategies tailored to client objectives.

Orville Igharas is a financial advisor at Piedmont Capital Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including First Citizens Investor Services, First Citizens Bank, and ValMark Advisers, Inc. since 2012. Piedmont Capital Management provides discretionary investment management and financial consulting primarily to high-net-worth individuals and families, as well as certain corporations and charitable organizations. The firm focuses on capital preservation and long-term returns through disciplined asset allocation and active manager selection, offering customized investment policies and managing both separately managed accounts and pooled vehicles.

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.

Barry Carpenter is a financial advisor at Cascades Capital Asset Management, LLC in Greensboro, NC, holding Series 65 and Series 66 credentials with 23 years of industry experience. He has been with Cascades Capital since 2013. Cascades Capital Asset Management serves individuals, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, limited financial planning, and retirement plan consulting. The firm emphasizes fundamental research, long-term equity ownership, diversification, and ongoing portfolio monitoring, managing approximately $322 million in assets.

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.

David Belk is a CFP® professional with 26 years of industry experience, currently serving at Carolina Financial Advisors, Inc. He has held roles at Old North State Trust Company and Financial Security Management, Inc., and is president and owner of Belk & Associates DBA Belk Financial Group, where he manages life insurance and related financial products. Carolina Financial Advisors, Inc. provides discretionary portfolio management and financial planning to individuals, trusts, estates, corporations, retirement plans, and nonprofit organizations. The firm focuses on preservation of principal through quality and diversification, employing both fundamental and technical analysis, and offers a Values Based Investing option aligned with traditional Christian values.