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.

Nicholas Baker is a financial advisor at Timonier with 12 years of industry experience. He holds a Series 65 designation and has worked at Timonier Family Office Ltd. and Wilkinson and Associates since 2013. Outside of advising, he is a licensed real estate broker facilitating buyer contracts in Charlotte, NC. Timonier provides discretionary and non-discretionary wealth management to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm emphasizes a multi-generational, family-office approach with comprehensive financial, estate, and tax planning, focusing on long-term, structured portfolios that prioritize asset allocation, tax efficiency, and low turnover.

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.

Evan Mills is a financial advisor at Scholar Financial Advising, LLC in Winston-Salem, NC, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Greener Group LLC, the City of Woburn School District, and Outdoor Pride Landscaping LLC. Scholar Financial Advising serves individual clients with a focus on high-income and ultra-high-net-worth households, providing comprehensive financial planning primarily through digital tools and remote meetings. The firm emphasizes goal-driven, long-term planning with passive, low-cost investment vehicles and offers project-based and hourly engagements without managing client assets directly.

Benjamin Shamberger is a CFP® with 12 years of industry experience, currently serving at Resolved Financial in Winston Salem, NC. He has held roles at Dixon & Company Wealth Management, Purshe Kaplan Sterling Investments, and Fidelity Investments. He co-founded and co-hosts The Financial Edge Podcast and is a contributing author to a financial education book for novice investors. Additionally, he is president of the Greensboro Leads Group, a local networking organization. Resolved Financial primarily serves individual and high-net-worth clients, offering discretionary portfolio management, comprehensive financial planning, and time-limited financial coaching. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment decisions, utilizing AI and large language models to support advisor judgment.

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.

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.

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.

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.

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.