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.

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 18 years of industry experience, currently serving at EPG Wealth Management LLC. His background includes roles at Arkadios Capital, ACG Wealth Inc., and Triad Advisors, Inc. He is also an assistant professor of the practice of finance at High Point University and serves as an expert witness in securities cases for a law firm. EPG Wealth Management LLC serves individuals, trusts, businesses, and retirement plans with customized investment plans and offers a range of advisory services, including advisor-managed portfolios and fiduciary consulting. The firm manages accounts using fundamental, technical, and cyclical analysis and employs both tailored portfolios and third-party model allocations.

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.

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.

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.

Kenneth Shahbaz is a CERTIFIED FINANCIAL PLANNER™ and Personal Financial Specialist with 25 years of experience. He is a principal at Holderness Investments Co and has worked previously at Intercarolina Financial Services and Kestra Financial Services. Shahbaz is also the owner and manager of Shahbaz Carothers & Company, PA, a tax and accounting firm, and serves on the board and audit committee of the Old North State Council of the Boy Scouts of America. Holderness Investments Co serves high-net-worth individuals and related entities, offering customized portfolio management and comprehensive financial planning. The firm employs a bottom-up fundamental investment approach with a focus on multi-year horizons and manages accounts primarily on a discretionary basis.

Joshua Keagle is a financial advisor at Financial Transparency with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including CSSC Investment Advisory Services and Cogent Analytics. Keagle also serves as a Training and Intelligence Officer in the U.S. Navy Reserve. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and organizations through a network of independent advisory representatives. The firm employs an asset allocation approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering passive and active investment models across various managed account programs.