Bradley Tomlin is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 65 credential and based in High Point, NC. He has experience in the pharmaceutical industry, having worked at Bayer Pharmaceuticals, Amgen Biopharma, and Chiesi USA prior to joining Independent Advisor Alliance in 2026. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model with a range of portfolio management strategies and leverages technology platforms for asset aggregation and estate planning.

Emily Promise is a financial advisor at Commonwealth Financial Network with seven years of industry experience. She holds a Series 66 designation and has worked previously at Goldman Sachs and Blakely Financial, Inc., where she is currently Vice-President. Outside of her advisory role, she owns ECP Development, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, technology, compliance, and practice-management services.

Scott Tilley is a CFA® charterholder with 38 years of industry experience, currently serving at Truist Advisory Services since 2021. His prior roles include positions at BB&T Securities, Bank of America, and Merrill. Outside of his advisory work, he holds multiple board positions in the High Point, NC community, including director roles with the High Point Economic Development Corporation and the High Point Chamber of Commerce, and leadership roles with the High Point Downtown Stadium Foundation and the Atlantic League of Professional Baseball. He also owns a custom transportation service called Freeways to Fairways. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and integrated inter-affiliate resources.

Lukas Heavner is a financial advisor with Truist Advisory Services, holding a Series 66 designation and five years of industry experience. He previously worked at BB&T Securities and Highways and Skyways of NC. He serves on the Finance Committee of the United Way of Greater High Point, where he reviews the organization's finances and investment portfolios. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and inter-affiliate integration.

Charles Taylor is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at Hornor Townsend and Kent since 2007 and is a partner at Taylor & Parsley, CPAs, PLLC. Outside of his advisory role, Taylor is involved in corporate training and coaching through Taylor Training and Development, and he serves as a partner in a CPA practice focusing on accounting and tax services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Bradford Clinard is a CFP® with 16 years of experience in the financial services industry. He has been with NewEdge Advisors since 2017 and also holds a role with LPL Financial, following a brief tenure at Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a range of portfolio management, financial planning, consulting services, and employs multiple program structures combining in-house and third-party strategies.

Ronald Clinard is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at NewEdge Advisors and LPL Financial since 2017 and previously spent a year at Wells Fargo Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Daniel Kimel is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services, Inc. since 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

David Thompson is a CFP® professional with 37 years of experience in the financial services industry. He has worked at &Partners since 2025 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is the author of a book titled *Conquering Kilimanjaro and Inner Demons*. &Partners serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds, offering investment advisory, brokerage services, financial planning, and other financial solutions. The firm employs a combination of fundamental, technical, and quantitative analysis through proprietary and third-party models, operating as both a registered investment advisor and broker-dealer.

Deanna Post is a financial advisor at &PARTNERS with 25 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, LLC, Woodbury Financial Services Inc, and Morgan Stanley Smith Barney LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of services such as investment advisory, brokerage, financial planning, ERISA 3(21) consulting, and investment banking, using a combination of proprietary models and third-party manager solutions through the Envestnet platform.

Tiffany Caudle is a financial advisor with Truist Advisory Services in Lexington, NC, holding a Series 66 designation and 10 years of industry experience. She has worked at Truist Advisory Services and affiliated firms since 2015, including BB&T Investment Services and BB&T Securities. In addition to her advisory role, she is a registered notary public in Davidson County, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering solutions such as asset allocation, fiduciary support, and manager selection through its AMC Advantage program. The firm utilizes a combination of discretionary and non-discretionary management, supported by third-party platforms and AI-enabled research tools, with a notable integration of affiliated broker-dealer and banking services.

Clarence Slaughter III is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been affiliated with Independent Advisor Alliance, LPL Financial, and Kersey Valley Entertainment since 2016. In addition to his advisory work, he is involved with NC Physicians Retirement Strategy. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a combination of discretionary and non-discretionary management strategies supported by various analytical techniques and technology platforms, operating under a network model with strong connections to LPL Financial.

Vicki Bertholomey is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 24 years of industry experience. She has worked at Truist Advisory Services since 2021, with prior experience at Merrill from 2003 to 2018 and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by third-party platforms and research tools.

Heather Peters is a financial advisor with TIAA-CREF in High Point, NC, holding Series 65 and Series 63 designations and bringing 23 years of industry experience. She previously worked at Valic Financial Advisors, Resources Investment Advisors, and BB&T Institutional Investment Advisers, among others. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios within a vertically integrated structure.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

David Snapp is a financial advisor at Edward Jones in Thomasville, NC, with 10 years of industry experience. He holds the ChFC® designation and the Series 66 license and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies alongside affiliated mutual funds and specialized investment services.

Jon Harris is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials. His career includes long-term roles at Avantax Investment Services and Payne Tax Group, where he currently serves as president and oversees tax operations. In addition to his advisory work, he owns and operates businesses focused on tax preparation and payroll services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Mark Grantham is a financial advisor with Edward Jones in Archdale, NC, holding a Series 66 designation and 16 years of industry experience, all with Edward Jones since 2010. He serves as an instructor and advisory committee vice chairman at Randolph Community College, where he leads basic investment classes and contributes to educational program development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Stephen Jackson is a financial advisor at Edward Jones in Lexington, NC, with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1998. Outside of his advisory role, he serves as a board member and finance committee member for The Life Center of Davidson County and will be president of the board of directors in 2025 and 2026. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds.

Jeremy Autry is a financial advisor at Edward Jones in Winston Salem, NC, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, he is involved in songwriting and performing through his business, Automatic Entertainment LLC, and coaches basketball at East Forsyth High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.