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 industry experience, currently serving as a financial advisor at &Partners. His previous roles include positions at Wells Fargo Clearing and Wachovia Securities. He is also the author of a book titled *Conquering Kilimanjaro and Inner Demons*. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of proprietary and third-party strategies with ongoing monitoring and periodic account reviews.

Deanna Post is a financial advisor at &PARTNERS with 25 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Wells Fargo Clearing Services, Woodbury Financial Services, and Morgan Stanley Smith Barney. &PARTNERS serves a diverse client base of individual and institutional investors, offering investment management, financial and tax planning, and retirement plan consulting services. The firm utilizes a range of analytical approaches and investment strategies, managing accounts on both discretionary and non-discretionary bases through proprietary platforms and third-party managers.

Tiffany Caudle is a financial advisor at Truist Advisory Services with 11 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services and its affiliated entities since 2015, including prior roles at BB&T Investment Services and BB&T Securities. She is also a registered notary in Davidson County, North Carolina. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment process.

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 who holds a Series 66 designation and has 24 years of industry experience. Her career includes roles at Merrill, BB&T Securities, and A. G. Edwards & Sons, Inc. She is based in High Point, NC. 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 employs both discretionary manager relationships and non-discretionary consulting, supported by third-party platforms, to deliver its AMC Advantage manager-selection program.

Heather Peters is a financial advisor with TIAA-CREF based in High Point, NC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her career includes roles at Valic Financial Advisors, Resources Investment Advisors, and BB&T Institutional Investment Advisers. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with ties to TIAA employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers a mix of model-based and customized portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

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 with 23 years of industry experience, having been with the firm since 2003. He holds Series 63 and Series 66 designations. Outside of his advisory role, Autry is a singer/songwriter and founder of Automatic Entertainment LLC, and he coaches basketball at East Forsyth High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Joel Payne Jr. is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for 24 years at Furnitureland South, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jennifer Beane is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at First Bank and BB&T. Outside of advisory work, she is involved in construction renovation businesses, managing financials for Bella Lan Renovations Inc. and Badin Lake Builders LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Matthew Thiel is a financial advisor with Raymond James Financial, holding a Series 66 designation and 25 years of industry experience. He worked at Wells Fargo Advisors LLC for 21 years before joining Raymond James Financial Services in 2020. Outside of his advisory role, he is president of Signature Wealth Group and Covenant Wealth Strategies LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal finance and employer advisory programs.

Stephanie Johnson is a financial advisor with Wells Fargo Clearing in High Point, NC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party sources.

Jordan Laws is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Before joining LPL Financial, he held positions at Bank of America, Merrill, and several other companies across different sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, advisory, and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of investment options including model portfolios, third-party asset management, and institutional platforms.

Radford Hyde is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

William Rives is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Insurance Agency and Avantax Investment Services, and he also has over 40 years of experience as a CPA at W. Leon Rives CPA. Outside of advising, he serves as a board member at Wake Forest/Lexington Medical Center and is a partner in an accounting and tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services, operating a multi-manager platform with flexible program options and custodial arrangements.