Eric Brumagin is a financial advisor with Virtue Capital Management, LLC who holds Series 63 and Series 65 designations and has 30 years of industry experience. His prior firms include First Fidelity Wealth Advisors, Inc. and JD Mellberg Financial, among others. Outside of his advisory work, he is a member of First Fidelity NC, LLC, involved in insurance and annuity business activities. Virtue Capital Management is a multi-team registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic strategies and delivers advice through a model featuring multiple investment adviser representatives and independent partners.

Michael Jones is a financial advisor at Silver Oak Securities, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Big Rock Wealth Advisors, Cantella and Co., Inc., and Edward Jones. Outside of his advisory work, he serves as an assistant baseball coach for Walter M Williams High School. Silver Oak Securities, Inc. serves a diverse client base including high-net-worth individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers multiple advisory programs tailored to client objectives, with a focus on discretionary investment management and automated model-based portfolio implementation.

Aaron Smith is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cardinal Financial, LLC for eight years before joining his current firm in 2021. Outside of his advisory role, he is a co-owner of a real estate group involved in non-investment-related activities. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers tailored investment programs with a range of strategies and typically manages assets on a discretionary basis.

Douglas Everett is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 credentials and two years of industry experience. He is also the owner of Pit Bull Crew, LLC, an insurance and securities business through which he sells life, health, and long-term care insurance while providing wealth management services. Additionally, he refers clients to an online estate planning system as an implementation specialist with Integrated Trust Systems. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, sub-advisory services, and client referrals, utilizing a range of analytical and asset-allocation strategies supported by third-party platforms.

Ikechukwu Egwuonwu is a CFP® with two years of industry experience, currently serving as a financial advisor at Root Financial Partners. His prior roles include positions at Beacon Pointe Advisors and Ayco, Goldman Sachs. In addition to advising, he holds a role as an insurance agent at Beacon Pointe Insurance Services. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client needs and offers specialized approaches and educational programming.

Dylan Martin is a CFP® professional with four years of industry experience, currently serving with The Fiduciary Alliance. His career includes roles at Flourishing Wealth LLC, Northwestern Mutual, and Merrill Lynch. The Fiduciary Alliance provides investment management and financial planning services to individuals, retirement plans, and other advisers, employing a variety of analytical approaches and third-party managers. The firm also offers ERISA 3(21) nondiscretionary services and manages participant retirement accounts with tax-efficient strategies.

Jason Cook is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. He holds the CFP® designation and has 25 years of industry experience. His career includes roles at BFC Planning, Inc., Stokes, Cook & Associates, and involvement with the Graham Area Business Association and Graham Fire Department. Outside of advising, Cook has volunteered as a firefighter and participates in charitable organizations such as the Burlington Shrine Club and Bingham Masonic Lodge. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $906 million in client assets and offers a range of investment platforms, including discretionary and non-discretionary management, with services tailored to client needs.

Samantha Mcdevitt is a financial advisor at Truist Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has worked at Truist Advisory Services and affiliated firms since 2015. Outside of her advisory role, she is a member of S Enterprises LLC, where she is involved in farming, livestock, and photography activities. 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 and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools in its manager selection and oversight processes.

Shelby Brady is a financial advisor at GWN Securities Inc. with five years of experience. Shelby holds the Series 66 designation and has a background that includes roles at American Healthcare Capital and Robert Half Staffing. Outside of finance, Shelby worked at Royal Pet Mortuary for four years. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm’s investment approach includes a range of managed-account programs and model portfolios, featuring both traditional asset-allocation strategies and legacy market-timing and momentum-based methods.

William Chappell III is a financial advisor with Bankers Life Advisory Services, Inc. in Greensboro, NC. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, he worked at several firms including Amerilife of Greensboro and Aflac. Outside of advising, he serves as Chair of the Risers Young Professionals group within the Guilford Merchants Association and is a member of its board. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across multiple asset classes.

Joanna Smith is a CFP® with 11 years of industry experience, currently serving at Kestra Advisory since 2018. Her prior roles include positions at Securities Service Network and Rather & Kittrell, Inc. She also holds roles supporting retirement plan clients through meeting preparation and financial planning activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors, offering services such as fiduciary consulting, plan design, and employee education.

Mallory Storrie is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds the Series 66 designation. Her background includes roles at Crossbridge Financial Group and Commonwealth Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Hailey Williams is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Bankers Life & Casualty, Inc. and has experience in other fields including a position at Village Spa. Outside of her advisory work, she is involved with several business ventures including H Williams Capital and Mega Hotels. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analyses for security selection.

William Hanner is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 credentials and with 38 years of industry experience. He has been with Valic Financial Advisors since 2003 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Robert Carson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes roles at Planning Solutions Group, LLC, Triad Advisors, Inc., and LPL Financial. Outside of advisory work, he manages MFF Holdings, LLC, a business that sells merchandise and donates profits to ALS-related charities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

John Kenan is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked with Ameritas entities since 2006 and serves as president of Southeast Financial Services, Inc., an independent insurance agency specializing in fixed insurance products and related financial services. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through a range of program platforms and a combination of model portfolios, mutual funds, ETFs, and individual securities.

Christopher Norman is a financial advisor with Bankers Life Advisory Services, Inc. based in Greensboro, NC. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Norman has worked with Bankers Life Securities, Inc. since 2016 and has been an insurance agent and field trainer with Bankers Life & Casualty since 2007. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

James King III is a financial advisor with Commonwealth Financial Network in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Commonwealth since 2003 and serves as president and sole owner of Austin Financial Management, Inc., a securities business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through various advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, technology, compliance, and practice-management support while offering a range of investment solutions and discretionary model portfolios.

Daniel Billings is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Ameritas Advisory Services, LLC, where he has worked since 2019, and has held various roles within affiliated Ameritas entities since 2013. Billings is also a licensed independent insurance agent specializing in fixed insurance products and serves as Director of Financial Planning at Southeast Financial Services, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a diversified investment approach using model portfolios, mutual funds, ETFs, and individual securities, and manages multiple program platforms supported by third-party technology and managers.

Jeffery Kee is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His work history includes roles at Bankers Life Advisory Services, Bankers Life Securities, Inc., and Bankers Life & Casualty. He is also an agent and unit field trainer with Bankers Life & Casualty. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ goals and risk tolerances, offering strategies across various securities with ongoing performance reviews.