Jayson Snipes is a financial advisor at Hanover Square Wealth Advisors LLC with a Series 65 credential and one year of industry experience. He has worked in accounting and tax services since 2017 and has held roles at Lexington City Schools and Maple Springs United Methodist Church. Hanover Square Wealth Advisors LLC provides investment management, financial planning, retirement-plan consulting, and business consulting to a diverse client base that includes individuals, high-net-worth clients, families, trusts, estates, businesses, and institutional entities. The firm offers a range of portfolio management strategies and access to alternative asset classes, serving clients through both discretionary and non-discretionary arrangements.

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® and Series 65 registered financial advisor with 11 years of experience, currently working at Smith Salley Wealth Management since 2015. He serves as part of a 17-advisor team based in Greensboro, NC. Outside of his advisory role, he is a managing member of Greenbrier Partnership II, LLC, a real estate investment venture. Smith Salley Wealth Management provides comprehensive wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm manages approximately $2.9 billion on a discretionary basis, employing a bottom-up fundamental investment approach with an emphasis on individual equity selection and fixed-income analysis.

Hugo May is a financial advisor at Smith Salley Wealth Management in Greensboro, NC, holding a Series 65 designation with 17 years of industry experience. He has worked with Smith, Salley & Associates, LLC since 2009. Smith Salley Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm manages approximately $2.9 billion on a discretionary basis, employing a bottom-up, fundamental investment approach focused on equity selection, fixed-income analysis, and diversified portfolios using ETFs, REITs, and alternative funds.

Pasquale Errichiello is a CERTIFIED FINANCIAL PLANNER™ with 16 years of industry experience. He is currently with Smith Salley Wealth Management and has prior experience at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Morgan Stanley. Errichiello 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 team-based firm that provides comprehensive wealth management, financial planning, and portfolio management to individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm manages approximately $2.9 billion on a discretionary basis and emphasizes a bottom-up investment approach focusing on individual equity selection and fixed-income analysis.

George Wyatt is a financial advisor at Smith Salley Wealth Management in Greensboro, NC, with 11 years of industry experience. He holds a Series 65 designation and has been with Smith, Salley & Associates since 2013. Smith Salley Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm manages approximately $2.9 billion using a bottom-up, fundamental investment approach that incorporates equity selection, fixed-income analysis, and diversified strategies including ETFs, REITs, and alternative funds.

Andrew Clark is a CFP® professional with 10 years of industry experience. He has worked at Smith Salley Wealth Management since 2018 and previously spent two years at Stearns Financial Group. Smith Salley Wealth Management is a team-based advisory firm managing approximately $2.9 billion for individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm employs a bottom-up investment approach focused on individual equity selection, fixed-income analysis, and diversification, utilizing various strategies including ETFs, REITs, and alternative funds for qualified clients.

Edmund Batchelor Jr. is a CFP® with 19 years of industry experience and has been with Smith Salley Wealth Management since 2006. He is based in Greensboro, NC, and holds a Series 65 license. Smith Salley Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm manages approximately $2.9 billion on a discretionary basis, employing a bottom-up investment approach focused on equity selection and fixed-income analysis, with diversified portfolios that include ETFs, REITs, and alternative funds.

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.

William Hollan is a CFP® with 14 years of experience in the financial advisory industry. He has been with Arbor Investment Advisors since 2011. Hollan holds a Series 65 license and is based in Winston Salem, NC. Arbor Investment Advisors serves individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations, providing discretionary and non-discretionary investment management along with financial planning and consulting services. The firm’s investment approach focuses on asset allocation and modern portfolio theory, utilizing exchange-traded funds, mutual funds, closed-end funds, and individual securities as appropriate.

Bradley Burk is a CFP® with five years of experience in the financial services industry. He currently works at Smith Salley Wealth Management and has prior experience at Modera Wealth Management, Parsec Financial Management, First Citizens Bank & Trust Company, and in legal roles at Campbell University School of Law and with an attorney. Smith Salley Wealth Management is a team-based firm serving individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm employs a bottom-up investment approach focusing on equity selection and fixed-income analysis while incorporating asset allocation, diversification, and alternative investment strategies.

George Smith Jr. is a financial advisor at Smith Salley Wealth Management with 23 years of industry experience. He holds a Series 65 designation and has worked at Smith Salley since 2003, following a one-year tenure at Franklin Street Advisors Inc. Smith Salley Wealth Management is a team-based firm serving individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm manages approximately $2.9 billion on a discretionary basis, employing a bottom-up, fundamental investment approach that includes individual equity selection, fixed-income analysis, and diversification across various asset classes.

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 63 and Series 65 licenses with two years of industry experience. Prior to joining Smith Salley, he worked at First Citizens Bank and First Citizens Investor Services. Smith Salley Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm manages approximately $2.9 billion primarily through a bottom-up, fundamental investment approach emphasizing equity selection, fixed-income analysis, and diversified portfolios.

Jacob Collinsworth is a CFP® and CFA® certificant with three years of industry experience, currently serving as an advisor at Smith Salley Wealth Management. He worked previously at Personal Capital for eight years before joining his current firm. Smith Salley Wealth Management is a team-based advisory firm managing approximately $2.9 billion for individual, high-net-worth, corporate, banking, trust, and charitable clients. The firm uses a bottom-up, fundamental investment approach emphasizing equity selection and fixed-income analysis, and employs diversified strategies including ETFs, REITs, alternative funds, and tax-advantaged techniques.

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.

Michael Dinkins is a CFA® charterholder at Granville Capital, Inc. in Greensboro, NC, where he has worked since 2016. He has three years of industry experience. Granville Capital serves high-net-worth individuals, trusts, retirement accounts, charitable organizations, and pooled investment vehicles. The firm employs a multi-manager, fund-of-funds investment approach, conducts proprietary due diligence on underlying managers, and acts as a private fund sponsor and adviser for multiple pooled vehicles.

Eric Barnett is a CFP® professional with six years of industry experience. He has worked at Smith Salley Wealth Management since 2026 and previously held advisory roles at Aprio Advisory Group LLC and a position at Surry Chemicals Co Inc. Smith Salley Wealth Management is a team-based firm serving individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm applies a bottom-up, fundamental approach to investment management, emphasizing equity selection and fixed-income analysis, and manages portfolios on a discretionary basis.