Aaron Parrish, CFP®, TPCP®, is a Greensboro, NC fee-only financial planner. He created Level Wealth Management (LWM) to present a new option to investors transitioning into and through retirement. Historically, investors have had to do it themselves, work with a commission broker or work with an advisor that charges a percentage of their investments. LWM helps clients build intelligent portfolios, map out retirement and reduce taxes for one flat retainer fee that isn’t based on account size. This fee structure reduces conflicts of interest and allows clients to potentially keep more of their investment returns. LWM meets physically with clients in Greensboro, Charlotte, and Raleigh as well as virtually for out of state clients. Aaron graduated from Appalachian State University and was recruited by BB&T’s Private Banking Division to join their Financial Planning Analyst team. There, he gained valuable experience and created financial plans for hundreds of clients. He later became a Vice President and Senior Financial Advisor at Triad Financial Advisors before starting Level Wealth Management. He has also taught retirement planning courses at colleges and universities across Central North Carolina. When not working, Aaron prefers to invest his time and money in experiences—traveling with his wife, Martha, and their two children, Bradford and Dottie. He’s also a big believer in outsourcing tasks he doesn’t enjoy, so he can spend more time mountain biking and snowboarding.

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.

Jonathan Morgan is a CFA® charterholder with 13 years of industry experience. He has worked at Holderness Investments Company since 2024 and previously held roles at McShane Partners and SP Capital Management LLC. Morgan was also involved with Simarian Enterprises LLC, operating as Simarian Research, from 2011 to 2022. Holderness Investments Company provides customized investment management and financial planning primarily to high-net-worth individuals, trusts, estates, and pension plans. The firm uses fundamental, bottom-up company analysis combined with a macroeconomic outlook and offers both discretionary and non-discretionary portfolio management along with ETF-based model strategies.

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 CFP® with 16 years of industry experience, currently with Smith Salley Wealth Management since 2021. He previously worked at Wells Fargo Clearing and Morgan Stanley. He serves on the finance committee of the Women’s Resource Center and is a member of the Greensboro Parks and Recreation Commission. 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 using a bottom-up, fundamental investment approach focused on equity selection and fixed-income analysis.

Thomas James is a CFP® with 19 years of industry experience and is affiliated with EPG Wealth Management LLC. He has worked at firms including Arkadios Capital, ACG Wealth INC., and Triad Advisors, Inc. He also serves as an assistant professor of finance at High Point University, where he has taught since 2016. Additionally, he provides expert witness services in securities cases for a law firm. EPG Wealth Management LLC serves individuals, trusts, businesses, and retirement plans with advisory services such as advisor-managed portfolios, third-party money manager access, and a wrap-fee program. The firm employs customized investment plans and generally manages accounts on a discretionary basis using a mix of fundamental, technical, and cyclical analysis.

Richard Holderness is a CFA® charterholder with 17 years of industry experience. He has been with Holderness Investments Co since 1995 and is a member of Holderness Asset Solutions, LLC, an insurance services business. Holderness Investments Company provides customized investment management and financial planning primarily to high-net-worth individuals, trusts and estates, and pension and profit-sharing plans. The firm’s investment approach combines fundamental bottom-up company analysis with a consensus macroeconomic outlook and offers tailored portfolio management alongside ETF-based model strategies.

George Wyatt is a financial advisor at Smith Salley Wealth Management in Greensboro, NC, holding a Series 65 designation with 12 years of industry experience. He 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 investment approach focused on individual equity selection and fixed-income analysis, complemented by diversification and the use of ETFs, REITs, and alternative funds.

James Cordell is a financial advisor with Intercarolina Financial Services, Inc. in Greensboro, NC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Intercarolina Financial Services since 2010 and is also president of the Cordell Group, Inc. Outside of his advisory work, he plays mandolin in a bluegrass band called Guilty Pleasures. Intercarolina Financial Services provides investment advisory and retirement plan consulting to individual and qualified retirement plan clients, utilizing fundamental, technical, and cyclical analysis to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

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.

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 with Intercarolina Financial Services, Inc. in Greensboro, NC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at Intercarolina since 2011, following roles at Ameriprise and UBS Financial Services. Wright serves on the board of the Triad Scottish Society, a nonprofit organization. Intercarolina Financial Services provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm employs a range of analysis techniques to develop individualized investment policies and manages accounts 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.

David Anderson is a financial advisor at 1808 Capital Partners in Greensboro, NC, holding a Series 66 designation with 25 years of industry experience. His career includes positions at Merrill and Bank of America, with his current tenure at 1808 Capital Partners beginning in 2017. Outside of advising, he owns Phantomdca, LLC, which manages the rental property housing his Raymond James Financial Services practice. 1808 Capital Partners provides comprehensive wealth management services to individuals, high-net-worth clients, charities, corporations, and banking or thrift institutions. The firm employs a priorities-based intake process to develop customized strategic asset allocations, using both passive and active strategies supported by third-party reporting tools and discretionary management of held-away accounts.

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, 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 in discretionary assets and employs a bottom-up investment approach focused on equity selection, fixed-income analysis, and diversified portfolios, including ETFs, REITs, and alternative funds.

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.