Daniel Smith is a CFP® and CFA® with 10 years of industry experience, currently serving as an advisor at Piedmont Capital Management, LLC since 2014. He is based in Greensboro, NC, and works alongside two other advisors at the firm. Piedmont Capital Management provides discretionary investment management and financial consulting primarily to high-net-worth individuals and families, as well as certain corporations and charitable organizations. The firm focuses on capital preservation and long-term returns through disciplined asset allocation and active manager selection, offering customized investment policies and managing both separately managed accounts and pooled vehicles.

Robby Starinsky, a Certified Financial Planner™ Professional, brings more than a decade of experience helping clients make confident decisions about their financial futures. Throughout his career, Robby developed a broad perspective on the challenges clients face across different stages of their financial lives. His desire to build deep, long-term relationships and provide comprehensive planning led him to join Level Wealth Management in 2026. Robby believes that meaningful financial planning starts with understanding what is most important to each client and building a thoughtful strategy around those priorities. A graduate of Wittenberg University, Robby lives in Charlotte with his girlfriend, Kelsey, and their two cats, Frankie and Kristof. Outside of work, he enjoys traveling with Kelsey, particularly exploring new countries and seeking out experiences that offer a different perspective on the world. He also loves discovering new restaurants around Charlotte, spending time with friends and family, and finding new places to visit around the Carolinas.

Michael Damas is a financial advisor at Maryland Capital Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Maryland Capital Advisors since 2005. Outside of his advisory role, he is a managing member of Chesterplaza, LLC. Maryland Capital Advisors provides portfolio management and investment advice to individuals, families, retirement plans, corporations, and trusts or charitable organizations. The firm uses an investment approach based on Modern Portfolio Theory and factor research, emphasizing passive funds and ETFs to implement diversified, multi-asset portfolios.

Janice French is a CFA® charterholder with 27 years of industry experience. She is currently affiliated with Timonier and has worked at Rice Financial Products Company since 2009. Timonier provides discretionary and non-discretionary wealth management services to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm combines portfolio management with comprehensive financial, estate, and tax planning, following a long-term, family-office approach that emphasizes market efficiency, asset allocation, and tax efficiency.

Justin Smith is a CFP® and CFA® with 14 years of industry experience. He has been with Smith Partners Wealth Management, LLC since 2005, including its predecessor firm Jonathan Smith & Co. The firm provides investment advice, financial planning, and customized consulting to individuals, families, businesses, trusts, retirement and profit-sharing plans, and charitable organizations. Smith Partners Wealth Management constructs separately managed accounts tailored to clients’ life stages and risk tolerances, using a range of investment vehicles and tax-aware strategies, and engages an independent Outsourced Chief Investment Officer to assist with portfolio management while retaining supervisory responsibility.

Paul Fulton III is a financial advisor with Westhampton Capital in Winston-Salem, NC, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Westhampton Capital since 2012. Outside of his advisory role, Paul may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Westhampton Capital serves individual and high-net-worth clients, retirement plans, and charitable organizations, providing discretionary portfolio management and retirement plan advisory services. The firm employs a growth-at-a-reasonable-price investment philosophy combining quantitative and qualitative analysis and offers ERISA fiduciary services including both nondiscretionary consulting and discretionary management.

Andrew Miller is a CFA® charterholder with six years of industry experience. He has worked at Cassia Capital Partners LLC since 2019 and spent one year at Flow Companies prior to that. Cassia Capital Partners provides discretionary investment management and financial consulting services to individuals, trusts, endowments, foundations, and business entities. The firm manages approximately $251 million in assets, employing customized, primarily long-term portfolios that may include alternative strategies such as hedge funds, private equity, and cryptocurrency ETFs.

Roy Hyde is a financial advisor at Strategic Advisory Partners in Greensboro, NC, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Bartimaeus by design and First Bank. Strategic Advisory Partners provides investment management and financial planning services to individual, high-net-worth, pension, profit-sharing, and corporate clients. The firm combines fundamental and technical analysis with modern portfolio theory, utilizing both passive and active strategies, and operates a wrap fee program that integrates transaction costs for separately managed account clients.

Harry Shertzer Jr. is a financial advisor with Westhampton Capital, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Westhampton Capital since 2010. Westhampton Capital serves individual and high-net-worth clients, retirement plans, and charitable organizations, offering discretionary portfolio management and retirement plan advisory services. The firm uses a structured, quantitative investment process combined with qualitative analysis under a growth-at-a-reasonable-price philosophy.

Dana Strickland is a Series 65-licensed financial advisor at Scholar Financial Advising, LLC with three years of industry experience. She has been affiliated with Scholar Financial Advising since 2022 and has worked as a professor at Wake Forest University since 2008, where she teaches courses, mentors students, conducts research, and serves on university committees. Scholar Financial Advising serves high-income and ultra-high-net-worth individuals, providing comprehensive financial planning through digital tools and remote consultations. The firm emphasizes goal-driven advice with a long-term focus on asset allocation, tax-efficient strategies, and the use of low-cost passive investment vehicles, operating under a client-coordination model without managing client assets directly.

Eric Mattinson is a financial advisor with Twin City Private Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior experience includes nine years at Semmax Financial Advisors, Inc., followed by five years at Twin City Private Wealth, formerly known as Dogwood Wealth Advisors. Outside of his advisory role, Mattinson teaches financial education courses through the American Financial Education Alliance. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as corporations, foundations, and retirement plan participants. The firm employs a multi-method investment analysis approach and publicly discloses performance results.

David Childs is a CFP® professional with 13 years of industry experience, currently serving at Spartan Planning Group since 2012. He also has a longstanding role at The Oechsli Institute beginning in 2010. Outside of his financial advisory work, Childs is president of DCP Coaching, a consulting business focused on business growth, cash flow, and efficiency management. Spartan Planning Group is a team-based firm that provides integrated financial planning, wealth and portfolio management, and pension consulting services to individuals, small businesses, trusts, and employee benefit plans. The firm employs tailored investment strategies using ETFs, mutual funds, individual equities, and sub-advisers, and manages approximately $167 million in discretionary assets as of year-end 2024.

David Gray is a CFP® professional with 10 years of industry experience, currently serving at Capital Management, LLC in Greensboro, NC. He has been with Capital Management since 1980, totaling 46 years at the firm. Outside of his advisory role, he serves as a director for BIAS Global Portfolios, an investment fund management firm based in the Cayman Islands. Capital Management, LLC provides portfolio management, retirement plan consulting, and financial planning services to individual investors, retirement and profit-sharing plans, and endowment funds. The firm’s investment approach includes asset allocation, mutual fund and ETF analysis, long-term equity holdings, and option strategies, with regular portfolio reviews and client reporting.

Richard Dexter is a financial advisor at Spartan Planning Group with two years of industry experience. He holds a Series 65 designation and previously worked at Intelligent Visibility and Sirius Computer Solutions. Richard is based in Greensboro, NC. Spartan Planning Group serves individuals, small businesses, trusts, and employee benefit plans by offering integrated financial planning, wealth and portfolio management, and pension consulting services. The firm employs a fee-only model and uses a combination of ETFs, mutual funds, individual equities, sub-advisers, and model portfolios to tailor investment advice.

Nicholas Baker is a financial advisor at Timonier with 12 years of industry experience. He holds a Series 65 designation and has worked at Timonier Family Office Ltd. and Wilkinson and Associates since 2013. Outside of advising, he is a licensed real estate broker facilitating buyer contracts in Charlotte, NC. Timonier provides discretionary and non-discretionary wealth management to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm emphasizes a multi-generational, family-office approach with comprehensive financial, estate, and tax planning, focusing on long-term, structured portfolios that prioritize asset allocation, tax efficiency, and low turnover.

Warren Carrick is a financial advisor at Sledge and Company Wealth Advisors with 16 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Sledge and Company Wealth Advisors, he worked at The Wealth Group, Ltd. and has longstanding involvement with Capital Investment Group, Inc. Outside of his advisory role, he is a partner at Sledge and Company, PLLC, a CPA firm specializing in individual and business taxation. Sledge and Company Wealth Advisors provides wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages discretionary portfolios using a range of investment vehicles and incorporates various research methodologies, including third-party money managers, with complementary financial planning covering tax, retirement, and estate considerations.

Ira Ross is a financial advisor at Spartan Planning Group in Greensboro, NC, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Spartan Planning & Wealth Management, LLC since 2015. Spartan Planning Group serves individual and high-net-worth households, as well as small businesses, trusts, and employee benefit plans, offering integrated financial planning and wealth management services. The firm uses a CFP®-based six-step process and combines discretionary and non-discretionary portfolio management, utilizing ETFs, mutual funds, and individual securities tailored to clients' objectives and risk profiles.

Justin Sledge is a financial advisor at Sledge and Company Wealth Advisors with a Series 65 credential and two years of industry experience. He previously worked at The Wealth Group, Ltd. and Capital Investment Companies, where he is also licensed to sell life insurance. Sledge and Company Wealth Advisors provides personalized wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages approximately $183.4 million in discretionary assets and employs a disciplined investment process that includes public research, technical analysis, and Monte Carlo simulations.

Evan Mills is a financial advisor at Scholar Financial Advising, LLC in Winston-Salem, NC, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Greener Group LLC, the City of Woburn School District, and Outdoor Pride Landscaping LLC. Scholar Financial Advising serves individual clients with a focus on high-income and ultra-high-net-worth households, providing comprehensive financial planning primarily through digital tools and remote meetings. The firm emphasizes goal-driven, long-term planning with passive, low-cost investment vehicles and offers project-based and hourly engagements without managing client assets directly.

Christopher Harris is a financial advisor at Strategic Advisory Partners with a Series 65 designation and three years of industry experience. He has been with Strategic Advisory Partners since 2022 and also serves as an assistant and associate professor at Elon University, a role he has held since 2013. Strategic Advisory Partners serves individuals, pension and profit-sharing plans, and corporate clients by offering investment management, financial planning, and employee benefit plan advisory services. The firm manages approximately $124 million in assets using a combination of fundamental and technical analysis within a Modern Portfolio Theory framework and operates a wrap fee program while requiring custody at a recommended custodian.