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.

Nathan Snow is a CFP® professional with seven years of industry experience, currently affiliated with Accruent Wealth Advisors in Winston-Salem, NC. He has worked at Accruent Wealth Advisors since 2017 and previously held positions at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Outside of his advisory role, Snow serves as an adjunct instructor for Liberty University Online, teaching a theology class. Accruent Wealth Advisors provides financial planning and discretionary investment management to individuals and families, serving both high-net-worth and non-HNW clients. The firm emphasizes holistic financial planning and structures portfolios based on clients’ tax situations, risk tolerance, and goals, using mainly no-load mutual funds, ETFs, bonds, and cash alternatives.

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 financial advisor at Scholar Financial Advising, LLC with three years of industry experience. She holds a Series 65 designation and has a long-standing role as a professor at Wake Forest University, where she designs and teaches courses, mentors students, conducts research, and serves on committees. Scholar Financial Advising serves high-income and ultra high-net-worth individuals, providing comprehensive financial planning and advisory support primarily through online digital tools. The firm employs a goal- and constraint-driven approach with a focus on tax-aware asset allocation and offers fee structures that do not rely on assets under management.

Eric Mattinson is a financial advisor with Twin City Private Wealth, LLC in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining Twin City Private Wealth, he worked at Semmax Financial Advisors, Truist Investment Services, and Wells Fargo Clearing. He also serves as a financial education instructor with the American Financial Education Alliance. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning to individuals, corporations, foundations, and retirement plan participants. The firm uses a variety of investment methods, including ETFs, mutual funds, equities, fixed income, and options, and is notable for publicly disclosing performance results and conducting educational seminars for clients.

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 with Scholar Financial Advising, LLC in Winston-Salem, NC. He holds a Series 65 designation and has just under two years of industry experience. His prior work includes roles in education and landscaping, along with positions at Greener Group LLC and James A. Martin Company, Inc. Scholar Financial Advising serves individual clients, focusing on high-income and ultra high-net-worth households through comprehensive financial planning and advisory support. The firm emphasizes a long-term, tax-aware investment approach delivered primarily online, operating on flat, hourly, and recurring fee models without managing client assets directly.

Benjamin Shamberger is a CFP® with 12 years of industry experience and is currently affiliated with Resolved Financial. He has worked at Dixon & Company Wealth Management, Purshe Kaplan Sterling Investments, Fidelity, Wells Fargo Clearing, and Edward Jones. Outside of his advisory roles, Shamberger co-founded and co-hosts The Financial Edge Podcast and is a contributing author to a financial education book for novice investors. He is also president of the Greensboro Leads Group, a networking organization. Resolved Financial primarily serves individual and high-net-worth clients, offering discretionary portfolio management, comprehensive financial planning, and time-limited financial coaching. The firm utilizes a combination of fundamental, technical, and cyclical analysis, supplemented by AI and analytical tools, to manage client portfolios on a discretionary basis.

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.

Stephen Tosi is a financial advisor at Generations Investment Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Efficient Advisors, LLC, Sowell Management, Matson Money, Inc., and Next Financial Group, Inc. He has been with Generations Investment Advisors since 2006. Generations Investment Advisors provides portfolio analysis and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes manager selection and asset allocation based on Modern Portfolio Theory and efficient-market principles, typically recommending third-party independent money managers rather than directly managing client portfolios.

Weston Bryan is a financial advisor at Accruent Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at Western Carolina University and in hospitality roles including ILDA and The Wine Bar, LLC, and Shoebooties Cafe. Accruent Wealth Advisors provides financial planning and discretionary investment management to individuals and families, serving both high-net-worth and non-high-net-worth clients. The firm offers holistic financial planning services alongside investment management, structuring portfolios based on clients' tax situations, risk tolerance, and goals.

Jason Lincoln is a financial advisor at Twin City Private Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Atrium Health Wake Forest Baptist Medical Center and Knight Property Group. Outside of his advisory work, Jason serves as a part-time Clinical CT Instructor at Forsyth Technical Community College. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning to individuals, corporations, foundations, and retirement plan participants. The firm uses a range of investment methods and publicly discloses performance results, offering educational seminars and participant account management through third-party platforms.

John Simms Jr. is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He has been with Piedmont Capital Management, LLC since 2011. Piedmont Capital Management, LLC provides discretionary investment management and financial consulting primarily to high-net-worth individuals and families, as well as corporations, business entities, and charitable organizations. The firm focuses on capital preservation and long-term cumulative returns through disciplined asset allocation and active manager selection, often customizing investment policies to client preferences and managing accounts on a discretionary basis.

Patrick Williford is a financial advisor at Carolina Financial Advisors, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill and Pure Fishing prior to joining Carolina Financial Advisors. Carolina Financial Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and nonprofit organizations. The firm offers Values Based Investing portfolios aligned with traditional Christian values and follows an investment policy focused on preservation of principal through diversified strategies and use of fundamental, technical, and cyclical analysis.