Ryan Gehsmann is a financial advisor with AdaptFirst Investments LLC, holding a Series 66 designation and with 10 years of industry experience. Prior to joining AdaptFirst in 2019, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, Gehsmann owns a lawn care business and coordinates lacrosse tournaments and events in the Greensboro area. AdaptFirst Investments provides ongoing portfolio management, financial planning, and consulting services to individuals and businesses. The firm employs a valuation-focused investment approach and offers additional services such as outsourced CIO support, CFO-level consulting, bookkeeping, and in-house tax preparation.

Vaughn Heydel is a CFP® professional with 15 years of industry experience, currently serving at Financial Designs Corporation since 2007. He holds a Series 63 license and works in a team of three advisors based in Stokesdale, NC. Financial Designs Corporation provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and qualified retirement plan participants. The firm uses an active management approach combining charting, technical, fundamental, and cyclical analysis, offering both discretionary and non-discretionary relationships through its proprietary wrap fee program.

Walter Lasley is a financial advisor at AdaptFirst Investments LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Momentun Independent Network, Neidiger, Tucker, Bruner, Inc., and Linsco/Private Ledger Corp. Outside of advising, he manages a resort residence unit in Garden City, SC. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO roles. The firm employs a value-oriented approach using both technical and fundamental analysis and offers additional services such as bookkeeping, tax preparation, and financial coaching.

Robert Masten is a financial advisor with AdaptFirst Investments LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He was previously with Masten Capital Management for 13 years before joining AdaptFirst in 2021. Outside of advising, he is a co-owner of a solar farm. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO roles. The firm uses a value-oriented investment approach combining technical and fundamental analysis, and provides additional services such as bookkeeping, tax preparation, and financial coaching.

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.

Carter Lievens is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He has worked at JT Stratford, LLC since 2020 and has prior experience in tax services and retail. JT Stratford, LLC is an SEC-registered investment adviser managing approximately $815 million for individuals, pension plans, charitable organizations, and corporations through a 14-person team. The firm offers portfolio management, financial planning, employer retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

Scott Cawood is a CFP® and CFA® with 16 years of industry experience, currently serving at Arbor Investment Advisors since 2003. He holds the position of Chairman of the Board at Piedmont Federal Savings Bank. Arbor Investment Advisors provides investment management and financial planning services to individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations. The firm employs an investment approach based on asset allocation and modern portfolio theory, utilizing a range of investment vehicles including ETFs, no-load mutual funds, and individual equities.

Jonathan Kacmarcik is a financial advisor at Three Magnolias Financial Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch and Bank of America. Outside of finance, he has limited involvement in a family entertainment business that provides gaming equipment to various venues. Three Magnolias serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, and project-based consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and offers both discretionary and non-discretionary investment management.

Erika Mielke is a CFP® credentialed advisor with 11 years of industry experience. She has worked at Arbor Investment Advisors since 2018 and previously held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Arbor Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations. The firm applies asset allocation strategies based on Modern Portfolio Theory, utilizing exchange-traded funds, mutual funds, and independent managers, and serves both non-high-net-worth and high-net-worth clients.

Jared Gibbs is a financial advisor at AdaptFirst Investments LLC with two years of industry experience. He holds a Series 65 designation and previously worked at American Federal Mortgage as a Mortgage Loan Officer, where he assisted borrowers with loan applications and financial document analysis. AdaptFirst Investments serves individuals and small businesses by providing portfolio management, financial planning, and consulting services including outsourced CIO and CFO roles. The firm employs a value-oriented investment approach and offers additional services such as bookkeeping, tax preparation, and financial coaching.

Jennifer Johnson is a CFP® with 21 years of industry experience, currently serving as an advisor at Three Magnolias Financial Advisors in Winston-Salem, NC. She has worked with Cetera Advisor Networks and Private Client Services prior to her current role. Outside of her advisory work, Johnson is involved locally as a youth leader at Boonville United Methodist Church, a member of the Reynolda Rotary Club membership committee, and serves on the board and investment committee of the Shallowford Foundation. Three Magnolias Financial Advisors serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, and project-based consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios that may include mutual funds, ETFs, annuities, REITs, and individual securities, offering both wrap and non-wrap account arrangements.

James Holmes III is a financial advisor with Three Magnolias Financial Advisors in Winston Salem, NC, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services and Stephens Inc. He serves on the investment committee and acts as a delegate to the annual conference for Centenary United Methodist Church, where he participates in managing operational funds held in trusts. Three Magnolias Financial Advisors serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, and project-based consulting. The firm constructs portfolios using a combination of fundamental, technical, and cyclical analysis across various asset types and offers both wrap and non-wrap account arrangements.

John Thompson is a financial advisor at JT Stratford, LLC in Winston Salem, NC, holding Series 63 and Series 66 credentials with 18 years of industry experience. He previously spent 19 years with Northwestern Mutual, including roles in wealth management and investment management. Thompson is also active as an insurance sales advisor through Strategic Financial Advisors LLC. JT Stratford, LLC serves individuals, pension plans, charitable organizations, and corporations, offering discretionary and non-discretionary portfolio management alongside model-portfolio and sub-advisory solutions. The firm employs a variety of investment strategies and incorporates technology such as AI tools while providing ancillary services including estate-planning platforms and insurance agency affiliations.

Wesley Reed is a financial advisor at Three Magnolias Financial Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisor Networks LLC and Blue Rock Wealth Management. Outside of his advisory role, he is involved in aviation-related consulting and owns an LLC focused on airplane ownership and leasing. Three Magnolias Financial Advisors serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, and project-based consulting. The firm constructs portfolios using a combination of fundamental, technical, and cyclical analysis and offers both wrap and non-wrap account arrangements.

Scott Jones is a CFP® with 16 years of industry experience, currently serving as an advisor at Arbor Investment Advisors since 2006. He holds a Series 65 license and is based in Winston Salem, NC. Arbor Investment Advisors provides investment management and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations. The firm employs an asset allocation approach grounded in modern portfolio theory, utilizing ETFs, mutual funds, closed-end funds, and individual equities and fixed income, with a focus on tax-efficient strategies and comprehensive portfolio reporting.

Michael Harris is a CFA® charterholder with 16 years of industry experience. He has been with DeRoy & Devereaux Private Investment Counsel, Inc. since 2004. The firm provides discretionary investment management primarily to high-net-worth individuals, families, foundations, pension plans, endowments, and municipalities. DeRoy & Devereaux employs a value-oriented, bottom-up fundamental investment approach and manages focused equity portfolios and distinct fixed income strategies, serving mostly on a discretionary basis.

James Eddington is a financial advisor with AdaptFirst Investments LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Intercarolina Financial Services and MassMutual. Outside of advisory work, he co-owns an insurance brokerage firm, The Insurance Coach, which provides life, disability, long-term care, and health insurance, as well as group benefits services. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO roles. The firm employs a value-oriented investment approach supported by in-house research and offers additional services such as bookkeeping, tax preparation, and financial coaching.

Adam Mcmillian is a financial advisor at Tidemark, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Cannon Wealth Management. Outside of his advisory role, he serves on the board of Stokes United, a nonprofit organization that raises funds for local charities. Tidemark, LLC provides investment management, financial planning, and consulting services to individuals, small businesses, pension plans, and institutional clients. The firm manages $462.5 million in assets and constructs tailored portfolios using a range of investment products, incorporating fundamental and technical analysis in its process.

James Hough is a financial advisor at Arbor Investment Advisors in Winston Salem, NC, holding a Series 65 designation. He has been with Arbor since 2026 and previously worked at Commercial Realty Advisors, LLC, Unique Places, LLC, and Sewanee: University of the South. Arbor Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations. The firm serves a range of clients from non-high-net-worth to high-net-worth individuals, applying an investment approach based on asset allocation concepts from Modern Portfolio Theory and employing exchange-traded funds, mutual funds, and independent managers as appropriate.

Charles Freeman is a CFA® charterholder with 23 years of experience in the financial services industry. He has worked at AdaptFirst Investments LLC since 2017 and previously held roles at Intercarolina Financial Services, The Leaders Group Inc, and Holderness Investments Co. Outside of his advisory work, Freeman is a co-owner of an axe throwing range and bar, serves as president of the local Society for Financial Service Professionals chapter, and plays bass guitar. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO roles. The firm offers additional services such as bookkeeping, tax preparation, and financial coaching, using a value-oriented investment approach supported by in-house research and licensed model solutions.