Alva Smith is a financial advisor with Eagle Strategies (NY Life) based in Advance, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been affiliated with Eagle Strategies since 1999 and with New York Life Insurance Company since 2006. Smith serves as a board member of Clemmons First Baptist Church’s Finance Committee. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm delivers tailored advice through multiple program types and emphasizes fiduciary responsibilities, managing the majority of its assets on a non-discretionary basis.

Suzanne Banzet is a CFP® with 27 years of industry experience, currently serving as an advisor at Kestra Advisory. She previously worked at Clearview Financial, where she was the principal and sole practitioner, and held roles at Commonwealth Financial Network. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients such as sovereign wealth funds.

Michael Owen is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds a Series 63 designation and has worked at several firms including Truist Investment Services, SunTrust Bank, Bb&T Securities, and Scott & Stringfellow. Owen is based in Winston-Salem, NC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

William James is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at LPL Financial and Northwestern Mutual in various capacities from 2017 to the present. Outside of advisory services, he has experience in business ownership through Davie Subways Inc. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by technology platforms and a network model of advisory representatives.

James Jones is a financial advisor at Centaurus Financial, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has served as president of APEX Benefits, a company specializing in group employee benefits insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through multiple platforms, utilizing both discretionary and non-discretionary arrangements.

Scott Stewart is a financial advisor with Eagle Strategies (NY Life) based in Winston Salem, NC, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. He has worked with New York Life and its affiliates since 1986 and has also managed his own firm, Stewart Financial Services, Inc., since 2014. Outside of his advisory work, Stewart serves as a board member of the trustees at Clemmons Moravian Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

James Hunt is a financial advisor with Wealth Enhancement Advisory Services, LLC in Winston-Salem, NC. He holds Series 63 and Series 66 licenses and has five years of industry experience, having previously worked at LPL Financial LLC, Wells Fargo Clearing, and The Vanguard Group, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Corina Parmenter is a financial advisor at Empower Advisory Group with eight years of industry experience. She holds a Series 66 designation and has previously worked at firms including Fidelity Investments, GWFS Equities, Advised Assets Group, Nuveen, and TIAA. Outside of advising, she is the owner of Bue Properties, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers a financial planning service focused on long-term portfolio returns and annual rebalancing, delivered through an integrated platform connected to Empower’s recordkeeping and administrative systems.

Phillip Williams is a financial advisor with Equity Services, Inc. in Winston Salem, NC. He holds a Series 66 designation and has experience spanning roles at National Life Group, Qorvo Inc., and Auburn University RFID Lab. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often using third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

Andrew Weaver is a Series 66 licensed financial advisor with Janney Montgomery Scott in Winston-Salem, NC, where he has worked since 2022. He has four years of industry experience, including prior roles at Truist Investment Services and a 13-year career with the PGA Tour. Weaver serves as a board member of First Tee of Central Carolina, focusing on leadership and fundraising. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele and offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple platforms.

John Hunt is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and over 45 years of industry experience. His career includes roles at LPL Financial, Cetera Advisor Networks, Blue Rock Wealth Management, and Three Magnolias Financial Advisors. Outside of his advisory work, he is involved in several business entities unrelated to investment activities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management, employing a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Christopher Borzych is a CFP® professional with 37 years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and has held prior roles at Charles Schwab & Co. and USAA Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools to tailor recommendations according to client goals and risk tolerance.

Beverly Settle is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. She has 28 years of industry experience, including eight years with Bb&T Securities and five years with Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers services such as asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting with support from AI-enabled research tools.

Sean Starling is a financial advisor with Eagle Strategies (NY Life) based in Clemmons, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Pinnacle Wealth Strategies, LLC and NYLIFE Securities, LLC, alongside tenure with New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kenneth Jones II is a CFP®-certified financial advisor at Edward Jones with 31 years of industry experience. He worked at Franklin/Templeton Distributors, Inc. for 28 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Mark Walton is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 22 years of industry experience. His career includes previous roles at Allegacy Federal Credit Union, Cuso Financial Services, Mass Mutual, Metlife Securities, and Edward Jones. Walton is also involved in managing the Allegacy Investment Group, an affiliated business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Charmon Baker is a financial advisor with Edward Jones in Winston Salem, NC, holding Series 63 and Series 66 designations and having 22 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she has served as past board president of the Delta Fine Arts Center in Winston-Salem. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions and operates with a fiduciary standard.

Amy Hill is a financial advisor with LPL Financial in Clemmons, NC. She holds a Series 66 designation and has extensive industry experience, having worked at Wells Fargo for 27 years before roles at Principal Trust Company, Ascensus, and Allegacy Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by advanced operational tools and a large network of more than 22,800 advisors.

Tracy Duncan is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial. She has a long tenure at Allegacy Federal Credit Union since 2001 and previously worked with CUSO Financial Services, L.P. from 2001 until 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive advisor tools and a broad non-advisory financial services network.

Ethan Coe is a financial advisor at LPL Financial with three years of industry experience. His prior roles include positions at Truliant Federal Credit Union, TRUIST Advisory Services, and SECU Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.