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 CERTIFIED FINANCIAL PLANNER™ with 16 years of industry experience. He is currently with Smith Salley Wealth Management and has prior experience at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Morgan Stanley. Errichiello serves as a finance committee member for the Women's Resource Center and is a commission member of the Greensboro Parks and Recreation Commission. Smith Salley Wealth Management is a team-based firm that provides comprehensive wealth management, financial planning, and portfolio management to individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm manages approximately $2.9 billion on a discretionary basis and emphasizes a bottom-up investment approach focusing on individual equity selection and fixed-income analysis.

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.

Richard Holderness is a CFA® charterholder with 16 years of industry experience. He has been with Holderness Investments Co since 1995. In addition to his advisory role, he is a member of Holderness Asset Solutions, LLC, where he provides insurance services. Holderness Investments Company offers customized investment management and financial planning primarily to high-net-worth individuals, trusts, estates, and pension plans. The firm uses a fundamental, bottom-up approach combined with a consensus macroeconomic outlook, employing both discretionary management and ETF-based model strategies.

George Wyatt is a financial advisor at Smith Salley Wealth Management in Greensboro, NC, with 11 years of industry experience. He holds a Series 65 designation and 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, fundamental investment approach that incorporates equity selection, fixed-income analysis, and diversified strategies including 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.

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.

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.

Kyle Leonard is a CFP® with eight years of industry experience, currently serving as a financial advisor at Semmax Financial Advisors, Inc. since 2023. His prior experience includes roles at Truliant Federal Credit Union, CUSO Financial Services, Fund Direct Advisors, Intercarolina Financial Services, and Lincoln Financial. Leonard is a volunteer committee member for the City of Mt. Airy Mayor's Office and serves as a board member for Mt. Airy City Schools. Semmax Financial Advisors, Inc. offers discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis across various asset classes and incorporates tax and estate considerations into its planning and investment processes.

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.

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.

Lawrence Vanlandingham is a financial advisor with Semmax Financial Advisors, Inc. in Winston-Salem, NC, holding a Series 66 designation and five years of industry experience. He has previously worked at Maestro Wealth Advisors LLC, Avantax Advisory Services, CUSO Financial Services, and Wells Fargo Bank. Outside of his advisory role, he is involved with Semmax, Inc., an insurance agency where he dedicates time to writing new business and researching annuity and insurance options. Semmax Financial Advisors, Inc. provides advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment vehicles and integrates tax and estate planning considerations in its offerings.

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.