Michael Dinkins is a CFA® charterholder at Granville Capital, Inc. in Greensboro, NC, where he has worked since 2016. He has three years of industry experience. Granville Capital serves high-net-worth individuals, trusts, retirement accounts, charitable organizations, and pooled investment vehicles. The firm employs a multi-manager, fund-of-funds investment approach, conducts proprietary due diligence on underlying managers, and acts as a private fund sponsor and adviser for multiple pooled vehicles.

Eric Barnett is a CFP® professional with seven years of industry experience. He is currently with Smith Salley Wealth Management and has previously worked at Aprio Advisory Group LLC and Surry Chemicals Co Inc. Smith Salley Wealth Management is an SEC-registered wealth management firm managing approximately $2.9 billion on a discretionary basis for individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm employs a bottom-up, fundamental approach to equity selection and offers comprehensive financial planning, portfolio management, and access to third-party managers and tax preparation services.

Leslie Garner is a CFP® professional with 11 years of experience in the financial services industry. She has worked at AdaptFirst Investments LLC since 2019 and previously held roles at Innovation Partners LLC, Garner Wealth Strategies, and The Prudential Insurance Company of America. Outside of advisory work, she is an adjunct professor at NC A&T University and has experience as an independent health insurance agent and mortgage loan processor. AdaptFirst Investments provides advisory services to individuals and businesses, including portfolio management, financial planning, and consulting. The firm offers a proactive, valuation-focused investment approach with medium-term targets and combines fundamental and technical analysis while also delivering accounting, tax, and outsourced CIO services.

Sheila Falls is a CFP® and PFS™ professional with 14 years of industry experience. She is affiliated with Holderness Investments Co, where she has worked since 2017 as part of a six-advisor team. Falls also provides accounting services through her own practice and offers insurance services as a licensed agent with an affiliated insurance company. Holderness Investments Co serves high-net-worth individuals and related entities by providing customized portfolio management and comprehensive financial planning. The firm employs a bottom-up fundamental investment approach informed by macroeconomic views and manages most accounts on a discretionary basis.

Kamerynn Bonn is a financial advisor at Saltbox Financial LLC in Greensboro, NC, holding a Series 66 designation with four years of industry experience. Prior to joining Saltbox Financial, Bonn held roles at Cetera and Matt Logan Inc. Outside of finance, Bonn has experience working in the restaurant industry. Saltbox Financial LLC provides financial planning, investment advisory, and portfolio management services to individuals, families, couples, and select charitable organizations. The firm customizes portfolios with mutual funds, ETFs, alternative investments, and fixed-income securities, emphasizing direct manager engagement and socially responsible strategies.

Parrish Peddrick is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Granville Capital, Inc. in Greensboro, NC. Prior to joining Granville Capital, he worked at 49 Financial, LLC and held positions at Wells Fargo Bank, N.A. His background also includes a role at iGnosis Management, LLC. Granville Capital serves high-net-worth individuals, trusts, retirement accounts, charitable organizations, and pooled investment vehicles. The firm employs a multi-manager, fund-of-funds investment approach and acts as a private fund sponsor and adviser, managing several pooled vehicles with customized strategies tailored to client needs.

James Guyler is a CFA® charterholder with 17 years of industry experience. He has been with Smith, Salley & Associates, LLC since 2014. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets. The firm serves individuals, corporations, trusts, charitable organizations, and banking clients, employing a bottom-up, fundamental investment approach with integrated financial planning and portfolio management.

Nathaniel Carswell is a CFP®-designated financial advisor at Forthright Capital with 19 years of industry experience. His prior roles include positions at OneDigital Investment Advisors, Triad Financial Advisors, and Morton Wealth Management. Forthright Capital Advisory manages approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management through model portfolios and incorporates outside managers when appropriate, with regular portfolio reviews conducted on a quarterly basis.

Jack Ham is a financial advisor at Granville Capital, Inc. in Greensboro, NC, with two years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, JPMorgan Securities LLC, Miramar Holdings, PricewaterhouseCoopers, Goldman Sachs, and other firms prior to joining Granville Capital. Granville Capital serves high-net-worth individuals, trusts, retirement accounts, charitable organizations, and pooled investment vehicles. The firm focuses on a multi-manager, fund-of-funds investment approach, combining proprietary due diligence with customized separately managed accounts and active private fund sponsorship.

Benjamin Bailey is a CFP® professional with seven years of industry experience, currently serving at Smith Salley Wealth Management. His prior roles include positions at Integrated Tax Solutions, Fund Direct Advisors Inc., Beacon Pointe Advisors, DMJ Wealth Advisors, Edward Jones Investments, and Genworth Financial. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets and serves individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach focused on individual equity and fixed-income selection, integrating financial planning into its advisory services.

Eugene Purcell IV is a CFA® charterholder with 12 years at Granville Capital, Inc. based in Greensboro, NC. He has been with the firm since 2014 and has three years of industry experience. Granville Capital, Inc. provides investment advisory services primarily to high-net-worth individuals, trusts, IRAs, charitable organizations, and pooled investment vehicles. The firm employs a multi-manager, fund-of-funds approach, conducts proprietary manager due diligence, and manages its own pooled funds with a focus on tailored strategies and private investments.

Ryan Newkirk is a financial advisor at Granville Capital, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Granville Capital in 2022, he worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank from 2016 to 2022, Merrill from 2009 to 2016, and Bank of America from 2008 to 2016. Granville Capital, Inc. provides investment advisory services to high-net-worth individuals, trusts, IRAs, charitable organizations, and pooled investment vehicles. The firm employs a multi-manager, fund-of-funds approach, managing its own pooled vehicles and tailoring strategies to client objectives, with a focus on a small, concentrated client base.

Erin Fowlkes is a financial advisor at Smith Salley Wealth Management with six years of industry experience. She holds the Series 65 designation and has worked at Smith Salley since 2022, following prior roles at Beacon Pointe Advisors and DMJ Wealth Advisors. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets, serving individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach focusing on individual equity and fixed-income selection and integrates financial planning into its advisory relationships.

Allen Ropp is a CFP® professional with eight years of industry experience, currently serving as an advisor at Smith Salley Wealth Management since 2017. Prior to joining Smith Salley, he worked at Keystone Asset Management for one year. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets, serving individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach with integrated financial planning and discretionary portfolio management.

Jeremy Jones is a financial advisor with MDRN Capital in Greensboro, NC, holding Series 63 and Series 65 licenses and six years of industry experience. Before joining MDRN Capital, he was involved with ROI Velocity Marketing Group Inc. and currently serves as owner and CEO of ROI Velocity LLC, a digital marketing consulting business. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated Independent Managers and low-cost mutual funds and ETFs, combining fundamental and technical analysis.

Nadi Tadros is a CFA® charterholder and holds a Series 63 license, with five years of industry experience. He has been with Smith Salley Wealth Management since 2021 and previously worked at CBC Pension Fund for eleven years. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets, serving individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach focused on individual equity and fixed-income selection, integrating financial planning with portfolio management.

Kim Eder is a CFA® charterholder with 24 years of industry experience. He has been with Holderness Investments Co. since 1995. Eder serves as Chair of the Board of Directors for The University of North Carolina at Greensboro Investment Fund, Inc., overseeing the third-party investment manager of the university’s endowment assets. He is also involved with Holderness Asset Solutions, LLC, providing insurance services to clients. Holderness Investments Company provides customized investment management primarily to high-net-worth individuals, trusts, estates, and institutional clients. The firm employs a bottom-up fundamental analysis combined with a consensus macroeconomic outlook and offers bespoke portfolio management alongside actively managed ETF strategies.

Ryan Vaudrin is a CFP® with 11 years of industry experience, currently serving at Holderness Investments Co. since 2024. His prior roles include positions at Waverly Advisors, LLC, McShane Partners (formerly Rinehart Wealth & Investment Advisory), and The Vanguard Group. Holderness Investments Company provides customized investment management primarily to high-net-worth individuals, trusts, estates, and institutional clients. The firm employs a bottom-up fundamental analysis combined with a consensus macroeconomic outlook and offers bespoke portfolio management alongside actively managed ETF model strategies.

Anna Haldeman is a financial advisor at Smith Salley Wealth Management with four years of industry experience. She holds a Series 65 designation and has worked at Smith, Salley & Associates since 2021. Prior to her current role, she was affiliated with the Morehead-Cain Foundation and the University of North Carolina at Chapel Hill. Outside of finance, Anna is a yoga instructor at Radiance Yoga in Greensboro, NC. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets, serving individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up investment approach focusing on individual equity and fixed-income selection, integrating financial planning with portfolio management.

Gregory Schlaudecker is a financial advisor with AdaptFirst Investments LLC in Jamestown, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Emerald College Planning, and Intercarolina Financial Services. Outside of advisory work, he operates Emerald College Planning, a business focused on advising families on reducing college expenses, and serves in leadership roles in local professional and community organizations. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services such as outsourced CIO and CFO work. The firm uses a value-oriented investment approach combining technical and fundamental analysis, offers both discretionary and non-discretionary management, and extends services to include bookkeeping, tax preparation, and financial coaching.