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.

Adamson Wright is a financial advisor at Intercarolina Financial Services, Inc. in Greensboro, NC, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Intercarolina Financial Services since 2011. Wright serves on the board of the Triad Scottish Society, a nonprofit organization. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual and high-net-worth clients, as well as qualified retirement plans. The firm develops individualized investment policies using fundamental, technical, and cyclical analysis to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

James Byers is a CFP® with 19 years of industry experience, currently serving at AdaptFirst Investments LLC since 2019. His prior roles include positions at Innovation Partners LLC and Prudential Insurance Company of America. Outside of his advisory work, he is an adjunct professor at North Carolina A&T State University and serves as chairman of the finance committee for a religious nonprofit organization. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO work, while also providing bookkeeping, tax preparation, and financial coaching. The firm uses a value-oriented, medium-term investment approach combining technical and fundamental analysis and offers both discretionary and non-discretionary management.

David Anderson is a financial advisor at 1808 Capital Partners in Greensboro, NC, holding a Series 66 designation with 25 years of industry experience. His career includes positions at Merrill and Bank of America, with his current tenure at 1808 Capital Partners beginning in 2017. Outside of advising, he owns Phantomdca, LLC, which manages the rental property housing his Raymond James Financial Services practice. 1808 Capital Partners provides comprehensive wealth management services to individuals, high-net-worth clients, charities, corporations, and banking or thrift institutions. The firm employs a priorities-based intake process to develop customized strategic asset allocations, using both passive and active strategies supported by third-party reporting tools and discretionary management of held-away accounts.

Robert Boulton is a financial advisor at Smith Salley Wealth Management in Greensboro, NC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Smith Salley, he worked at First Citizens Bank and First Citizens Investor Services. 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 primarily through a bottom-up, fundamental investment approach emphasizing equity selection, fixed-income analysis, and diversified portfolios.

Jacob Collinsworth is a CFP® and CFA® certificant with three years of industry experience, currently serving as an advisor at Smith Salley Wealth Management. He worked previously at Personal Capital for eight years before joining his current firm. Smith Salley Wealth Management is a team-based advisory firm managing approximately $2.9 billion for individual, high-net-worth, corporate, banking, trust, and charitable clients. The firm uses a bottom-up, fundamental investment approach emphasizing equity selection and fixed-income analysis, and employs diversified strategies including ETFs, REITs, alternative funds, and tax-advantaged techniques.

Anthony Hinson is a financial advisor at Intercarolina Financial Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at HD Vest Advisory Services and HD Vest Investment Services. In addition to his advisory work, he operates Hinson's Tax and Accounting Services, providing accounting services in Oakboro, NC. Intercarolina Financial Services, Inc. offers investment advisory and retirement plan consulting to individual and qualified plan clients, utilizing fundamental, technical, and cyclical analysis to manage diversified portfolios across equities, fixed income, mutual funds, and ETFs. The firm serves both discretionary and non-discretionary accounts and participates in third-party wrap fee programs.

Kenneth Shahbaz is a CFP® and PFS™ credentialed financial advisor with 25 years of industry experience. He is a member of the Holderness Investments Co team and has worked with Holderness since 2017. Prior to this, he held roles at Intercarolina Financial Services and Kestra Financial Services, Inc. Shahbaz is also the owner and manager of Shahbaz Carothers & Company, PA, a tax and accounting firm, and serves in leadership roles on the board and audit committee of the Old North State Council of the Boy Scouts of America. Holderness Investments Company provides customized investment management and financial planning primarily to high-net-worth individuals, associated trusts and estates, and pension and profit-sharing plans. The firm employs a fundamental, bottom-up investment approach with multi-year horizons and combines tailored portfolio management with ETF-based model strategies, including a growth model that incorporates digital assets.

Joshua Keagle is a financial advisor at Financial Transparency with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including CSSC Investment Advisory Services and Cogent Analytics. Keagle also serves as a Training and Intelligence Officer in the U.S. Navy Reserve. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and organizations through a network of independent advisory representatives. The firm employs an asset allocation approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering passive and active investment models across various managed account programs.

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 six years of industry experience. He has worked at Smith Salley Wealth Management since 2026 and previously held advisory roles at Aprio Advisory Group LLC and a position at Surry Chemicals Co Inc. Smith Salley Wealth Management is a team-based firm serving individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm applies a bottom-up, fundamental approach to investment management, emphasizing equity selection and fixed-income analysis, and manages portfolios on a discretionary basis.

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™ credentialed financial advisor with 14 years of industry experience, currently with Holderness Investments Co. She has held previous roles at firms including Intercarolina Financial Services and Shahbaz Southern & Company. Outside of her advisory work, she provides accounting services through her own practice and offers insurance services as a licensed agent with Holderness Asset Solutions, LLC. Holderness Investments Company serves high-net-worth individuals, trusts, estates, and pension and profit-sharing plans by providing customized investment management and financial planning. The firm employs a fundamental, bottom-up investment approach with a multi-year horizon and offers both tailored portfolio management and ETF-based model strategies.

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.

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.

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 18 years of industry experience. He has worked at Smith Salley Wealth Management since 2014 and previously held roles at Wallington Asset Management, Bb&T Asset Management, Inc., and Dean Financial Services. He is based in Greensboro, NC. 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 using a bottom-up, fundamental investment approach with an emphasis on equity selection and fixed-income analysis.

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 financial advisor at Smith Salley Wealth Management in Greensboro, NC, holding CFP® and Series 66 credentials with seven years of industry experience. 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 team-based advisory firm serving individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm employs a fundamental, bottom-up investment approach focusing on equity selection and fixed-income analysis, managing approximately $2.9 billion across around 1,000 client relationships.