Andrew Clark is a CFP® professional with 10 years of industry experience. He has been with Smith Salley Wealth Management since 2018 and previously worked at Stearns Financial Group from 2016 to 2018. He is based in Greensboro, NC. Smith Salley Wealth Management is an SEC-registered firm managing approximately $2.9 billion in discretionary assets for individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm employs a bottom-up, fundamental approach to portfolio construction and offers comprehensive financial planning alongside access to separate account managers, private funds, and tax preparation services.

Edmund Batchelor is a CFP® and holds a Series 65 license with 19 years of industry experience. He has been with Smith Salley Wealth Management since 2006. 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 into its advisory services.

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.

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.

Bradley Burk is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Smith Salley Wealth Management and previously worked at Modera Wealth Management, Parsec Financial Management, and First Citizens Bank & Trust Company. Prior to his financial advisory career, he worked in legal roles including at Campbell University School of Law and with an attorney. 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 and integrates financial planning into its advisory services.

George Smith is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with Smith, Salley & Associates, LLC since 2003. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets and serving individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach combining financial planning and portfolio management, with a client base that includes a notable institutional element.

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 with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Merrill Lynch and Bank of America. Outside of advisory work, he owns Phantomdca, LLC, which manages the rental property housing his Raymond James Financial Services practice. 1808 Capital Partners provides comprehensive wealth management and investment advisory services to individuals, high-net-worth clients, charities, corporations, and banking or thrift institutions. The firm employs a priorities-based, bottom-up investment approach, combining passive and active strategies across various asset classes.

Robert Boulton is a financial advisor at Smith Salley Wealth Management in Greensboro, NC, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Smith Salley Wealth Management in 2025, he worked at First Citizens Bank and First Citizens Investor Services. Smith Salley Wealth Management is an SEC-registered 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 combines in-house portfolio management with selected third-party managers.

Jacob Collinsworth is a CFP® with three years of industry experience, currently serving as a financial advisor at Smith Salley Wealth Management. He previously worked at Personal Capital for eight 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 with integrated financial planning and discretionary portfolio management.

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 CERTIFIED FINANCIAL PLANNER™ and Personal Financial Specialist with 25 years of experience. He is a principal at Holderness Investments Co and has worked previously at Intercarolina Financial Services and Kestra Financial Services. Shahbaz is also the owner and manager of Shahbaz Carothers & Company, PA, a tax and accounting firm, and serves on the board and audit committee of the Old North State Council of the Boy Scouts of America. Holderness Investments Co serves high-net-worth individuals and related entities, offering customized portfolio management and comprehensive financial planning. The firm employs a bottom-up fundamental investment approach with a focus on multi-year horizons and manages accounts primarily on a discretionary basis.

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 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.