Erica Lyall is a CFP® with 10 years of industry experience and is currently with Strategic Advisory Partners in Greensboro, NC. Her prior roles include positions at Modera Wealth Management, Parsec Financial Management, and Hutchinson Family Offices. Strategic Advisory Partners serves individuals, pension and profit-sharing plans, and corporate clients, offering investment management and financial planning services. The firm combines fundamental and technical analysis within a Modern Portfolio Theory framework, employing both active and passive strategies tailored to client objectives.

Orville Igharas is a financial advisor at Piedmont Capital Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including First Citizens Investor Services, First Citizens Bank, and ValMark Advisers, Inc. since 2012. Piedmont Capital Management provides discretionary investment management and financial consulting primarily to high-net-worth individuals and families, as well as certain corporations and charitable organizations. The firm focuses on capital preservation and long-term returns through disciplined asset allocation and active manager selection, offering customized investment policies and managing both separately managed accounts and pooled vehicles.

Samuel Soots is a CFP® professional affiliated with Timonier in Winston Salem, NC. He has been with Timonier Family Office, Ltd. since 2022 and previously worked at Old North State Trust, LLC from 2017 to 2021. Timonier provides discretionary and non-discretionary wealth management to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm combines portfolio management with comprehensive financial, estate, and tax planning, following a multi-generational, family-office approach that emphasizes long-term, structured portfolios and tax efficiency.

David Klepeisz is a financial advisor with Accruent Wealth Advisors in Winston-Salem, NC, holding a Series 66 credential and bringing 11 years of industry experience. He has worked at Wealth Management Group, Inc. since 2015. Accruent Wealth Advisors provides financial planning and discretionary investment management to individuals and families, serving both high-net-worth and non-high-net-worth clients. The firm offers holistic financial planning services, including tax planning and preparation, retirement and estate planning, and cash-flow analysis, with portfolios tailored to each client’s tax situation, risk tolerance, and goals.

James Helvey is a Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Cassia Capital Partners LLC since 2011. He is a partner at JC3 LLC and serves on the boards of directors for Coca-Cola Bottling Co. Consolidated and Piedmont Federal Savings Bank. Additionally, he is a member of the board of advisors for Verger Capital Management. Cassia Capital Partners is an SEC-registered advisory firm managing approximately $206 million across 167 client accounts. The firm serves individuals, trusts, estates, endowments, foundations, and business entities, offering discretionary portfolio management, financial consulting, sub-advisory services, and advisory-only solutions tailored primarily for long-term investment objectives.

Charles Barham III is a CFP® with 13 years of industry experience and has been with Cassia Capital Partners LLC since 2013. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a partner in JC3 LLC, a partnership involved in multi-tenant office space in Winston Salem, NC. Cassia Capital Partners manages approximately $206 million across 167 client accounts, serving individuals, trusts, estates, endowments, foundations, and business entities. The firm offers customized, primarily long-term portfolios using a range of investment vehicles and provides performance monitoring, sub-advisory services, and advisory-only solutions with a notable emphasis on transparency and institutional infrastructure.

Barry Carpenter is a financial advisor with Cascades Capital Asset Management, LLC in Greensboro, NC, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Cascades Capital since 2013 and previously spent nine years at Old North State Trust, LLC. Cascades Capital provides discretionary and non-discretionary portfolio management and limited financial planning to individuals, including high-net-worth clients, as well as trusts, estates, corporations, and retirement plans. The firm employs fundamental research and a long-term investment approach, with a focus on valuation, financial strength, dividend yields, and diversification across multiple asset types.

Zachariah Baker is a Series 65 licensed advisor with Resolved Financial and has three years of industry experience. He has previously worked at Dixon and Company Wealth Management, LLC, as well as in roles outside finance, including at Chick-fil-A and emergency services. Baker is also a licensed insurance agent and offers insurance products alongside his advisory services. Resolved Financial serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and time-limited financial coaching. The firm employs a mix of fundamental, technical, and cyclical analysis and uses AI tools to support investment decisions, managing all assets in-house.

Brant Snavely III is a ChFC®-designated financial advisor with 15 years of industry experience. He has been with Westhampton Capital since 2006. The firm serves individual and high-net-worth clients, retirement plans, and charitable organizations, offering discretionary portfolio management and retirement plan advisory services. Westhampton Capital uses a combination of quantitative sector and security selection and qualitative cash-flow analysis under a growth-at-a-reasonable-price philosophy to implement client-specific investment plans.

Ronnie Kidd is a financial advisor with Generations Investment Advisors, LLC in High Point, NC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with several firms including Assetmark, Inc., Efficient Advisors, LLC, and Matson Money, Inc. Outside of financial advising, he is a licensed insurance producer in North Carolina. Generations Investment Advisors provides portfolio analysis and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes manager selection and asset allocation based on Modern Portfolio Theory, typically acting as a co-advisor that facilitates the use of third-party independent money managers rather than managing portfolios directly.

David Belk is a CFP® professional with 26 years of industry experience, currently serving at Carolina Financial Advisors, Inc. He has held roles at Old North State Trust Company and Financial Security Management, Inc., and is president and owner of Belk & Associates DBA Belk Financial Group, where he manages life insurance and related financial products. Carolina Financial Advisors, Inc. provides discretionary portfolio management and financial planning to individuals, trusts, estates, corporations, retirement plans, and nonprofit organizations. The firm focuses on preservation of principal through quality and diversification, employing both fundamental and technical analysis, and offers a Values Based Investing option aligned with traditional Christian values.

William Morris is a CFA charterholder with seven years of experience in financial advisory. He is currently with Grand Street Capital Management, L.L.C. Prior to his advisory role, he has worked at Owens Corning since 2007. Grand Street Capital Management provides discretionary investment management and advisory services to individuals and institutional clients. The firm employs a value-oriented equity approach combined with principal-preservation fixed income strategies, tailoring portfolios to client objectives and risk tolerances.

Christopher Haggerson is a financial advisor at Kensington Financial Group, Inc. in Winston-Salem, NC, with eight years of industry experience. He holds a Series 65 designation and has been with Kensington since 2018. Outside of his advisory role, he is an owner of Blue Bridge Benefits, LLC, a health and life insurance brokerage, and manages Haggerson Enterprises, LLC. Kensington Financial Group provides discretionary portfolio management and limited financial planning primarily to individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $169.5 million in client assets and typically combines financial planning with portfolio management, implementing tailored investment plans focused on ETFs, stocks, mutual funds, and occasionally options and derivatives.

Aaron Parrish, CFP®, TPCP®, is a Greensboro, NC fee-only financial planner. He created Level Wealth Management (LWM) to present a new option to investors transitioning into and through retirement. Historically, investors have had to do it themselves, work with a commission broker or work with an advisor that charges a percentage of their investments. LWM helps clients build intelligent portfolios, map out retirement and reduce taxes for one flat retainer fee that isn’t based on account size. This fee structure reduces conflicts of interest and allows clients to potentially keep more of their investment returns. LWM meets physically with clients in Greensboro, Charlotte, and Raleigh as well as virtually for out of state clients. Aaron graduated from Appalachian State University and was recruited by BB&T’s Private Banking Division to join their Financial Planning Analyst team. There, he gained valuable experience and created financial plans for hundreds of clients. He later became a Vice President and Senior Financial Advisor at Triad Financial Advisors before starting Level Wealth Management. He has also taught retirement planning courses at colleges and universities across Central North Carolina. When not working, Aaron prefers to invest his time and money in experiences—traveling with his wife, Martha, and their two children, Bradford and Dottie. He’s also a big believer in outsourcing tasks he doesn’t enjoy, so he can spend more time mountain biking and snowboarding.

Jayson Snipes is a financial advisor at Hanover Square Wealth Advisors LLC with a Series 65 credential and one year of industry experience. He has worked in accounting and tax services since 2017 and has held roles at Lexington City Schools and Maple Springs United Methodist Church. Hanover Square Wealth Advisors LLC provides investment management, financial planning, retirement-plan consulting, and business consulting to a diverse client base that includes individuals, high-net-worth clients, families, trusts, estates, businesses, and institutional entities. The firm offers a range of portfolio management strategies and access to alternative asset classes, serving clients through both discretionary and non-discretionary arrangements.

Nicholas Yeakle is a financial advisor at Timonier with a Series 65 credential and four years of industry experience. His prior roles include positions at AUA Private Wealth Advisors, MPB Wealth Management, Noble Yield Wealth Management, AUA Capital Management, and LeTort Management and Trust. Timonier provides discretionary and non-discretionary wealth management services to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm combines portfolio management with comprehensive financial, estate, and tax planning, following a multi-generational family-office approach that emphasizes long-term, structured portfolios and tax efficiency.

Noah Lewis is a financial advisor at Scholar Financial Advising, LLC in Winston-Salem, NC, holding a Series 65 license with one year of industry experience. His prior roles include positions at Dixon and Company Wealth Management and Consolidated Planning, Inc., as well as teaching experience at the University of North Carolina at Charlotte and Forsyth Technical Community College. He is also licensed as an insurance agent. Scholar Financial Advising serves high-income and ultra high-net-worth individuals, providing comprehensive financial planning and advisory services primarily through digital platforms. The firm emphasizes goal-driven, tax-aware investment strategies and operates on a flat-fee model without managing client assets directly.

Jamie Sledge is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 26 years of industry experience. He is currently with Sledge and Company Wealth Advisors and has previously worked at The Wealth Group, Ltd. and Capital Investment Group, Inc. He also operates a CPA firm, providing accounting services. Sledge and Company Wealth Advisors offers personalized wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages discretionary portfolios using a combination of mutual funds, ETFs, stocks, bonds, and options, supported by proprietary research, technical analysis, and Monte Carlo simulations.

Robert Pike is a CFA® charterholder with 20 years of industry experience. He is based in Winston Salem, NC, and currently serves as an advisor at Sheets Smith Wealth Management. Prior to joining his current firm, he worked for 16 years at Stratford Advisors, Inc. Sheets Smith Wealth Management serves individuals, families, trusts, foundations, endowments, and retirement plans. The firm customizes investment strategies based on each client’s risk tolerance and time horizon, typically employing a long-term, buy-and-hold equity approach combined with tactical fixed-income and alternative investments.

James Davenport is a Series 65-licensed advisor with JT Stratford, LLC in Winston-Salem, NC, with two years of industry experience. Prior to joining JT Stratford, he worked at Coffee Park AIrstream and Twin City Hive, and he operates a sole proprietorship focused on graphic art design and the sale of online art and NFTs. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of strategies from long-term buy-and-hold to active trading, incorporating fundamental, technical, and charting analysis, and also integrates emerging technology such as AI tools in its processes.