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.

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.

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.

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.