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.

William Peeler Jr. is a financial advisor at 1808 Capital Partners with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James Financial for 15 years. Outside of advisory work, he manages rental properties through Peeler Properties and Atlantic Propertiies of Rowan, LLC. 1808 Capital Partners provides wealth management services to individuals, high-net-worth clients, charities, corporations, and banking or thrift institutions. The firm offers customized financial planning and portfolio management that combines passive and active strategies, utilizing a priorities-based intake process and third-party tools for tax-efficient allocation and rebalancing.

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.

Edward Stephens is a CFP® and Series 66 credentialed advisor with 23 years of industry experience. He is currently with 1808 Capital Partners and has previously worked at Stephens Wealth Management, Raymond James Financial Services, Merrill, Morgan Keegan & Company, and Morgan Stanley. 1808 Capital Partners provides comprehensive wealth management services to individuals, high-net-worth clients, charities, corporations, and banking or thrift institutions. The firm uses a priorities-based intake process to develop customized strategic asset allocations, combining passive and active strategies with a bottom-up security selection approach, and manages held-away accounts on a discretionary basis for tax-efficient allocation and rebalancing.

Joseph Navolanic is a financial advisor with Intercarolina Financial Services, Inc. in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Intercarolina Financial Services since 1986 and previously worked at Fund Direct Advisors, Inc. from 2013 to 2019. Intercarolina Financial Services provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, and qualified retirement plans. The firm uses fundamental, technical, and cyclical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs, serving clients on both discretionary and non-discretionary bases.

Durriya Pierce is a CFP®-credentialed financial advisor with eight years of industry experience. She is currently with Fruitful Advisory, LLC and has held prior roles at Albert Corporation, Merrill, Bank of America, and Ernst & Young. Outside of her advisory work, she has worked as an independent contractor driver for Uber Technologies, Inc. since 2015. Fruitful Advisory, LLC provides web-based financial planning and discretionary investment management to individual clients who maintain an active Fruitful membership. The firm uses a personalized planning approach focused on low-cost, passive investment strategies with ongoing portfolio reviews.

George Hall II is a financial advisor at 1808 Capital Partners with 20 years of industry experience and holds the Series 66 designation. His career includes roles at Raymond James Financial Services and Bank of America, as well as ownership in one8zero8 M&A, LLC. He serves on the finance and investment committee at Canterbury School, supporting the school's endowment and investment oversight. 1808 Capital Partners provides comprehensive wealth management to individuals, high-net-worth clients, charities, corporations, and banking or thrift institutions. The firm uses a priorities-based intake process to create customized asset allocations implemented through a combination of passive and active strategies, managing held-away accounts for tax-efficient allocation and opportunistic rebalancing.

Marcus Kindley is a financial advisor at Intercarolina Financial Services, Inc. in Concord, NC, holding a Series 63 designation with 44 years of industry experience. He has been with Intercarolina Financial Services since 1986. Intercarolina Financial Services provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, and qualified retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs, offering both discretionary and non-discretionary account management.

Braydan Meyers is a financial advisor at Mission Wealth Management, LP in Greensboro, NC, with three years of industry experience. He holds a Series 65 designation and has worked at Mission Wealth Management since 2023, following roles at Prospect Student Living, the NC Department of Revenue, and Publix Supermarkets. Mission Wealth Management is an SEC-registered multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized wealth management and financial planning through various tiered models, emphasizing long-term strategies with diversified investment options and discretionary account management.

Roy Bly is a CFP® professional with four years of industry experience, currently serving at Titleist Asset Management, LLC since 2023. He previously worked at Homrich Berg Wealth Management and has operated as an independent contractor and through Vision Based Planning. Bly maintains involvement in Vision Based Planning, an advisory business. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.

James Carlson is a financial advisor with Wedbush Securities Inc. and holds a Series 66 designation. He has 25 years of industry experience, including 15 years at UBS Financial Services and several years at Morgan Stanley. Carlson serves on the National Advisory Council for Southern Virginia University. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management and capital markets services, including discretionary and non-discretionary portfolio management and institutional research.

Michael Allen is a financial advisor with Principal Advised Services in McLeansville, NC, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked in various roles within the Principal Financial Group family since 2022. Outside of his advisory work, he owns a car rental business operating on the Turo platform. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party tools and proprietary models and benefits from its affiliation with Principal Financial Group entities, enabling access to proprietary products and services.

Joseph Cone is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. Prior to joining Belpointe in 2023, he worked at LPL Financial for 10 years. He serves on multiple nonprofit and charitable boards, including the Greensboro Symphony Endowment Fund, the NC Justice Center, and the Jewish Foundation of Greensboro, where he holds leadership and investment committee roles. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors, managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers customized portfolio management, financial planning, and retirement-plan consulting, utilizing a range of advisory styles and third-party managers.

Jeffrey Powell is a CFP® professional with 20 years of experience in financial advising. He has been with Cornerstone Wealth Group, LLC since 2018 and previously worked at LPL Financial starting in 2015. Based in Greensboro, NC, Powell’s credentials include the Series 63 license. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm provides portfolio management and financial planning using model portfolios with ETFs, mutual funds, individual securities, and external managers, managing assets primarily on a discretionary basis.

Greer Ducker is a financial advisor at Kingsview Wealth Management, LLC with 26 years of industry experience. He previously worked at Edward Jones for 25 years before joining Kingsview Partners and Kingsview Wealth Management in 2024. Outside of his advisory role, he owns Lucky Ducker Enterprises, LLC, a commercial rental property business in Greensboro, NC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a range of investment instruments and access to third-party managers and alternative investments.

Christopher Relos is a financial advisor with M HOLDINGS SECURITIES, Inc. in Greensboro, NC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been associated with M HOLDINGS SECURITIES, Inc., WS Griffith Securities, Inc., Phoenix Co., and Plybon & Associates, Inc. since 2003. Additionally, he serves as Director of Estate Planning and Life Insurance at Plybon & Associates, Inc., where he supports fixed and variable life insurance product sales and case design. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio management and third-party sub-advisors.

Michael Jones is a financial advisor at Silver Oak Securities, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Big Rock Wealth Advisors, Cantella and Co., Inc., and Edward Jones. Outside of his advisory work, he serves as an assistant baseball coach for Walter M Williams High School. Silver Oak Securities, Inc. serves a diverse client base including high-net-worth individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers multiple advisory programs tailored to client objectives, with a focus on discretionary investment management and automated model-based portfolio implementation.