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 based in Winston Salem, NC, with six years of industry experience. He has worked at Owens Corning since 2007. Morris is the sole advisor at Grand Street Capital Management, L.L.C. Grand Street Capital Management provides continuous investment management and discretionary portfolio services to individuals, institutional, and nonprofit clients, including corporate pension plans and charitable organizations. The firm employs a value-oriented equity strategy combined with principal-preservation fixed income management, using both bottom-up fundamental analysis and top-down economic assessment.

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 with one year of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Dixon and Company Wealth Management, LLC and Consolidated Planning, Inc. Outside of advising, he is also licensed for insurance sales. Scholar Financial Advising serves individual clients, focusing on high-income and ultra-high-net-worth households. The firm provides comprehensive financial planning mainly through digital tools and remote meetings, emphasizing goal-driven advice, tax efficiency, and low-cost passive investment vehicles.

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.

William Donovan is a CFP® with 11 years of experience in financial advisory services. He has been with Smith Salley Wealth Management since 2015. Outside of his advisory role, he is a managing member of a real estate investment partnership. Smith Salley Wealth Management is an SEC-registered firm that manages approximately $2.9 billion on a discretionary basis for a range of clients including 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 third-party managers to align with client risk tolerances.

Jonathan Morgan is a CFA® charterholder with 12 years of industry experience. He is currently with Holderness Investments Company, where he has worked since 2024. Prior to that, he spent two years at McShane Partners and eight years at SP Capital Management LLC. Morgan was also involved with Simarian Enterprises LLC d/b/a Simarian Research for over a decade. 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, managing portfolios on multi-year horizons through discretionary mandates and actively managed ETF model strategies.

Hugo May is a financial advisor at Smith Salley Wealth Management in Greensboro, NC, holding a Series 65 designation with 16 years of industry experience. He has been with Smith, Salley & Associates, LLC since 2009. 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 an emphasis on individual equity and fixed-income selection, integrating financial planning into its advisory services.

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.

Austin Childress is a financial advisor at Three Magnolias Financial Advisors with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Fuller Theological Seminary and Gardner-Webb University. Outside of financial advising, he serves as an Enrollment Communications Coordinator at Fuller Theological Seminary. Three Magnolias Financial Advisors serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, and consulting services. The firm manages approximately $487 million across roughly 600 clients and develops tailored investment plans utilizing a range of assets and strategies.

Pasquale Errichiello is a CFP® with 15 years of industry experience and is currently with Smith Salley Wealth Management. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing Services. He serves as a finance committee member for the Women’s Resource Center and is a commission member of the Greensboro Parks and Recreation Commission. 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 maintains notable institutional relationships, including a Trust Representative Office agreement with National Advisors Trust Company.

Ryan Gehsmann is a financial advisor with AdaptFirst Investments LLC, holding a Series 66 designation and with 10 years of industry experience. Prior to joining AdaptFirst in 2019, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, Gehsmann owns a lawn care business and coordinates lacrosse tournaments and events in the Greensboro area. AdaptFirst Investments provides ongoing portfolio management, financial planning, and consulting services to individuals and businesses. The firm employs a valuation-focused investment approach and offers additional services such as outsourced CIO support, CFO-level consulting, bookkeeping, and in-house tax preparation.

Richard Holderness is a CFA® charterholder with 16 years of industry experience. He has been with Holderness Investments Co since 1995. Outside of his advisory role, he is a member of Holderness Asset Solutions, LLC, where he provides insurance services to clients. Holderness Investments Company offers 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 manages portfolios on a multi-year horizon through discretionary mandates and actively managed ETF strategies.

George Wyatt is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Smith Salley Wealth Management since 2013. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets. The firm serves individuals, corporations, trusts, charitable organizations, and banking clients, offering comprehensive financial planning and portfolio management with a bottom-up, fundamental investment approach.

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 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.

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.