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.

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.

Stephan Shipe is a CFP®, CFA®, and Series 65 registered advisor at Scholar Financial Advising, LLC with seven years at the firm and a total of five years in the industry. His prior experience includes roles at Wake Forest University, the University of New Hampshire, and Innovative CE LLC. Scholar Financial Advising serves high-income and ultra-high-net-worth individuals, providing comprehensive financial planning primarily through digital channels. The firm focuses on long-term, goal-driven planning with an emphasis on asset allocation, tax-aware asset location, and diversification, offering project-based and flat-fee advisory services without discretionary portfolio management.

William Donovan is a CFP® and Series 65 registered financial advisor with 11 years of experience, currently working at Smith Salley Wealth Management since 2015. He serves as part of a 17-advisor team based in Greensboro, NC. Outside of his advisory role, he is a managing member of Greenbrier Partnership II, LLC, a real estate investment venture. Smith Salley Wealth Management provides comprehensive wealth management, financial planning, and portfolio management services to 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 with an emphasis on individual equity selection and fixed-income analysis.

Jonathan Morgan is a CFA® charterholder with 13 years of industry experience. He has worked at Holderness Investments Company since 2024 and previously held roles at McShane Partners and SP Capital Management LLC. Morgan was also involved with Simarian Enterprises LLC, operating as Simarian Research, from 2011 to 2022. Holderness Investments Company provides customized investment management and financial planning primarily to high-net-worth individuals, trusts, estates, and pension plans. The firm uses fundamental, bottom-up company analysis combined with a macroeconomic outlook and offers both discretionary and non-discretionary portfolio management along with ETF-based model strategies.

Hugo May is a financial advisor at Smith Salley Wealth Management in Greensboro, NC, holding a Series 65 designation with 17 years of industry experience. He has worked with Smith, Salley & Associates, LLC since 2009. 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, fundamental investment approach focused on equity selection, fixed-income analysis, and diversified portfolios using ETFs, REITs, and alternative funds.

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 16 years of industry experience, currently with Smith Salley Wealth Management since 2021. He previously worked at Wells Fargo Clearing and Morgan Stanley. He serves on the finance committee of the Women’s Resource Center and is a member of the Greensboro Parks and Recreation Commission. 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 using a bottom-up, fundamental investment approach focused on equity selection and fixed-income analysis.

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 17 years of industry experience. He has been with Holderness Investments Co since 1995 and is a member of Holderness Asset Solutions, LLC, an insurance services business. Holderness Investments Company provides customized investment management and financial planning primarily to high-net-worth individuals, trusts and estates, and pension and profit-sharing plans. The firm’s investment approach combines fundamental bottom-up company analysis with a consensus macroeconomic outlook and offers tailored portfolio management alongside ETF-based model strategies.

Ross Strickland is a financial advisor at Scholar Financial Advising, LLC in Winston-Salem, NC, holding a Series 65 designation. He joined the firm in 2026 and has prior experience at Forvis Mazars US, Wake Forest University, ROSS Stores, and Wake Forest Banking. Scholar Financial Advising serves high-income and ultra-high-net-worth individuals, providing comprehensive financial planning and ongoing advisory support through primarily online processes. The firm emphasizes a long-term, goal-driven approach focused on asset allocation, tax-aware asset location, rebalancing, and diversification, and operates without direct portfolio management or percentage-of-AUM fees.

Mauricio Galindo Vega is a financial advisor with Scholar Financial Advising, LLC, holding a Series 65 credential. He has one year of industry experience, including prior roles at Polaris Laboratories and High Point University. Scholar Financial Advising serves high-income and ultra-high-net-worth individuals, providing comprehensive financial planning primarily through online platforms. The firm focuses on long-term, goal-driven strategies and offers advisory services without taking custody or discretionary authority over client accounts.

George Wyatt is a financial advisor at Smith Salley Wealth Management in Greensboro, NC, holding a Series 65 designation with 12 years of industry experience. He has been with Smith, Salley & Associates since 2013. 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 using a bottom-up investment approach focused on individual equity selection and fixed-income analysis, complemented by diversification and the use of ETFs, REITs, and alternative funds.

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.