Eugene Purcell IV is a CFA® charterholder with 12 years at Granville Capital, Inc. based in Greensboro, NC. He has been with the firm since 2014 and has three years of industry experience. Granville Capital, Inc. provides investment advisory services primarily to high-net-worth individuals, trusts, IRAs, charitable organizations, and pooled investment vehicles. The firm employs a multi-manager, fund-of-funds approach, conducts proprietary manager due diligence, and manages its own pooled funds with a focus on tailored strategies and private investments.

Ryan Newkirk is a financial advisor with Granville Capital, Inc. in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Merrill, Bank of America, and BB&T. 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 and acts as a private fund sponsor and adviser, managing multiple pooled investment vehicles and providing customized strategies through separately managed accounts.

Ken Anderson III is a financial advisor at 1808 Capital Partners in Greensboro, NC, with 12 years of industry experience and a Series 66 designation. His prior experience includes roles at Raymond James Financial Services, Bank of America, and Merrill. 1808 Capital Partners provides 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, and it manages held-away accounts on a discretionary basis for tax-efficient allocation and opportunistic rebalancing.

Erin Fowlkes is a financial advisor at Smith Salley Wealth Management in Greensboro, NC, holding a Series 65 designation with six years of industry experience. She has served at Smith Salley Wealth Management since 2022 and previously worked at Beacon Pointe Advisors and DMJ Wealth Advisors. Smith Salley Wealth Management is a team-based firm providing 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 and employs a bottom-up, fundamental investment approach with an emphasis on individual equity selection and fixed-income analysis.

George Hartzman is a financial advisor at Intercarolina Financial Services, Inc. in Greensboro, NC, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has been with Intercarolina since 2012. Outside of his advisory role, he teaches continuing education courses for CPAs on a part-time basis. Intercarolina Financial Services provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis to manage portfolios across various asset classes using both long- and short-term strategies.

Allen Ropp is a CFP® certificant with eight years of experience in the financial advisory industry. He has worked at Smith Salley Wealth Management since 2017 and was previously with Keystone Asset Management. He is based in Greensboro, NC. 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 using a bottom-up investment approach focused on equity selection and fixed-income analysis, employing diversification and a range of investment vehicles tailored to client needs.

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 experience in the financial industry. He has worked at Smith Salley Wealth Management since 2021 and previously spent 11 years with CBC Pension Fund. Smith Salley Wealth Management is a team-based firm that provides wealth management, financial planning, and portfolio management to a diverse client base including individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm manages approximately $2.9 billion discretionary assets through a team of 17 advisors and employs a bottom-up, fundamental investment approach focused on equity selection and fixed-income analysis.

William Peeler Jr. is a financial advisor at 1808 Capital Partners with over 33 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Raymond James Financial and Raymond James Financial Services. Outside of advisory work, he manages rental real estate businesses, including 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 uses a priorities-based intake process to develop customized strategic asset allocations, incorporating both passive and active strategies, and manages held-away accounts on a discretionary basis for tax-efficient allocation and rebalancing.

Kim Eder is a CFA® charterholder with 24 years of industry experience, currently serving at Holderness Investments Co. since 1995. He is a member of Holderness Asset Solutions, LLC, where he provides insurance services, and he serves as Chair of the Board of Directors for The University of North Carolina at Greensboro Investment Fund, Inc., overseeing the management of university endowment assets. Holderness Investments Company offers customized investment management and financial planning primarily to high-net-worth individuals, trusts and estates, as well as pension and profit-sharing plans. The firm employs a fundamental, bottom-up investment process with a multi-year horizon and provides both discretionary and non-discretionary portfolio management along with actively managed model strategies.

James Eddington is a financial advisor with AdaptFirst Investments LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Intercarolina Financial Services and MassMutual. Outside of advisory work, he co-owns an insurance brokerage firm, The Insurance Coach, which provides life, disability, long-term care, and health insurance, as well as group benefits services. 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 investment approach supported by in-house research and offers additional services such as bookkeeping, tax preparation, and financial coaching.

Ryan Vaudrin is a CFP® professional with 12 years of industry experience. He is currently with Holderness Investments Co and has previously worked at Waverly Advisors, McShane Partners (formerly Rinehart Wealth & Investment Advisory), and THE Vanguard Group. Holderness Investments Company offers customized investment management and financial planning primarily to high-net-worth individuals, trusts and estates, and pension and profit-sharing plans. The firm employs a fundamental, bottom-up investment process combined with a consensus macroeconomic outlook and manages portfolios with a focus on multi-year horizons, including tailored strategies and ETF-based model portfolios.

Charles Freeman is a CFA® charterholder with 23 years of experience in the financial services industry. He has worked at AdaptFirst Investments LLC since 2017 and previously held roles at Intercarolina Financial Services, The Leaders Group Inc, and Holderness Investments Co. Outside of his advisory work, Freeman is a co-owner of an axe throwing range and bar, serves as president of the local Society for Financial Service Professionals chapter, and plays bass guitar. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO roles. The firm offers additional services such as bookkeeping, tax preparation, and financial coaching, using a value-oriented investment approach supported by in-house research and licensed model solutions.

Anna Ham is a financial advisor with Smith Salley Wealth Management in Greensboro, NC, holding a Series 65 designation and four years of industry experience. She has worked at Smith, Salley & Associates since 2021 and has prior experience with the Morehead-Cain Foundation and the University of North Carolina at Chapel Hill. Outside of finance, she teaches yoga at Radiance Yoga. Smith Salley Wealth Management is a team-based advisory firm managing approximately $2.9 billion across 1,000 client relationships. The firm serves individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations using a bottom-up investment approach focused on equity selection and fixed-income analysis.

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®-certified financial advisor with eight years of industry experience. She currently works at Fruitful, Inc., having previously held roles at firms including Albert Corporation, Merrill, and Bank of America. Outside of her advisory work, she has served as an independent contractor driver for Uber Technologies, Inc. since 2015. Fruitful Advisory, LLC offers web-based financial planning and discretionary investment management to individual clients who maintain an active Fruitful membership, focusing on passive, low-cost investment strategies linked to personalized financial goals.

George Hall II is a financial advisor at 1808 Capital Partners in Greensboro, NC, with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Bank of America, and Raymond James Financial Services. Hall also serves on the finance and investment committee of Canterbury School, collaborating with the school’s endowment committee and external investment advisors. 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 and combines passive and active strategies with a bottom-up security selection approach, using third-party reporting tools and a connected platform to manage held-away accounts for tax-efficient allocation and 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.