Sheila Falls is a CFP® and PFS™ credentialed financial advisor with 14 years of industry experience, currently with Holderness Investments Co. She has held previous roles at firms including Intercarolina Financial Services and Shahbaz Southern & Company. Outside of her advisory work, she provides accounting services through her own practice and offers insurance services as a licensed agent with Holderness Asset Solutions, LLC. Holderness Investments Company serves high-net-worth individuals, trusts, estates, and pension and profit-sharing plans by providing customized investment management and financial planning. The firm employs a fundamental, bottom-up investment approach with a multi-year horizon and offers both tailored portfolio management and ETF-based model strategies.

Kamerynn Bonn is a financial advisor at Saltbox Financial LLC in Greensboro, NC, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Cetera and Semmax Financial Group, among others. Before entering financial services, she worked in the restaurant industry at Quanto Basta Italian Eatery and Wine Bar and Carrabba's Italian Grill. Saltbox Financial LLC is a fee-only registered investment adviser serving individuals, families, and charitable organizations with financial planning, portfolio management, and tax preparation. The firm emphasizes tailored portfolios aligned with clients’ tax situations, risk tolerance, and life goals, integrating tax services and maintaining a small client roster to support personalized service.

Parrish Peddrick is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Granville Capital, Inc. in Greensboro, NC. Prior to joining Granville Capital, he worked at 49 Financial, LLC and held positions at Wells Fargo Bank, N.A. His background also includes a role at iGnosis Management, LLC. 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 several pooled vehicles with customized strategies tailored to client needs.

James Guyler is a CFA® charterholder with 18 years of industry experience. He has worked at Smith Salley Wealth Management since 2014 and previously held roles at Wallington Asset Management, Bb&T Asset Management, Inc., and Dean Financial Services. 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, fundamental investment approach with an emphasis on equity selection and fixed-income analysis.

Nathaniel Carswell is a CFP®-designated financial advisor at Forthright Capital with 19 years of industry experience. His prior roles include positions at OneDigital Investment Advisors, Triad Financial Advisors, and Morton Wealth Management. Forthright Capital Advisory manages approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management through model portfolios and incorporates outside managers when appropriate, with regular portfolio reviews conducted on a quarterly basis.

Jack Ham is a financial advisor at Granville Capital, Inc. in Greensboro, NC, with two years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, JPMorgan Securities LLC, Miramar Holdings, PricewaterhouseCoopers, Goldman Sachs, and other firms prior to joining Granville Capital. Granville Capital serves high-net-worth individuals, trusts, retirement accounts, charitable organizations, and pooled investment vehicles. The firm focuses on a multi-manager, fund-of-funds investment approach, combining proprietary due diligence with customized separately managed accounts and active private fund sponsorship.

Benjamin Bailey is a financial advisor at Smith Salley Wealth Management in Greensboro, NC, holding CFP® and Series 66 credentials with seven years of industry experience. His prior roles include positions at Integrated Tax Solutions, Fund Direct Advisors Inc., Beacon Pointe Advisors, DMJ Wealth Advisors, Edward Jones Investments, and Genworth Financial. Smith Salley Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm employs a fundamental, bottom-up investment approach focusing on equity selection and fixed-income analysis, managing approximately $2.9 billion across around 1,000 client relationships.

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 at Granville Capital, Inc. in Greensboro, NC, with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Clearing Services, Merrill, Banc of America Investment Services, and BB&T in various advisory roles. 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 with a focus on customized strategies and ongoing investment monitoring.

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 CERTIFIED FINANCIAL PLANNER™ at Smith Salley Wealth Management with nine years of industry experience. He has worked at Smith Salley since 2017 and previously at Keystone Asset Management. Smith Salley Wealth Management is a team-based advisory firm that serves individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm employs a fundamental, bottom-up investment approach focused on equity selection and fixed-income analysis, managing approximately $2.9 billion across about 1,000 client relationships.

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.

Ryan Vaudrin is a CFP® with 12 years of experience in financial advisory roles. He has worked at McShane Partners (formerly Rinehart Wealth & Investment Advisory) for eight years, followed by Waverly Advisors, LLC, before joining Holderness Investments Co., where he is currently part of a six-advisor team. Holderness Investments Company provides customized investment management and financial planning primarily for high-net-worth individuals, trusts, estates, and pension plans. The firm’s approach combines fundamental bottom-up analysis with macroeconomic insights, offering discretionary and non-discretionary portfolio management alongside ETF-based model strategies.

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.