James Guyler is a CFA® charterholder with 17 years of industry experience. He has been with Smith, Salley & Associates, LLC since 2014. 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, employing a bottom-up, fundamental investment approach with integrated financial planning and portfolio management.

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 CFP® professional with seven years of industry experience, currently serving at Smith Salley Wealth Management. 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 multi-advisor firm managing approximately $2.34 billion in discretionary assets and serves 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 into its advisory services.

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. with 22 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Granville Capital in 2022, he worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank from 2016 to 2022, Merrill from 2009 to 2016, and Bank of America from 2008 to 2016. Granville Capital, Inc. provides investment advisory services to high-net-worth individuals, trusts, IRAs, charitable organizations, and pooled investment vehicles. The firm employs a multi-manager, fund-of-funds approach, managing its own pooled vehicles and tailoring strategies to client objectives, with a focus on a small, concentrated client base.

Ken Anderson III is a financial advisor at 1808 Capital Partners with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America and Merrill before joining 1808 Capital Partners. 1808 Capital Partners serves individuals, high-net-worth clients, charities, corporations, and banking or thrift institutions with comprehensive wealth management and investment advisory services. The firm employs a priorities-based, bottom-up investment approach that combines passive and active strategies tailored to each client’s needs.

Erin Fowlkes is a financial advisor at Smith Salley Wealth Management with six years of industry experience. She holds the Series 65 designation and has worked at Smith Salley since 2022, following prior roles at Beacon Pointe Advisors and DMJ Wealth Advisors. 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 focusing on individual equity and fixed-income selection and integrates financial planning into its advisory relationships.

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® professional with eight years of industry experience, currently serving as an advisor at Smith Salley Wealth Management since 2017. Prior to joining Smith Salley, he worked at Keystone Asset Management for one year. 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 discretionary portfolio management.

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 with 33 years of industry experience, currently with 1808 Capital Partners. He holds Series 63 and Series 65 licenses and has a background that includes 15 years at Raymond James Financial. Outside of advising, he manages rental real estate through businesses he owns and partners in. 1808 Capital Partners offers wealth management and investment advisory services to individuals, high-net-worth clients, charities, corporations, and banking or thrift institutions. The firm employs a priorities-based, bottom-up investment approach with customized strategies across various asset classes.

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 holds a Series 66 license with 23 years of industry experience. He currently works at 1808 Capital Partners in Greensboro, NC, and has previously been affiliated with Stephens Wealth Management and Raymond James Financial Services. 1808 Capital Partners provides wealth management and investment advisory services to individuals, high-net-worth clients, charities, corporations, and banking or thrift institutions. The firm employs a priorities-based process to develop client objectives, using a mix of passive and active investment strategies with an emphasis on bottom-up security analysis and due diligence.

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.

Gregory Schlaudecker is a financial advisor with AdaptFirst Investments LLC in Jamestown, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Emerald College Planning, and Intercarolina Financial Services. Outside of advisory work, he operates Emerald College Planning, a business focused on advising families on reducing college expenses, and serves in leadership roles in local professional and community organizations. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services such as outsourced CIO and CFO work. The firm uses a value-oriented investment approach combining technical and fundamental analysis, offers both discretionary and non-discretionary management, and extends services to include bookkeeping, tax preparation, and financial coaching.

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.