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.

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.

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® 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.

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® professional with eight years of industry experience, currently serving as an advisor at Fruitful. She has previously worked with Albert Corporation, Merrill, Bank of America, and Ernst & Young. Outside of her financial advising role, she has worked as an independent contractor driver for Uber Technologies since 2015. Fruitful Advisory, LLC offers web-based financial planning and discretionary investment management primarily focused on individual clients through a subscription membership. The firm emphasizes personalized planning, passive investment strategies involving ETFs and index funds, and ongoing portfolio evaluation.

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, holding a Series 65 designation with three years of industry experience. Prior to joining Mission Wealth, he worked at Prospect Student Living and the NC Department of Revenue, as well as in retail management at Publix Supermarkets. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients with wealth management, financial planning, investment management, and consulting services. The firm uses a comprehensive approach that integrates investment management with tax, trust, philanthropy, and risk planning, employing both internal and select third-party sub-advisors.

Jeremy Johnson is a financial advisor at Bison Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Bison Advisors, TruAdvice, LLC, Sawtooth Solutions, LLC, and Safe Harbor Retirement Advisors, where he also serves as president of an independent insurance brokerage offering Medicare, life insurance, and fixed index annuities. Bison Wealth serves a range of clients including individuals, high net worth clients, family offices, and retirement plans, providing financial planning, portfolio management, and model portfolios. The firm’s investment approach combines multi-manager model portfolios with tactical and strategic allocations across liquid and private-market strategies.