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.

Jordan Shinsky is a financial advisor with Semmax Financial Advisors, Inc. in Winston-Salem, NC, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for four years and spent fourteen years at Fastenal Company. In addition to his advisory role, he is involved with an affiliated insurance agency, focusing on client risk management through life and long-term care insurance products as part of financial planning services. Semmax Financial Advisors, Inc. serves individual clients, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm uses a combination of fundamental, technical, and cyclical analysis across various investment vehicles and integrates tax, estate, and rollover considerations into its client services.

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.

Matthew Landon is a financial advisor at Semmax Financial Advisors, Inc. in Winston-Salem, NC, with nine years of industry experience. He has been with Semmax since 2017 and previously worked at IH Caffey Dist. from 2014 to 2017. Landon is registered with the Series 65 credential and is involved in an affiliated insurance agency that offers risk management products as part of financial planning services. Semmax Financial Advisors provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis across various asset classes and incorporates tax and estate considerations into its investment and planning processes.

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.

Scott Jones is a CFP® with 16 years of industry experience, currently serving as an advisor at Arbor Investment Advisors since 2006. He holds a Series 65 license and is based in Winston Salem, NC. Arbor Investment Advisors provides investment management and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations. The firm employs an asset allocation approach grounded in modern portfolio theory, utilizing ETFs, mutual funds, closed-end funds, and individual equities and fixed income, with a focus on tax-efficient strategies and comprehensive portfolio reporting.

Michael Harris is a CFA® charterholder with 16 years of industry experience. He has been with DeRoy & Devereaux Private Investment Counsel, Inc. since 2004. The firm provides discretionary investment management primarily to high-net-worth individuals, families, foundations, pension plans, endowments, and municipalities. DeRoy & Devereaux employs a value-oriented, bottom-up fundamental investment approach and manages focused equity portfolios and distinct fixed income strategies, serving mostly on a discretionary basis.

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.

James Hough is a financial advisor at Arbor Investment Advisors in Winston Salem, NC, holding a Series 65 designation. He has been with Arbor since 2026 and previously worked at Commercial Realty Advisors, LLC, Unique Places, LLC, and Sewanee: University of the South. Arbor Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations. The firm serves a range of clients from non-high-net-worth to high-net-worth individuals, applying an investment approach based on asset allocation concepts from Modern Portfolio Theory and employing exchange-traded funds, mutual funds, and independent managers as appropriate.

Michael Sellers is a CFP® credentialed financial advisor with 16 years of industry experience. He is currently with Semmax Financial Advisors, Inc., joining in 2022, and has prior experience at firms including TIAA and Vanguard. Outside of his advisory role, he manages a personally owned rental property with minimal involvement. Semmax Financial Advisors, Inc. provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis across multiple asset classes and incorporates tax and estate considerations into its planning processes.