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 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 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.

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.

George Hall II is a financial advisor at 1808 Capital Partners with 20 years of industry experience and holds the Series 66 designation. His career includes roles at Raymond James Financial Services and Bank of America, as well as ownership in one8zero8 M&A, LLC. He serves on the finance and investment committee at Canterbury School, supporting the school's endowment and investment oversight. 1808 Capital Partners provides comprehensive wealth management to individuals, high-net-worth clients, charities, corporations, and banking or thrift institutions. The firm uses a priorities-based intake process to create customized asset allocations implemented through a combination of passive and active strategies, managing held-away accounts for tax-efficient allocation and opportunistic 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.

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.

James Royals Jr. is an investment advisor representative with The Fiduciary Alliance, holding Series 63 and Series 65 designations and with 27 years of industry experience. He has worked with firms including Kestra Advisory, Kestra Investment Services, Bridgeway Financial Services, and Fortune Financial Services. Royals also serves as a partner at Bridgeway Wealth Strategies, LLC, where he is involved in management and financial planning. The Fiduciary Alliance advises individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, offering investment management and comprehensive financial planning services. The firm utilizes a mix of fundamental, technical, cyclical, and charting analysis and employs third-party managers and order-management tools to deliver tailored, tax-efficient portfolio solutions.

Bryan Gaiser is a financial advisor with Advisory Alpha, LLC in Greensboro, NC, holding a Series 65 credential and 13 years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC and FormulaFolios Investments. Outside of advisory work, he serves as Chapter President for the American Financial Education Alliance, providing financial wellness and educational workshops to the community. Advisory Alpha serves individual and high-net-worth investors with portfolio management, financial planning, and specialized solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor to other registered investment advisors, offering a diverse range of managed portfolio strategies overseen by an internal Investment Team.

William Roach is a financial advisor at Gradient Investments, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Gradient Advisors, LLC and Whichard Roach & Associates since 2013. He is also president of William J Roach, Inc., a group health insurance business, and serves on the board of the Greensboro chapter of Kiwanis, a community service organization. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, institutions, and charitable organizations. The firm uses a proprietary investment framework and offers various model and custom portfolios managed on a discretionary basis.

Roy Bly is a CFP® professional with four years of industry experience, currently serving at Titleist Asset Management, LLC since 2023. He previously worked at Homrich Berg Wealth Management and has operated as an independent contractor and through Vision Based Planning. Bly maintains involvement in Vision Based Planning, an advisory business. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.

James Carlson is a financial advisor with Wedbush Securities Inc. and holds a Series 66 designation. He has 25 years of industry experience, including 15 years at UBS Financial Services and several years at Morgan Stanley. Carlson serves on the National Advisory Council for Southern Virginia University. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management and capital markets services, including discretionary and non-discretionary portfolio management and institutional research.

Joseph Cone is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. Prior to joining Belpointe in 2023, he worked at LPL Financial for 10 years. He serves on multiple nonprofit and charitable boards, including the Greensboro Symphony Endowment Fund, the NC Justice Center, and the Jewish Foundation of Greensboro, where he holds leadership and investment committee roles. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors, managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers customized portfolio management, financial planning, and retirement-plan consulting, utilizing a range of advisory styles and third-party managers.

Craig Fishel is a financial advisor at Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Horace Mann Investors, Edward Jones, Guardian Life, Consolidated Planning, and Prudential Financial Planning Services. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Colby Robinson is a CFP® professional with eight years of experience in financial advising. He has worked at several firms, including Forvis Mazars Wealth Advisors, LLC since 2024, FORVIS Wealth Advisors LLC, DHG Wealth Advisors LLC, Family Wealth Partners, and Antonich & Associates. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, managing approximately $12 billion in assets with a disciplined, committee-approved investment approach.

Jeffrey Powell is a CFP® professional with 20 years of experience in financial advising. He has been with Cornerstone Wealth Group, LLC since 2018 and previously worked at LPL Financial starting in 2015. Based in Greensboro, NC, Powell’s credentials include the Series 63 license. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm provides portfolio management and financial planning using model portfolios with ETFs, mutual funds, individual securities, and external managers, managing assets primarily on a discretionary basis.

Greer Ducker is a financial advisor at Kingsview Wealth Management, LLC with 26 years of industry experience. He previously worked at Edward Jones for 25 years before joining Kingsview Partners and Kingsview Wealth Management in 2024. Outside of his advisory role, he owns Lucky Ducker Enterprises, LLC, a commercial rental property business in Greensboro, NC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a range of investment instruments and access to third-party managers and alternative investments.