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 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.

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 credential and has worked previously at Bank of America and Merrill. In addition to his advisory role, Hall serves on the finance and investment committee at Canterbury School, collaborating with the school’s endowment committee and third-party investment advisor. 1808 Capital Partners provides wealth management and investment advisory services to individuals, high-net-worth clients, charities, corporations, and banking institutions. The firm employs a priorities-based process to develop client objectives and uses a combination of passive and active strategies across various asset classes, managing approximately $644 million in assets under management.

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.

Aaron Allwardt is a financial advisor with Credit Union Investment Services in Oak Ridge, NC, holding Series 65 and Series 63 licenses and five years of industry experience. He has been affiliated with State Employees' Credit Union since 2017 and works concurrently with SECU Life Insurance Company and SECU Brokerage Services. His role includes financial advisory services aimed at improving the economic and social conditions of eligible credit union members. Credit Union Investment Services serves primarily individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a goals-based, long-term investment approach using low-cost mutual funds and ETFs, operating within the credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

Jeremy Johnson is a financial advisor at Bison Wealth, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at TruAdvice, LLC and Sawtooth Solutions, LLC. In addition to his advisory role, he owns and operates an independent insurance brokerage specializing in Medicare supplements, life insurance, long-term care plans, and fixed indexed annuities. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, multi-manager investment solutions, and access to alternative investments, utilizing a tactical and strategic allocation approach with specialized overlay 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.

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. in Greensboro, NC, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years. Carlson serves on the National Advisory Council for Southern Virginia University. Wedbush Securities serves a broad client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

Michael Allen is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 certifications and three years of industry experience. His prior roles include positions at Principal Life Insurance Company and Principal Financial Services. Outside of advising, he is involved as an owner in a rental car business operating on the Turo platform. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates proprietary and third-party models, serving clients mainly within the Principal Financial Group ecosystem.

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.

Joseph Hampton is a financial advisor at Credit Union Investment Services with eight years of industry experience. He holds the Series 65 and Series 63 licenses and has worked with several affiliated firms including Members Trust Company, SECU*RE, Inc., SECU Life Insurance Company, and State Employees' Credit Union. In addition to his advisory role, he acts as a broker for SECU*RE, Inc. and serves as a financial advisory services specialist at State Employees' Credit Union. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm operates within a credit union ecosystem and emphasizes a long-term, goals-based investment approach using mostly low-cost index funds and ETFs.

Myles Mcgee is a financial advisor with Credit Union Investment Services in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Credit Union Investment Services since 2015 and is also associated with Members Trust Company and SeCU Life Insurance Company. Mcgee serves as a Financial Advisory Services Specialist at State Employees' Credit Union, providing financial services to eligible members. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with investment adviser representatives as salaried employees of the parent credit union.

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.