Anthony Hinson is a financial advisor at Intercarolina Financial Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at HD Vest Advisory Services and HD Vest Investment Services. In addition to his advisory work, he operates Hinson's Tax and Accounting Services, providing accounting services in Oakboro, NC. Intercarolina Financial Services, Inc. offers investment advisory and retirement plan consulting to individual and qualified plan clients, utilizing fundamental, technical, and cyclical analysis to manage diversified portfolios across equities, fixed income, mutual funds, and ETFs. The firm serves both discretionary and non-discretionary accounts and participates in third-party wrap fee programs.

Kenneth Shahbaz is a CFP® and PFS™ credentialed financial advisor with 25 years of industry experience. He is a member of the Holderness Investments Co team and has worked with Holderness since 2017. Prior to this, he held roles at Intercarolina Financial Services and Kestra Financial Services, Inc. Shahbaz is also the owner and manager of Shahbaz Carothers & Company, PA, a tax and accounting firm, and serves in leadership roles on the board and audit committee of the Old North State Council of the Boy Scouts of America. Holderness Investments Company provides customized investment management and financial planning primarily to high-net-worth individuals, associated trusts and estates, and pension and profit-sharing plans. The firm employs a fundamental, bottom-up investment approach with multi-year horizons and combines tailored portfolio management with ETF-based model strategies, including a growth model that incorporates digital assets.

Joshua Keagle is a financial advisor at Financial Transparency with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including CSSC Investment Advisory Services and Cogent Analytics. Keagle also serves as a Training and Intelligence Officer in the U.S. Navy Reserve. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and organizations through a network of independent advisory representatives. The firm employs an asset allocation approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering passive and active investment models across various managed account programs.

Michael Dinkins is a CFA® charterholder at Granville Capital, Inc. in Greensboro, NC, where he has worked since 2016. He has three years of industry experience. 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, conducts proprietary due diligence on underlying managers, and acts as a private fund sponsor and adviser for multiple pooled vehicles.

Eric Barnett is a CFP® professional with six years of industry experience. He has worked at Smith Salley Wealth Management since 2026 and previously held advisory roles at Aprio Advisory Group LLC and a position at Surry Chemicals Co Inc. Smith Salley Wealth Management is a team-based firm serving individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations. The firm applies a bottom-up, fundamental approach to investment management, emphasizing equity selection and fixed-income analysis, and manages portfolios on a discretionary basis.

Leslie Garner is a CFP® professional with 11 years of experience in the financial services industry. She has worked at AdaptFirst Investments LLC since 2019 and previously held roles at Innovation Partners LLC, Garner Wealth Strategies, and The Prudential Insurance Company of America. Outside of advisory work, she is an adjunct professor at NC A&T University and has experience as an independent health insurance agent and mortgage loan processor. AdaptFirst Investments provides advisory services to individuals and businesses, including portfolio management, financial planning, and consulting. The firm offers a proactive, valuation-focused investment approach with medium-term targets and combines fundamental and technical analysis while also delivering accounting, tax, and outsourced CIO services.

Scott Cawood is a CFP® and CFA® with 16 years of industry experience, currently serving at Arbor Investment Advisors since 2003. He holds the position of Chairman of the Board at Piedmont Federal Savings Bank. Arbor Investment Advisors provides investment management and financial planning services to individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations. The firm employs an investment approach based on asset allocation and modern portfolio theory, utilizing a range of investment vehicles including ETFs, no-load mutual funds, and individual equities.

Sheila Falls is a CFP® and PFS™ credentialed financial advisor with 14 years of industry experience, currently with Holderness Investments Co. She has held previous roles at firms including Intercarolina Financial Services and Shahbaz Southern & Company. Outside of her advisory work, she provides accounting services through her own practice and offers insurance services as a licensed agent with Holderness Asset Solutions, LLC. Holderness Investments Company serves high-net-worth individuals, trusts, estates, and pension and profit-sharing plans by providing customized investment management and financial planning. The firm employs a fundamental, bottom-up investment approach with a multi-year horizon and offers both tailored portfolio management and ETF-based model strategies.

Kamerynn Bonn is a financial advisor at Saltbox Financial LLC in Greensboro, NC, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Cetera and Semmax Financial Group, among others. Before entering financial services, she worked in the restaurant industry at Quanto Basta Italian Eatery and Wine Bar and Carrabba's Italian Grill. Saltbox Financial LLC is a fee-only registered investment adviser serving individuals, families, and charitable organizations with financial planning, portfolio management, and tax preparation. The firm emphasizes tailored portfolios aligned with clients’ tax situations, risk tolerance, and life goals, integrating tax services and maintaining a small client roster to support personalized service.

Jonathan Kacmarcik is a financial advisor at Three Magnolias Financial Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch and Bank of America. Outside of finance, he has limited involvement in a family entertainment business that provides gaming equipment to various venues. Three Magnolias serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, and project-based consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and offers both discretionary and non-discretionary investment management.

Erika Mielke is a CFP® with 11 years of industry experience and currently serves as an advisor at Arbor Investment Advisors in Winston Salem, NC. She has worked at Arbor since 2018 and previously at Wells Fargo Clearing from 2016 to 2018. 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 both non-high-net-worth and high-net-worth clients, using an investment approach based on Modern Portfolio Theory with allocations to ETFs, no-load mutual funds, and independent managers when appropriate.

Jared Gibbs is a financial advisor at AdaptFirst Investments LLC with two years of industry experience. He holds a Series 65 designation and previously worked at American Federal Mortgage as a Mortgage Loan Officer, where he assisted borrowers with loan applications and financial document analysis. AdaptFirst Investments serves individuals and small businesses by providing portfolio management, financial planning, and consulting services including outsourced CIO and CFO roles. The firm employs a value-oriented investment approach and offers additional services such as bookkeeping, tax preparation, and financial coaching.

Parrish Peddrick is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Granville Capital, Inc. in Greensboro, NC. Prior to joining Granville Capital, he worked at 49 Financial, LLC and held positions at Wells Fargo Bank, N.A. His background also includes a role at iGnosis Management, LLC. 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 several pooled vehicles with customized strategies tailored to client needs.

Dana Strickland is a financial advisor at Scholar Financial Advising, LLC in Winston-Salem, NC, holding a Series 65 license with three years of industry experience. She has been with Scholar Financial Advising since 2022 and also serves as a professor at Wake Forest University, where she designs and teaches multiple courses, mentors students, conducts research, and participates in university committees. Scholar Financial Advising serves high-income and ultra-high-net-worth individuals by providing comprehensive financial planning and advisory support primarily through online platforms. The firm emphasizes a long-term, goal-driven approach with a focus on asset allocation, tax-aware strategies, and diversification, offering services through project-based hourly advice and flat-fee ongoing engagements without managing client assets directly.

Angel Moorefield is a financial advisor at Horizon Financial Services, LLC in Winston Salem, NC, holding a Series 65 designation. Moorefield has been with Horizon Financial Services since 2023 and has prior experience at Short Street Kitchen, Summit Credit Union, SunTrust Bank, and Michael C. Riley Elementary School. Horizon Financial Services provides discretionary asset management, financial planning, and fiduciary services for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm typically serves individuals and families with approximately $1 million in investable assets, utilizing a combination of proprietary model portfolios, sub-advisors, and various investment platforms to implement tailored investment strategies.

James Guyler is a CFA® charterholder with 18 years of industry experience. He has worked at Smith Salley Wealth Management since 2014 and previously held roles at Wallington Asset Management, Bb&T Asset Management, Inc., and Dean Financial Services. 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, fundamental investment approach with an emphasis on equity selection and fixed-income analysis.

Jonathan Short is a financial advisor at Semmax Financial Advisors, Inc. in Winston-Salem, NC, with eight years of industry experience. He holds the Series 63 and Series 65 designations and has been with Semmax Financial Group since 2016. In addition to his advisory role, he is involved with Semmax, Inc., an insurance agency that integrates risk management discussions into client financial planning. Semmax Financial Advisors, Inc. serves individual clients, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary investment advisory and portfolio management services. The firm employs a blend of fundamental, technical, and cyclical analysis across various asset classes and incorporates tax and estate considerations into its planning process.

Jennifer Johnson is a CFP® with 21 years of industry experience, currently serving as an advisor at Three Magnolias Financial Advisors in Winston-Salem, NC. She has worked with Cetera Advisor Networks and Private Client Services prior to her current role. Outside of her advisory work, Johnson is involved locally as a youth leader at Boonville United Methodist Church, a member of the Reynolda Rotary Club membership committee, and serves on the board and investment committee of the Shallowford Foundation. Three Magnolias Financial Advisors serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, and project-based consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios that may include mutual funds, ETFs, annuities, REITs, and individual securities, offering both wrap and non-wrap account arrangements.

Evan Mills is a financial advisor at Scholar Financial Advising, LLC in Winston-Salem, NC, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Greener Group LLC and the City of Woburn School District. Scholar Financial Advising serves high-income and ultra-high-net-worth individuals with comprehensive financial planning and advisory support delivered primarily online. The firm emphasizes a long-term, goal-driven approach focusing on asset allocation, tax-aware asset location, diversification, and periodic rebalancing, while providing trade recommendations and referrals to independent asset managers.

Joseph Perkins is a financial advisor with Horizon Financial Services, LLC in Winston Salem, NC. He holds Series 63 and Series 65 designations and has 11 years of industry experience. Perkins has worked at Horizon Financial Services since 2017 and is also active as an insurance agent, providing insurance sales and services. Horizon Financial Services offers discretionary asset management, financial planning, ERISA 3(21) fiduciary services, and consulting for individuals, families, pension plans, and charitable organizations. The firm typically serves clients with approximately $1 million in investable assets and uses a combination of sub-advisors, proprietary model portfolios, and both fundamental and technical analysis in its investment approach.