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.

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.

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.

James Holmes III is a financial advisor at Three Magnolias Financial Advisors with 35 years of industry experience. He has previously worked at Wells Fargo Clearing, Stephens Inc, and Deutsche Bank Securities Inc. Holmes serves as an investment committee member and delegate to the annual conference for Centenary United Methodist Church in Winston Salem, NC. Three Magnolias Financial Advisors provides financial planning, portfolio management, and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $487 million for about 600 clients, utilizing tailored investment plans that include mutual funds, ETFs, annuities, REITs, equities, and fixed income across both discretionary and non-discretionary accounts.

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.

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.