Phyllis Lancaster is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. She previously worked at Cetera Advisor Networks LLC for nine years and has experience with American Dream Residential. Outside of her advisory role, she is involved in a family livestock business, serves on the board of a promotional materials company, and holds a Director-at-Large position with the Greensboro Estate Planning Council. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent individuals and families, as well as entities like pension plans and endowments. The firm uses customized, long-term strategies including ETFs, institutional mutual funds, alternative investments, and third-party sub-advisors, and offers insurance placement services through its Risk Management Department.

Dylan Martin is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He currently works at The Fiduciary Alliance and has held prior roles at Northwestern Mutual Wealth Management Company, Thrivent, and Merrill Lynch. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach incorporating fundamental, technical, cyclical, and charting analyses and operates a network of investment advisor representatives under a multi-team business model.

James King is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterlings Investments and McMillion Capital Management. Outside of his advisory work, he is a licensed insurance agent who recommends various insurance products. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plan participants, qualified purchasers, and institutional investors. The firm manages portfolios through a combination of active and passive strategies, employing multiple analytical approaches and leveraging third-party tools to tailor allocations for various account types.

Kevin Benson is a financial advisor at Forum Financial Management, LP with five years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining Forum in 2025, he worked at Avantax Investment Services Inc. and Avantax Advisory Services from 2020 to 2025. Benson is also a partner at Smith Leonard PLLC, an accounting and tax preparation firm, and serves on the finance committee of Caldwell Academy, a private Christian school in Greensboro, NC. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

David Rapp is a financial advisor at Mutual Advisors, LLC in Greensboro, NC, holding Series 63, Series 65, and Series 66 designations with 12 years of industry experience. His prior roles include positions at Edward Jones, Forsys Consulting LLC, Valic Financial Advisors, and M Holdings Securities, Inc. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, including sovereign wealth funds. The firm offers a range of advisory services and employs a mix of active and passive investment strategies tailored to client objectives, managing approximately $9.45 billion across 154 advisors.

Kolby Madsen is a financial advisor with Kingsview Wealth Management, LLC in Greensboro, NC. He holds a Series 66 designation and has five years of industry experience. His prior experience includes roles at Edward Jones and Fidelity Investments. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals—including high-net-worth clients—retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and asset management through in-house and third-party strategies, including discretionary and non-discretionary advisory services.

Shannon Avery is a financial advisor at Kingsview Wealth Management, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2016 to 2024. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through internal and third-party strategies, including discretionary and non-discretionary services, and manages affiliated exchange-traded funds.

Clyde Jung is a financial advisor at Valic Financial Advisors in Greensboro, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Valic, he worked at Volvo Group and has managed operations at Cadillac Service Garage, where he also assists with event management and driving for weddings. He is additionally appointed as an agent to sell non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, offering discretionary managed-account programs, financial planning, and brokerage services. The firm employs Envestnet-developed UMA models for portfolio construction and supports a large client base through a network of over 1,200 advisors.

Shaun Heale is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 designations and 10 years of industry experience. He has worked at Valic Financial Advisors since 2015 and is also an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion in assets and supports close to 300,000 clients with a technology-driven approach and comprehensive advisory resources.

Teresa Talton is a CFP® and holds a Series 65 license with 12 years of industry experience. She has worked at Hightower Advisors since 2020, following prior roles at Stearns Financial Group and Allgen Financial Services, Inc. Teresa is based in Greensboro, NC. Hightower Advisors serves a diverse client base including individuals, institutions, pension plans, charitable organizations, and corporations. The firm offers a range of advisory services with an emphasis on manager selection and multi-manager solutions, utilizing both affiliated and third-party investment managers across various strategies and asset classes.

Orrin Magill III is a financial advisor with Primerica Advisors in Greensboro, NC, holding the ChFC® designation and Series 66 license. He has 45 years of industry experience and has been with Primerica Advisors since 2013. Magill also serves as president and shareholder of Qualified Plan Administrators, Inc., a firm specializing in 401(k) plans, and is involved in group benefits brokerage and life and health insurance sales. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services, including proprietary and third-party investment programs, financial planning, and retirement-plan consulting. The firm manages accounts through multiple strategies and platforms, offering both discretionary and non-discretionary management options.

Justin Pace is a financial advisor with Truist Advisory Services in Greensboro, NC. He holds a Series 65 designation and has one year of industry experience. Prior to joining Truist, he worked at Wells Fargo for seven years and has additional experience with LSEG and Northwestern Mutual. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ronald Philbrick Jr. is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has worked at Valic Financial Advisors since 2010 and joined Agia in 2022. Outside of his advisory role, he operates a small e-commerce business reselling items on platforms like eBay and Amazon and serves as healthcare power of attorney for family members. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, employing unified managed accounts and overlay strategies to deliver investment solutions at scale.

Phillip Danieley is a CFP® and Series 66-registered advisor with Davenport & Company LLC, bringing two years of industry experience. Prior to joining Davenport, he worked at Policygenius and held roles at Ponysaurus Brewing Company and Highland Brewing Company. Davenport & Company serves individual and institutional clients by providing asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm employs dedicated portfolio manager teams and an Investment Policy Committee to manage strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Trent Schloneger is a CFP® with 25 years of experience, currently serving at VALIC Financial Advisors since 2000. His career includes roles at Agia and ownership interests in several real estate and title agency businesses, where he holds managing and ownership positions but is not involved in day-to-day operations. He is based in Greensboro, NC. VALIC Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with a focus on diversified asset allocation and periodic rebalancing.

Michael Sinnott is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Suntrust Advisory Services, Suntrust Investment Services, Bank of America, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary strategies supported by third-party platforms and proprietary research.

Wesley Walters is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Brookstone since 2016. Walters is also President and CEO of Asset Preservation Solutions, Inc., a firm focused on financial strategies and tax savings for high-net-worth clients. He is involved with Helium as a user and instructor. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through its turnkey platform and wrap-fee program.

Shelby Brady is a financial advisor at GWN Securities Inc. with five years of experience. Shelby holds the Series 66 designation and has a background that includes roles at American Healthcare Capital and Robert Half Staffing. Outside of finance, Shelby worked at Royal Pet Mortuary for four years. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm’s investment approach includes a range of managed-account programs and model portfolios, featuring both traditional asset-allocation strategies and legacy market-timing and momentum-based methods.

George Boss Jr. is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at SunTrust Advisory Services, Bank of America, Merrill, and Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and manager-selection programs that combine discretionary and non-discretionary approaches supported by third-party platform relationships.

William Chappell III is a financial advisor with Bankers Life Advisory Services, Inc. in Greensboro, NC. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, he worked at several firms including Amerilife of Greensboro and Aflac. Outside of advising, he serves as Chair of the Risers Young Professionals group within the Guilford Merchants Association and is a member of its board. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across multiple asset classes.