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.

James Guyler is a CFA® charterholder with 17 years of industry experience. He has been with Smith, Salley & Associates, LLC since 2014. Smith Salley Wealth Management is a multi-advisor firm managing approximately $2.34 billion in discretionary assets. The firm serves individuals, corporations, trusts, charitable organizations, and banking clients, employing a bottom-up, fundamental investment approach with integrated financial planning and portfolio management.

Jonathan Short is a financial advisor at Semmax Financial Advisors, Inc. in Winston-Salem, NC, with seven years of industry experience. He has been with Semmax Financial Group since 2016. Outside of his advisory role, he is involved with Semmax, Inc., an affiliated insurance agency where he integrates risk management products like life and long-term care insurance into client financial planning. Semmax Financial Advisors, Inc. provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis across various investment strategies and maintains affiliated businesses including an insurance agency and tax services.

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.

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 CFP® professional with seven years of industry experience, currently serving at Smith Salley Wealth Management. 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 multi-advisor firm managing approximately $2.34 billion in discretionary assets and serves individuals, corporations, trusts, charitable organizations, and banking clients. The firm employs a bottom-up, fundamental investment approach focused on individual equity and fixed-income selection, integrating financial planning into its advisory services.

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 with Three Magnolias Financial Advisors in Winston Salem, NC, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services and Stephens Inc. He serves on the investment committee and acts as a delegate to the annual conference for Centenary United Methodist Church, where he participates in managing operational funds held in trusts. 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 constructs portfolios using a combination of fundamental, technical, and cyclical analysis across various asset types and offers both wrap and non-wrap account arrangements.

Ryan Newkirk is a financial advisor at Granville Capital, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Granville Capital in 2022, he worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank from 2016 to 2022, Merrill from 2009 to 2016, and Bank of America from 2008 to 2016. Granville Capital, Inc. provides investment advisory services to high-net-worth individuals, trusts, IRAs, charitable organizations, and pooled investment vehicles. The firm employs a multi-manager, fund-of-funds approach, managing its own pooled vehicles and tailoring strategies to client objectives, with a focus on a small, concentrated client base.

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.

Ken Anderson III is a financial advisor at 1808 Capital Partners with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America and Merrill before joining 1808 Capital Partners. 1808 Capital Partners serves individuals, high-net-worth clients, charities, corporations, and banking or thrift institutions with comprehensive wealth management and investment advisory services. The firm employs a priorities-based, bottom-up investment approach that combines passive and active strategies tailored to each client’s needs.

Erin Fowlkes is a financial advisor at Smith Salley Wealth Management with six years of industry experience. She holds the Series 65 designation and has worked at Smith Salley since 2022, following prior roles at Beacon Pointe Advisors and DMJ Wealth Advisors. 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, fundamental investment approach focusing on individual equity and fixed-income selection and integrates financial planning into its advisory relationships.

George Hartzman is a financial advisor at Intercarolina Financial Services, Inc. in Greensboro, NC, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has been with Intercarolina since 2012. Outside of his advisory role, he teaches continuing education courses for CPAs on a part-time basis. Intercarolina Financial Services provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis to manage portfolios across various asset classes using both long- and short-term strategies.

Allen Ropp is a CFP® professional with eight years of industry experience, currently serving as an advisor at Smith Salley Wealth Management since 2017. Prior to joining Smith Salley, he worked at Keystone Asset Management for one year. 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, fundamental investment approach with integrated financial planning and discretionary portfolio management.

Jeremy Jones is a financial advisor with MDRN Capital in Greensboro, NC, holding Series 63 and Series 65 licenses and six years of industry experience. Before joining MDRN Capital, he was involved with ROI Velocity Marketing Group Inc. and currently serves as owner and CEO of ROI Velocity LLC, a digital marketing consulting business. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and constructs portfolios using unaffiliated Independent Managers and low-cost mutual funds and ETFs, combining fundamental and technical analysis.

Nadi Tadros is a CFA® charterholder and holds a Series 63 license, with five years of industry experience. He has been with Smith Salley Wealth Management since 2021 and previously worked at CBC Pension Fund for eleven years. 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, fundamental investment approach focused on individual equity and fixed-income selection, integrating financial planning with portfolio management.

Wesley Reed is a financial advisor at Three Magnolias Financial Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisor Networks LLC and Blue Rock Wealth Management. Outside of his advisory role, he is involved in aviation-related consulting and owns an LLC focused on airplane ownership and leasing. 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 constructs portfolios using a combination of fundamental, technical, and cyclical analysis and offers both wrap and non-wrap account arrangements.

William Peeler Jr. is a financial advisor with 33 years of industry experience, currently with 1808 Capital Partners. He holds Series 63 and Series 65 licenses and has a background that includes 15 years at Raymond James Financial. Outside of advising, he manages rental real estate through businesses he owns and partners in. 1808 Capital Partners offers 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, bottom-up investment approach with customized strategies across various asset classes.