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.

John Thompson is a financial advisor at JT Stratford, LLC with 18 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. In addition to his advisory work, he is involved in insurance sales through Strategic Financial Advisors LLC. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of portfolio management options and incorporates both traditional and emerging technology-driven strategies for investment selection and client service.

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.

Kim Eder is a CFA® charterholder with 24 years of industry experience. He has been with Holderness Investments Co. since 1995. Eder serves as Chair of the Board of Directors for The University of North Carolina at Greensboro Investment Fund, Inc., overseeing the third-party investment manager of the university’s endowment assets. He is also involved with Holderness Asset Solutions, LLC, providing insurance services to clients. Holderness Investments Company provides customized investment management primarily to high-net-worth individuals, trusts, estates, and institutional clients. The firm employs a bottom-up fundamental analysis combined with a consensus macroeconomic outlook and offers bespoke portfolio management alongside actively managed ETF strategies.

Scott Jones is a CFP® with 16 years of industry experience, currently serving as an advisor at Arbor Investment Advisors since 2006. He holds a Series 65 license and is based in Winston Salem, NC. Arbor Investment Advisors provides investment management and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations. The firm employs an asset allocation approach grounded in modern portfolio theory, utilizing ETFs, mutual funds, closed-end funds, and individual equities and fixed income, with a focus on tax-efficient strategies and comprehensive portfolio reporting.

Michael Harris is a CFA® charterholder with 16 years of industry experience. He has been with DeRoy & Devereaux Private Investment Counsel, Inc. since 2004. The firm provides discretionary investment management primarily to high-net-worth individuals, families, foundations, pension plans, endowments, and municipalities. DeRoy & Devereaux employs a value-oriented, bottom-up fundamental investment approach and manages focused equity portfolios and distinct fixed income strategies, serving mostly on a discretionary basis.

James Eddington is a financial advisor with AdaptFirst Investments LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Intercarolina Financial Services and MassMutual. Outside of advisory work, he co-owns an insurance brokerage firm, The Insurance Coach, which provides life, disability, long-term care, and health insurance, as well as group benefits services. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO roles. The firm employs a value-oriented investment approach supported by in-house research and offers additional services such as bookkeeping, tax preparation, and financial coaching.

James Hough is a financial advisor at Arbor Investment Advisors in Winston Salem, NC, holding a Series 65 designation. He has been with Arbor since 2026 and previously worked at Commercial Realty Advisors, LLC, Unique Places, LLC, and Sewanee: University of the South. 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 a range of clients from non-high-net-worth to high-net-worth individuals, applying an investment approach based on asset allocation concepts from Modern Portfolio Theory and employing exchange-traded funds, mutual funds, and independent managers as appropriate.

Michael Sellers is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Semmax Financial Advisors, Inc. in Winston-Salem, NC, where he has worked since 2022. His prior experience includes roles at firms such as TIAA and Vanguard Advisers. Semmax Financial Advisors, Inc. provides discretionary and non-discretionary investment advisory and portfolio management services to individual clients, business entities, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis and offers various investment strategies across multiple asset classes, supported by affiliated insurance and tax service businesses.