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.

Scott Rumple is a financial advisor with Eagle Strategies (NY Life) in Greensboro, NC, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with New York Life Insurance Company since 2000 and joined Eagle Strategies in 2024. Outside of advisory work, he is appointed as an insurance broker for non-registered insurance products with various carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and manages a substantial majority of assets on a non-discretionary basis.

Jeremy Strader is a financial advisor with Lincoln Investment in Reidsville, NC, holding Series 63 and Series 65 licenses and offering 10 years of industry experience. He previously worked at Horace Mann Investors, Inc. and Horace Mann Companies for seven years before joining Lincoln Investment in 2022. In addition to his advisory role, he is also licensed to sell life insurance and fixed annuities through Robinson & Associates. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with model portfolios and third-party managers, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic and adaptive model portfolios.

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.

Robert Gallert is a financial advisor at OSAIC Institutions, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Infinex Investments, Inc. since 2014. Gallert is also the owner and manager of Riverfront Capital, LLC, an investment-related business. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a distinctive hybrid adviser/broker-dealer model.

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.

John Thomas is a CFP® and CFA® with 14 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent 15 years at Stearns Financial Services Group. Outside of his advisory role, he serves as a board member and treasurer for a family corporation managing timberland and investment assets. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers alongside proprietary research and diverse investment vehicles.

James Jones Jr. is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. His career includes prior roles at Thrivent Financial for Lutherans and BB&T Investment Services. He also receives renewal commissions from previous Medicare Advantage insurance sales. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm provides asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by inter-affiliate resources.

Michael Gillis is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. He holds the PFS™ and Series 66 credentials and has worked at Proequities and DMJ Wealth Advisors, LLC. Gillis is also the managing partner of a CPA firm and serves as treasurer and chairman of the finance committee for the United Way of Greater Greensboro. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using proprietary due diligence and offers a range of services from wealth management to outsourced CIO solutions.

Darryl Cermak Serfass is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Independent Advisor Alliance and LPL Financial since 2014. Outside of his advisory role, he is involved in direct sales of nutritional products through Juice Plus. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary portfolio management using various strategies and technology platforms, and maintains a network model supported by affiliations with LPL Financial and third-party service providers.

Paula Mc Millan is a CFP® professional with eight years of experience in the financial services industry. She has worked at Hightower Advisors since 2020 and previously spent five years with Stearns Financial Group. Hightower Advisors delivers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles.