William Watson is a financial advisor at Oppenheimer with 20 years of industry experience. He holds the CFA® and ChFC® designations and has worked at Oppenheimer since 2009, following two years at Stanford Group Company. Watson serves on the finance and investment committees at Greensboro Day School, providing consultation and financial strategy support. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management approaches.

Stephen Walters is a financial advisor with Brookstone Capital Management LLC in Greensboro, NC. He holds a Series 65 designation and has been with Brookstone since 2026. Walters also has over a decade of experience with Asset Preservation Solutions, Inc., where he has worked since 2015. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a range of investment strategies including strategic and dynamic asset-allocation models, Unified Managed Accounts, and options-enhanced strategies, supported by proprietary and affiliated funds as well as multiple sub-advisors.

Douglas House is a financial advisor with Truist Advisory Services and holds the Series 66 designation. He has 11 years of industry experience and has previously worked at Merrill, Bank of America, and Charter Communications. House is based in Greensboro, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Phillip Williams Jr is a financial advisor with Hightower Advisors in Greensboro, NC, holding a Series 63 designation and 14 years of industry experience. His prior roles include multiple positions at Stearns Financial Group and a year at Innosphere. He serves on the Board of Advisors for Grubb Southeast Real Estate Fund VI, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Samuel Biesecker is a financial advisor with Oppenheimer in Greensboro, NC. He holds Series 63 and Series 65 licenses and has recently begun his advisory career. Prior to joining Oppenheimer, he held various roles across industries including water technology, agriculture, and education. Oppenheimer is a registered investment adviser and broker-dealer serving high net worth individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Brian Coghill is a financial advisor with Davenport & Company LLC in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Merrill Lynch Pierce Fenner & Smith from 1996 to 2009. Outside of finance, Coghill is involved with Rotary as a treasurer and assists part-time with clerical duties at McLeansville Tax Service. Davenport & Company serves individual and institutional clients, offering a range of services including asset management, brokerage, fixed income, public finance, and investment banking. The firm employs dedicated portfolio manager teams and provides separately managed accounts, mutual funds, and ETF model portfolios, operating as an employee-owned company with a history dating to 1863.

Karen Kahn is a Certified Financial Planner® with 30 years of industry experience, currently affiliated with Truist Advisory Services. She has been with Truist since 2016, working across Truist Advisory Services, Truist Investment Services, and Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary and non-discretionary manager relationships supported by advanced research tools and integrated inter-affiliate operations.

William Mann is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at DMJ Wealth Advisors, LLC, and Proequities, Inc. since 2007. 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-of-managers approach with a proprietary focus list and offers solutions such as discretionary wealth management, retirement plan consulting, and outsourced CIO services.

Joseph Marus is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Bank of America and Merrill. Marus serves on the board of Red Dog Farm Animal Rescue, a nonprofit focused on fostering and rehoming animals, where he is involved in strategic initiatives and event coordination. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports a broad range of investment approaches through a network of over 400 independent adviser representatives and offers portfolio management, retirement plan consulting, and access to sub-advisers and third-party platforms.

Niles Greene is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at Wells Fargo Clearing and Wachovia Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform and manager arrangements, to deliver its investment solutions.

Grace Hackney is a Series 66-licensed financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. She previously worked at Merrill for six years and Landmark Asset Services for three years. Outside of finance, she is involved in the jewelry industry, working in accounting and sales for Deva Fine Jewelry. Sanctuary Advisors serves a diverse client base including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent advisers. The firm offers various portfolio management and financial planning services, employing multiple analytical approaches and managing accounts on both discretionary and non-discretionary bases.

James Joyce is a CFP®, CFA®, and Series 66-registered financial advisor with 14 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent 17 years at Stearns Financial Group. Hightower Advisors provides investment advisory and planning services to a diverse group 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, utilizing a combination of affiliated and third-party managers and proprietary research.

Brian Winstead is a CFP® professional with 28 years of industry experience. He has worked at Merrill Lynch since 1997 and has been with Davenport & Company LLC since 2009. Davenport & Company serves individual and institutional clients by providing asset management, retail brokerage, public finance, investment banking, and advisory services. The firm manages portfolios through dedicated teams and offers a range of strategies including separately managed accounts, mutual funds, and ETFs.

John Murray is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at Davenport since 2009 and previously held positions at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm’s investment approach involves dedicated portfolio management teams and offers separately managed accounts, model delivery, financial planning, and mutual fund advisory services.

David Dupont is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with Valic Financial Advisors since 1997 and also serves as an agent offering non-securities insurance products through Agia since 2022. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services utilizing discretionary unified managed accounts and overlay strategies, supported by a large network of investment advisor representatives.

Mallory Storrie is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds the Series 66 designation. Her background includes roles at Crossbridge Financial Group and Commonwealth Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Jeffery Hwang is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2021. His prior experience includes roles at DMJ Wealth Advisors, LLC, ProEquities, Inc., and Merrill. He also serves in an advisory capacity for SEI’s RIA Community through the RIA Governing Group. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and retirement-plan services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Richard Tesseneer is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of experience in the industry. His prior experience includes roles at LPL Financial, Wells Fargo Clearing, and Banc of America Investment Services. Outside of his advisory duties, he owns a business selling culinary supplies on Amazon. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives, provides both discretionary and non-discretionary portfolio management, and utilizes technology platforms to enhance client service.

Dax Dixson is a CFA® charterholder with nine years of industry experience. He has worked at Hightower Advisors since 2020, following roles at Stearns Financial Group and Wells Fargo. He is based in Greensboro, NC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering services that span discretionary portfolio management, financial planning, and retirement consulting through its network of advisor practices.

Arthur Winstead Jr. is a financial advisor at Beacon Pointe Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Beacon Pointe Advisors since 2021. His prior experience includes roles at DMJ Wealth Advisors, LLC, ProEquities, Inc., and he is also a partner at DMJ & Co., PLLC, a CPA firm. Outside of his advisory work, he serves on finance committees and as treasurer for several nonprofit organizations in Greensboro, NC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm employs a manager-driven investment approach, utilizing a proprietary focus list and a formal due-diligence process, while also sponsoring proprietary investment vehicles and serving as general partner for multiple private funds.