Richard Leader is a CFA® charterholder with 27 years of industry experience. He is currently with Focus Partners Wealth, LLC and Kovitz Investment Group Partners, LLC. His prior experience includes roles at First Houston Capital, Inc., Burnham Securities Inc., and Burnham Asset Management Corp. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

John Donaldson is a financial advisor with Eagle Strategies (NY Life) based in Germanton, NC. He holds the ChFC® designation and has 37 years of industry experience. Donaldson has worked with Eagle Strategies since 2001 and operates Donaldson Insurance And Financial Services, where he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, mainly on a non-discretionary basis, and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Matthew Nadeau is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Truist Advisory Services since 2021, and previously held roles at Bank of America, Merrill, First Citizens Investor Services, and BB&T. 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, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary management through affiliated platforms and technology-enhanced research.

Daniel Riazzi is a financial advisor at &Partners in Winston Salem, NC, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He is a part owner of two related investment firms, Riazzi Rhyne & Swaim Investment Group LLC and CIWJII LLC. &Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of discretionary and non-discretionary strategies utilizing both proprietary and third-party models.

Tyler Britton is a financial advisor at Oppenheimer with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2017. His work history includes roles at Servicemaster Building Care and the Houston Astros. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory programs covering equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation, as well as consulting and retirement services on discretionary and non-discretionary bases.

Christine Frazier is a financial advisor at Truist Advisory Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Bb&T Investment Services, Inc. from 2013 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, using third-party platforms and tools to support its AMC Advantage manager-selection program and ongoing due diligence.

Elizabeth Madden is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has been with Truist Advisory Services since 2016. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment process.

Richard Class II is a CFP® professional with 19 years of industry experience, currently with D.A. Davidson & Co. since 2022. His prior roles include positions at Truist Advisory Services and Bb&T Securities. He is a longtime member of the Kiwanis Club of Greensboro, where he has served as a board member and mentor. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services from financial planning and equity research to discretionary portfolio management, operating under fiduciary standards and with notable involvement in municipal advisory and underwriting activities.

Stephen Strouse is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2023. His prior experience includes roles at Personal Capital Advisors Corporation and Fisher Investments, as well as a four-year period at Vider Chocolate Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, in addition to services for Empower Premier IRA and retail brokerage clients. The firm delivers an integrated financial planning model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and savings rates.

Sterling Swaim is a financial advisor with &PARTNERS in Winston Salem, NC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2025. Outside of his advisory role, he has ownership interests in two investment-related ventures based in Winston Salem. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies, utilizing the Envestnet platform and NFS brokerage infrastructure.

Samantha Sizemore is a financial advisor at Private Advisor Group, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Private Advisor Group since 2019, following prior experience at Capstone Wealth Management. In addition to her advisory role, Ms. Sizemore provides tax advice and tax preparation services separately from her investment advisory work. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party platforms and strategies to meet client goals.

Brett Laboube is a financial advisor at &Partners with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &Partners serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services, employing a variety of investment strategies with ongoing account monitoring.

Robert Reavis is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 credential and previously worked at Oppenheimer and Truist Investment Services. Outside of finance, he serves as a board member for the Yadkin Community Foundation, advising on scholarship and grant opportunities for Yadkin County, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs both discretionary and non-discretionary approaches, with a focus on manager selection supported by AI-enabled research and inter-affiliate integration.

Jillian Spinelli is a Series 66-licensed financial advisor with Truist Advisory Services in Winston-Salem, NC, bringing 10 years of industry experience. She has worked with various Truist and BB&T entities since 2016. Outside of her advisory role, she serves on the board of The Bethesda Center, a local homeless shelter. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research tools and inter-affiliate integration.

Matthew Hearn is a financial advisor with Farther, holding CFP® and ChFC® designations and over 22 years of industry experience. He previously worked at LPL Financial and Private Client Services, LLC, among other firms. In addition to his advisory work, he is president of Method To My Money, Inc., which provides faith-based financial education and counseling. Farther offers discretionary investment management and related advisory services primarily to individual investors, trusts, and estates, combining Modern Portfolio Theory with proprietary model portfolios and algorithmic rebalancing. The firm employs a range of investment vehicles and supplements advisor judgment with AI tools under internal controls.

Don White Jr. is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Kestra Advisory since 2016 and previously spent 16 years with Equity Services, Inc. White serves on the board of visitors for North Carolina Children’s Hospital. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice, and serves large institutional investors, including sovereign wealth funds, with assets under management totaling approximately $79.8 billion.

Hilary Kosloske is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and specialized programs such as Davidson Private Wealth, serving clients with more than $20 million in net worth.

Jeremy Stanley is a CFP® professional with 30 years of experience in the financial services industry. He has worked at Private Advisor Group, LLC since 2013 and has been associated with LPL Financial since 2004. Outside of his advisory role, he is a co-host of the Nurse Anesthesia Podcast and the author of two books focused on nurse anesthetists. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, combining proprietary and third-party investment strategies supported by technology platforms to manage client assets.

James Hunt is a financial advisor with Wealth Enhancement Advisory Services, LLC in Winston-Salem, NC. He holds Series 63 and Series 66 licenses and has five years of industry experience, having previously worked at LPL Financial LLC, Wells Fargo Clearing, and The Vanguard Group, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Phillip Williams is a financial advisor with Equity Services, Inc. in Winston Salem, NC. He holds a Series 66 designation and has experience spanning roles at National Life Group, Qorvo Inc., and Auburn University RFID Lab. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often using third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.