Dakota Dzula is a financial advisor at &PARTNERS in Winston Salem, NC, holding a Series 66 designation with four years of industry experience. Prior to joining &PARTNERS in 2025, Dakota worked at Wells Fargo Advisors and Wells Fargo Clearing from 2019 to 2025. Outside of finance, Dakota has experience in retail and martial arts instruction. &PARTNERS serves a diverse client base including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of investment strategies and provides services both on a discretionary and non-discretionary basis, utilizing proprietary and third-party approaches.

David Googe is a financial advisor with Voya Financial Advisors, Inc. holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Voya since 2014 and has concurrently worked at The Midland Insurance since 1983. Outside of his advisory roles, he serves as an honorary capital campaign cabinet member for Miracles in Sight, a local community fundraising effort. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, institutions, and corporate clients. The firm uses a combination of model portfolios, third-party managers, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Patrick Riazzi is a financial advisor at &PARTNERS with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves as co-trustee for his parents' charitable remainder trust. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, retirement-plan participant discretionary management, and brokerage services through a dual registration as both a registered investment adviser and a broker-dealer.

Jonathan Marzano is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 63 and Series 65 designations. He has 26 years of industry experience, including roles at LPL Financial and Wells Fargo Advisors. Marzano is also involved with Marzano Capital Group, an investment-related business linked to his LPL activities. Independent Advisor Alliance serves a broad range of clients such as individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm offers both discretionary and non-discretionary portfolio management and utilizes technology platforms to support estate planning and asset aggregation.

Christopher Munnelly is a financial advisor with Oppenheimer in Winston-Salem, NC, holding a Series 66 designation and nine years of industry experience. He has been with Oppenheimer since 2017 and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company in 2016. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers various programs including asset management, consulting, and retirement services, with an emphasis on both discretionary and non-discretionary portfolio management.

David Satterwhite is a financial advisor with Guardian Life in Winston-Salem, NC, holding a Series 66 designation and 10 years of industry experience. He has been with Guardian Life since 2015. Outside of his advisory role, he holds ownership interests in investment-related entities including Do The Opposite, LLC and Deep Roots WS LLC. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions, blending advisor-led discretionary management with model-based strategies and digital advisory platforms.

Dennis Mauk Jr. is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Bank of America and Merrill from 2015 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 and non-discretionary manager relationships and employs AI-enabled tools as part of its research and portfolio oversight.

Paul Adkins is a financial advisor with Principal Financial Services in Winston-Salem, NC, holding Series 65 and Series 63 licenses and having 10 years of industry experience. His career includes roles at Principal Securities Inc and Principal Life Insurance Company since 2019, and prior experience at Parsonex Advisory Services and Home Depot. He is also active as an insurance agent specializing in fixed life insurance, annuities, disability, long-term care, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Betty Deal is a financial advisor with Truist Advisory Services in Winston-Salem, NC, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior firms include Scott & Stringfellow, Inc. and Wells Fargo Clearing, among others within the Truist and SunTrust organizations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Cody Grant is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Empower Financial Services, BHG Financial, and Apple. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base relative to its adviser headcount.

Thomas Prybylo is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. His prior roles include positions at The Leaders Group Inc, Grove Point Investments, LLC, Grove Point Advisors, LLC, MBAdvisors, and H. Beck, Inc. Outside of his advisory work, he is an independent insurance agent and owner of a consulting business. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, employing a research approach based on fundamental analysis and Modern Portfolio Theory.

Jacob Johnson is a financial advisor at PNC Wealth Management with Series 66 and Series 63 credentials and one year of industry experience. His prior work history includes roles at PNC Investments LLC, PNC Bank, Salem Heritage, and various positions outside financial services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that uses algorithm-driven risk assessments and implements investment strategies via mutual funds and ETFs.

William Davis is a financial advisor with D.A. Davidson & Co. in Winston Salem, NC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Truist Investment Services, The Vanguard Group, and BB&T. Outside of his advisory work, he is the owner of Buried Secrets, LLC, where he writes books and short stories. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA-compliant retirement plan advisory, and a Private Wealth program for clients with assets over $20 million.

Nelson Kelly is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Suntrust Advisory Services and Wells Fargo Clearing. Outside of his advisory role, he serves as president of the Men's Golf Association at High Meadows Country Club. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Robert Cannon is a financial advisor with Empower Advisory Group in Winston Salem, NC, holding Series 63 and Series 66 credentials and six years of industry experience. His background includes roles at Nuveen Securities, Earnst & Young, TIAA-CREF, and Axa Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm delivers its services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and clients’ savings rates.

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.

Michael Mc Gilvary is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked with Independent Advisor Alliance, Marzano Capital Group, LPL Financial, and Edward Jones. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a network model combining independent advisory representatives with brokerage services through LPL Financial and utilizes technology platforms for portfolio management and estate planning.

Alva Smith is a financial advisor with Eagle Strategies (NY Life) based in Advance, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been affiliated with Eagle Strategies since 1999 and with New York Life Insurance Company since 2006. Smith serves as a board member of Clemmons First Baptist Church’s Finance Committee. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm delivers tailored advice through multiple program types and emphasizes fiduciary responsibilities, managing the majority of its assets on a non-discretionary basis.

Gerald Haynie is a financial advisor with Guardian Life in Winston-Salem, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience and has worked with Guardian Life since 2013. In addition to his advisory role, he is associated with a barbecue business under G. Scott Haynie & Associates, LLC. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with access to insurance products and alternative investments.

Suzanne Banzet is a CFP® with 27 years of industry experience, currently serving as an advisor at Kestra Advisory. She previously worked at Clearview Financial, where she was the principal and sole practitioner, and held roles at Commonwealth Financial Network. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients such as sovereign wealth funds.