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.

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.

Michael Owen is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds a Series 63 designation and has worked at several firms including Truist Investment Services, SunTrust Bank, Bb&T Securities, and Scott & Stringfellow. Owen is based in Winston-Salem, NC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Edwin Hill is a financial advisor with Guardian Life in Winston-Salem, NC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes roles at Park Avenue Securities and C.P. Advisory Services. Outside of his advisory work, he operates Golfbetter2day.com, an informational service for amateur golfers offering instruction and tournament information. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers both proprietary and third-party solutions tailored to client needs.

Matthew Nadeau is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Bank of America, Merrill, Wells Fargo Clearing, First Citizens Investor Services, and BB&T. Nadeau is based in Winston-Salem, North Carolina. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a broad range of advisory services, including asset allocation, fund monitoring, and manager selection through the Envestnet platform.

Daniel Riazzi is a financial advisor at &PARTNERS with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He is also involved in investment-related private businesses in Winston Salem, NC. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and ERISA consulting through a combination of proprietary and third-party strategies.

Tyler Britton is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Oppenheimer since 2017 and previously worked at Servicemaster Building Care and with the Houston Astros. 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 wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management across equity, balanced, and fixed-income strategies.

Christine Frazier is a financial advisor at Truist Advisory Services with four years of industry experience. She holds a Series 66 designation and previously worked eight years at BB&T Investment Services, Inc. before joining Truist. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm integrates traditional research with AI-enabled tools and offers a range of fiduciary and advisory services supported by extensive affiliated financial relationships.

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 at &PARTNERS with 25 years of industry experience. He holds Series 63 and Series 65 certifications and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he holds a real estate license in North Carolina, currently inactive. &PARTNERS serves a diverse clientele including individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a variety of analytical approaches and third-party strategies to manage accounts on both discretionary and non-discretionary bases.

Robin Miller is a financial advisor with First Citizens Investor Services, Inc. in Winston-Salem, NC, holding Series 65 and Series 63 credentials and bringing 26 years of industry experience. He has worked with First Citizens Investor Services since 2014 and First Citizens Bank since 2012, with prior experience at Truist Investment Services. Outside of his advisory role, Miller serves as an uncompensated board member for local nonprofit organizations including the Kaleidum Children's Museum, Piedmont Opera Theatre, and the Arts Council of Winston-Salem Forsyth County. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-focused process led by Investment Adviser Representatives and utilizes fundamental, quantitative, and technical analysis to manage portfolios including equities, fixed income, mutual funds, and ETFs.

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.

David Ratcliffe is a financial advisor with Principal Financial Services in Winston Salem, NC, holding a Series 66 designation and 20 years of industry experience. He has worked at Principal Securities since 2016 and Principal Life Insurance Company since 2009 and previously at UBS Financial Services from 2006 to 2009. Outside of finance, he is a playwright and has had one play produced, with others in competition involving compensation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Brett Laboube is a financial advisor at &PARTNERS with 16 years of industry experience. He holds a Series 66 credential and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management and financial planning services using a range of strategies and third-party managers, supported by both advisory and brokerage capabilities.

Robert Reavis is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer and TRUIST Investment Services, Inc. Outside of his advisory role, he serves as a board member for the Yadkin Community Foundation and is the owner and operator of Covenant Farms LLC, a farming business that buys and sells livestock and meat products. Reavis is also a candidate for the office of Yadkin County Sheriff. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, and charitable organizations. The firm offers a range of advisory services, including asset allocation strategies and manager selection through the Envestnet platform, supported by both traditional research and AI-enabled tools.

Jillian Spinelli is a financial advisor at Truist Advisory Services with 10 years of industry experience. She holds a Series 66 designation and has worked at various Truist-affiliated entities since 2016. Spinelli serves as a board member for The Bethesda Center, a homeless shelter in Winston-Salem, NC. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm combines traditional research and AI-enabled tools to support asset allocation and manager selection, offering ongoing reviews and client consultations.

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.

Scott Stewart is a financial advisor with Eagle Strategies (NY Life) based in Winston Salem, NC, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. He has worked with New York Life and its affiliates since 1986 and has also managed his own firm, Stewart Financial Services, Inc., since 2014. Outside of his advisory work, Stewart serves as a board member of the trustees at Clemmons Moravian Church. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.