Spencer Angell is a CFP® with 26 years of industry experience, currently affiliated with Transamerica Retirement Advisors, LLC. He has worked at Diversified Investors Securities Corp. and Diversified Investment Advisors since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation and retirement planning. The firm employs portfolio construction supported by Morningstar Investment Management and serves a large client base with a mix of discretionary and non-discretionary services.

Eugene Smith is a financial advisor at Oppenheimer with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at major firms including Morgan Stanley, Citigroup Global Markets, UBS Financial Services, and Wells Fargo Clearing. He serves as a board member for the North Carolina Tennis Foundation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of advisory programs and offers both discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios.

Joseph Rhyne is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. Prior to joining \u0026PARTNERS in 2025, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2025. He is a 25% owner of Riazzi Rhyne & Swaim Investment Group LLC, a registered investment advisory firm based in Winston Salem, NC. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers a range of investment management and advisory services using a combination of proprietary and third-party strategies, delivered through both discretionary and non-discretionary accounts.

Steven Gallo is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has been affiliated with LPL Financial and Independent Advisor Alliance since 2015. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers comprehensive asset management, financial planning, and retirement consulting services, utilizing a network of advisory representatives supported by third-party managers and advanced technology platforms.

Diane Parmele is a financial advisor at D.A. Davidson & Co. with 38 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including Truist Advisory Services, BB&T Securities, and LPL Financial. In addition to her advisory role, she serves as a notary public in Winston Salem, NC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with net worth over $20 million.

Mary Maysilles is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 66 credential and over 13 years of industry experience. Her prior work includes 11 years at Blue Rock Wealth Management. 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 approach combining passive and active managers with quantitative, momentum, and fundamental analysis overseen by an internal Investment Committee.

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.

Frank Hurtado is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing Services and Scottrade, Inc. 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 account holders. The firm emphasizes long-term portfolio returns and savings rates through an integrated model linked to Empower’s recordkeeping and administrative platforms.

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.

Robert Schutz is a Series 66-licensed financial advisor at Truist Advisory Services with five years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and First Horizon Bank. He is currently based in Kernersville, NC. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, retirement plan, and charitable clients. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, using a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.