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 at \u0026PARTNERS with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his role at \u0026PARTNERS, he has a 25% ownership interest in Riazzi Rhyne & Swaim Investment Group LLC, an investment-related business based in Winston Salem, NC. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services using both proprietary and third-party strategies, supported by the Envestnet portfolio platform and NFS brokerage infrastructure.

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.

Timothy Ebert is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations and bringing 51 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is the managing member of a real estate holding company in Winston-Salem, NC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, and comprehensive administrative and custody services.

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. based in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with VOYA Financial Advisors since 2014 and has worked in the insurance industry since 1983. Outside of his advisory role, he serves as president of Southeastern Pension Co. and is an honorary cabinet member for a local community capital campaign for Miracles in Sight. VOYA Financial Advisors, Inc. serves a diverse range of clients including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and various advisory programs, primarily providing investment recommendations that clients approve before implementation.

David Peterson is a financial advisor with Truist Advisory Services in Winston-Salem, NC, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously spent over two decades at Scott & Stringfellow, Inc., including eight years at BB&T Securities, LLC. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing both discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

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 with \u0026PARTNERS, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He serves as co-trustee for his parents' charitable remainder trust and holds a partial ownership stake in Riazzi Rhyne & Swaim Investment Group LLC. \u0026PARTNERS serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm provides investment management, financial and tax planning, and other advisory services using a combination of fundamental, technical, and quantitative analysis through the Envestnet platform and NFS brokerage infrastructure.

Saba Khan is a financial advisor at AE Wealth Management, LLC, holding a Series 65 designation with eight years of industry experience. Prior to joining AE Wealth Management, Khan worked at 1890 Wealth Solutions, Inc., Spangler Estate Planning, and KS Paralegal Services. Khan is also involved in insurance sales and services through 1890 Wealth Solutions, Inc. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios managed internally, by third-party strategists, and by advisors, alongside financial planning, consulting, and plan services.

Jonathan Marzano is a financial advisor with Independent Advisor Alliance, LLC and has 25 years of industry experience. He has been associated with LPL Financial and Independent Advisor Alliance since 2015. His credentials include Series 63 and Series 65 licenses. 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 utilizes a network model of advisory representatives supported by technology platforms and offers access to third-party estate-planning resources.

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.

Brett Hoge is a financial advisor at Truist Advisory Services with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Truist Advisory Services and its affiliated entities since 2021, following prior roles at BB&T Securities and Scott & Stringfellow. Outside of his advisory work, Hoge is involved in several nonprofit organizations, including founding and serving as president of the LVH ALS Foundation and holding board positions with JDRF Piedmont Triad Chapter and the Appalachian State University Foundation, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary investment approaches, supported by third-party manager relationships and AI-enabled research tools, with a notable level of inter-affiliate integration within its broader financial services network.

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 has a minority ownership interest in Do The Opposite, LLC, and is involved with Deep Roots WS LLC, an entity focused on investment real estate opportunities. Guardian Life’s Park Avenue Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs using both proprietary and third-party models.

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 10 years of industry experience. He has worked with Principal Securities Inc and Principal Life Insurance Company since 2019 and previously spent three years at Parsonex Advisory Services and over two decades at Home Depot. He is also licensed as an agent for fixed insurance products including life, annuities, disability income, 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, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Betty Deal is a financial advisor at Truist Advisory Services with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with several Truist-related entities, including Truist Investment Services, SunTrust Advisory Services, and Bb&T Securities. Her career includes long-term roles at Scott & Stringfellow, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation analysis, fiduciary support, and the AMC Advantage manager-selection program. The firm employs a combination of discretionary and non-discretionary strategies, integrates multiple affiliates, and utilizes AI-enhanced research tools in its investment process.