James Hough is a financial advisor at Arbor Investment Advisors in Winston Salem, NC, holding a Series 65 designation. He has been with Arbor since 2026 and previously worked at Commercial Realty Advisors, LLC, Unique Places, LLC, and Sewanee: University of the South. Arbor Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations. The firm serves a range of clients from non-high-net-worth to high-net-worth individuals, applying an investment approach based on asset allocation concepts from Modern Portfolio Theory and employing exchange-traded funds, mutual funds, and independent managers as appropriate.

Michael Sellers is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with Semmax Financial Advisors, Inc. in Winston-Salem, NC. He has held roles at firms including TIAA-CREF Individual & Institutional Services, Aspire Private Capital, and Vanguard. Semmax Financial Advisors serves a diverse client base including individuals, business entities, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis and maintains affiliated insurance and tax service businesses.

Ryan Vaudrin is a CFP® with 12 years of experience in financial advisory roles. He has worked at McShane Partners (formerly Rinehart Wealth & Investment Advisory) for eight years, followed by Waverly Advisors, LLC, before joining Holderness Investments Co., where he is currently part of a six-advisor team. Holderness Investments Company provides customized investment management and financial planning primarily for high-net-worth individuals, trusts, estates, and pension plans. The firm’s approach combines fundamental bottom-up analysis with macroeconomic insights, offering discretionary and non-discretionary portfolio management alongside ETF-based model strategies.

Charles Freeman is a CFA® charterholder with 23 years of experience in the financial services industry. He has worked at AdaptFirst Investments LLC since 2017 and previously held roles at Intercarolina Financial Services, The Leaders Group Inc, and Holderness Investments Co. Outside of his advisory work, Freeman is a co-owner of an axe throwing range and bar, serves as president of the local Society for Financial Service Professionals chapter, and plays bass guitar. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO roles. The firm offers additional services such as bookkeeping, tax preparation, and financial coaching, using a value-oriented investment approach supported by in-house research and licensed model solutions.

Anna Ham is a financial advisor with Smith Salley Wealth Management in Greensboro, NC, holding a Series 65 designation and four years of industry experience. She has worked at Smith, Salley & Associates since 2021 and has prior experience with the Morehead-Cain Foundation and the University of North Carolina at Chapel Hill. Outside of finance, she teaches yoga at Radiance Yoga. Smith Salley Wealth Management is a team-based advisory firm managing approximately $2.9 billion across 1,000 client relationships. The firm serves individuals, high-net-worth clients, corporations, banks, trusts, and charitable organizations using a bottom-up investment approach focused on equity selection and fixed-income analysis.

Edward Stephens is a CFP® and Series 66 credentialed advisor with 23 years of industry experience. He is currently with 1808 Capital Partners and has previously worked at Stephens Wealth Management, Raymond James Financial Services, Merrill, Morgan Keegan & Company, and Morgan Stanley. 1808 Capital Partners provides comprehensive wealth management services to individuals, high-net-worth clients, charities, corporations, and banking or thrift institutions. The firm uses a priorities-based intake process to develop customized strategic asset allocations, combining passive and active strategies with a bottom-up security selection approach, and manages held-away accounts on a discretionary basis for tax-efficient allocation and rebalancing.

Joseph Navolanic is a financial advisor with Intercarolina Financial Services, Inc. in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Intercarolina Financial Services since 1986 and previously worked at Fund Direct Advisors, Inc. from 2013 to 2019. Intercarolina Financial Services provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, and qualified retirement plans. The firm uses fundamental, technical, and cyclical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs, serving clients on both discretionary and non-discretionary bases.

Gregory Schlaudecker is a financial advisor with AdaptFirst Investments LLC in Jamestown, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior firms include Purshe Kaplan Sterling Investments, Emerald College Planning LLC, and Baron Financial. He is owner and operator of Emerald College Planning, providing advice on reducing family college expenses, and serves as chapter executive for the Greensboro chapter of the Financial Service Advisors Council. AdaptFirst Investments provides advisory services to individuals and businesses, including portfolio management, financial planning, and business consulting, with a valuation-focused investment approach that utilizes both fundamental and technical analysis. The firm also offers outsourced CIO support, CFO-level consulting, bookkeeping, tax preparation, and coaching programs.

Durriya Pierce is a CFP® professional with eight years of industry experience, currently serving as an advisor at Fruitful. She has previously worked with Albert Corporation, Merrill, Bank of America, and Ernst & Young. Outside of her financial advising role, she has worked as an independent contractor driver for Uber Technologies since 2015. Fruitful Advisory, LLC offers web-based financial planning and discretionary investment management primarily focused on individual clients through a subscription membership. The firm emphasizes personalized planning, passive investment strategies involving ETFs and index funds, and ongoing portfolio evaluation.

George Hall II is a financial advisor at 1808 Capital Partners in Greensboro, NC, with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Bank of America, and Raymond James Financial Services. Hall also serves on the finance and investment committee of Canterbury School, collaborating with the school’s endowment committee and external investment advisors. 1808 Capital Partners provides comprehensive wealth management services to individuals, high-net-worth clients, charities, corporations, and banking or thrift institutions. The firm employs a priorities-based intake process and combines passive and active strategies with a bottom-up security selection approach, using third-party reporting tools and a connected platform to manage held-away accounts for tax-efficient allocation and rebalancing.

Marcus Kindley is a financial advisor at Intercarolina Financial Services, Inc. in Concord, NC, holding a Series 63 designation with 44 years of industry experience. He has been with Intercarolina Financial Services since 1986. Intercarolina Financial Services provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, and qualified retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs, offering both discretionary and non-discretionary account management.

Jared Johnson is a financial advisor at Horizon Financial Services, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Advantax Advisory Services and Penn Mutual Life Insurance Co. In addition to his advisory role, he owns and operates Jared G. Johnson, CPA, PLLC, providing accounting and tax preparation services. Horizon Financial Services serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with discretionary asset management, financial planning, and consulting. The firm uses a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies, and is noted for its public education seminars and workshops on retirement and financial planning.

Noah Lewis is a financial advisor at Scholar Financial Advising, LLC in Winston-Salem, NC, holding a Series 65 designation with one year of industry experience. His background includes roles at Dixon and Company Wealth Management and Consolidated Planning, Inc., as well as positions in education and the food service industry. Scholar Financial Advising serves high-income and ultra-high-net-worth individuals, providing comprehensive financial planning and advisory support primarily through an online platform. The firm emphasizes a long-term, goal-driven approach without taking custody or discretionary authority, offering services through upfront comprehensive plans, hourly projects, and flat-fee ongoing advice.

Dale Brown is a financial advisor at Salem Investment Counselors Inc with 34 years of industry experience. He has been with Salem since 1988. Brown holds the Series 63 designation and serves as an appointed Trustee for several trust accounts managed by Salem. Salem Investment Counselors provides investment management, financial planning, and asset-management services to individual investors, high-net-worth clients, institutions, and fiduciaries. The firm focuses on equity-based portfolios with a long-term investment approach and employs a range of strategies across equities, fixed income, and alternative investments.

Braydan Meyers is a financial advisor at Mission Wealth Management, LP in Greensboro, NC, holding a Series 65 designation with three years of industry experience. Prior to joining Mission Wealth, he worked at Prospect Student Living and the NC Department of Revenue, as well as in retail management at Publix Supermarkets. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients with wealth management, financial planning, investment management, and consulting services. The firm uses a comprehensive approach that integrates investment management with tax, trust, philanthropy, and risk planning, employing both internal and select third-party sub-advisors.

Andrew Lind is a financial advisor with Principal Advised Services in Lexington, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Principal Financial Services. In addition to his advisory work, he serves as a notary public. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary models and operates within the Principal Financial Group family, integrating affiliated products and services in its offerings.

Jeremy Johnson is a financial advisor at Bison Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Bison Advisors, TruAdvice, LLC, Sawtooth Solutions, LLC, and Safe Harbor Retirement Advisors, where he also serves as president of an independent insurance brokerage offering Medicare, life insurance, and fixed index annuities. Bison Wealth serves a range of clients including individuals, high net worth clients, family offices, and retirement plans, providing financial planning, portfolio management, and model portfolios. The firm’s investment approach combines multi-manager model portfolios with tactical and strategic allocations across liquid and private-market strategies.

Jonathan Cochrane is a financial advisor at Fifth Third Wealth Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, BB&T Bank, and BB&T Investments. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets, serving individuals, trusts, pension and profit-sharing plans, donor-advised funds, charitable organizations, governmental entities, and other institutional clients. The firm offers discretionary portfolio management, separately managed accounts, financial planning, and access to alternative investments, leveraging a combination of in-house and third-party resources alongside its affiliation with Fifth Third Bank.

James Royals Jr. is an investment advisor representative with The Fiduciary Alliance, holding Series 63 and Series 65 designations and with 27 years of industry experience. He has worked with firms including Kestra Advisory, Kestra Investment Services, Bridgeway Financial Services, and Fortune Financial Services. Royals also serves as a partner at Bridgeway Wealth Strategies, LLC, where he is involved in management and financial planning. The Fiduciary Alliance advises individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, offering investment management and comprehensive financial planning services. The firm utilizes a mix of fundamental, technical, cyclical, and charting analysis and employs third-party managers and order-management tools to deliver tailored, tax-efficient portfolio solutions.

Joshua Boyle is a financial advisor at Stephens with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and BB&T Investment Services. Outside of his advisory role, he is the owner and manager of Hive One LLC. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.