John Watson III is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 44 years of industry experience. He has been affiliated with Penn Mutual Life Insurance and Hornor, Townsend & Kent since 2007. Outside of his advisory work, Watson is involved in organizing golf tournaments and managing non-variable brokerage through Eiger Financial Services, and he serves on various committees for Finseca, a financial services advocacy organization. Hornor, Townsend & Kent serves individuals, high-net-worth clients, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Tara Maxwell is a CFP® professional with 10 years of industry experience. She has worked at Hightower Advisors since 2020 and previously spent eight years at Stearns Financial Group. Based in Greensboro, NC, she currently serves clients through Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting.

Ryan Cooke is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. His prior work includes eight years at BB&T Securities and a year at Wells Fargo Clearing. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm’s approach combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Angus Mceachran III is a financial advisor at Cetera Planning Partners with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Independent Advisor Alliance, and Summit Financial Group. Mceachran is a partner at HMC Partners LLC and co-hosts a radio show focused on marketing securities business to the public. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm emphasizes diversified allocations through mutual funds and ETFs aligned with client objectives and integrates additional services such as tax planning, bookkeeping, and estate planning through affiliated providers.

Joanna Smith is a CFP® with 11 years of industry experience, currently serving at Kestra Advisory since 2018. Her prior roles include positions at Securities Service Network and Rather & Kittrell, Inc. She also holds roles supporting retirement plan clients through meeting preparation and financial planning activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors, offering services such as fiduciary consulting, plan design, and employee education.

William Watson is a financial advisor at Oppenheimer with 20 years of industry experience. He holds the CFA® and ChFC® designations and has worked at Oppenheimer since 2009, following two years at Stanford Group Company. Watson serves on the finance and investment committees at Greensboro Day School, providing consultation and financial strategy support. 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 broad range of programs and advisory services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management approaches.

Brenton Fields is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Valic Financial Advisors since 1998 and also serves as an agent for Agia, where he is involved with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Stephen Walters is a financial advisor with Brookstone Capital Management LLC in Greensboro, NC. He holds a Series 65 designation and has been with Brookstone since 2026. Walters also has over a decade of experience with Asset Preservation Solutions, Inc., where he has worked since 2015. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a range of investment strategies including strategic and dynamic asset-allocation models, Unified Managed Accounts, and options-enhanced strategies, supported by proprietary and affiliated funds as well as multiple sub-advisors.

Douglas House is a financial advisor with Truist Advisory Services and holds the Series 66 designation. He has 11 years of industry experience and has previously worked at Merrill, Bank of America, and Charter Communications. House is based in Greensboro, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Phillip Williams Jr is a financial advisor with Hightower Advisors in Greensboro, NC, holding a Series 63 designation and 14 years of industry experience. His prior roles include multiple positions at Stearns Financial Group and a year at Innosphere. He serves on the Board of Advisors for Grubb Southeast Real Estate Fund VI, LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Samuel Biesecker is a financial advisor with Oppenheimer in Greensboro, NC. He holds Series 63 and Series 65 licenses and has recently begun his advisory career. Prior to joining Oppenheimer, he held various roles across industries including water technology, agriculture, and education. Oppenheimer is a registered investment adviser and broker-dealer serving high net worth individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

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.

Brian Coghill is a financial advisor at Davenport & Company LLC with 29 years of industry experience. He has worked at Davenport since 2009 and previously spent 13 years at Merrill. Outside of his advisory role, Coghill is involved as the treasurer for a local Rotary volunteer organization and performs clerical duties at McLeansville Tax Service. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research team that oversees strategies across various account types and mutual funds.

Karen Kahn is a Certified Financial Planner® with 30 years of industry experience, currently affiliated with Truist Advisory Services. She has been with Truist since 2016, working across Truist Advisory Services, Truist Investment Services, and Truist Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary and non-discretionary manager relationships supported by advanced research tools and integrated inter-affiliate operations.

William Mann is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at DMJ Wealth Advisors, LLC, and Proequities, Inc. since 2007. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach with a proprietary focus list and offers solutions such as discretionary wealth management, retirement plan consulting, and outsourced CIO services.

Joseph Marus is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Bank of America and Merrill. Marus serves on the board of Red Dog Farm Animal Rescue, a nonprofit focused on fostering and rehoming animals, where he is involved in strategic initiatives and event coordination. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports a broad range of investment approaches through a network of over 400 independent adviser representatives and offers portfolio management, retirement plan consulting, and access to sub-advisers and third-party platforms.

Niles Greene is a financial advisor with Truist Advisory Services in Greensboro, NC, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. His career includes roles at Truist Advisory Services and Truist Bank since 2016, as well as previous experience with Wells Fargo Clearing and Wachovia Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships supported by AI-enabled research tools and inter-affiliate integration.

William Guge is a CFP® professional with nine years of industry experience. He is currently with Cetera Planning Partners and has previously worked at Ameriprise, Charles Schwab, Fidelity Brokerage Services, TD Ameritrade, and TD Bank. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management and comprehensive financial planning, including Social Security optimization, tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

John Mazza is a financial advisor with Ameritas Advisory Services, LLC who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also owner of Summerfield Wealth Advisors LLC. Outside of his advisory work, Mazza is involved in film production as an executive producer and actor, and serves as treasurer for Bsides Triad, a community-driven information security organization. Ameritas Advisory Services, LLC provides investment advisory and planning services to a broad range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory using a variety of investment strategies and operates multiple program platforms with access to diverse product options.

Grace Hackney is a Series 66-licensed financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. She previously worked at Merrill for six years and Landmark Asset Services for three years. Outside of finance, she is involved in the jewelry industry, working in accounting and sales for Deva Fine Jewelry. Sanctuary Advisors serves a diverse client base including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent advisers. The firm offers various portfolio management and financial planning services, employing multiple analytical approaches and managing accounts on both discretionary and non-discretionary bases.