Kevin Benson is a financial advisor at Forum Financial Management, LP with five years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining Forum in 2025, he worked at Avantax Investment Services Inc. and Avantax Advisory Services from 2020 to 2025. Benson is also a partner at Smith Leonard PLLC, an accounting and tax preparation firm, and serves on the finance committee of Caldwell Academy, a private Christian school in Greensboro, NC. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

David Rapp is a financial advisor at Mutual Advisors, LLC based in Greensboro, NC, with 12 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. Prior to joining Mutual Advisors and Mutual Securities, Inc., he worked at Edward Jones and Forsys Consulting LLC. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base that includes individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and serving a range of clients including sovereign wealth funds through various advisory and implementation platforms.

Kolby Madsen is a financial advisor at Kingsview Wealth Management, LLC with five years of industry experience. He holds a Series 66 license and previously worked at Edward Jones and Fidelity Investments. Madsen has also held roles outside the advisory field at institutions including Utah Valley University and Young Living. Kingsview Wealth Management serves a diverse client base including individuals, trusts, retirement plans, and corporate entities, providing wealth management, financial planning, and asset management. The firm employs a network of Investment Adviser Representatives alongside an internal portfolio group to deliver tailored portfolio management and access to various investment strategies.

Garrett Malin is a financial advisor with Credit Union Investment Services in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Members Trust Company since 2018 and holds concurrent roles at SECU Life Insurance Company and State Employees' Credit Union, where he serves as a Financial Advisory Services District Manager. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, providing non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index funds and ETFs, with investment representatives employed by the parent credit union on a salaried basis.

Shannon Avery is a financial advisor at Kingsview Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years. Outside of her advisory role, she is listed as an owner of rental property in Orem, Utah. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management services through a network of Investment Adviser Representatives and an internal portfolio group.

Clyde Jung is a financial advisor at Valic Financial Advisors in Greensboro, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Valic, he worked at Volvo Group and has managed operations at Cadillac Service Garage, where he also assists with event management and driving for weddings. He is additionally appointed as an agent to sell non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, offering discretionary managed-account programs, financial planning, and brokerage services. The firm employs Envestnet-developed UMA models for portfolio construction and supports a large client base through a network of over 1,200 advisors.

Shaun Heale is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Valic Financial Advisors since 2015 and also works with Agia in a non-securities insurance capacity. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm manages approximately $29.2 billion and employs centralized technology and model solutions to support its extensive client base.

Teresa Talton is a CFP® and holds a Series 65 license with 12 years of industry experience. She has worked at Hightower Advisors since 2020, following prior roles at Stearns Financial Group and Allgen Financial Services, Inc. Teresa is based in Greensboro, NC. Hightower Advisors serves a diverse client base including individuals, institutions, pension plans, charitable organizations, and corporations. The firm offers a range of advisory services with an emphasis on manager selection and multi-manager solutions, utilizing both affiliated and third-party investment managers across various strategies and asset classes.

Orrin Magill III is a financial advisor with Primerica Advisors in Greensboro, NC, holding the ChFC® designation and Series 66 license. He has 45 years of industry experience and has been with Primerica Advisors since 2013. Magill also serves as president and shareholder of Qualified Plan Administrators, Inc., a firm specializing in 401(k) plans, and is involved in group benefits brokerage and life and health insurance sales. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services, including proprietary and third-party investment programs, financial planning, and retirement-plan consulting. The firm manages accounts through multiple strategies and platforms, offering both discretionary and non-discretionary management options.

Justin Pace is a financial advisor with Truist Advisory Services in Greensboro, NC. He holds a Series 65 designation and has one year of industry experience. Prior to joining Truist, he worked at Wells Fargo for seven years and has additional experience with LSEG and Northwestern Mutual. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Ronald Philbrick Jr. is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has worked at Valic Financial Advisors since 2010 and joined Agia in 2022. Outside of his advisory role, he operates a small e-commerce business reselling items on platforms like eBay and Amazon and serves as healthcare power of attorney for family members. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, employing unified managed accounts and overlay strategies to deliver investment solutions at scale.

Phillip Danieley is a CFP® and holds a Series 66 license with one year of industry experience. He currently works at Davenport & Company LLC. Prior to joining Davenport, he worked at Policygenius and has experience in the brewing industry at Ponysaurus Brewing Company and Highland Brewing Company. Davenport & Company LLC serves individual and institutional clients, offering a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm’s asset management approach is supported by dedicated portfolio teams and comprehensive research, managing multiple mutual funds and customized investment strategies.

Trent Schloneger is a CFP® with 25 years of experience, currently serving at VALIC Financial Advisors since 2000. His career includes roles at Agia and ownership interests in several real estate and title agency businesses, where he holds managing and ownership positions but is not involved in day-to-day operations. He is based in Greensboro, NC. VALIC Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models with a focus on diversified asset allocation and periodic rebalancing.

Michael Sinnott is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Suntrust Advisory Services, Suntrust Investment Services, Bank of America, and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary strategies supported by third-party platforms and proprietary research.

Jacob Cortes is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Empower in 2026, he worked at Fidelity Investments for five years and has experience in technology and retail sectors. He also spent three years at the Baha'i World Center. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated platform connected to Empower’s recordkeeping and administrative systems. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Wesley Walters is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds the Series 65 designation and has been with Brookstone since 2016. Walters is also President and CEO of Asset Preservation Solutions, Inc., a firm focused on financial strategies and tax savings for high-net-worth clients. He is involved with Helium as a user and instructor. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through its turnkey platform and wrap-fee program.

Shelby Brady is a financial advisor at GWN Securities Inc. with five years of experience. Shelby holds the Series 66 designation and has a background that includes roles at American Healthcare Capital and Robert Half Staffing. Outside of finance, Shelby worked at Royal Pet Mortuary for four years. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm’s investment approach includes a range of managed-account programs and model portfolios, featuring both traditional asset-allocation strategies and legacy market-timing and momentum-based methods.

Scott Rumple is a financial advisor with Eagle Strategies (NY Life) in Greensboro, NC, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with New York Life Insurance Company since 2000 and joined Eagle Strategies in 2024. Outside of advisory work, he is appointed as an insurance broker for non-registered insurance products with various carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and manages a substantial majority of assets on a non-discretionary basis.

George Boss Jr. is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked at SunTrust Advisory Services and SunTrust Investment Services since 2018 and previously at Bank of America and Merrill from 2009 to 2018. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, 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-enhanced research, to manage and review client portfolios.

William Chappell III is a financial advisor with Bankers Life Advisory Services, Inc. in Greensboro, NC. He holds the Series 66 designation and has two years of industry experience. Prior to his current role, he worked at several firms including Amerilife of Greensboro and Aflac. Outside of advising, he serves as Chair of the Risers Young Professionals group within the Guilford Merchants Association and is a member of its board. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across multiple asset classes.