Tanner Robinson is a CFP® with 20 years of experience in the financial industry and has been with Oppenheimer since 2009. He is based in Winston-Salem, NC, and holds a Series 66 license. Outside of his advisory role, he is a member and investor in Oak Street Partners, LLC and owns a commercial real estate business through MTCMR, LLC. Oppenheimer provides a range of advisory services to individuals, corporations, pooled vehicles, and retirement plans, offering both discretionary and non-discretionary portfolio management along with consulting and retirement services. The firm’s investment approach varies by program and includes strategic and tactical asset allocation with a combination of commission-based and asset-based fee structures.

Joseph Perkins Jr. is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Farther and previously worked at Private Client Services, LLC and Cannon Wealth Management Services, LLC. He is also a partner at Cannon & Company, LLP, a full-service accounting firm offering income tax and assurance services. Farther provides discretionary investment management and advisory services primarily to individuals, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary models, algorithmic rebalancing, and a range of asset classes supplemented by AI tools.

Adam Whicker is a financial advisor at Guardian Life with 13 years of industry experience. He holds a Series 66 designation and has been associated with Park Avenue Securities and Guardian since 2011. Outside of his advisory role, he is involved in selling traditional life insurance. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Dean Castor Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Truist Advisory Services since 2021 and previously worked at BB&T Investments and BB&T Securities. Outside of his advisory role, he serves as President of the Villages of Skull Creek II Dock Owners Association, a property owners association in Hilton Head Island, SC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager‑selection program, implementing advice through a mix of discretionary and non‑discretionary strategies supported by third‑party platforms and an integrated inter‑affiliate operating structure.

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 been with Oppenheimer since 2014. Outside of his advisory role, he serves on the North Carolina Tennis Foundation board. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs and services including portfolio management, consulting, and financial planning. The firm employs both strategic and tactical asset allocation approaches across multiple investment strategies and supports institutional and unaffiliated advisors through consulting and retirement-plan services.

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.

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.

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 at Oppenheimer in Winston-Salem, NC, holding a Series 66 designation with nine years of industry experience. He began his career at Northwestern Mutual in 2016 before joining Oppenheimer in 2017, where he has worked since. Oppenheimer serves a broad client base including individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs such as discretionary and non-discretionary portfolio management and financial planning. The firm employs diverse investment approaches tailored to its programs and advisors, managing approximately $36.7 billion in assets as of December 31, 2025.

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.