Hailey Williams is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Bankers Life & Casualty, Inc. and has experience in other fields including a position at Village Spa. Outside of her advisory work, she is involved with several business ventures including H Williams Capital and Mega Hotels. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analyses for security selection.

Charles Carrick is a CFP® and ChFC® with 41 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2021. His prior experience includes roles at DMJ Wealth Advisors, LLC and ProEquities, Inc. Carrick is also a member of DMJ Wilmington Properties LLC, a commercial real estate investment venture. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base, including high-net-worth individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

William Hanner is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 63 and Series 65 credentials and with 38 years of industry experience. He has been with Valic Financial Advisors since 2003 and also serves as an agent for Agia, focusing on 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, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Xzavier Jacobs is a financial advisor with First Citizens Investor Services, Inc. in Greensboro, NC. He holds Series 63 and Series 65 credentials and has one year of industry experience. His prior work includes roles at Autozone, State Employees Credit Union, First Citizens Bank, Dominoes, North Carolina A&T State University, and the Boys & Girls Club. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Lindsay Brock is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. She has worked at Hightower Advisors since 2020, following roles at Stearns Financial Group and Fiduciary Investment Advisors, LLC. Outside of her advisory work, she serves as Treasurer for the Junior League of Greensboro, managing the organization’s financial operations including audits and investments. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, using a combination of affiliated and third-party managers along with proprietary research to construct diversified portfolios.

Jhereg Fillmore is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His background includes roles at Penn Mutual Life Insurance Company, MassMutual Life Insurance Co, MML Investors Services, LLC, and Jackson National Life Distributors, LLC. He is also actively engaged as an agent in several insurance brokerage activities under multiple DBAs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual SEC-registered investment adviser and FINRA-member broker-dealer platform, managing a substantial amount of discretionary and non-discretionary assets through third-party asset manager relationships.

Joseph Birch is a financial advisor with Empower Advisory Group in Haw River, NC, holding Series 63 and Series 66 designations and six years of industry experience. His background includes roles at Fidelity Brokerage Services and Fidelity Investments, as well as self-employment as a day trader. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services are integrated with Empower’s administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Courtney Kidwell is a CFP® and Series 66 credentialed advisor with six years of industry experience. She has worked at Hightower Advisors since 2020 and previously spent five years at Stearns Financial Group. Outside of her advisory roles, she was involved with Starmont Forest Country Club and the YMCA of Greensboro for over a decade each. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm emphasizes manager selection and multi-manager strategies, offering access to proprietary research and a range of investment vehicles to address both domestic and international investment considerations.

Lisa Anderson is a financial advisor with Oppenheimer, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. She worked at Intercarolina Financial Services, Inc. for 24 years before joining Oppenheimer in 2024. 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 provides a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Michael Devon is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Davenport & Company LLC since 2022. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Outside of his advisory role, he is involved as the Steering Committee Co-Chair for Heart Math Tutoring and serves on the Finance Committee at St. Paul's Episcopal Church in Winston-Salem, NC. Davenport & Company LLC serves individual and institutional clients, offering asset management, retail brokerage, and investment advisory services. The firm utilizes dedicated portfolio manager teams and research groups to manage a range of investment strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Paul Bestehorn is a financial advisor at Guardian Life with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Guardian Life, Park Avenue Securities, LLC, L.M. Kohn & Company, and Qualified Plan Administrators, among others. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Richard Harvey is a financial advisor at Independent Advisor Alliance, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with LPL Financial since 2007. Harvey operates under Independent Advisor Alliance while managing advisory accounts through his hybrid DBA, Harvey Wealth Management. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting using a network model of independent advisory representatives alongside access to various portfolio management strategies and technology platforms.

Coleton Frye is a financial advisor at Davenport & Company LLC in Greensboro, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Davenport in 2023, he worked at Lincoln Financial Distributors and has multiple years of experience with Greensboro Country Club. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, with a focus on separately managed accounts, model delivery, and mutual fund strategies.

Robert Carson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes roles at Planning Solutions Group, LLC, Triad Advisors, Inc., and LPL Financial. Outside of advisory work, he manages MFF Holdings, LLC, a business that sells merchandise and donates profits to ALS-related charities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Zachary Morgan is a financial advisor with Truist Advisory Services in Greensboro, NC, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at First Citizens Bank and Bb&T Securities, reflecting a consistent career within the Truist and predecessor organizations. He serves as a board member for a nonprofit that provides fiduciary services and care management to vulnerable adults and individuals with disabilities. Truist Advisory Services offers 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 utilizes AI-enabled research tools and inter-affiliate resources to support manager selection and investment oversight.

John Gansman is a financial advisor with Davenport & Company LLC in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Davenport & Company LLC since 2009 and previously spent time at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a broad range of services such as asset management, retail brokerage, fixed income, public finance, investment banking, and advisory services, with investment strategies managed by dedicated portfolio teams and an Investment Policy Committee.

John Kenan is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked with Ameritas entities since 2006 and serves as president of Southeast Financial Services, Inc., an independent insurance agency specializing in fixed insurance products and related financial services. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through a range of program platforms and a combination of model portfolios, mutual funds, ETFs, and individual securities.

Christopher Norman is a financial advisor with Bankers Life Advisory Services, Inc. based in Greensboro, NC. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Norman has worked with Bankers Life Securities, Inc. since 2016 and has been an insurance agent and field trainer with Bankers Life & Casualty since 2007. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to clients’ goals and risk tolerances.

Daniel Lee is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. In addition to his advisory role, he is an agent for Navigon Financial Group, focusing on the sales and service of life, accident, health, disability, long-term care, and annuity products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with a range of advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, offering custody, execution, and brokerage capabilities alongside investment advice.

Daniel Billings is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Ameritas Advisory Services, LLC, where he has worked since 2019, and has held various roles within affiliated Ameritas entities since 2013. Billings is also a licensed independent insurance agent specializing in fixed insurance products and serves as Director of Financial Planning at Southeast Financial Services, Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a diversified investment approach using model portfolios, mutual funds, ETFs, and individual securities, and manages multiple program platforms supported by third-party technology and managers.