Robert Cannon is a financial advisor with Empower Advisory Group in Winston Salem, NC, holding Series 63 and Series 66 credentials and six years of industry experience. His background includes roles at Nuveen Securities, Earnst & Young, TIAA-CREF, and Axa Advisors. 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 clients. The firm delivers its services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and clients’ savings rates.

Richard Leader is a CFA® charterholder with 27 years of industry experience. He is currently with Focus Partners Wealth, LLC and Kovitz Investment Group Partners, LLC. His prior experience includes roles at First Houston Capital, Inc., Burnham Securities Inc., and Burnham Asset Management Corp. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Gerald Haynie is a financial advisor with Guardian Life in Winston-Salem, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience and has worked with Guardian Life since 2013. In addition to his advisory role, he is associated with a barbecue business under G. Scott Haynie & Associates, LLC. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with access to insurance products and alternative investments.

John Donaldson is a financial advisor with Eagle Strategies (NY Life) based in Germanton, NC. He holds the ChFC® designation and has 37 years of industry experience. Donaldson has worked with Eagle Strategies since 2001 and operates Donaldson Insurance And Financial Services, where he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, mainly on a non-discretionary basis, and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Suzanne Banzet is a CFP® with 27 years of industry experience, currently serving as an advisor at Kestra Advisory. She previously worked at Clearview Financial, where she was the principal and sole practitioner, and held roles at Commonwealth Financial Network. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan design, fiduciary consulting, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients such as sovereign wealth funds.

Michael Owen is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds a Series 63 designation and has worked at several firms including Truist Investment Services, SunTrust Bank, Bb&T Securities, and Scott & Stringfellow. Owen is based in Winston-Salem, NC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Edwin Hill is a financial advisor with Guardian Life in Winston-Salem, NC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes roles at Park Avenue Securities and C.P. Advisory Services. Outside of his advisory work, he operates Golfbetter2day.com, an informational service for amateur golfers offering instruction and tournament information. Park Avenue Securities LLC, part 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 combines advisor-led discretionary management with model-based strategies and offers both proprietary and third-party solutions tailored to client needs.

Matthew Nadeau is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked at Truist Advisory Services since 2021, and previously held roles at Bank of America, Merrill, First Citizens Investor Services, and BB&T. 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, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary management through affiliated platforms and technology-enhanced research.

Daniel Riazzi is a financial advisor at &PARTNERS with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He is also involved in investment-related private businesses in Winston Salem, NC. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and ERISA consulting through a combination of proprietary and third-party strategies.

Tyler Britton is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Oppenheimer since 2017 and previously worked at Servicemaster Building Care and with the Houston Astros. 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 wide range of investment programs and advisory services, including discretionary and non-discretionary portfolio management across equity, balanced, and fixed-income strategies.

Christine Frazier is a financial advisor at Truist Advisory Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Bb&T Investment Services, Inc. from 2013 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 manager relationships and non-discretionary consulting, using third-party platforms and tools to support its AMC Advantage manager-selection program and ongoing due diligence.

Richard Class II is a CFP® professional with 19 years of industry experience, currently with D.A. Davidson & Co. since 2022. His prior roles include positions at Truist Advisory Services and Bb&T Securities. He is a longtime member of the Kiwanis Club of Greensboro, where he has served as a board member and mentor. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services from financial planning and equity research to discretionary portfolio management, operating under fiduciary standards and with notable involvement in municipal advisory and underwriting activities.

Stephen Strouse is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2023. His prior experience includes roles at Personal Capital Advisors Corporation and Fisher Investments, as well as a four-year period at Vider Chocolate Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, in addition to services for Empower Premier IRA and retail brokerage clients. The firm delivers an integrated financial planning model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and savings rates.

Sterling Swaim is a financial advisor at &PARTNERS with 25 years of industry experience. He holds Series 63 and Series 65 certifications and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he holds a real estate license in North Carolina, currently inactive. &PARTNERS serves a diverse clientele including individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a variety of analytical approaches and third-party strategies to manage accounts on both discretionary and non-discretionary bases.

Robin Miller is a financial advisor with First Citizens Investor Services, Inc. in Winston-Salem, NC, holding Series 65 and Series 63 credentials and bringing 26 years of industry experience. He has worked with First Citizens Investor Services since 2014 and First Citizens Bank since 2012, with prior experience at Truist Investment Services. Outside of his advisory role, Miller serves as an uncompensated board member for local nonprofit organizations including the Kaleidum Children's Museum, Piedmont Opera Theatre, and the Arts Council of Winston-Salem Forsyth County. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-focused process led by Investment Adviser Representatives and utilizes fundamental, quantitative, and technical analysis to manage portfolios including equities, fixed income, mutual funds, and ETFs.

Samantha Sizemore is a financial advisor at Private Advisor Group, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Private Advisor Group since 2019, following prior experience at Capstone Wealth Management. In addition to her advisory role, Ms. Sizemore provides tax advice and tax preparation services separately from her investment advisory work. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party platforms and strategies to meet client goals.

David Ratcliffe is a financial advisor with Principal Financial Services in Winston Salem, NC, holding a Series 66 designation and 20 years of industry experience. He has worked at Principal Securities since 2016 and Principal Life Insurance Company since 2009 and previously at UBS Financial Services from 2006 to 2009. Outside of finance, he is a playwright and has had one play produced, with others in competition involving compensation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Brett Laboube is a financial advisor at &PARTNERS with 16 years of industry experience. He holds a Series 66 credential and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management and financial planning services using a range of strategies and third-party managers, supported by both advisory and brokerage capabilities.

Robert Reavis is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 credential and previously worked at Oppenheimer and Truist Investment Services. Outside of finance, he serves as a board member for the Yadkin Community Foundation, advising on scholarship and grant opportunities for Yadkin County, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs both discretionary and non-discretionary approaches, with a focus on manager selection supported by AI-enabled research and inter-affiliate integration.

Jillian Spinelli is a Series 66-licensed financial advisor with Truist Advisory Services in Winston-Salem, NC, bringing 10 years of industry experience. She has worked with various Truist and BB&T entities since 2016. Outside of her advisory role, she serves on the board of The Bethesda Center, a local homeless shelter. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research tools and inter-affiliate integration.