Brooks Jewett is a CFP® professional. Outside of his Wealth Leader role, Brooks previously coached lacrosse at Forsyth Country Day School and serves on the boards of several community organizations, including the Winston-Salem Police Foundation, Whitaker Elementary Circle and the Financial Planning Association of Charlotte.

Anne Marie Webster is a CFP® professional with 16 years of experience in financial advisory roles. She is the principal of Curated Capital & Planning LLC, an independent firm she founded in 2021. Prior to establishing her firm, she held positions at Stephens Inc., MSI Financial Services, and Edward Jones, among others. Webster maintains an active insurance license but does not sell insurance products to clients. Curated Capital & Planning LLC provides comprehensive financial planning and discretionary investment management primarily for individual and high-net-worth clients. The firm develops customized investment policies using fundamental and cyclical analysis alongside Modern Portfolio Theory, offering a range of planning options without aggregating or blocking trades.

Kevin Ebbink is a financial advisor at Compass Financial Services, Inc. with 21 years of industry experience. He holds a Series 65 designation and has worked at Compass Financial Services in two tenures totaling over 17 years, with a four-year period at Strategic Blueprint, LLC in between. Ebbink is also a licensed insurance agent and spends a significant portion of his time implementing insurance recommendations. Compass Financial Services provides discretionary wealth management, portfolio management, and comprehensive financial planning primarily for individuals, trusts, and estates. The firm employs a long-term, discretionary investment approach using diversified portfolios that include ETFs, buffered ETFs, mutual funds, individual stocks and bonds, and occasionally independent managers.

Derek Frosh is a CFP® professional with 30 years of industry experience, currently serving at Hanover Square Wealth Advisors LLC since 2025. Prior to joining Hanover Square, he worked for UBS Financial Services for 12 years. Outside of financial advising, he owns and operates a general contracting business involved in construction and remodeling in North Carolina. Hanover Square Wealth Advisors LLC provides investment management, financial planning, retirement-plan consulting, and business consulting to a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans. The firm employs strategic asset allocation and a variety of portfolio management strategies, offering access to alternative asset classes and external account monitoring.

Loretta Fredere is a financial advisor at Hanover Square Wealth Advisors LLC with 25 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 16 years. Hanover Square Wealth Advisors LLC offers investment management, financial planning, retirement-plan consulting, and business consulting to a diverse client base, including individuals, high-net-worth clients, families, trusts, estates, businesses, and institutional entities. The firm employs a range of strategies, including strategic asset allocation and access to alternative asset classes, and manages portfolios on both discretionary and non-discretionary bases.

Michael Carpenter Jr. is a Series 65-licensed financial advisor at AlphaStar Capital Management with two years of industry experience. He has worked at AlphaStar since 2023 and has additional experience at Asset Guard Inc and Best Cartage. Carpenter is also a licensed independent insurance agent, dedicating a portion of his professional time to insurance sales. AlphaStar Capital Management is an enterprise firm managing approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm employs both predefined model portfolios and customized strategies using quantitative analysis and tactical asset allocation, and it serves as a subadviser and referral agent to other investment advisers.

Andrew Moss is a financial advisor with SteelPeak Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. for seven years and DASH Financial LLC for seven years before joining SteelPeak Wealth in 2026. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, and family offices, offering financial planning, portfolio management, and alternative investment consulting. The firm uses proprietary and custom model portfolios overseen by its Institute of Portfolio Management & Economic Strategy and provides access to private placements and third-party alternatives through its SteelPeak Alternative Solutions program.

Justin Hall is a financial advisor with Truist Advisory Services in Elkin, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Truist Advisory Services and its affiliated firms since 2014, including roles at Bb&T Securities and BB&T Investment Services. Truist Advisory Services offers investment consulting and advisory services to a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, integrates third-party manager platforms, and maintains extensive inter-affiliate relationships to support its AMC Advantage manager-selection program.

Cody Grant is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Empower Financial Services, BHG Financial, and Apple. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base relative to its adviser headcount.

Jacob Johnson is a financial advisor at PNC Wealth Management with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to his current role, he worked at Salem Heritage and PNC Bank. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online model account offered as an invitation-only employee pilot. The program uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs managed by PNC or third-party strategists.

William Amburn is a financial advisor with Farther, holding a Series 66 designation and 23 years of industry experience. He has worked at multiple firms including LPL Financial and Private Client Services, LLC, and is also a partner at Cannon & Company, LLP, a CPA firm. In addition to his advisory role, Amburn is involved with an insurance agency and maintains a partnership in a CPA firm. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform along with in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios, algorithmic rebalancing, and a range of securities including ETFs, mutual funds, equities, and fixed income.

Dustin Ainsworth is a financial advisor with Truist Advisory Services, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Truist, he worked four years at Sheffield Financial and has experience spanning roles in both finance and other industries. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program implemented through a combination of discretionary and non-discretionary approaches.

Bethany Beckner is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and four years of industry experience. She has worked at Principal Life Insurance Company and Principal Financial Services since 2024, following two years at TIAA and prior roles at Unifi Inc and the University of North Carolina at Charlotte. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs with both advisory and promoter arrangements.

Sean Starling is a financial advisor with Eagle Strategies (NY Life) based in Clemmons, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Pinnacle Wealth Strategies, LLC and NYLIFE Securities, LLC, alongside tenure with New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jackson Johnson is a Series 66-licensed financial advisor with LPL Financial, based in Tobaccoville, NC, and has two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Allegacy Federal Credit Union and CUSO Financial Services, LP, and spent four years with Edward Jones Investments. He serves as a board member for the King Public Library in King, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and technology solutions.

Michael Warren is a financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at North Carolina Farm Bureau and Penske Racing. He serves as president of the Pilot Mountain Civic Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

Mark Walton is a financial advisor with LPL Financial in Clemmons, NC, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. His prior roles include positions at Allegacy Federal Credit Union, CUSO Financial Services, Mass Mutual Investors Services, Massmutual Life Insurance, and Metlife Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Charmon Baker is a financial advisor with Edward Jones in Winston Salem, NC, holding Series 63 and Series 66 designations and having 22 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she has served as past board president of the Delta Fine Arts Center in Winston-Salem. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions and operates with a fiduciary standard.

Amy Hill is a financial advisor at LPL Financial with a Series 66 credential and over 30 years of industry experience, including 27 years at Wells Fargo. She has also worked at Principal Trust Company, Ascensus, and Allegacy Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research from multiple sources, and advanced technologies such as machine learning.

Tracy Duncan is a CFP®-certified financial advisor with 32 years of industry experience. She is currently with LPL Financial and has worked concurrently with Cuso Financial Services, L.P., and Allegacy Federal Credit Union since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.