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.

Corey Hodges is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 credential and six years of industry experience. He has held roles at several firms, including Fortified Financial Wealth, LLC and ChangePath, LLC. Outside of advisory work, Hodges is involved in estate planning facilitation and coordination, connecting clients with licensed estate attorneys and providing access to platforms for estate planning documents. Impact Partnership Wealth, LLC serves individuals, corporations, trusts, and retirement plans, offering model portfolio solutions, discretionary asset management, and financial planning. The firm manages approximately $2.96 billion and supports various investment strategies through a broad affiliated service ecosystem.

Phillip Hanks is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Parabla, LLC. He previously worked for six years at Black Oak Wealth Management, Inc. His practice focuses on creating Investment Policy Statements and managing hybrid active/passive portfolios using ETFs and individual stocks with a long-term perspective. Parabla, LLC provides portfolio management, fixed-fee financial planning, and employee benefit plan consulting to individuals, families, trusts, retirement plans, and businesses. The firm manages approximately $22.7 million across 36 client relationships and offers educational seminars on investments and personal finance.

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.

Marshall Montgomery is the sole advisor at Soseki Wealth Management, LLC in Winston-Salem, NC. He holds a Series 65 credential and has recently transitioned from a seven-year career in the United States Army to financial advising. He currently serves part-time as a Captain in the United States Army Reserve and completed an MBA at Georgetown University. Soseki Wealth Management is a state-registered investment adviser that provides financial planning and investment management services to individuals and families. The firm employs a Modern Portfolio Theory–based approach, utilizing diversified asset allocation primarily through ETFs, bonds, and REITs, with tailored portfolios and quarterly reviews.

Matthew Duncan is a financial advisor at Duncan, Matthew William with one year of industry experience. He holds a Series 65 designation and previously worked at Quants Capital Management, Inc. and Amentum. His background includes algorithmic trading and developing proprietary trading software used for personal research. The firm provides non-discretionary investment advisory services to individual clients, including high-net-worth individuals and IRAs. It emphasizes a long-term strategic asset allocation primarily through total-market and index funds, with recommendations based on fundamental analysis rather than market timing, while clients retain custody and implement advice themselves.

Raymond Walsh is a financial advisor at Your Capital Financial, LLC, holding Series 63 and Series 65 licenses with 12 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Walsh serves on the executive council of Redland IPHC Church. Your Capital Financial, LLC provides financial planning and discretionary investment management to individuals, business clients, and retirement plan sponsors on a fee-only, fiduciary basis. The firm focuses on long-term, value-oriented investment strategies primarily using low-cost exchange-traded funds, mutual funds, and individual stocks, supported by tailored investment policy statements and client education initiatives.

Stephan Shipe is a CFP®, CFA®, and Series 65-licensed advisor with five years of industry experience. He is currently with Scholar Financial Advising, LLC in Winston-Salem, NC, where he has worked since 2019. His prior roles include positions at Wake Forest University and the University of New Hampshire, as well as involvement with Innovative CE LLC. Scholar Financial Advising serves high-income and ultra high-net-worth individuals, offering comprehensive financial planning and advisory services primarily online. The firm employs a goal- and constraint-driven approach with a long-term, passive investment philosophy, emphasizing tax-aware asset allocation and periodic rebalancing without taking custody or discretionary authority over client accounts.

Perry Cabean is the sole advisor at Grand Street Capital Management, L.L.C., an independent firm based in Winston Salem, NC. He holds the Series 66 designation and has seven years of industry experience. Cabean has been with Grand Street Capital Management since 2009. Grand Street Capital Management provides continuous investment management and discretionary portfolio services to individuals, institutional clients, and nonprofit organizations, including pension plans and charitable entities. The firm employs a value-oriented equity strategy combined with principal-preservation fixed income management, using both bottom-up fundamental analysis and top-down economic assessment.

Benjamin Haynes is a financial advisor at Cassia Capital Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cassia Capital Partners in 2025, he worked at Cannon Wealth Management, Inmar Intelligence, and ICON Pic. His background also includes roles at several United Methodist Churches. Cassia Capital Partners is an SEC-registered adviser managing approximately $206 million across 167 client accounts. The firm serves individuals, trusts, estates, endowments, foundations, and business entities, offering discretionary portfolio management, financial consulting, sub-advisory/model strategies, and advisory-only services for institutional clients.

Brett Nelson is a financial advisor at Kensington Financial Group, Inc. in Winston-Salem, NC, with 23 years of industry experience. He holds the Series 65 designation and has been with Kensington Financial Group since 2003. Kensington Financial Group provides discretionary portfolio management and limited financial planning primarily to individual investors, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $169.5 million in client assets and emphasizes tailored financial profiles and investment plans implemented on a discretionary basis.

Tyler Schweigert is a CFP® with eight years of industry experience, currently serving at Resolved Financial. Prior to joining Resolved Financial, he was affiliated with Dixon & Company Wealth Management and Schweigert Investments, LLC. Outside of his advisory role, he co-founded and co-hosts The Financial Edge Podcast and is a contributing author to the financial education book Money & Stuff. Resolved Financial primarily serves individual and high-net-worth clients, offering discretionary portfolio management alongside comprehensive financial planning and time-limited financial coaching. The firm combines fundamental, technical, and cyclical analysis with both long- and short-term trading strategies, using third-party analytical tools including AI to support advisor judgment.

David Leland is a ChFC® credentialed advisor with 17 years of experience, currently serving clients at Westhampton Capital in Winston-Salem, NC. He has worked at Westhampton Capital since 2007 and has been associated with Mutual Trust Life Insurance Co. since 1997. He may also earn commissions from sales of non-variable life, health, annuity, and disability income insurance products from companies not affiliated with Westhampton Capital. Westhampton Capital serves individual and high-net-worth clients, retirement plans, and charitable organizations by providing discretionary portfolio management and retirement plan advisory services. The firm uses a growth-at-a-reasonable-price investment approach combining quantitative sector and security selection with qualitative cash-flow and intrinsic-value analysis.

Travis Lethco is a financial advisor with Twin City Private Wealth, LLC in Winston-Salem, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Semmax Financial Advisors, Inc. and BB&T Securities, LLC. He also serves as a financial education instructor with the American Financial Education Alliance. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning for individuals, corporations, foundations, and retirement plan participants. The firm employs multiple analysis methods and publicly discloses performance results while offering educational seminars for clients.

Joseph Berry is a financial advisor at Twin City Private Wealth, LLC in Winston-Salem, NC, holding a Series 65 designation with 12 years of industry experience. He has worked at Twin City Private Wealth, formerly Dogwood Wealth Advisors, since 2019 and previously spent seven years at Semmax Financial Advisors, Inc. Berry is also an instructor with the American Financial Education Alliance, where he teaches financial education courses. Twin City Private Wealth provides discretionary portfolio management and integrated financial planning to individuals, including high-net-worth clients, as well as corporations, foundations, and retirement plan participants. The firm uses a range of investment strategies and publicly discloses performance results, while also offering educational seminars and workshops.

Michael Damas is a financial advisor at Maryland Capital Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Maryland Capital Advisors since 2005. Outside of his advisory role, he is a managing member of Chesterplaza, LLC. Maryland Capital Advisors provides portfolio management and investment advice to individuals, families, retirement plans, corporations, and trusts or charitable organizations. The firm uses an investment approach based on Modern Portfolio Theory and factor research, emphasizing passive funds and ETFs to implement diversified, multi-asset portfolios.

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.

Janice French is a CFA® charterholder with 27 years of industry experience. She is currently affiliated with Timonier and has worked at Rice Financial Products Company since 2009. Timonier provides discretionary and non-discretionary wealth management services to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm combines portfolio management with comprehensive financial, estate, and tax planning, following a long-term, family-office approach that emphasizes market efficiency, asset allocation, and tax efficiency.

Paul Fulton III is a financial advisor with Westhampton Capital in Winston-Salem, NC, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Westhampton Capital since 2012. Outside of his advisory role, Paul may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Westhampton Capital serves individual and high-net-worth clients, retirement plans, and charitable organizations, providing discretionary portfolio management and retirement plan advisory services. The firm employs a growth-at-a-reasonable-price investment philosophy combining quantitative and qualitative analysis and offers ERISA fiduciary services including both nondiscretionary consulting and discretionary management.

Andrew Miller is a CFA® charterholder and holds a Series 65 license, with seven years of experience in the financial industry. He has worked at Cassia Capital Partners LLC since 2019 and previously at Flow Companies for one year. Cassia Capital Partners provides discretionary investment management, financial consulting, sub-advisory services, and participant account management to individuals, trusts, endowments, foundations, and business entities. The firm manages approximately $251 million in discretionary assets and focuses on customized, primarily long-term portfolios that utilize ETFs, mutual funds, stocks, bonds, and alternative strategies such as hedge funds, private equity, and cryptocurrency ETFs.