Seth Maynard

Anne Marie Webster is a CFP® and holds a Series 66 license with 16 years of industry experience. She is the principal of Curated Capital & Planning LLC, an independent firm she founded in 2021. Her prior experience includes roles at Lionheart Capital Management LLC, Colhoun, Robins, Davenport & Co., LLC, JT Stratford, LLC, Stephens Inc., and MSI Financial Services, Inc. Curated Capital & Planning LLC provides financial planning and discretionary investment management to individual and high-net-worth clients. The firm emphasizes tailored portfolio management based on Modern Portfolio Theory and fundamental analysis, serving a small client base with personalized investment policies and multiple planning engagement formats.

Tyler Schweigert is a CFP® with eight years of industry experience, currently serving at Dixon and Company Wealth Management, LLC. He has previously worked at Purshe Kaplan Sterling Investments and Pepsico, and he is the owner of Schweigert Enterprises. Schweigert is co-founder and co-host of The Financial Edge Podcast and is a contributing author to the financial education book Money & Stuff. Dixon and Company Wealth Management is a small supported advisory firm managing approximately $57.6 million for individual and high-net-worth clients. The firm provides discretionary portfolio management and financial planning, utilizing a mix of fundamental, technical, and cyclical analysis alongside long- and short-term trading strategies, including options.

David Leland is a financial advisor at Westhampton Capital with 16 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Westhampton Capital in 2007, he worked at Mutual Trust Life Insurance Co. since 1997. He may earn commissions from insurance companies for sales of certain non-variable 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 uses a structured, quantitative investment process combined with qualitative analysis under a growth-at-a-reasonable-price philosophy.

Travis Lethco is a financial advisor at Twin City Private Wealth, LLC with 13 years of industry experience. He has held positions at BB&T Securities, Semmax Financial Advisors, and has been with Twin City Private Wealth since 2018. Lethco is a licensed insurance agent and owner of Twin City Private Wealth Insurance Services, LLC, and he also teaches financial education courses through the American Financial Education Alliance. Twin City Private Wealth serves individuals, corporations, foundations, and retirement plan participants by providing discretionary portfolio management and integrated financial planning. The firm creates tailored financial profiles and investment plans, implementing them through a range of investment products and third-party sub-advisers, while also using a third-party platform to manage participant accounts.

Joseph Berry is a financial advisor at Twin City Private Wealth, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at Semmax Financial Advisors, Inc. from 2014 to 2021. In addition to his advisory role, Berry teaches financial education courses through the American Financial Education Alliance. Twin City Private Wealth serves individuals, corporations, foundations, and retirement plan participants by providing discretionary portfolio management and integrated financial planning. The firm develops tailored financial profiles and investment plans, implementing them using a range of investment vehicles and third-party sub-advisers, and employs a third-party platform to manage participant accounts.

Brooks Jewett is a CFP® professional with nine years of industry experience, currently affiliated with Equity Services, Inc. and The Summit Advisory Group since 2017. Prior to his advisory career, he worked at Airbnb for two years. Outside of his financial advisory role, Jewett coaches lacrosse at Forsyth Country Day School and serves on the boards of several community organizations, including the Winston-Salem Police Foundation and the Financial Planning Association of Charlotte. Equity Services, Inc. (ESI Financial Advisors) serves a broad client base including individuals, corporations, trusts, and charitable organizations, offering financial planning, consulting, and asset management. The firm utilizes a combination of proprietary and third-party investment platforms and offers both discretionary and non-discretionary trading strategies emphasizing long-term allocations and manager-driven portfolios.