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.

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.

Derek Frosh is a CFP® professional with 30 years of experience in the financial industry. He is currently with Hanover Square Wealth Advisors LLC and previously worked at UBS Financial Services Inc. for 12 years. Outside of finance, he owns and operates a general contracting business specializing in construction, remodeling, and consulting. Hanover Square Wealth Advisors serves individual and high-net-worth clients, families, trusts, estates, businesses, and retirement plans, as well as several institutional clients. The firm offers customized portfolio management combining in-house strategies and third-party managers, along with financial planning and retirement plan services.

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.

Nicholas Baker is a financial advisor at Timonier with 12 years of industry experience. He holds a Series 65 designation and has worked at Timonier Family Office Ltd. and Wilkinson and Associates since 2013. Outside of advising, he is a licensed real estate broker facilitating buyer contracts in Charlotte, NC. Timonier provides discretionary and non-discretionary wealth management to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm emphasizes a multi-generational, family-office approach with comprehensive financial, estate, and tax planning, focusing on long-term, structured portfolios that prioritize asset allocation, tax efficiency, and low turnover.

Benjamin Shamberger is a CFP® professional with 12 years of experience in financial advising, currently with Dixon and Company Wealth Management, LLC in Winston Salem, NC. His career includes roles at Fidelity Investments and Purshe Kaplan Sterling Investments. Outside of advising, he co-founded and co-hosts The Financial Edge Podcast and is a contributing author to the financial education book *Money & Stuff*. He also serves as president of the Greensboro Leads Group, a local networking organization. Dixon and Company Wealth Management is a supported advisory firm managing approximately $57.6 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and short-term financial coaching, using a mix of long- and short-term strategies including options, supported by third-party analytical tools and AI. It also provides commissionable insurance and variable insurance products alongside advisory services.

Samuel Soots is a CFP® professional affiliated with Timonier in Winston Salem, NC. He has been with Timonier Family Office, Ltd. since 2022 and previously worked at Old North State Trust, LLC from 2017 to 2021. Timonier provides discretionary and non-discretionary wealth management 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 multi-generational, family-office approach that emphasizes long-term, structured portfolios and tax efficiency.

Zachariah Baker is a Series 65-licensed financial advisor at Dixon and Company Wealth Management, LLC with two years of industry experience. Prior to joining the firm, he worked in roles including positions at Chick-fil-A and emergency services. He is also a licensed insurance agent who occasionally offers commissionable insurance products to clients. 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, financial planning, and short-term financial coaching, utilizing a combination of fundamental, technical, and cyclical analysis alongside long- and short-term trading strategies.

Nicholas Yeakle is a financial advisor at Timonier with a Series 65 credential and four years of industry experience. His prior roles include positions at AUA Private Wealth Advisors, MPB Wealth Management, Noble Yield Wealth Management, AUA Capital Management, and LeTort Management and Trust. 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 multi-generational family-office approach that emphasizes long-term, structured portfolios and tax efficiency.

Amber Creed is a financial advisor with Credit Union Investment Services who holds Series 63 and Series 65 licenses and has seven years of industry experience. She has worked with Members Trust Company since 2019 and has been affiliated with several related entities including SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2016. Creed also serves as a financial services officer at State Employees' Credit Union, providing financial services to eligible members. Credit Union Investment Services serves individual investors and trust clients primarily in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, along with fixed-income products, and employs salaried advisers who provide recommendations while clients retain decision-making authority.

Alexander Cartrette is a Series 66-licensed financial advisor with Credit Union Investment Services, based in King, North Carolina. He has one year of industry experience and has held roles at Credit Union Investment Services, SeCU Brokerage Services, SeCU Life Insurance Company, and State Employees' Credit Union. Prior to his financial services career, he worked at Sams Club and Loomis. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with advisors who are salaried employees of the parent credit union.

Dax Allred is a financial advisor at Apollon Wealth Management, LLC in Winston Salem, NC, holding Series 63 and Series 65 designations with two years of industry experience. His prior roles include positions at Cabot Lodge Securities LLC and J. Alden Associates, Inc. In addition to his advisory work, he serves as president of Allred Family Holdings, Inc., overseeing real estate holdings and investment accounts. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm employs a combined fundamental and tactical investment approach with oversight from multiple committees and offers a range of advisory services including portfolio management, financial planning, and retirement-plan consulting.

David Googe is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with VOYA since 2014 and has longstanding involvement in the insurance sector through The Midland Insurance since 1983. Outside of advisory work, he serves as president of Southeastern Pension Co. and participates as an honorary capital campaign cabinet member for Miracles in Sight, a local community fundraising effort. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base that includes individuals, charitable organizations, corporations, and plan sponsors. The firm employs a mix of model portfolios and manager-driven strategies, offering both discretionary and non-discretionary investment programs alongside brokerage and commission-based products.

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.

Robert Schutz is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank since 2021 and previously spent seven years at First Horizon Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jacob Hedrick is a financial advisor with First Citizens Investor Services, Inc. in King, NC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with First Citizens Investor Services since 2013 and is also involved in a separate business, Nellie T Properties, where he participates in identifying and investing in rental properties and property flipping. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base including individuals, trusts, and pension plans. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, leveraging both technology-driven model portfolios and tax-aware strategies, and operates as a wholly owned subsidiary of a bank holding company.

John Donaldson is a financial advisor with Eagle Strategies (NY Life) based in Germanton, NC, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including roles at New York Life Insurance Company since 1988 and NYLife Securities LLC since 1989. Donaldson also operates Donaldson Insurance and Financial Services, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions through third-party managers and model portfolios and manages over $25 billion in regulatory assets.

Don White Jr. is an investment advisor at Kestra Advisory with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory since 2016. He also serves on the board of visitors for the North Carolina Children’s Hospital. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of investors, including large institutional clients.

Christie Severino is a Series 66 credentialed financial advisor with seven years of industry experience. She is currently affiliated with LPL Financial and has held prior roles at Allegacy Federal Credit Union, CUSO Financial Services, LP, CUNA Brokerage Services, Inc., and Truliant Federal Credit Union. Severino is also involved with Allegacy Investment Group. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house Research team and combines large-scale advisory operations with various non-advisory financial products.