Kathryn Higgins is a Series 65-licensed financial advisor with 10 years of industry experience. She is the sole investment adviser representative at Wrenn House Investments LLC, where she has worked since 2017. In addition to her advisory role, she prepares federal and state tax returns through her accounting firm, K P Higgins CPA PLLC. Wrenn House Investments provides discretionary asset management and investment advice primarily to individuals, high-net-worth individuals, and small business entities. The firm’s investment approach combines cyclical, fundamental, and technical analysis with a focus on long-term holdings, strategic asset allocation, and periodic rebalancing.

Phillip Hanks is a CFP® and holds a Series 66 license with nine years of experience in the financial industry. He is the sole advisor at Parabla, LLC, an independent registered investment adviser, and previously worked at Black Oak Wealth Management, Inc., Investment Advisors Corp, and Broker Dealer Financial Services Corporation. Parabla provides fee-only portfolio management and financial planning services primarily to individuals and families, as well as a limited number of corporate and retirement-plan sponsors. The firm uses a hybrid active/passive investment approach centered on ETFs and individual stocks and offers employee benefit plan and pension consulting, which is uncommon for a solo independent adviser.

Gregory Robinson is a financial advisor at Executive Wealth Services LLC with three years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Mayfair Business Advisors, Carolina Business Xchange, and Heritage Home Group. Executive Wealth Services LLC provides wealth management, financial planning, and sub-advisory services to a diverse client base including individuals, high-net-worth individuals, trusts, estates, businesses, and other registered investment advisers. The firm primarily manages non-discretionary assets using fundamental analysis and constructs portfolios with individual equities, fixed-income securities, and ETFs, often operating with a long-term investment horizon.

David Mittelman is a CFP® and the sole advisor at Mittelman Jones Tax & Wealth in Winston Salem, NC. He has experience in accounting and tax services through his roles at Mittelman Jones Accounting PLLC and Allan Jones Accounting LLC. Outside of advisory work, he is involved in real estate investing through Appalachian Investment Properties LLC, where he actively manages property investments. Mittelman Jones Tax & Wealth is a fee-only, fiduciary registered investment adviser that combines discretionary investment management with tax preparation, accounting, and financial planning services. The firm serves trusts, business owners, and mass-affluent households with a tax-aware investment approach tailored to individual client goals and risk profiles.

Danny Freeman is the principal advisor at Darda Financial in Winston Salem, NC, with 22 years at the firm and six years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Freeman owns and operates Darda Press, a document preparation and publishing business. Darda Financial serves primarily individual clients along with small businesses and non-profits, providing portfolio management, financial planning, accounting and tax services, life insurance, and business consulting. The firm offers discretionary investment management using both fundamental and technical analysis, tailoring strategies to client objectives and risk tolerance.

Marshall Montgomery is the sole advisor at Soseki Wealth Management, LLC, holding a Series 65 license with no prior industry experience. He has military experience serving in the United States Army from 2016 to 2023 and currently serves part-time as a Captain in the United States Army Reserve. Montgomery also completed an MBA program at Georgetown University. Soseki Wealth Management is a state-registered investment adviser that provides financial planning, investment management, and integrated wealth-management services to individuals and families. The firm uses a Modern Portfolio Theory-based approach with diversified asset allocation primarily through ETFs, bonds, and REITs, offering tailored portfolios and financial plans with at least quarterly reviews.

Cordi Powell is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. She is the sole advisor at Favored Financial Planning, an independent firm she has been with since 2011. Outside of her advisory role, Powell consults on financial coaching for Sum180, LLC and develops training materials for financial advisors through the Alliance of Comprehensive Planners. Favored Financial Planning serves middle-income individuals and families, providing fee-only, holistic financial planning with an emphasis on tax-focused, individualized strategies. The firm offers optional investment management and utilizes a fixed annual fee based on client complexity rather than assets under management.

Lawrence Wiswall Jr. is a CFP® professional with 20 years of experience, currently serving as the sole advisor at TCS Financial Services, Inc. in Greensboro, NC. He has been involved with TCS Financial Services since 2005 and is also a member of Wiswall Family Investments, LLC and Triad Weed & Feed, LLC, a startup outside the investment industry. TCS Financial Services provides investment advisory and comprehensive financial planning services to individuals, families, trusts, estates, charitable organizations, and certain corporations nationwide. The firm manages portfolios using a core–satellite strategy combining low-cost index/ETF core holdings with select active positions and serves a client base that includes executives, physicians, attorneys, business owners, professional women, and retirees.

Robert Brafford is a financial advisor at Legacy One Wealth Management with 13 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services from 2013 to 2016. In addition to his advisory role, Brafford is registered with the IRS as a tax professional and provides tax preparation services outside of trading hours. Legacy One Wealth Management is a solo-registered firm serving individuals, high-net-worth clients, and small businesses through discretionary and non-discretionary investment management and comprehensive financial planning. The firm emphasizes customized investment policies incorporating clients’ personal values and uses multiple analytical methods with ongoing portfolio supervision and regular reviews.

Christopher Arena is a CFP® professional with two years of experience in financial advising, currently operating at Clef Financial, LLC. He also owns and manages Chris Arena, CPA, PLLC, a North Carolina-based CPA firm providing tax, accounting, and advisory services since 2015. Arena serves as Treasurer for Liberty Arts, Inc., a nonprofit focused on supporting artists and arts education. Clef Financial is a fee-only registered investment adviser offering discretionary investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, managing diversified portfolios tailored to client objectives and risk tolerance. Its combination of in-house tax expertise and financial planning services distinguishes it within the independent advisor space.

Wendell Jones is a CFP® and ChFC® with 16 years of experience in financial advising. He has been with Phoenix Financial Solutions, Inc. since 2005. The firm is a fee-only, state-registered investment adviser that provides hourly, as-needed financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and other entities. Phoenix Financial Solutions emphasizes diversified asset allocation and a long-term buy-and-hold investment approach, delivering services on a non-discretionary basis without custody of client assets.

Stephen Tosi is a financial advisor at Generations Investment Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked with Efficient Advisors, LLC, Sowell Management, and Matson Money, Inc. alongside his role at Generations Investment Advisors. Generations Investment Advisors provides portfolio analysis and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes manager selection and asset allocation based on Modern Portfolio Theory, typically acting as a co-advisor that recommends third-party independent money managers rather than directly managing client portfolios.

Kevin Ebbink is a financial advisor at Compass Financial Services, Inc. in Winston Salem, NC, with 21 years of industry experience. He holds a Series 65 designation and has worked at Compass Financial Services, Inc. since 2005, with a four-year period at Strategic Blueprint, LLC. In addition to his advisory role, he is a licensed insurance agent and spends approximately half of his time on insurance activities. Compass Financial Services provides discretionary investment management, wealth management, and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses a combination of exchange-traded funds, mutual funds, individual securities, and independent managers to construct portfolios, employing both long-term objectives and technical and fundamental analysis while overseeing manager selection and ongoing due diligence.

Raymond Walsh is a financial advisor with Your Capital Financial, LLC in Winston Salem, NC, holding Series 63 and Series 65 designations and 11 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. He serves on the Executive Council of Redland IPHC Church. Your Capital Financial provides financial planning and discretionary investment management to individuals—including high-net-worth clients—as well as business clients and retirement plan sponsors. The firm emphasizes long-term, value-oriented investment strategies using low-cost funds and individual stocks, delivering services on a fee-only, fiduciary basis.

Donald Button is a Series 65-licensed financial advisor with three years of industry experience. He is the principal of Button & Button Wealth Management LLC and also operates BUTTON & BUTTON CPAs PLLC, providing tax and accounting services. Prior to founding his firms, he worked at Ernst & Young and PricewaterhouseCoopers. Button & Button Wealth Management serves individual investors and retirement-plan sponsors, offering asset management, financial planning, and retirement-plan consulting. The firm employs a value-oriented, long-term investment approach combined with tactical and strategic asset allocation, and is affiliated with an accounting practice staffed by licensed CPAs.

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.

Kurt Shuler is a CFP® professional with two years of experience, currently with Sledge and Company Wealth Advisors in High Point, NC. Prior to joining Sledge and Company Wealth Advisors in 2024, he worked at WealthFD for one year and was a student for eight years. Sledge and Company Wealth Advisors provides personalized wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages approximately $183.4 million in discretionary assets and employs a mix of mutual funds, index funds, ETFs, stocks, bonds, and options, utilizing both internal research and third-party money managers.

Christopher Jones is a CFP® with 13 years of industry experience and a CPA since 1982. He is a principal at Carolina Financial Advisors, Inc. in Greensboro, NC. Outside of his advisory work, he is involved in management consulting and accounting for two self-storage businesses. Carolina Financial Advisors, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, estates, corporations, retirement plans, and non-profit organizations. The firm emphasizes preservation of principal through quality and diversification, employing both fundamental and technical analysis, and offers a Values Based Investing option aligned with traditional Christian values.

Blaise Stevens is a CFP® and ChFC® with 17 years of industry experience. He is currently with Strategic Advisory Partners, where he has worked since 2021. Prior to that, he was with Spartan Planning Group and Prudential Financial. Strategic Advisory Partners serves individuals, pension and profit-sharing plans, and corporate clients by providing investment management and financial planning services. The firm uses a combination of fundamental and technical analysis within a Modern Portfolio Theory framework and offers both active and passive strategies tailored to client objectives.

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.