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.

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.

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.

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.

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.

Jeffrey Albright is a financial advisor at Shepherd Wealth Management with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Creative Planning for 13 years. Shepherd Wealth Management serves individual and high-net-worth clients, managing approximately $162 million in discretionary assets. The firm uses a team-based approach focused on Modern Portfolio Theory and passive index investments, complemented by various analytical methods and integrated financial planning.

Warren Carrick is a financial advisor at Sledge and Company Wealth Advisors with 16 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Sledge and Company Wealth Advisors, he worked at The Wealth Group, Ltd. and has longstanding involvement with Capital Investment Group, Inc. Outside of his advisory role, he is a partner at Sledge and Company, PLLC, a CPA firm specializing in individual and business taxation. Sledge and Company Wealth Advisors provides wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages discretionary portfolios using a range of investment vehicles and incorporates various research methodologies, including third-party money managers, with complementary financial planning covering tax, retirement, and estate considerations.

Justin Sledge is a financial advisor at Sledge and Company Wealth Advisors with a Series 65 credential and two years of industry experience. He previously worked at The Wealth Group, Ltd. and Capital Investment Companies, where he is also licensed to sell life insurance. 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 disciplined investment process that includes public research, technical analysis, and Monte Carlo simulations.

Jamie Sledge is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 26 years of industry experience. He is currently with Sledge and Company Wealth Advisors and has previously worked at The Wealth Group, Ltd. and Capital Investment Group, Inc. He also operates a CPA firm, providing accounting services. Sledge and Company Wealth Advisors offers personalized wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages discretionary portfolios using a combination of mutual funds, ETFs, stocks, bonds, and options, supported by proprietary research, technical analysis, and Monte Carlo simulations.

Kyle Leonard is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Semmax Financial Advisors, Inc. and has previously worked at Truliant Federal Credit Union, CUSO Financial Services, Fund Direct Advisors, Intercarolina Financial Services, and Lincoln Financial. Leonard serves as a volunteer committee member for the City of Mt. Airy Mayor's Office and is a board member for Mt. Airy City Schools. Semmax Financial Advisors, Inc. serves individuals, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary investment management, financial review, planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis and offers a variety of investment strategies, including allocations to private funds and consolidated performance reporting.

Lawrence Vanlandingham is a financial advisor with Semmax Financial Advisors, Inc. in Winston Salem, NC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Maestro Wealth Advisors LLC, Avantax Advisory Services, CUSO Financial Services, and Wells Fargo Bank. He is also involved with Semmax, Inc., an affiliated insurance agency where he works on new business development and servicing existing clients. Semmax Financial Advisors, Inc. serves individuals, business entities, trusts, estates, and charitable organizations with investment management, financial planning, and consulting services. The firm employs a range of strategies combining fundamental, technical, and cyclical analysis and offers consolidated performance reporting and access to private funds.

John Tyner is a financial advisor at Semmax Financial Advisors, Inc. in Winston Salem, NC, with 18 years of industry experience. He holds a Series 65 designation and has been affiliated with Semmax Financial Advisors since 2007. Outside of his advisory role, he serves as president of Semmax, Inc., an insurance agency. Semmax Financial Advisors serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary investment management, financial review, planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and provides consolidated performance reporting that includes third-party data.

Jonathan Short is a financial advisor at Semmax Financial Advisors, Inc. in Winston Salem, NC, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Semmax Financial Group since 2016. Outside of his advisory role, he is involved with Semmax, Inc., an affiliated insurance agency that offers life and long-term care insurance products as part of comprehensive financial planning. Semmax Financial Advisors, Inc. serves individuals, business entities, trusts, estates, and charitable organizations with investment management, financial review, planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis and offers a range of investment strategies, including allocations to private funds and consolidated performance reporting.

Jordan Shinsky is a financial advisor at Semmax Financial Advisors, Inc. in Winston Salem, NC, with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Fastenal Company. Outside of his advisory role, he is involved with Semmax, Inc., an affiliated insurance agency that provides risk management products as part of financial planning services. Semmax Financial Advisors serves individuals, business entities, trusts, estates, and charitable organizations with investment management, financial review, planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies and offers access to private funds, consolidated performance reporting, and affiliated insurance and tax services.

Matthew Landon is a financial advisor at Semmax Financial Advisors, Inc. in Winston Salem, NC, holding a Series 65 credential with eight years of industry experience. He has worked at Semmax Financial Advisors since 2017 and previously at IH Caffey Dist. from 2014 to 2017. Landon is also involved with Semmax, Inc., an affiliated insurance agency that offers life and long-term care insurance as part of client financial planning. Semmax Financial Advisors serves individuals, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary investment management, financial review, planning, and consulting services. The firm’s investment approach includes fundamental, technical, and cyclical analysis, utilizing a range of strategies and private funds, and it offers consolidated performance reporting for clients.

Michael Sellers is a CFP® professional with 15 years of industry experience, currently serving at Semmax Financial Advisors, Inc. in Winston Salem, NC. His prior roles include positions at Tiaa, Aspire Private Capital, Sa Stone Wealth Management, Synergy Investment Group, and Vanguard. Semmax Financial Advisors, Inc. provides investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment strategies and offers unique features such as affiliated insurance and tax services, private funds, and consolidated performance reporting.

Gregory Schlaudecker is a financial advisor with AdaptFirst Investments LLC in Jamestown, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Emerald College Planning, and Intercarolina Financial Services. Outside of advisory work, he operates Emerald College Planning, a business focused on advising families on reducing college expenses, and serves in leadership roles in local professional and community organizations. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services such as outsourced CIO and CFO work. The firm uses a value-oriented investment approach combining technical and fundamental analysis, offers both discretionary and non-discretionary management, and extends services to include bookkeeping, tax preparation, and financial coaching.

Andrew Lind is a financial advisor at Principal Advised Services with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services and Wells Fargo. Outside of his advisory role, Lind serves as a notary public. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates proprietary models with third-party tools and operates within the Principal Financial Group family, enabling access to affiliated products and services.

James Royals is an investment advisor representative at The Fiduciary Alliance with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Bridgeway Financial Services, Kestra Advisory Services, Kestra Investment Services, Wealth Advisory Partners, NFP Securities, and The Valueplan Financial Group. Royals is also a partner at Bridgeway Wealth Strategies, LLC, where he is involved in management and financial planning. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach and operates a multi-division network of investment advisor representatives who may work under their own legal business names while supervised by the firm.

Brittaney Leigh is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has held roles at Members Trust Company, SeCU Life Insurance Company, SeCU Brokerage Services, and State Employees' Credit Union. She serves on the Executive Leadership Team for Go Red for Women—Triad, a campaign focused on education and fundraising for the American Heart Association. Credit Union Investment Services serves primarily individual investors in North Carolina, providing 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.