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.

Brandon Schneider is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He began his career at Fidelity Investments in 2021, progressing from Investment Consultant to Financial Consultant before advancing to his current position. Prior to joining Fidelity, Brandon held several positions at Truist Bank, including Private Banking Advisor, Wealth Lending Officer, and Branch Manager, where he gained extensive experience in financial services and client management. Throughout his career, Brandon has focused on providing clients with personalized financial plans and ongoing guidance, aiming to help them achieve their financial goals. His professional journey reflects a commitment to clarity and direction in financial consulting. Outside of his professional work, Brandon enjoys activities such as spending time at the beach and lake, engaging in family activities, fitness, running, and parenthood.

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.

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.

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.

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 22 years of industry experience. He holds a Series 65 designation and has been with Kensington Financial Group since 2003. Kensington Financial Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management and limited financial planning, developing tailored Financial Profiles and Investment Plans for each client and implementing them primarily through ETFs, stocks, mutual funds, and options strategies.

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.

Michael Damas is a financial advisor at Maryland Capital Advisors, Inc. with 24 years of industry experience. He has been with Maryland Capital Advisors since 2005 and is also a managing member of Chesterplaza, LLC. Maryland Capital Advisors provides discretionary and non-discretionary portfolio management and investment advice to individuals, families, retirement plans, corporations, and trusts or charitable organizations. The firm employs an investment approach based on Modern Portfolio Theory and factor research, favoring passively managed funds and ETFs within global, multi-asset allocations, and maintains a referral-only client intake model with a small advisory team managing substantial assets.

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.

Paul Fulton is a financial advisor with Westhampton Capital in Winston Salem, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Westhampton Capital since 2012. Outside of his advisory role, he 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 uses a structured quantitative and qualitative investment approach focused on growth at a reasonable price and offers ERISA fiduciary services including 3(21) consulting and 3(38) discretionary management.