Richardson is how leading sales organizations around the world are getting better results from their investment in sales training. For far too long, companies have had to deal with a big disconnect between their training and their actual sales strategy, culture, systems, and customers. To make real change happen, you need more adaptable content so you can build agility with a wider range of relevant capabilities. You also need more useful technology that integrates with your CRM and helps your reps get better deal by deal. And you need more visible progress with helpful metrics connected to your systems so you can see in real-time how your reps are impacting business outcomes. That’s why industry leaders all rely on Richardson. And it’s how our clients find more customers, win more opportunities, and grow their most strategic accounts. Richardson | This is where it gets real™

Hatteras Venture Partners is a venture capital firm that builds transformational companies in the areas of biopharmaceuticals, medical devices, diagnostics, healthcare IT, and related opportunities in human medicine. We typically invest in companies built on cutting-edge science from leading academic institutions. The firm has invested in companies across the United States in most of the major hotspots for health innovation. Given our headquarters location in RTP, NC, Hatteras plays a leadership role in building companies in North Carolina and the Southeastern United States, where technology is plentiful but resident venture capital is limited. Core to the mission of Hatteras Venture Partners is a belief that entrepreneurial innovation will create valuable new products that will transform the practice of medicine and create value for our investors. As entrepreneurs, operators, and investors, we are dedicated to the success of our companies and to the men and women who create them. Founded in 2000 and based in Durham, NC, the firm consists of an experienced team with a broad and complementary skill set that is particularly relevant to building successful new biomedical companies. The Hatteras team brings operational experience, a successful track record, and a proven ability to enhance the value of the companies in which it invests. With five funds, the firm has approximately $450 million under management. Hatteras is an Innovation to Impact sponsor of the Council for Entrepreneurial Development, a member of NCBIO, and an active volunteer in support of North Carolina and Southeast regional biotech activities.

Smith Salley Wealth Management is a fee-based wealth management firm providing comprehensive financial planning, investment management and corporate trustee services. We are fiduciaries for our clients. We don't sell products, just provide real advice.

Granville Capital is a privately-owned, SEC Registered Investment Advisor that specializes in providing managed portfolios of alternative investment strategies for high-net-worth individuals, families, not-for-profits, and other institutional investors. In addition, Granville Capital manages an investment-driven family office limited to a select number of clients. Granville Capital serves as the investment manager and general partner for several funds of hedge funds and various private equity funds. The goal of Granville Capital is to provide investors with exceptional risk-adjusted returns with a focus on capital preservation and long-term wealth accumulation. The Granville Capital team has a multi-decade track record of managing alternative investment strategies.

Old North State Trust brings distinction in objectivity and expertise to fee-based services with an intense focus on quality customer service. Trustworthiness is the cornerstone around which we have built our company. This is the one characteristic of our business philosophy that has been emphasized from the beginning, and about which one hears most often. In addition, honesty, integrity, and fairness characterize our service and dedication in meeting the financial goals of our clients. Old North State Trust is an organization providing a wide range of financial assistance to individuals, trusts and businesses. Old North State Trust recognizes that investment and tax issues, as well as strategic planning surrounding your situation, are too critical for any lower standard.

For over 30 years, Kuhn Advisors has partnered with families across the country to grow their wealth and achieve all their financial priorities so they feel secure knowing they can realize a comfortable retirement, pay for their children's college educations, and map a philanthropic plan to leave a meaningful legacy.  Our multi-generational team provides intentional advice to simplify the financial complexities of each life stage and helps clients keep emotional reactions to financial markets in check in order to optimize opportunities for wealth creation. -- Kuhn Advisors, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Kuhn’s investment advisory services can be found in its Form ADV Part 2, which is available upon request

Elefante Financial Services is dedicated to providing comprehensive wealth planning and investment services to our clients. We are committed to a ‘planning first’ approach and will not recommend any course of action until we are fully aware of the client’s goals and objectives. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances and risk-taking capacity. Our services include: • Investment and Asset Allocation Planning • Retirement Planning • Life Insurance Analysis and Solutions • Education Funding / Planning • Estate Planning • Fee Based Planning Services • Small Business Retirement Plans Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC sipc.org https://www.sipc.org/ Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit https://www.garyelefante.com/

Sustainable investing starts with the understanding that a just society, a healthy environment, and competitive financial returns are all “bottom line” issues. The Arjuna Capital team brings five decades of sustainable investing experience to the partnerships we forge with our clients. Together, we invest in the kind of world we want to live in. Arjuna Capital works with high net-worth individuals, families, and foundations to create a suite of sustainable investments that makes sense to and for the client. At the heart of these relationships is an ongoing, in-depth conversation about the ways clients want their money put to work.

Performed summer internship with a certified investment manager. Gained insight into financial markets including foreign and domestic.

I joined the financial services industry in 1988 and I am currently an Investment Advisor Representative with Ameritas Investment Corp.(AIC). We are a boutique advisory firm offering services that are personalized and tailored to help you meet your goals. We are a privately held independent advisory firm who also works with top rated insurance carriers, individual wealth management clients, 401K and other retirement plan business, corporate benefits, client risk management and personal financial planning.*********Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA (www.finra.org)/SIPC(www.SIPC.org). AIC and Southeast Financial Services, Inc. are not affiliated. Additional products and services may be available through John Kenan or Southeast Financial Services, Inc. that are not offered through AIC. Securities products are limited to residents of North Carolina, District of Columbia, Florida, Georgia, Hawaii, Illinois, Maryland, Michigan, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, and West Virginia. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Southeast Financial Services, Inc. will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. **Blaser Investment Management Group, Full Branch 3065 South Church Street Burlington, NC 27215, 336-586-0012** This communication is strictly intended for individuals residing in the states of **NC, IN, CA, CO, FL, GA, KY, MI, MN, MS, NY, OH, PA, SC, TN, TX, VT, VA**. No offers may be made or accepted from any resident outside these states dueto various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

- Assisted in managing 170M in assets, primarily in the form of stocks, mutual funds, and variable rate annuities- Developed software that determines how much a client's portfolio assets deviate from the model for their risk tolerance- Evaluated stocks and mutual funds using technical and fundamental analysis to determine which securities to buy- Met with clients to discuss semi-annual portfolio performance, potential investments, and market outlook