James Carlson is a financial advisor with Wedbush Securities Inc. in Greensboro, NC, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years. Carlson serves on the National Advisory Council for Southern Virginia University. Wedbush Securities serves a broad client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

Joseph Cone is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. Prior to joining Belpointe in 2023, he worked at LPL Financial for 10 years. He serves on multiple nonprofit and charitable boards, including the Greensboro Symphony Endowment Fund, the NC Justice Center, and the Jewish Foundation of Greensboro, where he holds leadership and investment committee roles. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors, managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers customized portfolio management, financial planning, and retirement-plan consulting, utilizing a range of advisory styles and third-party managers.

Joseph Hampton is a financial advisor at Credit Union Investment Services with eight years of industry experience. He holds the Series 65 and Series 63 licenses and has worked with several affiliated firms including Members Trust Company, SECU*RE, Inc., SECU Life Insurance Company, and State Employees' Credit Union. In addition to his advisory role, he acts as a broker for SECU*RE, Inc. and serves as a financial advisory services specialist at State Employees' Credit Union. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm operates within a credit union ecosystem and emphasizes a long-term, goals-based investment approach using mostly low-cost index funds and ETFs.

Myles Mcgee is a financial advisor with Credit Union Investment Services in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Credit Union Investment Services since 2015 and is also associated with Members Trust Company and SeCU Life Insurance Company. Mcgee serves as a Financial Advisory Services Specialist at State Employees' Credit Union, providing financial services to eligible members. 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 investment adviser representatives as salaried employees of the parent credit union.

Craig Fishel is a financial advisor at Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Horace Mann Investors, Edward Jones, Guardian Life, Consolidated Planning, and Prudential Financial Planning Services. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Colby Robinson is a CFP® professional with eight years of experience in financial advising. He has worked at several firms, including Forvis Mazars Wealth Advisors, LLC since 2024, FORVIS Wealth Advisors LLC, DHG Wealth Advisors LLC, Family Wealth Partners, and Antonich & Associates. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, managing approximately $12 billion in assets with a disciplined, committee-approved investment approach.

Joann White is a financial advisor at Stephens with 17 years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2010 in various capacities. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs overseen by individual advisors and multiple investment committees, combining broker-dealer and investment banking activities alongside advisory services.

Brittaney Leigh is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 credentials and possessing 11 years of industry experience. She has served in various financial roles since 2003, including positions at State Employees’ Credit Union, SeCU Life Insurance Company, Members Trust Company, and Credit Union Investment Services. Brittaney is an executive leadership team member of the Go Red for Women campaign with the American Heart Association’s Triad chapter. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning with a focus on long-term, goals-based investing using low-cost mutual funds and ETFs. The firm operates within a credit union ecosystem and provides services without commission-based compensation to its salaried investment representatives.

Kevin Speas is a financial advisor at Momentum Independent Network Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robert Baird & Co. and Jjb Hilliard Wl Lyons LLC. Outside of his advisory role, he serves as a clockkeeper and scorekeeper for high school sporting events at North Forsyth High School. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm employs both discretionary and non-discretionary investment structures and integrates broker-dealer operations with banking and municipal advisory services within the Hilltop group.

Jeffrey Powell is a CFP® professional with 20 years of experience in financial advising. He has been with Cornerstone Wealth Group, LLC since 2018 and previously worked at LPL Financial starting in 2015. Based in Greensboro, NC, Powell’s credentials include the Series 63 license. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm provides portfolio management and financial planning using model portfolios with ETFs, mutual funds, individual securities, and external managers, managing assets primarily on a discretionary basis.

Michael Petticord is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at AlphaStar Capital Management, LLC since 2019 and Horter Investment Management from 2017 to 2019. Petticord is also the president of USA Wealth Management, where he is involved in insurance and annuity sales. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to build customized portfolios and offers both discretionary and non-discretionary management along with access to independent managers and a trading signal service.

Greer Ducker is a financial advisor at Kingsview Wealth Management, LLC with 26 years of industry experience. He previously worked at Edward Jones for 25 years before joining Kingsview Partners and Kingsview Wealth Management in 2024. Outside of his advisory role, he owns Lucky Ducker Enterprises, LLC, a commercial rental property business in Greensboro, NC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a range of investment instruments and access to third-party managers and alternative investments.

Andrew Kalman is a CFA® charterholder with six years of industry experience. He currently serves as a financial advisor at Salem Investment Counselors Inc in Winston Salem, NC, where he has worked since 2026. Prior to Salem, he was with Cambridge Associates for six years and also spent two years at Dimensional Fund Advisors. Salem Investment Counselors provides investment management, financial planning, and asset-management services to a diverse client base including individuals, high-net-worth clients, foundations, corporations, and trusts. The firm emphasizes a long-term equity-focused investment approach, combining established growth stocks with small- and mid-cap opportunities, and employs a variety of fixed income and alternative investment strategies.

James Edmundson is a CFA® charterholder with four years of industry experience. He has been with Salem Investment Counselors Inc since 2019 and previously worked at Wells Fargo/Abbot Downing from 2007 to 2019. Salem Investment Counselors provides portfolio management and financial planning services to individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts. The firm manages public market securities on a discretionary basis and offers advisory support for private investments, focusing on equity-based portfolios complemented by fixed-income and alternative vehicles.

Shannon Shelton is a financial advisor with Fifth Third Wealth Advisors LLC in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2024, Shelton worked at Truist Advisory Services and BB&T/Truist, accumulating over a decade in financial services. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and institutional investors. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, leveraging a combination of in-house oversight and third-party managers within a framework integrated with Fifth Third Bank.

Angus Mceachran III is a financial advisor at Cetera Planning Partners with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Independent Advisor Alliance, and Summit Financial Group. Mceachran is a partner at HMC Partners LLC and co-hosts a radio show focused on marketing securities business to the public. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm emphasizes diversified allocations through mutual funds and ETFs aligned with client objectives and integrates additional services such as tax planning, bookkeeping, and estate planning through affiliated providers.

Riddhi Agarwal is a financial advisor with Credit Union Investment Services in Greensboro, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Credit Union Investment Services and SECU Brokerage Services, Agarwal gained experience with Bank of America, Merrill, First Bank, Truliant Federal Credit Union, and BB&T. Outside of financial services, Agarwal owns Rolls LLC, a business specializing in frozen Indian snacks. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning with an emphasis on low-cost mutual funds and ETFs. The firm operates within a credit union ecosystem and maintains a goals-based, long-term investment approach.

Connor Davis is a financial advisor with CoreCap Advisors in High Pointe, NC. He holds Series 63 and Series 65 licenses and has experience managing life insurance teams and providing life insurance training through Gillikin and Associates Financial, LLC. His background includes roles in marketing and business operations across various industries. CoreCap Advisors offers discretionary investment and portfolio management, as well as standalone financial planning, to a diverse client base including high-net-worth individuals, retirement accounts, and corporate entities. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes multiple asset types, sub-advisors, and third-party managers to tailor client portfolios.

George Keener is a financial advisor at Salem Investment Counselors Inc with Series 63 and Series 65 credentials and 1 year of industry experience. He has been with Salem Investment Counselors since 2002. Salem Investment Counselors provides portfolio management and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm emphasizes equities as the foundation of most portfolios and incorporates both public and private investments, managing approximately $3.845 billion in assets as of December 31, 2024.

Steven Harrell is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at LPL Financial, LLC for eight years before joining Capital Investment Advisory Services and Capital Investment Group, Inc. Harrell is also active as a preacher at small churches, dedicating approximately 20 hours per month to this role. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, using a mix of analytical methods and ongoing monitoring tailored to clients’ investment objectives and risk tolerance.