Jeffrey Powell is a financial advisor at Cornerstone Wealth with 20 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes roles at Highland Private Wealth Management and LPL Financial LLC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm uses model-based portfolios incorporating ETFs, mutual funds, equities, bonds, and alternative investments, guided by a regular investment committee review.

Michael Petticord is a financial advisor with Portfolio Medics, LLC in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at AlphaStar Capital Management, LLC and Horter Investment Management. He is also the president of USA Wealth Management, where he offers insurance and annuity products. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm builds customized portfolios using a variety of investment vehicles and combines fundamental, technical, and cyclical analysis in its approach.

Greer Ducker is a financial advisor with Kingsview Wealth Management, LLC based in Greensboro, NC. He holds the Series 63 and Series 66 licenses and has 26 years of industry experience, including 25 years at Edward Jones prior to joining Kingsview in 2024. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through in-house portfolio management and third-party strategies, including alternative investments and registered investment products.

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 Jr. is a CFA® charterholder with 5 years of industry experience, currently serving as a financial advisor at Salem Investment Counselors Inc. Prior to joining Salem in 2019, he worked at Wells Fargo/Abbot Downing for 12 years and Banc of America Investment Services, Inc. for one year. Salem Investment Counselors provides investment management, financial planning, and asset-management services to a diverse client base, including individuals, high-net-worth clients, foundations, and institutions. The firm’s investment approach centers on equities for long-term growth, complemented by fixed income and alternative assets, supported by a team with expertise in institutional investing and trust services.

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.

Connor Davis is a financial advisor at Corecap Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has a background managing a life insurance team at Gillikin and Associates Financial, where he also provides life insurance training and lead generation. Additionally, Davis is a life insurance producer with Capital Choice Financial Services. Corecap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm provides discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

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.

Richard Flanders is a CFP® with 47 years of industry experience, currently serving at Blueprint Financial Advisors since 2026. He previously worked for Capital Investment Group, Inc. for 30 years and has been associated with Strategic Planning Corp. since 1986. Outside of advising, he holds a real estate broker license and operates as a sole proprietor in residential real estate sales. Blueprint Financial Advisors is an SEC-registered multi-advisor firm managing approximately $1.4 billion in client assets. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a global diversification strategy with a proprietary strategic-and-tactical asset allocation framework.

Robert Taylor is a financial advisor with Global View Capital Management LLC in Winston Salem, NC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His career includes roles at Investment Advisors International, Inc. and Transamerica Financial Advisors, along with ongoing involvement in real estate sales and serving as a self-employed notary public. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, utilizing proprietary research through its affiliate AdvisorGuide, LLC, and offers discretionary management for a broad client base including held-away retirement accounts.

Eric Brumagin is a financial advisor with Virtue Capital Management, LLC who holds Series 63 and Series 65 designations and has 30 years of industry experience. His prior firms include First Fidelity Wealth Advisors, Inc. and JD Mellberg Financial, among others. Outside of his advisory work, he is a member of First Fidelity NC, LLC, involved in insurance and annuity business activities. Virtue Capital Management is a multi-team registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic strategies and delivers advice through a model featuring multiple investment adviser representatives and independent partners.

Cole Hickman is a financial advisor at Strategic Blueprint, LLC with five years of industry experience. He holds a Series 66 designation and has worked at The Strategic Financial Alliance, Inc. since 2020. Hickman has also served as an insurance agent specializing in life insurance. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, including high-net-worth clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and educational seminars, with a focus on customized, goal-based strategies and an uncommon annual flat-fee Subscription Advisory Services program.

William Helms is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. Prior to joining Strategic Blueprint in 2024, he worked at Ardmore Advisory & Planning, Capital Investment Advisory Services, LLC, and Capital Investment Group, Inc. He serves as trustee for a family trust. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement plan consulting, family office services, and educational seminars, operating both discretionary and non-discretionary management programs.

Joseph Mccaffrey is a CFA® charterholder with 11 years of experience at Salem Investment Counselors Inc in Winston Salem, NC. He has been with Salem Investment Counselors since 2015. Salem Investment Counselors serves individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts, providing portfolio management and financial planning services. The firm manages public market securities on a discretionary basis and offers advisory support for private investments, with an investment approach focused on equities and risk-managed fixed income complemented by various investment vehicles.

Gary Pendry is a financial advisor at Stephens with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2012, following a nine-year tenure at Wells Fargo Clearing. He serves on the finance committee of Trinity Worship Center, a nonprofit church in Burlington, NC. Stephens is a multi-team investment adviser with approximately 243 advisors managing about $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory and brokerage services, including equity research, investment banking, and municipal advisory.

David Rea is a financial advisor at Salem Investment Counselors Inc with 37 years of industry experience. He holds a Series 63 designation and has worked at Salem Investment Counselors since 1982 and at Ultimus Fund Distributors, LLC since 2000. Salem Investment Counselors provides investment management, financial planning, and asset-management services to a diverse client base, including individual investors, high-net-worth clients, foundations, and institutional accounts. The firm emphasizes equities as the foundation of its portfolios, focusing on long-term selection and a range of investment strategies across multiple asset classes.

Colby Davis is a financial advisor with Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding a Series 65 designation and four years of industry experience. His background includes roles at Triad Advisors, Inc. and several related financial and consulting firms. Outside of advising, he has been involved in insurance sales and administration through Carolina Financial Professionals. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, employing a goals-based approach that integrates proprietary software and behavioral economics alongside both passive and active investment strategies.

Jeffrey Heybrock is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Coppell Advisory Solutions LLC and Royal Fund Management LLC. Heybrock is also president of Heybrock Financial Group Inc and is a licensed insurance agent. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using a combination of tactical, strategic, and dynamic approaches and operates through a multi-team model that includes ongoing monitoring, reporting, and client education.

Christopher Relos is a financial advisor with M HOLDINGS SECURITIES, Inc. in Greensboro, NC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been associated with M HOLDINGS SECURITIES, Inc., WS Griffith Securities, Inc., Phoenix Co., and Plybon & Associates, Inc. since 2003. Additionally, he serves as Director of Estate Planning and Life Insurance at Plybon & Associates, Inc., where he supports fixed and variable life insurance product sales and case design. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio management and third-party sub-advisors.