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.

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.

William Guge is a financial advisor at Cetera Planning Partners with nine years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Cetera Planning Partners in 2025, he worked at Ameriprise, Charles Schwab Bank and Charles Schwab & Co., Fidelity Brokerage Services, TD Ameritrade, and TD Bank. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are near or in retirement. The firm employs a structured planning process with diversified portfolio management and offers supplementary services including tax planning, bookkeeping, and estate-planning support.

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 licenses and 17 years of industry experience. His career includes involvement with multiple affiliated entities within the Global View Capital network since 2014 and real estate sales since 2020. He also operates as a self-employed notary public and manages an entity used for office expense management. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical approach to investment selection, using proprietary algorithmic research to guide strategies across a range of managed accounts and third-party platforms.

Eric Brumagin is a financial advisor at Virtue Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including First Fidelity Wealth Advisors, Inc. and JD Mellberg Financial. Brumagin is also involved as a member in an insurance and annuity business outside of his advisory role. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, ERISA consulting, and a financial education course for pre-retirees, utilizing a model-driven investment approach focused on economic data inputs and active management.

Cole Hickman is a Series 66 licensed advisor with Strategic Blueprint, LLC, based in Greensboro, NC. He has five years of industry experience and has worked at The Strategic Financial Alliance, Inc. since 2020. Outside of his advisory work, he has experience as a life insurance agent. Strategic Blueprint, LLC serves a range of clients including individuals, pension plans, trusts, and charitable organizations, providing customized portfolio management, financial planning, and retirement consulting through a network of independent advisory representatives. The firm emphasizes goal-based strategies and offers a distinctive subscription advisory program alongside educational seminars.

William Helms is a financial advisor at Strategic Blueprint, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Ardmore Advisory & Planning and Capital Investment Advisory Services, LLC. He is also a trustee for the Vicki V Helms Trust. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies with services including portfolio management, financial planning, retirement plan consulting, and educational seminars.

Gary Pendry is a financial advisor with Stephens, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Stephens since 2012. Outside of his advisory role, he serves on the finance committee of Trinity Worship Center, a nonprofit church in Burlington, NC. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients, offering portfolio management, financial planning, retirement-plan advisory, and institutional equity research. The firm employs tailored portfolio programs with committee-based oversight and combines advisory services with significant broker-dealer and investment banking activities.

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 12 years of industry experience. He holds a Series 65 designation and has worked previously 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, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, utilizing strategic and quantitative model-driven investment approaches.

Christopher Relos is a financial advisor with M Holdings Securities, Inc. in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at M Holdings Securities since 2004 and is also affiliated with WS Griffith Securities, Phoenix Co., and Plybon & Associates, Inc., where he serves as Director of Estate Planning/Life Insurance. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide. The firm offers investment management, retirement plan consulting, financial planning, sub-advisory services, and insurance contract advisory services through a network of independent Member Firms and Financial Professionals.

John Elster III is a financial advisor at Stephens with eight years of industry experience. He holds a Series 66 designation and has been with Stephens since 2017, following roles at Southern Valet and the University of South Carolina. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.

Aaron Smith is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cardinal Financial, LLC for eight years before joining his current firm in 2021. Outside of his advisory role, he is a co-owner of a real estate group involved in non-investment-related activities. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers tailored investment programs with a range of strategies and typically manages assets on a discretionary basis.

Stewart Hiatt is a financial advisor with Stephens in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs, committee-based oversight, and a combination of advisory services alongside broker-dealer and investment banking activities.

Aaron Hiatt is a financial advisor at Stephens in Winston-Salem, NC, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Clicklease LLC and Snap Advances. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs supported by committee-based oversight and combines brokerage, investment banking, and advisory services.

Judson Meinhart is a CFP® with 11 years of industry experience, currently advising at Modera Wealth Management, LLC since 2023. He previously worked at Parsec Financial Management and RKL Wealth Management LLC. Outside of his advisory role, Meinhart owns Master the Green, LLC, which markets and sells a personal finance book. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, financial planning, tax preparation, trust services, and business coaching. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and provides integrated advisory and accounting services.

Glenn Mosseller is a financial advisor with Horter Investment Management, LLC in Greensboro, NC, holding a Series 65 credential and 14 years of industry experience. He has worked at Horter since 2014 and is also the President and Managing Member of Roadmap Financial Consulting, LLC, a full-service financial services and business consulting firm. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm uses a combination of model and multi-manager portfolios, third-party money managers, and alternative investments as part of its investment approach.

James Kenerly is a financial advisor with M Holdings Securities, Inc., holding the ChFC® designation and Series 63 license. He has 20 years of industry experience and has served as Chief Operating Officer at Plybon and Associates, Inc. since 2006. Outside of his advisory work, he authors and publishes children’s books through his own business, Rascal Books. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual clients, corporate and business clients, retirement plans, and other entities through a nationwide network of independent Member Firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and sub-advisory services.

Jeffrey Lukawski is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and approximately one year of industry experience. Prior to joining Global View Capital Management, he has been affiliated with White Oak Benefits and serves as a firefighter with the Greensboro Fire Department. His community role includes fire suppression and prevention activities. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a primarily quantitative investment approach using algorithmic signals and offers a range of managed account options including SMAs, mutual funds, ETFs, and third-party manager access.