William Thornton is a financial advisor at Wealthcare Advisory Partners LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with M. S. Howells & Co. and Efficient Advisors, LLC. Outside of his advisory work, he serves as Treasurer for Bethel Methodist Men, assisting with fundraising and charitable activities. 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 that integrates proprietary Wealthcare software, behavioral economics, and both passive and active investment strategies.

Todd Walker is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Hutchinson Private Wealth, LLC, Strategic Financial Alliance, and Gencrest Capital Partners. Outside of his advisory roles, he serves as an officer for the Petty Family Foundation. 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 through a network of independent advisory representatives, providing services including portfolio management, financial planning, retirement plan consulting, and educational seminars.

Andrew Taylor is a financial advisor with Kingsview Wealth Management, LLC in Greensboro, NC. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. Prior to joining Kingsview in 2019, he worked at Wells Fargo Clearing from 2016 to 2019. Outside of finance, Taylor is a part-owner of Amplify This Music, where he engages in songwriting for special occasions. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers a broad range of advisory and asset management services, combining internal portfolio strategies with third-party management and alternative investments.

Richard Rogers IV is a financial advisor at Stephens with three years of industry experience. He holds a Series 66 designation and has prior work experience at Bain and Company and Proteus Motion. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm provides a range of advisory services, brokerage, investment banking, and research, utilizing a combination of bottom-up equity research and committee-driven asset allocation.

Stephan Day is a financial advisor at Fortis Capital Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Fortis in 2023, he worked for Horizon Financial Services, LLC for 10 years and had a two-year break from the industry. He is also the owner of Pivot Wealth Management, LLC, an entity established for tax purposes and future branding. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm offers customized advice through discretionary management, various investment styles, and model portfolios, including ESG-oriented options, managing $1.615 billion in discretionary assets as of December 31, 2025.

Morgan Stinchfield is a Series 65-licensed advisor at AlphaStar Capital Management with experience dating back to 2017. Prior to joining AlphaStar, he worked at Paraclete Wealth Partners and operated his own firm, MorganDale, LLC. He has also held roles in the hospitality industry, including positions at Bluemoon Tap House at Waterside District and Grace O’Malley’s Irish Pub. AlphaStar Capital Management serves a diverse client base, including high-net-worth individuals, businesses, and retirement plans, offering discretionary investment management and financial planning. The firm employs a range of investment strategies using Alphastar Model Portfolios and third-party technologies to support its approximately 135 advisors and $2.5 billion in assets under management.

William Watson is a financial advisor with Salem Investment Counselors Inc in Winston-Salem, NC, holding a Series 63 designation and over 34 years of industry experience. He has been with Salem Investment Counselors since 1982. Salem Investment Counselors offers investment management, financial planning, and asset-management services to a diverse client base including individuals, high-net-worth clients, foundations, corporations, and retirement plans. The firm emphasizes equities as the foundation of its portfolios, focusing on long-term growth opportunities and maintaining a multi-advisor team with expertise in institutional investing, trust services, and endowment management.

Sherry Malone is a financial advisor at Wedbush Securities Inc. with 25 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 15 years. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management and capital markets solutions. The firm offers both discretionary and non-discretionary portfolio management and provides custodial, clearing, and prime services alongside commodities and securities lending activities.

Kristen Stonehouse is a CFP® with one year of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC in Winston-Salem, NC. Her prior experience includes roles at First Carolina Bank and Wells Fargo Bank, NA. She also worked briefly at Sunrise Yoga Studio in 2023. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm integrates traditional investment management with in-house accounting, tax services, and business coaching, managing approximately $17.7 billion in assets.

John Davis IV is a Series 66-licensed financial advisor with Apollon Wealth Management, LLC, bringing 21 years of industry experience. His prior roles include positions at Raymond James & Associates, J. Alden Associates, and Cabot Lodge Securities. Outside of his advisory work, he serves on the boards of the Summit School, the YMCA of Northwest North Carolina, and the Winston-Salem Symphony, and is a member of the NCWorks Commission. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families and family offices, trusts, estates, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and employs a diversified investment approach across mutual funds, ETFs, equities, fixed income, and alternative vehicles, including ESG models and Direct Indexing with tax overlays.

Melissa Day is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has worked in various roles at Horizon Financial Services and New Horizon Financial Services prior to joining Fortis Capital Advisors in 2023. In addition to her advisory work, she is involved in the sale of fixed insurance products. Fortis Capital Advisors provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, businesses, and institutional clients. The firm utilizes a combination of discretionary management, advisor-specific investment styles, and model portfolios incorporating passive, active, tactical, and ESG-oriented strategies.

Lisa Rosenberg is a Series 66-registered advisor with Kingsview Wealth Management, LLC in Greensboro, NC, with three years of industry experience. She previously worked at Edward Jones and has held positions at Elon University and the University of North Carolina at Greensboro. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, and municipal clients. The firm offers discretionary and non-discretionary advisory services combining internal portfolio management with third-party strategies and provides access to alternative investments.

Mary Grigg is a financial advisor with Stephens in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at Morgan Stanley and Citigroup Global Markets prior to joining Stephens in 2011. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and also provides municipal advisory and investment banking services.

Mary Waterer is a financial advisor at Stephens with one year of industry experience. She holds a Series 66 designation and has previously worked at Paul, Cox & Todd PLLC and Morgan Stanley. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers discretionary and non-discretionary management across various programs, using bottom-up equity research and committee-driven asset allocation, and also provides brokerage, investment banking, custody, and municipal advisory services.

Matthew Simmons is a CFA® charterholder with Series 65 and Series 66 licenses and has eight years of industry experience. He is currently with Salem Investment Counselors Inc, where he has worked since 2022. Prior to that, he was with Truist Advisory Services and BB&T Asset Management. Salem Investment Counselors serves individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts, offering portfolio management and financial planning services. The firm manages public market securities on a discretionary basis and provides advisory support for private investments on a non-discretionary basis, with an investment approach focused on equities and risk-managed fixed income.

Marion Marre is a financial advisor at Modera Wealth Management, LLC with two years of industry experience. Marion holds a Series 65 designation and has previously worked at Parsec Financial Management and Hege Financial Group. Prior to her advisory career, Marion also worked at Etsy. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation based on Modern Portfolio Theory with in-house accounting and tax capabilities, serving high-net-worth clients and offering business coaching and other ancillary services.

Carson Wannamaker is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Dixon Hughes Goodman Wealth Advisors and Morgan Keegan & Company. Outside of his advisory role, he serves as head basketball coach for Canterbury School’s middle school boys varsity team and is involved in several community organizations, including serving as president of the Nat Greene Kiwanis Club of Greensboro. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, institutions, and nonprofit organizations. The firm emphasizes customized asset allocation and disciplined investment strategies, combining active and passive approaches within an integrated service model alongside tax, accounting, and family-office offerings.

Steven Golden is a CFP® with 33 years of experience in the financial services industry. He is affiliated with ON Investment Management Company and has held roles at The O.N. Equity Sales Company since 2004, as well as operating Golden Mack & Associates since 1991. Outside of his advisory work, he owns and operates a third-party administration business for retirement plans and is involved in selling life and disability insurance. ON Investment Management Company is a SEC-registered adviser that serves individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of discretionary and non-discretionary strategies and access to multiple third-party investment programs.

Nick Dell'aquila is a financial advisor at Virtue Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Virtue Capital Management since 2019. Prior to that, he was employed at Horter Investment Management LLC and Equity Services, Inc., and he is also president of Dell'Aquila Financial, Inc., an insurance sales business he has operated since 2011. Virtue Capital Management is a registered investment adviser that serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm employs a multi-team model offering discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing tactical, strategic, and dynamic investment approaches.

Garrett Smith is a financial advisor at Belpointe Asset Management LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Belpointe in 2020, he worked at MML Investors and MassMutual Wisconsin. Smith also serves as an assistant professor at the University of Wisconsin-Whitewater and volunteers as treasurer for a local nonprofit. 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 discretionary investment management, financial planning, and retirement-plan consulting, implementing customized portfolios through advisor-specific styles, model portfolios, and third-party sub-advisory relationships.