John Elster III is a financial advisor at Stephens with nine years of industry experience. He holds a Series 66 designation and has been with Stephens since 2017, with prior experience at Southern Valet and the University of South Carolina. 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 broad 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.

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 at Stephens with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley in various capacities from 2001 to 2017 prior to joining Stephens. Stephens is a multi-team investment adviser with approximately 243 advisors managing around $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services supported by equity research and committee-driven investment strategies.

Robert Beach is a financial advisor at Salem Investment Counselors Inc with 25 years of industry experience. He holds a Series 63 designation and has worked at Ultimus Fund Distributors, LLC since 2000 and Salem Investment Counselors, Inc since 1985. Salem Investment Counselors provides investment management, financial planning, and asset-management services to a range of clients including individuals, high-net-worth clients, foundations, corporations, and retirement plans. The firm emphasizes equities with a long-term selection strategy and manages marketable securities on a discretionary basis while also assisting with private investments non-discretionarily.

Aaron Hiatt is a Series 66-licensed financial advisor at Stephens with four years of industry experience. He has worked at Stephens since 2022 and previously held positions at Clicklease LLC and Snap Advances. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services supported by in-depth equity research and committee-driven investment processes.

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 Virtue Capital Management, LLC who holds a Series 65 credential and has 14 years of industry experience. He has worked at Horter Investment Management, LLC and Roadmap Property and Casualty Insurance Service, LLC, and he is the president and managing member of Roadmap Financial Consulting, LLC, a full-service financial services and business consulting firm. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers with customized portfolio management, financial planning, and consulting. The firm uses a multi-team model and combines tactical, strategic, and dynamic investment approaches with due diligence on third-party managers and model strategies.

James Kenerly is a ChFC® with 20 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. since 2006. He also serves as Chief Operating Officer at Plybon and Associates, Inc. Outside of his financial advisory roles, he writes and publishes children's books under Rascal Books. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent Member Firms and Financial Professionals, offering a broad range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.

Jesse Goins is a financial advisor at Salem Investment Counselors Inc with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Salem Investment Counselors since 2007. 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 approximately $3.845 billion in assets, focusing on equity-based portfolios complemented by fixed income and alternative investments, and employs a disciplined approach without market timing.

Jeffrey Lukawski is a financial advisor at Global View Capital Management LLC with two years of industry experience. He holds a Series 65 designation and also works as a firefighter with the Greensboro Fire Department. Additionally, he is involved with White Oak Benefits as a Medicare agent. 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 and integrates proprietary research and execution infrastructure to extend discretionary management to retirement plan assets.

James Gillikin is a financial advisor with CoreCap Advisors in High Point, NC, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. His career includes positions at CoreCap Investments, Ameritas Investment Corp., Capital Choice Investment Advisers, and CCF Investments. In addition to his advisory role, he is an owner and agent involved in life and health insurance through Capital Choice of the Carolinas and Capital Choice Financial Services. CoreCap Advisors serves individual clients, including high-net-worth and accredited investors, as well as institutional clients such as pension plans, trusts, and corporations. The firm offers discretionary portfolio management, financial planning, and access to sub-advisors across multiple custodial platforms, with a relationship-oriented, long-term investment approach.

Richard Sullivan is a financial advisor with Stephens in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Stephens since 2011 and previously held positions at Morgan Stanley and Citigroup Global Markets. 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 provides a range of services including advisory and financial planning, brokerage, investment banking, custody, and publishes research through its Equity Research group.

Jefferey Wood is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Raymond James & Associates and Deutsche Bank Securities Inc. prior to joining Apollon. Wood is also a trustee of several irrevocable trusts. Apollon Wealth Management is a multi-team SEC-registered investment adviser with approximately $11.56 billion in assets under management, serving individuals, high-net-worth families, family offices, trusts, and various institutional clients. The firm combines centrally managed strategy mandates with locally managed portfolios, utilizing fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

Kevin Herron Jr. is a CFP® professional with 11 years of industry experience, currently with Wedbush Securities Inc. since 2026. Prior to joining Wedbush, he spent 10 years at UBS Financial. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, supporting both discretionary and non-discretionary portfolio management.

Macy Teer is a Series 65-licensed advisor at Mission Wealth Management, LP with one year of industry experience. Prior to joining Mission Wealth Management, Macy worked at Vestique and held roles at North Carolina State University and Southwest Guilford High School. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, and investment management services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios featuring a range of investment vehicles and discretionary management options.

Mark Bulmer is a CFP® and PFS™ credentialed financial advisor with seven years of industry experience. He currently works at Forum Financial Management, LP and previously held roles at Avantax Investment Services, Inc. and Avantax Advisory Services. In addition to his advisory work, Bulmer is a partner at Smith Leonard PLLC, an accounting and tax preparation firm. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and supports other RIAs through its turnkey asset-management platform and back-office services.

Kristopher Abernethy is a financial advisor at Salem Investment Counselors Inc with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Avid Wealth Management, Old North State Trust, and operated his own advisory practice. 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 approximately $3.845 billion in assets, focusing on equities as portfolio foundations and supplementing with fixed income and complementary investment vehicles.

Amy Manning is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC in Greensboro, NC. Her prior experience includes 14 years at Dixon Hughes Goodman Wealth Advisors LLC and two years at FORVIS Wealth Advisors LLC. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofit organizations. The firm’s investment approach focuses on customized asset allocation and an Investment Policy Statement tailored to each client’s objectives and risk tolerance, using a combination of active and passive strategies alongside integrated tax and accounting services.

Joel Funderburk is a financial advisor with Wedbush Securities Inc. and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including 27 years at UBS Financial Services prior to joining Wedbush in 2024. His outside business activities include a partnership interest in SURFSIDE LLC, a real estate holding entity. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a wide range of wealth management and capital markets services, including discretionary and non-discretionary portfolio management.

Jason Vreeke is a financial advisor at CoreCap Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses. In addition to his advisory roles, he produces radio programs through Genesis Radio Productions. CoreCap Advisors serves individual, retirement plan, and institutional clients by providing discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach including mutual funds, ETFs, equities, and bonds.