James Gillikin is a financial advisor with CoreCap Advisors in High Point, NC, holding Series 65 and Series 63 licenses and having 27 years of industry experience. He has worked at CoreCap Investments since 2019 and previously held positions at Ameritas Investment Corp., Capital Choice Investment Advisers, and CCF Investments. Gillikin also operates under the DBA Capital Choice of the Carolinas, where he offers advisory services along with life and disability insurance. CoreCap Advisors serves individuals, retirement plans, and institutional clients, providing discretionary investment management, financial planning, and access to third-party sub-advisors across multiple custodial platforms. The firm emphasizes a relationship-oriented, long-term investment approach involving mutual funds, ETFs, equities, bonds, and selective use of options or short sales.

Richard Sullivan is a financial advisor at Stephens in Winston-Salem, NC, holding Series 63 and Series 65 licenses with 44 years of experience. He has been with Stephens since 2011. 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 advisory services with broker‑dealer and investment banking activities.

Jefferey Wood is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with Apollon Wealth Management, LLC and has prior experience at Raymond James & Associates. Wood serves as a Senior Relationship Manager at Adi Dassler International Family Office in Winston-Salem, NC. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios, investing across multiple asset classes and offering specialized services such as ESG models, Direct Indexing, and portfolio consulting for pooled and insurance-dedicated funds.

Kevin Herron Jr. is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Wedbush Securities Inc. He previously worked at UBS Financial for 10 years. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets, managing approximately $5.68 billion in regulatory assets.

Macy Teer is a financial advisor at Mission Wealth Management, LP in Greensboro, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Mission Wealth, Macy worked at Vestique and has experience in roles at North Carolina State University and Blue Rock Pizza & Tap. Mission Wealth Management is a multi-team SEC-registered firm serving primarily affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm offers customized, long-term investment strategies and a range of services including financial planning, portfolio management, and consulting.

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.

Amy Manning is a Certified Financial Planner (CFP®) with 16 years of industry experience. She is currently with Forvis Mazars Wealth Advisors, LLC, joining the firm in 2022 following a 14-year tenure at Dixon Hughes Goodman Wealth Advisors LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides integrated financial planning and investment management services, managing approximately $12 billion in assets through a disciplined, committee-approved investment approach and coordinated tax and accounting services as part of its affiliation with Forvis Mazars, LLP.

Joel Funderburk is a financial advisor at Wedbush Securities Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 27 years. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions. The firm offers a range of brokerage and advisory services, combining broker-dealer and capital markets functions with custody, clearing, and prime services across multiple asset classes.

Jason Vreeke is a financial advisor at CoreCap Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked in multiple roles including marketing director and radio producer. Vreeke is involved in radio production through Genesis Radio Productions, where he records and produces programs. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients by providing discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach and offers a range of services including tax-efficient asset location and oversight of external asset managers.

Heather Cardwell is a financial advisor at Credit Union Investment Services with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Members Trust Company, Secu Life Insurance Company, Secu Brokerage Services, and State Employees' Credit Union. At State Employees' Credit Union, she serves as a Financial Advisory Services Specialist, providing financial services to eligible members. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm’s advisers are salaried employees of the parent credit union, and clients retain decision-making authority over their accounts.

Anne Thornton is a financial advisor at Stephens in Winston-Salem, NC, with 25 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. She is a co-executor and beneficiary of a family estate. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, emphasizing tailored portfolio programs and committee-based oversight combined with a blend of broker-dealer and investment banking activities.

William Thornton is a financial advisor with Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at M. S. Howells & Co., Efficient Advisors, and Carolina Financial Professionals. He serves as treasurer for the Bethel Methodist Men, overseeing 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 uses a goals-based financial advising approach supported by proprietary software and a behavioral economics framework, employing both passive and active investment strategies along with dynamic rebalancing.

Todd Walker is a financial advisor at Strategic Blueprint, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Hutchinson Private Wealth, LLC, The Strategic Financial Alliance, and Gencrest Capital Partners. Walker is also an officer of 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 through a network of independent advisory representatives. The firm offers customized, goal-based strategies including portfolio management, financial planning, retirement plan consulting, family office services, and a subscription advisory program with an emphasis on client education and ongoing monitoring.

Andrew Taylor is a financial advisor at Kingsview Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he is a part-owner of Amplify This Music, where he contributes songwriting for special occasions. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management through advisor-led and model-based strategies, including internally sponsored ETFs and access to alternative investments.

Richard Rogers IV is a financial advisor at Stephens in Winston-Salem, NC, with three years of industry experience. He holds a Series 66 designation and has previously worked at Bain and Company and Pamlico Capital. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and integrates broker-dealer and investment banking activities alongside advisory services.

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.

Lisa Moore is a financial advisor at Credit Union Investment Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including First Citizens Bank, Transamerica, and Members Trust Company. Moore also serves as an agent for SECU Life Insurance Company and provides financial advisory services through State Employees' Credit Union. Credit Union Investment Services serves primarily individual investors in North Carolina with 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.

Sherry Malone is a financial advisor at Wedbush Securities Inc. with 24 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 15 years. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm combines broker-dealer and capital markets functions with clearing, custodial, and prime services, supporting a range of managed and commission-based accounts.

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.