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-credentialed financial advisor with two years of industry experience. She is currently with Kingsview Wealth Management, LLC and previously worked at Edward Jones. Rosenberg has an academic background with positions at Elon University and the University of North Carolina at Greensboro. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led planning and model-based strategies, including internally managed portfolios and ETFs.

John Hardy Jr. is a financial advisor with Cetera Planning Partners in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Cetera Wealth Services, Summit Financial Group, and LPL Financial. Outside of advisory work, he serves on the finance committee at First Baptist Church and co-hosts a radio show focused on marketing investment services. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many near or in retirement, utilizing a structured planning process and diversified portfolio management tailored to client risk tolerance.

Mary Grigg is a financial advisor at Stephens in Winston-Salem, NC, holding Series 63 and Series 65 credentials with 26 years of industry experience. She has been with Stephens since 2011, working in various capacities within the firm. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines broker-dealer and investment banking activities alongside its advisory services.

Mary Waterer is a financial advisor with Stephens in Winston-Salem, NC. She holds a Series 66 designation and has worked in the financial industry since 2018, including positions at Morgan Stanley and Paul, Cox & Todd PLLC. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, with a focus on tailored portfolio programs and committee-based oversight. The firm combines brokerage, investment banking, and advisory services while offering a range of portfolio management and financial planning solutions.

Brandon Earl is a financial advisor with Credit Union Investment Services in Greensboro, NC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Credit Union Investment Services since 2014 and also serves as Regional Vice President at State Employees' Credit Union. Outside of finance, he owns and operates A Better Way to Golf, providing golf lessons. Credit Union Investment Services serves primarily individual investors in North Carolina, offering 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 goals-based long-term planning, with salaried advisers whose recommendations clients implement at their discretion.

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 with Forvis Mazars Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at FORVIS Wealth Advisors LLC and Dixon Hughes Goodman Wealth Advisors LLC. Outside of his advisory role, he serves as head basketball coach at Canterbury School and is actively involved in community organizations, including serving as president of the Nat Greene Kiwanis Club and as an alumni advisor for a university fraternity. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser providing financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers integrated tax and accounting services through its affiliation with a national accounting and professional services parent.

Ikechukwu Egwuonwu is a financial advisor at Root Financial Partners with two years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Beacon Pointe Advisors, Ayco (Goldman Sachs), and Deloitte Services LP. In addition to his advisory work, he is an insurance agent with Beacon Pointe Insurance Services. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes diversified, passive investment strategies tailored to client objectives and risk tolerance, and offers educational programming alongside its advisory services.

Jenna Middleton is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked with Members Trust Company since 2022 and has been associated with multiple affiliates of State Employees' Credit Union since 2012. Outside of her advisory roles, she is the founding manager of CJML Ventures LLC, a sales and tax accounting business. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm focuses on low-cost, index-based mutual funds and ETFs and operates as a salaried employee model within the parent credit union structure.

Garrett Smith is a financial advisor at Belpointe Asset Management LLC with eight years of industry experience. He holds the Series 66 and Series 65 designations and has worked at Belpointe since 2020. Prior to that, he was employed at MML Investors and MassMutual Wisconsin. Smith is also an assistant professor at the University of Wisconsin-Whitewater and serves as the volunteer treasurer for a local nonprofit organization. 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, employing customized portfolios and a variety of advisory relationships.

Alexandria Moore is a financial advisor with Credit Union Investment Services in Winston Salem, NC, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2017. Outside of financial services, she owns and operates a photography business. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs alongside fixed-income products and a goals-based planning approach.

Timothy De Groot is a financial advisor with Credit Union Investment Services in Greensboro, NC, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked with Credit Union Investment Services since 2019 and currently serves as a Trust Representative at Members Trust Company. He also has experience as a financial advisory services specialist and life insurance agent with entities affiliated with State Employees' Credit Union. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs combined with a goals-based, long-term planning approach, and its advisers are salaried employees of the parent credit union.

Chasity Griffin is a financial advisor with Credit Union Investment Services in Greensboro, NC, holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked with Members Trust Company since 2019 and has held various roles within the State Employees’ Credit Union ecosystem since 2014, including serving as a Financial Advisory Services District Manager and as an agent for SECU Life Insurance Company. Griffin is involved in financial services and trust-related activities across multiple affiliated entities. Credit Union Investment Services serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning with a focus on low-cost index funds and ETFs. The firm operates within the credit union ecosystem and emphasizes long-term, goals-based investment strategies.

Spencer Huggins is a Certified Financial Planner® at Fifth Third Wealth Advisors LLC with four years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Bank, BB&T Bank, and Wells Fargo. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a wide range of clients, including individuals, trusts, pension plans, and institutional investors. The firm uses a multi-faceted investment approach incorporating in-house oversight, third-party managers, and model providers, and is integrated with Fifth Third Bank, sharing resources and technology across affiliates.

Michael Rawls is a financial advisor at Credit Union Investment Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Members Trust Company since 2022. Rawls has additional roles at SECU Life Insurance Company and State Employees' Credit Union, where he provides financial advisory services to eligible members. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index mutual funds and ETFs, with advisory representatives who are salaried employees of the parent credit union.

Patricia Blair is a CFP® professional with 16 years of industry experience, currently affiliated with Wedbush Securities Inc. She previously worked at UBS Financial Services Inc. for ten years. Outside of her advisory role, she is involved as a community coach with Winston Salem Forsyth County Schools and has input on operations at a local coffee shop owned by her family. Wedbush Securities serves a diverse client base that includes individual and high-net-worth investors, foundations, and institutions, offering both brokerage and SEC-registered investment advisory services with a wide range of wealth management and capital markets capabilities.

Sherry Campbell is a CFP® professional with 29 years of industry experience, currently affiliated with The Strategic Financial Alliance, Inc. She has worked at Gencrest Capital Partners since 2024 and has been involved with Strategic Blueprint, LLC and The Strategic Financial Alliance for nearly a decade each. In addition to her advisory roles, she provides tax preparation and divorce wealth planning services. The Strategic Financial Alliance serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio management, financial planning, and consulting services, utilizing a range of investment strategies through co-advisory relationships and third-party managers.

Richard Polson is a financial advisor at Kingsview Wealth Management, LLC with 24 years of industry experience. He has held roles at Kingsview Partners LLC since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is the front man and vocalist for a cover band. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporations, providing wealth management, financial planning, and asset management services through a network of Investment Adviser Representatives and an in-house portfolio group. The firm integrates discretionary portfolio management with proprietary model strategies, ETFs, and external investment platforms to support client portfolios.