Henry De Noble is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Stephens in Winston-Salem, NC. Prior to joining Stephens, he worked at Northwestern Mutual and was involved with Barn Baseball Academy. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients, emphasizing tailored portfolio programs and committee-based oversight. The firm combines its advisory services with substantial broker-dealer and investment banking activities.

Joel Austin is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked with Thrivent Financial and multiple insurance firms. Outside of his financial advisory role, he serves as a pastor at Revolution Worship. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, combining fundamental, technical, and cyclical analysis to build customized portfolios.

Joshua Parrish is a financial advisor at Stephens with six years of industry experience. He holds a Series 66 designation and previously worked at BB&T for seven years before joining Stephens. Outside of his advisory role, he is a 50% owner of a small investment related to undeveloped land in Mocksville, North Carolina. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm employs a committee-based approach to portfolio management and combines advisory services with broker-dealer and investment banking activities.

Richard Rogers III is a financial advisor with Stephens in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stephens since 2011. Outside of his advisory role, he serves on the investment committee of St. Pauls Episcopal Church. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs with committee-based oversight and a range of financial planning and retirement advisory services.

Richard Davis is a financial advisor with Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding Series 63 and Series 65 licenses with 30 years of industry experience. His career includes roles at M. S. Howells & Co., Efficient Advisors, LLC, and Triad Advisors, Inc., among others. Outside of investment advisory, he is involved with Carolina Financial Professionals LLC, where he manages insurance sales. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based financial advising approach supported by patented software and evidence-based processes, combining passive and active investment strategies with dynamic rebalancing.

Ashley Madden is a CFP® professional with 18 years of industry experience, currently affiliated with Strategic Blueprint, LLC. She has held roles at GenCrest Capital Partners, The Strategic Financial Alliance, and Hutchinson Family Offices. Madden serves on the board of the Community Foundation of Greater Greensboro and provides business owner exit planning and divorce-related expert services as an independent contractor. 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 including portfolio management, financial planning, and a subscription advisory program, with an emphasis on client education and a formal annual flat-fee planning model.

Robert Plybon is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has worked at M Holdings Securities since 2004 and has operated Plybon & Associates, specializing in insurance and benefit plans, since 1972. Plybon serves on the Board of Trustees at East Carolina University, where he chairs the Facilities and Finance Committee. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide through a network of independent firms. The firm offers investment management, retirement plan consulting, financial planning, sub-advisory, and insurance-contract advisory services, utilizing multiple sponsored platforms and a fiduciary monitoring process.

Jason Brittingham is a financial advisor with Credit Union Investment Services, holding the Series 63 and Series 65 designations and bringing 16 years of industry experience. He has held roles at State Employees' Credit Union since 2002 and has been involved with related entities including SECU Life Insurance Company and Members Trust Company. Brittingham also serves as a district manager supervising financial advisory services at State Employees’ Credit Union. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index funds and ETFs, and operates within the credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

Sharon Floyd is a financial advisor at Stephens with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets, Morgan Stanley Smith Barney, and Stephens Inc. since 2020. 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 and integrates broker-dealer and investment banking activities alongside its advisory services.

Spencer Pendry is a Series 66 licensed financial advisor with six years of industry experience. He has been with Stephens in Winston-Salem, NC since 2012. 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 combines advisory services with broker-dealer and investment banking activities.

Jana Nethery is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has concurrent roles with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union, where she serves as a Financial Advisory Services District Manager. Beyond her advisory work, she holds treasurer roles for Creekside Park HOA and the Living Water Foundation and serves as a director for the Living Water Foundation. Credit Union Investment Services serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning with a focus on low-cost mutual funds and ETFs. The firm operates within the State Employees’ Credit Union ecosystem and emphasizes goals-based advice with a long-term investment horizon.

Phyllis Lancaster is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. She previously worked at Cetera Advisor Networks LLC for nine years and has experience with American Dream Residential. Outside of her advisory role, she is involved in a family livestock business, serves on the board of a promotional materials company, and holds a Director-at-Large position with the Greensboro Estate Planning Council. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent individuals and families, as well as entities like pension plans and endowments. The firm uses customized, long-term strategies including ETFs, institutional mutual funds, alternative investments, and third-party sub-advisors, and offers insurance placement services through its Risk Management Department.

Dylan Martin is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He currently works at The Fiduciary Alliance and has held prior roles at Northwestern Mutual Wealth Management Company, Thrivent, and Merrill Lynch. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach incorporating fundamental, technical, cyclical, and charting analyses and operates a network of investment advisor representatives under a multi-team business model.

William Stadler is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. Prior to joining Modera in 2026, he worked at Mercer Global Advisors Inc. from 2023 to 2025 and spent eight years at Post University. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and integrates investment management with tax, accounting, and business coaching services.

James King is a CFP® professional with 13 years of experience in financial advising. He is currently with Mutual Advisors, LLC and Mutual Securities, Inc., where he has worked since 2021. Prior to that, he held positions at Purshe Kaplan Sterling Investments and McMillion Capital Management. Outside of his advisory work, King is a licensed insurance agent and occasionally recommends insurance products in his practice. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base that includes individuals, high-net-worth clients, trusts, retirement participants, and institutional investors, including sovereign wealth funds. The firm employs a combination of active and passive strategies and offers operational capabilities such as risk-tolerance assessment platforms and directly held account order management.

Kevin Benson is a financial advisor at Forum Financial Management, LP with five years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining Forum in 2025, he worked at Avantax Investment Services Inc. and Avantax Advisory Services from 2020 to 2025. Benson is also a partner at Smith Leonard PLLC, an accounting and tax preparation firm, and serves on the finance committee of Caldwell Academy, a private Christian school in Greensboro, NC. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

David Rapp is a financial advisor at Mutual Advisors, LLC based in Greensboro, NC, with 12 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. Prior to joining Mutual Advisors and Mutual Securities, Inc., he worked at Edward Jones and Forsys Consulting LLC. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base that includes individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and serving a range of clients including sovereign wealth funds through various advisory and implementation platforms.

Kolby Madsen is a financial advisor at Kingsview Wealth Management, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Fidelity Investments. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning and portfolio construction with model-based and separately managed strategies, including its in-house portfolio group and proprietary ETFs.

Philip Corson is a CFP® with 14 years of industry experience, currently serving at Blueprint Financial Advisors. His prior roles include positions at Assetmark, Efficient Advisors, Sowell Management, and Matson Money. Outside of his advisory work, he is a member of Legacy Law Firm, where he practices law. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in assets for individuals, trusts, pension plans, and nonprofits. The firm employs a strategic-and-tactical investment approach using proprietary trend-following and momentum rules across diversified global portfolios.

Garrett Malin is a financial advisor with Credit Union Investment Services in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Members Trust Company since 2018 and holds concurrent roles at SECU Life Insurance Company and State Employees' Credit Union, where he serves as a Financial Advisory Services District Manager. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, providing non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index funds and ETFs, with investment representatives employed by the parent credit union on a salaried basis.