Joel Austin is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds Series 63 and Series 66 designations and previously worked at Thrivent Financial among other firms. Outside of his advisory role, he serves as a pastor at Revolution Worship. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm builds customized portfolios using a variety of investment strategies and emphasizes retail and small-business client relationships.

Joshua Parrish is a financial advisor at Stephens in Winston-Salem, NC, 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 in an investment related to raw land in downtown Mocksville, NC. 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 fixed-income management.

Richard Rogers III is a financial advisor at Stephens in Winston-Salem, NC, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he serves as an investment committee member for St. Pauls Episcopal Church and is a partner in Stellie Partners, LLC, a personal financial and estate planning entity. Stephens is a multi-team investment advisory firm with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients through a range of discretionary and non-discretionary investment management programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income strategies.

Richard Davis is a financial advisor with Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes leadership roles at multiple firms dating back to 2000, such as Wiser Benefit Consultants and Carolina Financial Professionals, where he has also been involved in insurance sales. Wealthcare Advisory Partners LLC provides 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 employs a goals-based financial advising approach supported by proprietary software and quantitative metrics, combining passive and active investment strategies alongside dynamic rebalancing when appropriate.

Jeffrey Howard is a financial advisor at Salem Investment Counselors Inc with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Salem Investment Counselors since 1996 and Ultimus Fund Distributors, LLC since 2000. Salem Investment Counselors provides investment management, financial planning, and asset-management services to individuals, high-net-worth clients, foundations, corporations, retirement plans, charitable institutions, trusts, and estates. The firm’s investment approach emphasizes equities with a focus on long-term growth, complemented by fixed income and alternative investments, and operates with a structured oversight framework including annual surprise audits and a documented proxy-voting policy.

Ashley Madden is a CFP® professional with 18 years of experience in financial advising. She is currently with Strategic Blueprint, LLC and also has roles at GenCrest Capital Partners and The Strategic Financial Alliance, Inc. Madden serves as a board member of the Community Foundation of Greater Greensboro and provides expert court testimony related to advanced tax matters. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers customized, goal-based strategies through asset allocation, portfolio design, and ongoing monitoring, with a range of services including financial planning, retirement plan consulting, and a subscription advisory program.

Robert Plybon is a financial advisor with M HOLDINGS SECURITIES, Inc. in Greensboro, NC, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with M HOLDINGS SECURITIES since 2004 and has operated Plybon & Associates since 1972. Outside of advising, he serves on the Board of Trustees at East Carolina University, chairing the Facilities and Finance Committee. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and professionals. The firm offers a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, combining in-house portfolio management with oversight of third-party sub-advisors.

Sharon Floyd is a financial advisor at Stephens with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. Floyd has been with Stephens since 2020. 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 both discretionary and non-discretionary management across various advisory and wrap programs supported by equity research and committee-driven asset allocation.

Spencer Pendry is a financial advisor at Stephens with seven years of industry experience and holds a Series 66 designation. He has worked at Stephens since 2012. 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 services including advisory, financial planning, brokerage, investment banking, and research, utilizing both discretionary and non-discretionary management across various strategies.

Phyllis Lancaster is a CFP®-credentialed financial advisor with Mission Wealth Management, LP, bringing 19 years of industry experience. She previously worked at Cetera Advisor Networks LLC for nine years and was involved with American Dream Residential for 13 years. Outside of advising, she serves on the board of Anders Group Inc., a company selling printed materials and promotional items, and is a part owner of a family livestock business. She is also a Director-at-Large for the Greensboro Estate Planning Council. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing a combination of internal management and third-party sub-advisors.

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® with 13 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterlings Investments and McMillion Capital Management. Outside of his advisory work, he is a licensed insurance agent who recommends various insurance products. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plan participants, qualified purchasers, and institutional investors. The firm manages portfolios through a combination of active and passive strategies, employing multiple analytical approaches and leveraging third-party tools to tailor allocations for various account types.

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 with Mutual Advisors, LLC in Greensboro, NC, holding Series 63, 65, and 66 designations and having 12 years of industry experience. His prior roles include positions at Mutual Securities, Inc., Edward Jones, Forsys Consulting LLC, Valic Financial Advisors, and M Holdings Securities, Inc. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, offering asset management, financial planning, and ERISA plan advisory services. The firm employs a mix of active and passive strategies with a focus on diversification and uses multiple analytical approaches to tailor portfolios according to client objectives.

Kolby Madsen is a financial advisor with Kingsview Wealth Management, LLC in Greensboro, NC. He holds a Series 66 designation and has five years of industry experience. His prior experience includes roles at Edward Jones and Fidelity Investments. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals—including high-net-worth clients—retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and asset management through in-house and third-party strategies, including discretionary and non-discretionary advisory services.

Philip Corson is a CFP® professional with 15 years of industry experience, currently serving at Blueprint Financial Advisors. His prior roles include positions at Matson Money, Efficient Advisors, and Assetmark, Inc. Outside of his advisory work, he is a member of Legacy Law Firm, where he practices law. Blueprint Financial Advisors is a multi-advisor SEC-registered firm managing approximately $1.4 billion in client assets. The firm provides portfolio management and comprehensive financial planning to individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a proprietary strategic-and-tactical investment approach based on price-driven trend-following and momentum rules.

Stanley Hayes is a financial advisor at Global View Capital Management LLC in Winston-Salem, NC, holding a Series 65 designation with six years of industry experience. Prior to his current role starting in 2020, he worked in automotive sales and real estate. Outside of financial services, Hayes is president of Love On Mission, a non-profit ministry serving minor ethnic groups in Burma (Myanmar). 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, integrating proprietary research and operational infrastructure to manage discretionary portfolios and retirement plan assets.

Ian Weiss is a financial advisor with IHT Wealth Management LLC in Winston Salem, NC, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at UBS Trust / Reliance Trust and Merrill, and he has been with Bank of America since 2019. Weiss serves as a committee member of The Patton Foundation, a charitable organization. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, and outsourced CIO services. The firm offers tailored portfolios through a network of advisers, employing a combination of fundamental value screening, quantitative optimization, and other investment strategies.

Shannon Avery is a financial advisor at Kingsview Wealth Management, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2016 to 2024. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through internal and third-party strategies, including discretionary and non-discretionary services, and manages affiliated exchange-traded funds.

Dax Allred is a financial advisor with Apollon Wealth Management, LLC in Winston-Salem, NC, holding Series 63 and 65 credentials and two years of industry experience. He has worked at Apollon Wealth Management since 2024 and previously held roles at Cabot Lodge Securities LLC and J. Alden Associates, Inc. Outside of his advisory work, Allred serves as president or manager of several family businesses involved in farmland and commercial real estate management. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets with a network of about 145 advisors. The firm serves individuals, high-net-worth families, and various institutional clients, employing a blend of centrally managed strategies and locally managed portfolios supported by research, technology, and governance structures that include involvement with private funds and registered products.