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.

Nick Dell'aquila is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Horter Investment Management LLC and Equity Services Inc. Summit Advisory Group and has been involved with his own firms, Dell'Aquila Financial, Inc. and Dell'Aquila Insurance Services, LLC. Outside of advisory work, he serves as president of Dell'Aquila Financial Inc., which conducts insurance sales. Virtue Capital Management, LLC is an SEC-registered enterprise adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of active tactical, strategic, and dynamic investment strategies alongside quantitative and model-based analysis to tailor portfolios to client objectives and risk tolerances.

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.

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.

Zachary Overton is a Series 66-credentialed financial advisor at Credit Union Investment Services with two years of industry experience. He has held roles at SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union, where he serves as a Financial Advisory Services Specialist. Outside of his advisory work, he works as a delivery driver for Doordash. Credit Union Investment Services primarily serves individual investors who are residents of 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, operating within a credit-union ecosystem as a subsidiary of State Employees’ 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.

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.

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 industry experience, currently serving at Strategic Blueprint, LLC. She has held roles at GenCrest Capital Partners, The Strategic Financial Alliance, Inc., Hutchinson Family Offices, LLC, and Davenport, Marvin, Joyce & Co, LLP. Madden serves as a board member of the Community Foundation of Greater Greensboro and provides business owner exit planning and divorce expert services in addition to her financial advisory work. 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 through portfolio management, financial planning, and a subscription advisory program, with an emphasis on client education and a curated platform for alternative investments.

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.