John Woodard III is a financial advisor at Woodard & Co Asset Management Group Inc with two years of industry experience. He holds a Series 65 designation and previously worked at Fidelity and the YMCA. Woodard & Co Asset Management Group Inc provides discretionary asset management and retirement-plan services to a diverse client base, including individuals, trusts, and corporations. The firm employs a team-based investment approach combining tactical asset allocation with a concentrated equity strategy and emphasizes risk management through broad diversification and hedging techniques.

Thomas Cartee Jr. is a financial advisor with Sheets Smith Wealth Management in Winston-Salem, NC, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Sheets Smith Wealth Management since 1997. Sheets Smith Wealth Management serves individuals and families—including senior corporate executives and heirs—along with trusts, foundations, endowments, and retirement plans, providing investment management, financial planning, and wealth-preservation strategies tailored to each client’s risk tolerance and time horizon.

John Sheets is a CFP® professional with 21 years of industry experience, currently serving at Sheets Smith Wealth Management since 2017. He has a long tenure with the firm, having been with Sheets Smith Wealth Management and its predecessor entities since 1982. Sheets Smith Wealth Management serves individuals, families, trusts, and institutional clients such as foundations and retirement plans. The firm offers customized investment management and financial planning services, often coordinating with clients’ accountants and estate planning attorneys, and is known for its long-term, buy-and-hold investment approach combined with tactical asset allocation.

Mary Shamburg is a financial advisor at Sheets Smith Wealth Management with 11 years of industry experience. She holds a Series 65 designation and has worked at Sheets Smith Wealth Management since 2017, following prior roles at HMC Partners and JBJ Investment Partners, LLC. Sheets Smith Wealth Management serves individuals and families, including high-net-worth clients, as well as foundations, endowments, and retirement plans. The firm offers investment management and financial planning services, tailoring asset allocation and investment strategies to clients’ risk tolerance and investment horizon, with a focus on a long-term, buy-and-hold approach.

Angel Moorefield is a financial advisor at Horizon Financial Services, LLC in Winston Salem, NC, holding a Series 65 designation. Moorefield has been with Horizon Financial Services since 2023 and has prior experience at Short Street Kitchen, Summit Credit Union, SunTrust Bank, and Michael C. Riley Elementary School. Horizon Financial Services provides discretionary asset management, financial planning, and fiduciary services for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm typically serves individuals and families with approximately $1 million in investable assets, utilizing a combination of proprietary model portfolios, sub-advisors, and various investment platforms to implement tailored investment strategies.

Ntina Skoteiniadis is a financial advisor at Sheets Smith Wealth Management with seven years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Merrill and Rubicon Fund Management LP. Outside of her advisory role, she serves as co-manager of Bonifacio, LLC, a farmland ownership entity, handling administrative duties without compensation. Sheets Smith Wealth Management serves individuals, families, trusts, foundations, and retirement plans, offering customized investment management and financial planning. The firm emphasizes long-term, buy-and-hold equity strategies combined with tactical asset allocation, and acts as a sub-advisor to other investment firms while maintaining professional credentials among its advisors.

Joseph Perkins is a financial advisor with Horizon Financial Services, LLC in Winston Salem, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance. Perkins is also an insurance agent involved in insurance sales and services. Horizon Financial Services serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with discretionary asset management, financial planning, ERISA 3(21) plan advisory, donor-advised fund management, and co-advisor services. The firm employs a mix of charting, fundamental, and technical analysis, using both long- and short-term trading strategies, and offers public seminars and workshops on retirement and financial planning.

John Thompson is a financial advisor at JT Stratford, LLC with 18 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. In addition to his advisory work, he is involved in insurance sales through Strategic Financial Advisors LLC. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of portfolio management options and incorporates both traditional and emerging technology-driven strategies for investment selection and client service.

Paul Anthony is a CFA® charterholder with 21 years of industry experience. He has been with Sheets Smith Wealth Management since 1999 and currently serves as a director of InterActive Cards, a company focused on interactive card technology. Sheets Smith Wealth Management serves individuals, families, trusts, foundations, and retirement plans by providing investment management, financial planning, and wealth-preservation strategies. The firm customizes asset allocation and investment approaches based on clients’ risk tolerance and time horizon, using a long-term, buy-and-hold strategy complemented by tactical adjustments through ETFs and fixed-income maturities.

Todd Senter is a CFP® with eight years of industry experience, currently serving as an advisor at Woodard & Co Asset Management Group Inc. He has been with the firm since 2004. Woodard & Company Asset Management Group, Inc. provides discretionary asset management and retirement plan services to individual and institutional clients. The firm manages over $1 billion across approximately 3,000 accounts, using tactical asset allocation and a “market leaders” equity approach supported by proprietary research and external data.

Trent Sheets is a CFP® certificant with 16 years of industry experience. He has been with Sheets Smith Wealth Management since 2013. The firm serves individuals and families, including high-net-worth clients such as senior corporate executives and beneficiaries of inherited wealth, as well as foundations, endowments, and retirement plans. Sheets Smith Wealth Management offers investment management, wealth preservation strategies, and comprehensive financial planning, using tailored asset allocation and a long-term, buy-and-hold investment approach.

Jeffrey Christopher is a Series 65-credentialed financial advisor with 21 years of industry experience, currently serving at Sheets Smith Wealth Management since 2002. He is based in Winston-Salem, NC, and is part of a team of 10 advisors at the firm. Sheets Smith Wealth Management serves individuals and families, including senior corporate executives and heirs, as well as trusts, foundations, endowments, and retirement plans. The firm offers investment management, financial planning, and wealth-preservation strategies with a customized, long-term investment approach that balances equities, fixed income, and alternative assets.

Jared Johnson is a financial advisor at Horizon Financial Services, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Advantax Advisory Services and Penn Mutual Life Insurance Co. In addition to his advisory role, he owns and operates Jared G. Johnson, CPA, PLLC, providing accounting and tax preparation services. Horizon Financial Services serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with discretionary asset management, financial planning, and consulting. The firm uses a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies, and is noted for its public education seminars and workshops on retirement and financial planning.

Allen Ray Jr. is a financial advisor at AlphaStar Capital Management with 16 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. He is the founder and president of DSR Investment Management Corp, an insurance company he has led since 2008. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios and advisor-directed strategies incorporating a range of investment vehicles, supported by third-party portfolio construction tools and ERISA-related plan services.

Dale Brown is a financial advisor at Salem Investment Counselors Inc with 34 years of industry experience. He has been with Salem since 1988. Brown holds the Series 63 designation and serves as an appointed Trustee for several trust accounts managed by Salem. Salem Investment Counselors provides investment management, financial planning, and asset-management services to individual investors, high-net-worth clients, institutions, and fiduciaries. The firm focuses on equity-based portfolios with a long-term investment approach and employs a range of strategies across equities, fixed income, and alternative investments.

Lacey Hayes is a financial advisor at Credit Union Investment Services with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Members Trust Company since 2016. Outside of her advisory role, Hayes operates an online resale business. Credit Union Investment Services primarily serves 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, and its representatives are salaried employees of the parent credit union.

Andrew Kalman is a CFA® charterholder with six years of industry experience. He currently serves as a financial advisor at Salem Investment Counselors Inc in Winston Salem, NC, where he has worked since 2026. Prior to Salem, he was with Cambridge Associates for six years and also spent two years at Dimensional Fund Advisors. Salem Investment Counselors provides investment management, financial planning, and asset-management services to a diverse client base including individuals, high-net-worth clients, foundations, corporations, and trusts. The firm emphasizes a long-term equity-focused investment approach, combining established growth stocks with small- and mid-cap opportunities, and employs a variety of fixed income and alternative investment strategies.

James Edmundson is a CFA® charterholder with four years of industry experience. He has been with Salem Investment Counselors Inc since 2019 and previously worked at Wells Fargo/Abbot Downing from 2007 to 2019. Salem Investment Counselors provides portfolio management and financial planning services to individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts. The firm manages public market securities on a discretionary basis and offers advisory support for private investments, focusing on equity-based portfolios complemented by fixed-income and alternative vehicles.

Samantha Fowler is a financial advisor at Credit Union Investment Services with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Members Trust Company since 2025, as well as SECU Life Insurance Company and SECU Brokerage Services since 2022. Her background includes a decade at State Employees' Credit Union, where she serves as a Financial Advisory Services Specialist. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning focused on long-term, goals-based strategies. The firm operates within a credit union ecosystem and emphasizes low-cost index funds and ETFs, with salaried representatives who do not receive commissions.

George Keener is a financial advisor at Salem Investment Counselors Inc with Series 63 and Series 65 credentials and 1 year of industry experience. He has been with Salem Investment Counselors since 2002. Salem Investment Counselors provides portfolio management and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm emphasizes equities as the foundation of most portfolios and incorporates both public and private investments, managing approximately $3.845 billion in assets as of December 31, 2024.