James Gillikin is a financial advisor with CoreCap Advisors in High Point, NC, holding Series 65 and Series 63 licenses and having 27 years of industry experience. He has worked at CoreCap Investments since 2019 and previously held positions at Ameritas Investment Corp., Capital Choice Investment Advisers, and CCF Investments. Gillikin also operates under the DBA Capital Choice of the Carolinas, where he offers advisory services along with life and disability insurance. CoreCap Advisors serves individuals, retirement plans, and institutional clients, providing discretionary investment management, financial planning, and access to third-party sub-advisors across multiple custodial platforms. The firm emphasizes a relationship-oriented, long-term investment approach involving mutual funds, ETFs, equities, bonds, and selective use of options or short sales.

Mark Bulmer is a CFP® and PFS™ credentialed financial advisor with seven years of industry experience. He currently works at Forum Financial Management, LP and previously held roles at Avantax Investment Services, Inc. and Avantax Advisory Services. In addition to his advisory work, Bulmer is a partner at Smith Leonard PLLC, an accounting and tax preparation firm. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and supports other RIAs through its turnkey asset-management platform and back-office services.

Beth Agnello is a CFP®-credentialed financial advisor at CGN Advisors, LLC with seven years of industry experience. She has been with CGN Advisors since 2018 and previously worked at Forsyth Technical Community College for eleven years. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and offers additional services such as educational workshops and pension consulting.

Jason Vreeke is a financial advisor at CoreCap Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked in multiple roles including marketing director and radio producer. Vreeke is involved in radio production through Genesis Radio Productions, where he records and produces programs. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients by providing discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach and offers a range of services including tax-efficient asset location and oversight of external asset managers.

Christopher Johns is a financial advisor with Credit Union Investment Services, holding Series 65 and Series 63 designations and bringing nine years of industry experience. He has worked at Credit Union Investment Services since 2017 and also holds roles at Members Trust Company, SECU Life Insurance Company, and State Employees' Credit Union. Outside of his advisory work, Johns serves as an elder on the finance committee at First Presbyterian Church in Lexington, NC. 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 goals-based, long-term investment approach using low-cost index funds and ETFs, operating within a credit union ecosystem that provides ancillary services to clients without obligation.

William Thornton is a financial advisor with Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at M. S. Howells & Co., Efficient Advisors, and Carolina Financial Professionals. He serves as treasurer for the Bethel Methodist Men, overseeing fundraising and charitable activities. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary software and a behavioral economics framework, employing both passive and active investment strategies along with dynamic rebalancing.

Lisa Moore is a financial advisor at Credit Union Investment Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including First Citizens Bank, Transamerica, and Members Trust Company. Moore also serves as an agent for SECU Life Insurance Company and provides financial advisory services through State Employees' Credit Union. Credit Union Investment Services serves primarily individual investors in North Carolina with 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 a goals-based, long-term planning approach.

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.

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.

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.

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.

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.

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.

Robert Blakely is a CFP® and ChFC® affiliated with Commonwealth Financial Network, with 30 years of industry experience. He has been with Commonwealth since 2000. Blakely is the owner of Calmwater Advisory Group, LLC, a consulting entity serving Blakely Financial, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, technology, and operational support. The firm offers various investment programs and discretionary model portfolios managed by its Investment Management and Research team.

Alexander Lohrman is a financial advisor with Commonwealth Financial Network and holds a Series 65 credential. He has been active in the industry since 2026 and has experience working at Shore Point Advisory Group and Blakely Financial/National Financial Services LLC. Prior to his advisory roles, he held positions outside finance, including at Chick-Fil-A and Costco Wholesale. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various custody and clearing services.

Roger Sims is a financial advisor with Eagle Strategies (NY Life) in High Point, NC, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He previously worked with Pinnacle Wealth Strategies, LLC, and has been affiliated with New York Life Insurance Company and NYLIFE Securities, LLC throughout his career. Sims serves as a state board member of the National Association of Insurance and Financial Advisors (NAIFA-NC) and is a national Membership Committee Co-Chair for NAIFA. He also coordinates staffing for the World Ninja League Championships. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types, including fee-based advice and co-advisory relationships, emphasizing tailored recommendations and maintains a predominantly non-discretionary asset base within an integrated New York Life affiliate structure.

Stephanie Hodges is a financial advisor at Truist Advisory Services with three years of industry experience. She holds a Series 66 designation and previously worked at Truist Bank for ten years. Hodges serves on the Board of Directors for Big Brothers Big Sisters of the Central Piedmont, where she chairs the Gala committee that organizes the organization’s largest annual fundraising event. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches with third-party manager relationships and utilizes AI-enabled tools to support investment research and manager oversight.

Reeves Thompson is a financial advisor at &PARTNERS with a Series 66 designation and two years of industry experience. He previously worked at Wells Fargo Clearing, Eton Solutions, L.P., and Credit Suisse Securities (USA) LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary and third-party investment strategies alongside financial planning and retirement consulting.

Thomas Goldman is a financial advisor with Creative Planning holding a Series 65 designation and five years of industry experience. He previously worked at SageView Advisory Group and C-J Advisory, Inc., among other firms. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional investors. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Mickey Morton is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2021. His prior experience includes roles at Wells Fargo Advisors and Bb&T Securities. Outside of his advisory work, Morton manages a vacation property through Morton Legacy Investments, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary strategies supported by third-party platform and manager arrangements, with an emphasis on inter-affiliate integration and oversight.