Craig Fishel is a financial advisor at Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Horace Mann Investors, Edward Jones, Guardian Life, Consolidated Planning, and Prudential Financial Planning Services. 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 employs a goals-based financial advising approach using patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Colby Robinson is a CFP® professional with eight years of experience in financial advising. He has worked at several firms, including Forvis Mazars Wealth Advisors, LLC since 2024, FORVIS Wealth Advisors LLC, DHG Wealth Advisors LLC, Family Wealth Partners, and Antonich & Associates. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, managing approximately $12 billion in assets with a disciplined, committee-approved investment approach.

Connor Davis is a financial advisor at Corecap Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has a background managing a life insurance team at Gillikin and Associates Financial, where he also provides life insurance training and lead generation. Additionally, Davis is a life insurance producer with Capital Choice Financial Services. Corecap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm provides discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

Eric Brumagin is a financial advisor with Virtue Capital Management, LLC who holds Series 63 and Series 65 designations and has 30 years of industry experience. His prior firms include First Fidelity Wealth Advisors, Inc. and JD Mellberg Financial, among others. Outside of his advisory work, he is a member of First Fidelity NC, LLC, involved in insurance and annuity business activities. Virtue Capital Management is a multi-team registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic strategies and delivers advice through a model featuring multiple investment adviser representatives and independent partners.

Colby Davis is a financial advisor with Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding a Series 65 designation and four years of industry experience. His background includes roles at Triad Advisors, Inc. and several related financial and consulting firms. Outside of advising, he has been involved in insurance sales and administration through Carolina Financial Professionals. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, employing a goals-based approach that integrates proprietary software and behavioral economics alongside both passive and active investment strategies.

Jeffrey Heybrock is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Coppell Advisory Solutions LLC and Royal Fund Management LLC. Heybrock is also president of Heybrock Financial Group Inc and is a licensed insurance agent. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using a combination of tactical, strategic, and dynamic approaches and operates through a multi-team model that includes ongoing monitoring, reporting, and client education.

Lucas Breeden is a financial advisor with Packerland Brokerage Services, Inc. He holds the Series 66 designation and has 11 years of industry experience. His prior work includes roles at Sigma Planning Corporation, Parkland Securities LLC, Primerica Advisors, and Guardian Life Insurance Co. In addition to his advisory work, he is involved with Breeden Insurance Services, an independent insurance agency owned by his family since 1967 that serves clients across North Carolina and the Southeast. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through a variety of managed account options and emphasizes due diligence and monitoring of third-party managers.

James Gillikin is a financial advisor with CoreCap Advisors, holding Series 63 and Series 65 designations and 27 years of industry experience. His career includes roles at CoreCap Investments, Ameritas Investment Corp., and Capital Choice Investment Advisers, Inc. He also owns Capital Choice of the Carolinas, where he offers life and health insurance services. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, providing discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach across multiple asset classes and maintains oversight of affiliated entities and sub-advisors.

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.

Amy Manning is a CFP® with 17 years of experience in financial advising. She is currently with Forvis Mazars Wealth Advisors, LLC, having previously worked at Dixon Hughes Goodman Wealth Advisors LLC for 14 years. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers integrated financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, leveraging its affiliation with a national accounting and professional services organization.

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 with CoreCap Advisors in High Point, NC, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at CoreCap Investments and Gillikin and Associates, among other firms. Outside of advisory work, he is also a radio producer at Genesis Radio Productions, where he records and produces radio programs. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, focusing on a relationship-oriented, long-term investment approach involving mutual funds, ETFs, individual equities, and bonds.

William Thornton is a financial advisor at Wealthcare Advisory Partners LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with M. S. Howells & Co. and Efficient Advisors, LLC. Outside of his advisory work, he serves as Treasurer for Bethel Methodist Men, assisting with 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 employs a goals-based financial advising approach that integrates proprietary Wealthcare software, behavioral economics, and both passive and active investment strategies.

Carson Wannamaker is a financial advisor with Forvis Mazars Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at FORVIS Wealth Advisors LLC and Dixon Hughes Goodman Wealth Advisors LLC. Outside of his advisory role, he serves as head basketball coach at Canterbury School and is actively involved in community organizations, including serving as president of the Nat Greene Kiwanis Club and as an alumni advisor for a university fraternity. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser providing financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers integrated tax and accounting services through its affiliation with a national accounting and professional services parent.

Garrett Smith is a financial advisor at Belpointe Asset Management LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Belpointe in 2020, he worked at MML Investors and MassMutual Wisconsin. Smith also serves as an assistant professor at the University of Wisconsin-Whitewater and volunteers as treasurer for a local nonprofit. 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, implementing customized portfolios through advisor-specific styles, model portfolios, and third-party sub-advisory relationships.

Joel Austin is a financial advisor with Portfolio Medics, LLC in High Point, NC, holding Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Thrivent Financial and several insurance firms. Outside of advising, 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 builds customized portfolios using diversified funds, individual securities, and independent managers, employing a mix of fundamental, technical, and cyclical analysis tailored to client objectives.

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.

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.

Michael Hinz is a financial advisor at First Citizens Investor Services, Inc. in High Point, NC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with First Citizens Investor Services and First Citizens Bank since 2010. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities, providing advisory and brokerage services with a focus on IAR-led financial needs assessments and diversified portfolio management strategies.

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.