Garrett Ray is a financial advisor at AlphaStar Capital Management with four years of industry experience. He holds a Series 65 credential and has previously worked at Bulwark Capital, Anheuser-Busch Companies, Tesla, and Celgard. Ray is also a licensed insurance agent. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services through a mix of strategic and tactical portfolio approaches.

Joseph Mccaffrey is a CFA® charterholder with 11 years of experience at Salem Investment Counselors Inc in Winston Salem, NC. He has been with Salem Investment Counselors since 2015. Salem Investment Counselors serves individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts, providing portfolio management and financial planning services. The firm manages public market securities on a discretionary basis and offers advisory support for private investments, with an investment approach focused on equities and risk-managed fixed income complemented by various investment vehicles.

David Rea is a financial advisor at Salem Investment Counselors Inc with 37 years of industry experience. He holds a Series 63 designation and has worked at Salem Investment Counselors since 1982 and at Ultimus Fund Distributors, LLC since 2000. Salem Investment Counselors provides investment management, financial planning, and asset-management services to a diverse client base, including individual investors, high-net-worth clients, foundations, and institutional accounts. The firm emphasizes equities as the foundation of its portfolios, focusing on long-term selection and a range of investment strategies across multiple asset classes.

Brice Payne is a financial advisor at AlphaStar Capital Management with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including The Wealth Navigators, LLC, The Wealth Guardians, and W. Wall and Company, Inc. Outside of financial advising, Payne owns a photography business. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, pension plans, and other advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing both model and custom strategies based on strategic asset allocation and quantitative analysis.

Robert Beach is a financial advisor at Salem Investment Counselors Inc with 25 years of industry experience. He holds a Series 63 designation and has worked at Ultimus Fund Distributors, LLC since 2000 and Salem Investment Counselors, Inc since 1985. Salem Investment Counselors provides investment management, financial planning, and asset-management services to a range of clients including individuals, high-net-worth clients, foundations, corporations, and retirement plans. The firm emphasizes equities with a long-term selection strategy and manages marketable securities on a discretionary basis while also assisting with private investments non-discretionarily.

Jesse Goins is a financial advisor at Salem Investment Counselors Inc with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Salem Investment Counselors since 2007. 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 approximately $3.845 billion in assets, focusing on equity-based portfolios complemented by fixed income and alternative investments, and employs a disciplined approach without market timing.

Kristopher Abernethy is a financial advisor at Salem Investment Counselors Inc with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Avid Wealth Management, Old North State Trust, and operated his own advisory practice. Salem Investment Counselors serves individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts, providing portfolio management and financial planning services. The firm manages approximately $3.845 billion in assets, focusing on equities as portfolio foundations and supplementing with fixed income and complementary investment vehicles.

Kenneth Jones is a financial advisor with Salem Investment Counselors Inc in Winston-Salem, NC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with Ultimus Fund Distributors, LLC and Salem Investment Counselors since 2000. Salem Investment Counselors provides investment management, financial planning, and asset-management services to individual and institutional clients. The firm emphasizes equities as the foundation of portfolios with a long-term selection approach, and it manages a diverse range of assets including marketable securities and private investments.

Jonathan Stout is a financial advisor with Credit Union Investment Services in Bermuda Run, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has held roles at State Employees' Credit Union since 2009 and at Members Trust Company and Secu Life Insurance Company since 2014. Outside his advisory duties, he serves as a Financial Advisory Services District Manager for State Employees' Credit Union. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes long-term, goals-based advice using low-cost index mutual funds and ETFs and operates within a credit union ecosystem connected to various affiliated financial service entities.

Joshua Swaim is a financial advisor at Credit Union Investment Services with Series 66 registration and one year of industry experience. He has held positions at SECU Brokerage Services, SECU Life Insurance Company, State Employees' Credit Union, and Amerilife. Outside of finance, he worked with Yadkin County Emergency Services for eight years. Credit Union Investment Services serves individual investors who reside in North Carolina, providing 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, and operates within a credit-union ecosystem as a subsidiary of State Employees’ Credit Union.

Matthew Trenchard is a CFP® professional with 17 years of industry experience, currently serving at Lifemark Securities Corp. since 2018. Prior to that, he worked at Foresters Equity Services, Inc. for seven years. Outside of his advisory role, he is president and general contractor of Trenchard Ventures LLC, a business focused on landscaping and remodeling. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and tailors advice through suitability assessments, with accounts managed on both discretionary and non-discretionary bases.

William Watson is a financial advisor with Salem Investment Counselors Inc in Winston-Salem, NC, holding a Series 63 designation and over 34 years of industry experience. He has been with Salem Investment Counselors since 1982. Salem Investment Counselors offers investment management, financial planning, and asset-management services to a diverse client base including individuals, high-net-worth clients, foundations, corporations, and retirement plans. The firm emphasizes equities as the foundation of its portfolios, focusing on long-term growth opportunities and maintaining a multi-advisor team with expertise in institutional investing, trust services, and endowment management.

Michael Ferrin is a financial advisor with Compass Financial Management LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Compass in 2023, he worked at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2001 to 2023. He is also president of Pinnacle Insurance and Investments, Inc., where he is involved in sales and service related to securities and fixed insurance products. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, offering discretionary portfolio management and retirement plan consulting. The firm employs a multi-strategy investment process across various asset classes and supports approximately 1,310 client relationships through a team of 27 advisors.

Matthew Simmons is a CFA® charterholder with Series 65 and Series 66 licenses and has eight years of industry experience. He is currently with Salem Investment Counselors Inc, where he has worked since 2022. Prior to that, he was with Truist Advisory Services and BB&T Asset Management. Salem Investment Counselors serves individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts, offering portfolio management and financial planning services. The firm manages public market securities on a discretionary basis and provides advisory support for private investments on a non-discretionary basis, with an investment approach focused on equities and risk-managed fixed income.

Steven Golden is a CFP® with 33 years of experience in the financial services industry. He is affiliated with ON Investment Management Company and has held roles at The O.N. Equity Sales Company since 2004, as well as operating Golden Mack & Associates since 1991. Outside of his advisory work, he owns and operates a third-party administration business for retirement plans and is involved in selling life and disability insurance. ON Investment Management Company is a SEC-registered adviser that serves individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of discretionary and non-discretionary strategies and access to multiple third-party investment programs.

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.

Michael Carpenter Jr. is a Series 65-licensed financial advisor at AlphaStar Capital Management with two years of industry experience. He has worked at AlphaStar since 2023 and has additional experience at Asset Guard Inc and Best Cartage. Carpenter is also a licensed independent insurance agent, dedicating a portion of his professional time to insurance sales. AlphaStar Capital Management is an enterprise firm managing approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm employs both predefined model portfolios and customized strategies using quantitative analysis and tactical asset allocation, and it serves as a subadviser and referral agent to other investment advisers.

Joshua Barker is a financial advisor with Credit Union Investment Services in Clemmons, NC. He holds a Series 66 designation and has one year of industry experience. His background includes roles at SECU Brokerage Services, State Employees’ Credit Union, and First National Bank. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning with an emphasis on long-term, goals-based strategies using low-cost mutual funds and ETFs. The firm operates within a credit union ecosystem as a subsidiary of State Employees’ Credit Union and focuses on non-discretionary assets and salaried advisors.

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.

Ronald Perry is a financial advisor with Founders Financial Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining Founders Financial Alliance in 2020, he worked at UBS Financial Services from 2011 to 2020. Outside of his advisory role, he participates as a club member in Hagerty Classic Car Club’s Drive Share rental program, which involves renting classic cars under a supervised insurance arrangement. Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and portfolio monitoring, and offers a family-office style program under a flat fee structure.