Austin Childress is a financial advisor at Three Magnolias Financial Advisors with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Fuller Theological Seminary and Gardner-Webb University. Outside of financial advising, he serves as an Enrollment Communications Coordinator at Fuller Theological Seminary. Three Magnolias Financial Advisors serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, and consulting services. The firm manages approximately $487 million across roughly 600 clients and develops tailored investment plans utilizing a range of assets and strategies.

Ryan Gehsmann is a financial advisor with AdaptFirst Investments LLC, holding a Series 66 designation and with 10 years of industry experience. Prior to joining AdaptFirst in 2019, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, Gehsmann owns a lawn care business and coordinates lacrosse tournaments and events in the Greensboro area. AdaptFirst Investments provides ongoing portfolio management, financial planning, and consulting services to individuals and businesses. The firm employs a valuation-focused investment approach and offers additional services such as outsourced CIO support, CFO-level consulting, bookkeeping, and in-house tax preparation.

Vaughn Heydel is a CFP® professional with 15 years of industry experience, currently serving at Financial Designs Corporation since 2007. He holds a Series 63 license and works in a team of three advisors based in Stokesdale, NC. Financial Designs Corporation provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, charitable organizations, and qualified retirement plan participants. The firm uses an active management approach combining charting, technical, fundamental, and cyclical analysis, offering both discretionary and non-discretionary relationships through its proprietary wrap fee program.

Walter Lasley is a financial advisor at AdaptFirst Investments LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Momentun Independent Network, Neidiger, Tucker, Bruner, Inc., and Linsco/Private Ledger Corp. Outside of advising, he manages a resort residence unit in Garden City, SC. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO roles. The firm employs a value-oriented approach using both technical and fundamental analysis and offers additional services such as bookkeeping, tax preparation, and financial coaching.

Scott Walker is a financial advisor at Horizon Financial Services, LLC in Winston Salem, NC, with 18 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Horizon Financial Services since 2011. In addition to his advisory role, Walker is also an insurance agent involved in insurance product sales and services. Horizon Financial Services provides discretionary asset management, financial planning, ERISA 3(21) plan advisory, donor-advised fund management, and co-advisor services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm employs a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies and distinguishes itself through public education seminars and its multi-channel implementation approach.

Joan Woodard is a financial advisor at Woodard & Co Asset Management Group Inc with seven years of industry experience. She holds a Series 65 designation and has been with Woodard & Co since 1994. Woodard & Company Asset Management Group, Inc. provides discretionary asset management for individual and institutional clients and offers retirement plan services, including plan design and participant education. The firm manages over $1 billion across approximately 3,000 accounts, employing tactical asset allocation and a “market leaders” equity approach supported by proprietary research.

Kyle Leonard is a CFP® with eight years of industry experience, currently serving as a financial advisor at Semmax Financial Advisors, Inc. since 2023. His prior experience includes roles at Truliant Federal Credit Union, CUSO Financial Services, Fund Direct Advisors, Intercarolina Financial Services, and Lincoln Financial. Leonard is a volunteer committee member for the City of Mt. Airy Mayor's Office and serves as a board member for Mt. Airy City Schools. Semmax Financial Advisors, Inc. offers discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis across various asset classes and incorporates tax and estate considerations into its planning and investment processes.

John Brais is a financial advisor at Horizon Financial Services, LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Horizon Financial Services since 2011. Outside of his advisory role, he is president and CEO of New Horizon Financial Services, Inc., an insurance sales and services business. Horizon Financial Services provides discretionary asset management and financial planning 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, employing a combination of proprietary model portfolios, sub-advisors, and a range of analytical methods.

Robert Masten is a financial advisor with AdaptFirst Investments LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He was previously with Masten Capital Management for 13 years before joining AdaptFirst in 2021. Outside of advising, he is a co-owner of a solar farm. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO roles. The firm uses a value-oriented investment approach combining technical and fundamental analysis, and provides additional services such as bookkeeping, tax preparation, and financial coaching.

William Hollan is a CFP® with 14 years of experience in the financial advisory industry. He has been with Arbor Investment Advisors since 2011. Hollan holds a Series 65 license and is based in Winston Salem, NC. Arbor Investment Advisors serves individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations, providing discretionary and non-discretionary investment management along with financial planning and consulting services. The firm’s investment approach focuses on asset allocation and modern portfolio theory, utilizing exchange-traded funds, mutual funds, closed-end funds, and individual securities as appropriate.

Lawrence Vanlandingham is a financial advisor with Semmax Financial Advisors, Inc. in Winston-Salem, NC, holding a Series 66 designation and five years of industry experience. He has previously worked at Maestro Wealth Advisors LLC, Avantax Advisory Services, CUSO Financial Services, and Wells Fargo Bank. Outside of his advisory role, he is involved with Semmax, Inc., an insurance agency where he dedicates time to writing new business and researching annuity and insurance options. Semmax Financial Advisors, Inc. provides advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis across various investment vehicles and integrates tax and estate planning considerations in its offerings.

Phu Roy O is a financial advisor at Sheets Smith Wealth Management in Winston Salem, NC, with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Sheets Smith Wealth Management since 2012. 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, wealth preservation, and financial planning services, using tailored asset allocation strategies and a long-term, buy-and-hold approach to equities.

Carter Lievens is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He has worked at JT Stratford, LLC since 2020 and has prior experience in tax services and retail. JT Stratford, LLC is an SEC-registered investment adviser managing approximately $815 million for individuals, pension plans, charitable organizations, and corporations through a 14-person team. The firm offers portfolio management, financial planning, employer retirement plan services, and access to third-party model portfolios and sub-advisory strategies.

John Tyner Jr. is a financial advisor with Semmax Financial Advisors, Inc. in Winston-Salem, NC, holding a Series 65 designation and 18 years of industry experience. He has been with Semmax Financial Advisors since 2007 and also leads affiliated companies including Semmax Inc., an insurance agency, and Semmax Tax, Inc., a tax preparation firm. Semmax Financial Advisors provides discretionary and non-discretionary portfolio management and advisory services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis across multiple asset classes and integrates tax and estate considerations into its investment process.

Samuel Merrick Jr. is a financial advisor at Horizon Financial Services, LLC in Winston Salem, NC, holding a Series 65 designation with two years of industry experience. Prior to joining Horizon Financial Services, he spent 11 years at Summit School. Horizon Financial Services provides discretionary asset management, financial planning, ERISA 3(21) fiduciary services, and consulting for individuals, families, pension plans, and charitable organizations. The firm typically serves clients with approximately $1 million in investable assets and implements portfolios using variable annuity subaccounts, mutual funds, and donor-advised fund accounts.

John Woodard is a financial advisor with Woodard & Co Asset Management Group Inc in Bermuda Run, NC. He holds Series 63 and Series 65 licenses and has 7 years of industry experience. Woodard has been with Woodard & Co Asset Management Group Inc since 1985. Woodard & Co Asset Management Group Inc provides discretionary asset management for individual and institutional clients, as well as retirement plan services including design and participant education. The firm manages approximately $1.039 billion across about 3,000 accounts and uses a tactical asset allocation and “market leaders” equity approach, supported by proprietary research and external data sources.

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.

Scott Cawood is a CFP® and CFA® with 16 years of industry experience, currently serving at Arbor Investment Advisors since 2003. He holds the position of Chairman of the Board at Piedmont Federal Savings Bank. Arbor Investment Advisors provides investment management and financial planning services to individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations. The firm employs an investment approach based on asset allocation and modern portfolio theory, utilizing a range of investment vehicles including ETFs, no-load mutual funds, and individual equities.

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.

Jonathan Kacmarcik is a financial advisor at Three Magnolias Financial Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill Lynch and Bank of America. Outside of finance, he has limited involvement in a family entertainment business that provides gaming equipment to various venues. Three Magnolias serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing financial planning, portfolio management, and project-based consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and offers both discretionary and non-discretionary investment management.