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.

Erika Mielke is a CFP® with 11 years of industry experience and currently serves as an advisor at Arbor Investment Advisors in Winston Salem, NC. She has worked at Arbor since 2018 and previously at Wells Fargo Clearing from 2016 to 2018. Arbor Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations. The firm serves both non-high-net-worth and high-net-worth clients, using an investment approach based on Modern Portfolio Theory with allocations to ETFs, no-load mutual funds, and independent managers when appropriate.

Jared Gibbs is a financial advisor at AdaptFirst Investments LLC with two years of industry experience. He holds a Series 65 designation and previously worked at American Federal Mortgage as a Mortgage Loan Officer, where he assisted borrowers with loan applications and financial document analysis. AdaptFirst Investments serves individuals and small businesses by providing portfolio management, financial planning, and consulting services including outsourced CIO and CFO roles. The firm employs a value-oriented investment approach and offers additional services such as bookkeeping, tax preparation, and financial coaching.

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.

Dana Strickland is a financial advisor at Scholar Financial Advising, LLC in Winston-Salem, NC, holding a Series 65 license with three years of industry experience. She has been with Scholar Financial Advising since 2022 and also serves as a professor at Wake Forest University, where she designs and teaches multiple courses, mentors students, conducts research, and participates in university committees. Scholar Financial Advising serves high-income and ultra-high-net-worth individuals by providing comprehensive financial planning and advisory support primarily through online platforms. The firm emphasizes a long-term, goal-driven approach with a focus on asset allocation, tax-aware strategies, and diversification, offering services through project-based hourly advice and flat-fee ongoing engagements without managing client assets directly.

Mary Shamburg is a Series 65-licensed financial advisor with 12 years of industry experience. She has been with Sheets Smith Wealth Management since 2017 and previously worked at HMC Partners, JBJ Investment Partners, LLC, and Triangle Wealth Management. Sheets Smith Wealth Management serves individuals and families—including senior corporate executives and heirs—as well as trusts, foundations, endowments, and retirement plans, providing customized investment management and financial planning services tailored to clients’ risk tolerance and time horizon.

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.

Jonathan Short is a financial advisor at Semmax Financial Advisors, Inc. in Winston-Salem, NC, with eight years of industry experience. He holds the Series 63 and Series 65 designations and has been with Semmax Financial Group since 2016. In addition to his advisory role, he is involved with Semmax, Inc., an insurance agency that integrates risk management discussions into client financial planning. Semmax Financial Advisors, Inc. serves individual clients, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary investment advisory and portfolio management services. The firm employs a blend of fundamental, technical, and cyclical analysis across various asset classes and incorporates tax and estate considerations into its planning process.

Jennifer Johnson is a CFP® with 21 years of industry experience, currently serving as an advisor at Three Magnolias Financial Advisors in Winston-Salem, NC. She has worked with Cetera Advisor Networks and Private Client Services prior to her current role. Outside of her advisory work, Johnson is involved locally as a youth leader at Boonville United Methodist Church, a member of the Reynolda Rotary Club membership committee, and serves on the board and investment committee of the Shallowford Foundation. Three Magnolias Financial Advisors 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 that may include mutual funds, ETFs, annuities, REITs, and individual securities, offering both wrap and non-wrap account arrangements.

Evan Mills is a financial advisor at Scholar Financial Advising, LLC in Winston-Salem, NC, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Greener Group LLC and the City of Woburn School District. Scholar Financial Advising serves high-income and ultra-high-net-worth individuals with comprehensive financial planning and advisory support delivered primarily online. The firm emphasizes a long-term, goal-driven approach focusing on asset allocation, tax-aware asset location, diversification, and periodic rebalancing, while providing trade recommendations and referrals to independent asset managers.

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 has previously worked at Merrill, Meltemi Brands, Inc., Delta Greek Foods, USA, Inc., and Rubicon Fund Management LP. Outside of her advisory role, she serves as co-manager of Bonifacio, LLC, assisting with administrative duties related to farmland ownership. 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 customizes investment strategies based on clients’ risk tolerance and time horizon, typically employing a long-term, buy-and-hold approach with equities complemented by fixed income, cash reserves, and alternatives when appropriate.

Joseph Perkins is a financial advisor with Horizon Financial Services, LLC in Winston Salem, NC. He holds Series 63 and Series 65 designations and has 11 years of industry experience. Perkins has worked at Horizon Financial Services since 2017 and is also active as an insurance agent, providing insurance sales and services. Horizon Financial Services offers 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 uses a combination of sub-advisors, proprietary model portfolios, and both fundamental and technical analysis in its investment approach.

Jordan Shinsky is a financial advisor with Semmax Financial Advisors, Inc. in Winston-Salem, NC, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for four years and spent fourteen years at Fastenal Company. In addition to his advisory role, he is involved with an affiliated insurance agency, focusing on client risk management through life and long-term care insurance products as part of financial planning services. Semmax Financial Advisors, Inc. serves individual clients, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm uses a combination of fundamental, technical, and cyclical analysis across various investment vehicles and integrates tax, estate, and rollover considerations into its client services.

James Holmes III is a financial advisor at Three Magnolias Financial Advisors with 35 years of industry experience. He has previously worked at Wells Fargo Clearing, Stephens Inc, and Deutsche Bank Securities Inc. Holmes serves as an investment committee member and delegate to the annual conference for Centenary United Methodist Church in Winston Salem, NC. Three Magnolias Financial Advisors provides financial planning, portfolio management, and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm manages approximately $487 million for about 600 clients, utilizing tailored investment plans that include mutual funds, ETFs, annuities, REITs, equities, and fixed income across both discretionary and non-discretionary accounts.

Matthew Landon is a financial advisor at Semmax Financial Advisors, Inc. in Winston-Salem, NC, with nine years of industry experience. He has been with Semmax since 2017 and previously worked at IH Caffey Dist. from 2014 to 2017. Landon is registered with the Series 65 credential and is involved in an affiliated insurance agency that offers risk management products as part of financial planning services. Semmax Financial Advisors provides 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 investment and planning processes.

John Thompson is a financial advisor at JT Stratford, LLC in Winston Salem, NC, with 18 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual in various capacities from 2006 to 2025. Outside of his advisory role, he is involved in insurance sales and services through Strategic Financial Advisors LLC. JT Stratford provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm employs a range of investment strategies and integrates emerging technologies to support research and operations.