Jonathan Short is a financial advisor at Semmax Financial Advisors, Inc. in Winston-Salem, NC, with seven years of industry experience. He has been with Semmax Financial Group since 2016. Outside of his advisory role, he is involved with Semmax, Inc., an affiliated insurance agency where he integrates risk management products like life and long-term care insurance into client financial planning. Semmax Financial Advisors, Inc. provides discretionary and non-discretionary investment advisory and portfolio management services to individuals, business entities, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis across various investment strategies and maintains affiliated businesses including an insurance agency and tax services.

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.

Ntina Skoteiniadis is a financial advisor at Sheets Smith Wealth Management with seven years of industry experience. Her prior roles include positions at Merrill and Rubicon Fund Management LP. Outside of her advisory work, she serves as co-manager of Bonifacio, LLC, an entity that owns farmland, where she handles administrative responsibilities. Sheets Smith Wealth Management serves individuals, families, trusts, foundations, endowments, and retirement plans, offering customized investment management and financial planning. The firm typically employs a long-term, buy-and-hold equity strategy combined with tactical fixed-income and alternative investments, and is known for acting as a sub-advisor to other investment advisers while maintaining an independent SEC-registered advisory operation.

Joseph Perkins is a financial advisor with Horizon Financial Services, LLC in Winston Salem, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance. Perkins is also an insurance agent involved in insurance sales and services. Horizon Financial Services serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with discretionary asset management, financial planning, ERISA 3(21) plan advisory, donor-advised fund management, and co-advisor services. The firm employs a mix of charting, fundamental, and technical analysis, using both long- and short-term trading strategies, and offers public seminars and workshops on retirement and financial planning.

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 with Three Magnolias Financial Advisors in Winston Salem, NC, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services and Stephens Inc. He serves on the investment committee and acts as a delegate to the annual conference for Centenary United Methodist Church, where he participates in managing operational funds held in trusts. 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 constructs portfolios using a combination of fundamental, technical, and cyclical analysis across various asset types and offers both wrap and non-wrap account arrangements.

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, holding Series 63 and Series 66 credentials with 18 years of industry experience. He previously spent 19 years with Northwestern Mutual, including roles in wealth management and investment management. Thompson is also active as an insurance sales advisor through Strategic Financial Advisors LLC. JT Stratford, LLC serves individuals, pension plans, charitable organizations, and corporations, offering discretionary and non-discretionary portfolio management alongside model-portfolio and sub-advisory solutions. The firm employs a variety of investment strategies and incorporates technology such as AI tools while providing ancillary services including estate-planning platforms and insurance agency affiliations.

Paul Anthony is a CFA® charterholder with 21 years of industry experience. He has been with Sheets Smith Wealth Management since 1999 and currently serves as a director of InterActive Cards, a company focused on interactive card technology. Sheets Smith Wealth Management serves individuals, families, trusts, foundations, and retirement plans by providing investment management, financial planning, and wealth-preservation strategies. The firm customizes asset allocation and investment approaches based on clients’ risk tolerance and time horizon, using a long-term, buy-and-hold strategy complemented by tactical adjustments through ETFs and fixed-income maturities.

Wesley Reed is a financial advisor at Three Magnolias Financial Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisor Networks LLC and Blue Rock Wealth Management. Outside of his advisory role, he is involved in aviation-related consulting and owns an LLC focused on airplane ownership and leasing. 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 constructs portfolios using a combination of fundamental, technical, and cyclical analysis and offers both wrap and non-wrap account arrangements.

Scott Jones is a CFP® with 16 years of industry experience, currently serving as an advisor at Arbor Investment Advisors since 2006. He holds a Series 65 license and is based in Winston Salem, NC. Arbor Investment Advisors provides investment management and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations. The firm employs an asset allocation approach grounded in modern portfolio theory, utilizing ETFs, mutual funds, closed-end funds, and individual equities and fixed income, with a focus on tax-efficient strategies and comprehensive portfolio reporting.

Michael Harris is a CFA® charterholder with 16 years of industry experience. He has been with DeRoy & Devereaux Private Investment Counsel, Inc. since 2004. The firm provides discretionary investment management primarily to high-net-worth individuals, families, foundations, pension plans, endowments, and municipalities. DeRoy & Devereaux employs a value-oriented, bottom-up fundamental investment approach and manages focused equity portfolios and distinct fixed income strategies, serving mostly on a discretionary basis.

James Hough is a financial advisor at Arbor Investment Advisors in Winston Salem, NC, holding a Series 65 designation. He has been with Arbor since 2026 and previously worked at Commercial Realty Advisors, LLC, Unique Places, LLC, and Sewanee: University of the South. 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 a range of clients from non-high-net-worth to high-net-worth individuals, applying an investment approach based on asset allocation concepts from Modern Portfolio Theory and employing exchange-traded funds, mutual funds, and independent managers as appropriate.

Michael Sellers is a CFP® credentialed financial advisor with 16 years of industry experience. He is currently with Semmax Financial Advisors, Inc., joining in 2022, and has prior experience at firms including TIAA and Vanguard. Outside of his advisory role, he manages a personally owned rental property with minimal involvement. Semmax Financial Advisors, Inc. 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 multiple asset classes and incorporates tax and estate considerations into its planning processes.

Todd Senter is a CFP® with eight years of industry experience, currently serving as an advisor at Woodard & Co Asset Management Group Inc. He has been with the firm since 2004. Woodard & Company Asset Management Group, Inc. provides discretionary asset management and retirement plan services to individual and institutional clients. The firm manages over $1 billion across approximately 3,000 accounts, using tactical asset allocation and a “market leaders” equity approach supported by proprietary research and external data.

Trent Sheets is a CFP® certificant with 16 years of industry experience. He has been with Sheets Smith Wealth Management since 2013. The firm serves individuals and families, including high-net-worth clients such as senior corporate executives and beneficiaries of inherited wealth, as well as foundations, endowments, and retirement plans. Sheets Smith Wealth Management offers investment management, wealth preservation strategies, and comprehensive financial planning, using tailored asset allocation and a long-term, buy-and-hold investment approach.

Jeffrey Christopher is a Series 65-credentialed financial advisor with 21 years of industry experience, currently serving at Sheets Smith Wealth Management since 2002. He is based in Winston-Salem, NC, and is part of a team of 10 advisors at the firm. 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 offers investment management, financial planning, and wealth-preservation strategies with a customized, long-term investment approach that balances equities, fixed income, and alternative assets.

Jared Johnson is a financial advisor at Horizon Financial Services, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Advantax Advisory Services and Penn Mutual Life Insurance Co. In addition to his advisory role, he owns and operates Jared G. Johnson, CPA, PLLC, providing accounting and tax preparation services. Horizon Financial Services serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with discretionary asset management, financial planning, and consulting. The firm uses a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies, and is noted for its public education seminars and workshops on retirement and financial planning.

Allen Ray Jr. is a financial advisor at AlphaStar Capital Management with 16 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. He is the founder and president of DSR Investment Management Corp, an insurance company he has led since 2008. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm utilizes model portfolios and advisor-directed strategies incorporating a range of investment vehicles, supported by third-party portfolio construction tools and ERISA-related plan services.

Dale Brown is a financial advisor at Salem Investment Counselors Inc with 34 years of industry experience. He has been with Salem since 1988. Brown holds the Series 63 designation and serves as an appointed Trustee for several trust accounts managed by Salem. Salem Investment Counselors provides investment management, financial planning, and asset-management services to individual investors, high-net-worth clients, institutions, and fiduciaries. The firm focuses on equity-based portfolios with a long-term investment approach and employs a range of strategies across equities, fixed income, and alternative investments.