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.

Jonathan Cochrane is a financial advisor at Fifth Third Wealth Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, BB&T Bank, and BB&T Investments. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets, serving individuals, trusts, pension and profit-sharing plans, donor-advised funds, charitable organizations, governmental entities, and other institutional clients. The firm offers discretionary portfolio management, separately managed accounts, financial planning, and access to alternative investments, leveraging a combination of in-house and third-party resources alongside its affiliation with Fifth Third Bank.

Joshua Boyle is a financial advisor at Stephens with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and BB&T Investment Services. Outside of his advisory role, he is the owner and manager of Hive One LLC. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Preston Yates is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Stephens in Winston-Salem, NC, where he has worked since 2017. Prior to Stephens, he held roles at Bb&T Investment Services and Bb&T Bank from 2015 to 2017. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory, brokerage, investment banking, and custody services supported by research from its Equity Research group.

Joann White is a financial advisor at Stephens with 18 years of industry experience. She holds the Series 66 credential and previously worked at Morgan Stanley and Citigroup Global Markets before joining Stephens in 2010. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory and brokerage services supported by bottom-up equity research and committee-driven asset allocation.

Kevin Speas is a financial advisor at Momentum Independent Network Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robert Baird & Co. and Jjb Hilliard Wl Lyons LLC. Outside of his advisory role, he serves as a clockkeeper and scorekeeper for high school sporting events at North Forsyth High School. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm employs both discretionary and non-discretionary investment structures and integrates broker-dealer operations with banking and municipal advisory services within the Hilltop group.

Michael Petticord is a financial advisor with Portfolio Medics, LLC in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at AlphaStar Capital Management, LLC and Horter Investment Management. He is also the president of USA Wealth Management, where he offers insurance and annuity products. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm builds customized portfolios using a variety of investment vehicles and combines fundamental, technical, and cyclical analysis in its approach.

Andrew Kalman is a CFA® charterholder with six years of industry experience. He currently serves as a financial advisor at Salem Investment Counselors Inc in Winston Salem, NC, where he has worked since 2026. Prior to Salem, he was with Cambridge Associates for six years and also spent two years at Dimensional Fund Advisors. Salem Investment Counselors provides investment management, financial planning, and asset-management services to a diverse client base including individuals, high-net-worth clients, foundations, corporations, and trusts. The firm emphasizes a long-term equity-focused investment approach, combining established growth stocks with small- and mid-cap opportunities, and employs a variety of fixed income and alternative investment strategies.

James Edmundson is a CFA® charterholder with four years of industry experience. He has been with Salem Investment Counselors Inc since 2019 and previously worked at Wells Fargo/Abbot Downing from 2007 to 2019. 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 public market securities on a discretionary basis and offers advisory support for private investments, focusing on equity-based portfolios complemented by fixed-income and alternative vehicles.

Shannon Shelton is a financial advisor with Fifth Third Wealth Advisors LLC in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2024, Shelton worked at Truist Advisory Services and BB&T/Truist, accumulating over a decade in financial services. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and institutional investors. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, leveraging a combination of in-house oversight and third-party managers within a framework integrated with Fifth Third Bank.

George Keener is a financial advisor at Salem Investment Counselors Inc with Series 63 and Series 65 credentials and 1 year of industry experience. He has been with Salem Investment Counselors since 2002. Salem Investment Counselors provides portfolio management and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm emphasizes equities as the foundation of most portfolios and incorporates both public and private investments, managing approximately $3.845 billion in assets as of December 31, 2024.

Richard Flanders is a CFP® with 47 years of industry experience, currently serving at Blueprint Financial Advisors since 2026. He previously worked for Capital Investment Group, Inc. for 30 years and has been associated with Strategic Planning Corp. since 1986. Outside of advising, he holds a real estate broker license and operates as a sole proprietor in residential real estate sales. Blueprint Financial Advisors is an SEC-registered multi-advisor firm managing approximately $1.4 billion in client assets. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a global diversification strategy with a proprietary strategic-and-tactical asset allocation framework.

Robert Taylor is a financial advisor with Global View Capital Management LLC in Winston Salem, NC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His career includes roles at Investment Advisors International, Inc. and Transamerica Financial Advisors, along with ongoing involvement in real estate sales and serving as a self-employed notary public. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, utilizing proprietary research through its affiliate AdvisorGuide, LLC, and offers discretionary management for a broad client base including held-away retirement accounts.

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.

Gary Pendry is a financial advisor at Stephens with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2012, following a nine-year tenure at Wells Fargo Clearing. He serves on the finance committee of Trinity Worship Center, a nonprofit church in Burlington, NC. Stephens is a multi-team investment adviser with approximately 243 advisors managing about $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory and brokerage services, including equity research, investment banking, and municipal advisory.

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.

John Elster III is a Series 66 designated advisor at Stephens in Winston-Salem, NC, with eight years of industry experience. He has worked at Stephens since 2017 and previously was employed by Southern Valet and the University of South Carolina. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering advisory services, financial planning, brokerage, investment banking, custody, and wrap program platforms.

Stewart Hiatt is a financial advisor at Stephens with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley in various capacities from 2001 to 2017 prior to joining Stephens. Stephens is a multi-team investment adviser with approximately 243 advisors managing around $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services supported by equity research and committee-driven investment strategies.

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.

Aaron Hiatt is a Series 66-licensed financial advisor at Stephens with four years of industry experience. He has worked at Stephens since 2022 and previously held positions at Clicklease LLC and Snap Advances. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services supported by in-depth equity research and committee-driven investment processes.