John Thompson is a financial advisor at JT Stratford, LLC with 18 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. In addition to his advisory work, he is involved in insurance sales through Strategic Financial Advisors LLC. JT Stratford provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of portfolio management options and incorporates both traditional and emerging technology-driven strategies for investment selection and client service.

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 Eddington is a financial advisor with AdaptFirst Investments LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Intercarolina Financial Services and MassMutual. Outside of advisory work, he co-owns an insurance brokerage firm, The Insurance Coach, which provides life, disability, long-term care, and health insurance, as well as group benefits services. 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 investment approach supported by in-house research and offers additional services such as bookkeeping, tax preparation, and financial coaching.

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® with 16 years of industry experience, currently serving as a financial advisor at Semmax Financial Advisors, Inc. in Winston-Salem, NC, where he has worked since 2022. His prior experience includes roles at firms such as TIAA and Vanguard Advisers. Semmax Financial Advisors, Inc. provides discretionary and non-discretionary investment advisory and portfolio management services to individual clients, business entities, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis and offers various investment strategies across multiple asset classes, supported by affiliated insurance and tax service businesses.

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.

Charles Freeman is a CFA® charterholder with 23 years of experience in the financial services industry. He has worked at AdaptFirst Investments LLC since 2017 and previously held roles at Intercarolina Financial Services, The Leaders Group Inc, and Holderness Investments Co. Outside of his advisory work, Freeman is a co-owner of an axe throwing range and bar, serves as president of the local Society for Financial Service Professionals chapter, and plays bass guitar. AdaptFirst Investments serves individuals and small businesses with portfolio management, financial planning, and consulting services including outsourced CIO and CFO roles. The firm offers additional services such as bookkeeping, tax preparation, and financial coaching, using a value-oriented investment approach supported by in-house research and licensed model solutions.

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.

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 the Series 66 designation and previously worked at Edward Jones and BB&T Investment Services. Outside of his advisory work, he is the owner and manager of Hive One LLC, a rental business in Lexington, North Carolina. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, and institutional entities. The firm offers a range of services such as financial planning, portfolio management, and alternative investments, combining bottom-up security selection with top-down fixed-income strategies.

Preston Yates is a CFP® with 10 years of experience in the financial services industry. He is currently with Stephens in Winston-Salem, NC, where he has worked since 2017, following prior roles at BB&T Investment Services and BB&T Bank from 2015 to 2017. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, institutions, and government entities. The firm offers a range of financial planning and portfolio management solutions supported by in-house equity research and multiple investment programs.

Craig Fishel is a financial advisor at Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Horace Mann Investors, Edward Jones, Guardian Life, Consolidated Planning, and Prudential Financial Planning Services. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Joann White is a financial advisor at Stephens with 18 years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2010, with prior positions at Morgan Stanley and Citigroup Global Markets. Stephens provides investment advisory and wealth management services to a wide range of clients, including individual investors, pension plans, foundations, and corporations. The firm employs multiple investment programs and committees, combining bottom-up security selection with top-down fixed-income management.