Jeffrey Powell is a financial advisor at Cornerstone Wealth with 20 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes roles at Highland Private Wealth Management and LPL Financial LLC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm uses model-based portfolios incorporating ETFs, mutual funds, equities, bonds, and alternative investments, guided by a regular investment committee review.

Greer Ducker is a financial advisor with Kingsview Wealth Management, LLC based in Greensboro, NC. He holds the Series 63 and Series 66 licenses and has 26 years of industry experience, including 25 years at Edward Jones prior to joining Kingsview in 2024. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through in-house portfolio management and third-party strategies, including alternative investments and registered investment products.

Connor Davis is a financial advisor at Corecap Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has a background managing a life insurance team at Gillikin and Associates Financial, where he also provides life insurance training and lead generation. Additionally, Davis is a life insurance producer with Capital Choice Financial Services. Corecap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm provides discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

Steven Harrell is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at LPL Financial, LLC for eight years before joining Capital Investment Advisory Services and Capital Investment Group, Inc. Harrell is also active as a preacher at small churches, dedicating approximately 20 hours per month to this role. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, using a mix of analytical methods and ongoing monitoring tailored to clients’ investment objectives and risk tolerance.

Eric Brumagin is a financial advisor with Virtue Capital Management, LLC who holds Series 63 and Series 65 designations and has 30 years of industry experience. His prior firms include First Fidelity Wealth Advisors, Inc. and JD Mellberg Financial, among others. Outside of his advisory work, he is a member of First Fidelity NC, LLC, involved in insurance and annuity business activities. Virtue Capital Management is a multi-team registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic strategies and delivers advice through a model featuring multiple investment adviser representatives and independent partners.

Cole Hickman is a financial advisor at Strategic Blueprint, LLC with five years of industry experience. He holds a Series 66 designation and has worked at The Strategic Financial Alliance, Inc. since 2020. Hickman has also served as an insurance agent specializing in life insurance. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, including high-net-worth clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and educational seminars, with a focus on customized, goal-based strategies and an uncommon annual flat-fee Subscription Advisory Services program.

William Helms is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. Prior to joining Strategic Blueprint in 2024, he worked at Ardmore Advisory & Planning, Capital Investment Advisory Services, LLC, and Capital Investment Group, Inc. He serves as trustee for a family trust. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement plan consulting, family office services, and educational seminars, operating both discretionary and non-discretionary management programs.

Colby Davis is a financial advisor with Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding a Series 65 designation and four years of industry experience. His background includes roles at Triad Advisors, Inc. and several related financial and consulting firms. Outside of advising, he has been involved in insurance sales and administration through Carolina Financial Professionals. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, employing a goals-based approach that integrates proprietary software and behavioral economics alongside both passive and active investment strategies.

Jeffrey Heybrock is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Coppell Advisory Solutions LLC and Royal Fund Management LLC. Heybrock is also president of Heybrock Financial Group Inc and is a licensed insurance agent. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using a combination of tactical, strategic, and dynamic approaches and operates through a multi-team model that includes ongoing monitoring, reporting, and client education.

Aaron Smith is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cardinal Financial, LLC for eight years before joining his current firm in 2021. Outside of his advisory role, he is a co-owner of a real estate group involved in non-investment-related activities. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers tailored investment programs with a range of strategies and typically manages assets on a discretionary basis.

James Gillikin is a financial advisor with CoreCap Advisors in High Point, NC, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. His career includes positions at CoreCap Investments, Ameritas Investment Corp., Capital Choice Investment Advisers, and CCF Investments. In addition to his advisory role, he is an owner and agent involved in life and health insurance through Capital Choice of the Carolinas and Capital Choice Financial Services. CoreCap Advisors serves individual clients, including high-net-worth and accredited investors, as well as institutional clients such as pension plans, trusts, and corporations. The firm offers discretionary portfolio management, financial planning, and access to sub-advisors across multiple custodial platforms, with a relationship-oriented, long-term investment approach.

Kevin Herron Jr. is a CFP® professional with 11 years of industry experience, currently with Wedbush Securities Inc. since 2026. Prior to joining Wedbush, he spent 10 years at UBS Financial. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, supporting both discretionary and non-discretionary portfolio management.

Macy Teer is a Series 65-licensed advisor at Mission Wealth Management, LP with one year of industry experience. Prior to joining Mission Wealth Management, Macy worked at Vestique and held roles at North Carolina State University and Southwest Guilford High School. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, and investment management services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios featuring a range of investment vehicles and discretionary management options.

Mark Bulmer is a CFP® and PFS™ credentialed financial advisor with seven years of industry experience. He currently works at Forum Financial Management, LP and previously held roles at Avantax Investment Services, Inc. and Avantax Advisory Services. In addition to his advisory work, Bulmer is a partner at Smith Leonard PLLC, an accounting and tax preparation firm. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and supports other RIAs through its turnkey asset-management platform and back-office services.

Amy Manning is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC in Greensboro, NC. Her prior experience includes 14 years at Dixon Hughes Goodman Wealth Advisors LLC and two years at FORVIS Wealth Advisors LLC. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofit organizations. The firm’s investment approach focuses on customized asset allocation and an Investment Policy Statement tailored to each client’s objectives and risk tolerance, using a combination of active and passive strategies alongside integrated tax and accounting services.

Joel Funderburk is a financial advisor with Wedbush Securities Inc. and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including 27 years at UBS Financial Services prior to joining Wedbush in 2024. His outside business activities include a partnership interest in SURFSIDE LLC, a real estate holding entity. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a wide range of wealth management and capital markets services, including discretionary and non-discretionary portfolio management.

Jason Vreeke is a financial advisor at CoreCap Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses. In addition to his advisory roles, he produces radio programs through Genesis Radio Productions. CoreCap Advisors serves individual, retirement plan, and institutional clients by providing discretionary investment and portfolio management, financial planning, and access to third-party sub-advisors. The firm employs a relationship-oriented, long-term investment approach including mutual funds, ETFs, equities, and bonds.

William Thornton is a financial advisor at Wealthcare Advisory Partners LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with M. S. Howells & Co. and Efficient Advisors, LLC. Outside of his advisory work, he serves as Treasurer for Bethel Methodist Men, assisting with fundraising and charitable activities. 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 that integrates proprietary Wealthcare software, behavioral economics, and both passive and active investment strategies.

Todd Walker is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Hutchinson Private Wealth, LLC, Strategic Financial Alliance, and Gencrest Capital Partners. Outside of his advisory roles, he serves as an officer for the Petty Family Foundation. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through a network of independent advisory representatives, providing services including portfolio management, financial planning, retirement plan consulting, and educational seminars.

Andrew Taylor is a financial advisor with Kingsview Wealth Management, LLC in Greensboro, NC. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. Prior to joining Kingsview in 2019, he worked at Wells Fargo Clearing from 2016 to 2019. Outside of finance, Taylor is a part-owner of Amplify This Music, where he engages in songwriting for special occasions. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers a broad range of advisory and asset management services, combining internal portfolio strategies with third-party management and alternative investments.