Samantha Fowler is a financial advisor at Credit Union Investment Services with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Members Trust Company since 2025, as well as SECU Life Insurance Company and SECU Brokerage Services since 2022. Her background includes a decade at State Employees' Credit Union, where she serves as a Financial Advisory Services Specialist. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning focused on long-term, goals-based strategies. The firm operates within a credit union ecosystem and emphasizes low-cost index funds and ETFs, with salaried representatives who do not receive commissions.

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.

Garrett Ray is a financial advisor at AlphaStar Capital Management with four years of industry experience. He holds a Series 65 credential and has previously worked at Bulwark Capital, Anheuser-Busch Companies, Tesla, and Celgard. Ray is also a licensed insurance agent. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services through a mix of strategic and tactical portfolio approaches.

Robert Taylor is a financial advisor with Global View Capital Management LLC in Winston Salem, NC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes involvement with multiple affiliated entities within the Global View Capital network since 2014 and real estate sales since 2020. He also operates as a self-employed notary public and manages an entity used for office expense management. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical approach to investment selection, using proprietary algorithmic research to guide strategies across a range of managed accounts and third-party platforms.

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 with Stephens, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Stephens since 2012. Outside of his advisory role, he serves on the finance committee of Trinity Worship Center, a nonprofit church in Burlington, NC. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients, offering portfolio management, financial planning, retirement-plan advisory, and institutional equity research. The firm employs tailored portfolio programs with committee-based oversight and combines advisory services with significant broker-dealer and investment banking activities.

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.

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.

Brice Payne is a financial advisor at AlphaStar Capital Management with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including The Wealth Navigators, LLC, The Wealth Guardians, and W. Wall and Company, Inc. Outside of financial advising, Payne owns a photography business. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, pension plans, and other advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, utilizing both model and custom strategies based on strategic asset allocation and quantitative analysis.

John Elster III is a financial advisor at Stephens with eight years of industry experience. He holds a Series 66 designation and has been with Stephens since 2017, following roles at Southern Valet and the University of South Carolina. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.

Stewart Hiatt is a financial advisor with Stephens in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs, committee-based oversight, and a combination of advisory services alongside broker-dealer and investment banking activities.

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 financial advisor at Stephens in Winston-Salem, NC, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Clicklease LLC and Snap Advances. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs supported by committee-based oversight and combines brokerage, investment banking, and advisory services.

Judson Meinhart is a CFP® with 11 years of industry experience, currently advising at Modera Wealth Management, LLC since 2023. He previously worked at Parsec Financial Management and RKL Wealth Management LLC. Outside of his advisory role, Meinhart owns Master the Green, LLC, which markets and sells a personal finance book. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, financial planning, tax preparation, trust services, and business coaching. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and provides integrated advisory and accounting services.

Jesse Goins is a financial advisor at Salem Investment Counselors Inc with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Salem Investment Counselors since 2007. 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 approximately $3.845 billion in assets, focusing on equity-based portfolios complemented by fixed income and alternative investments, and employs a disciplined approach without market timing.

Jeffrey Lukawski is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and approximately one year of industry experience. Prior to joining Global View Capital Management, he has been affiliated with White Oak Benefits and serves as a firefighter with the Greensboro Fire Department. His community role includes fire suppression and prevention activities. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a primarily quantitative investment approach using algorithmic signals and offers a range of managed account options including SMAs, mutual funds, ETFs, and third-party manager access.

Richard Sullivan is a financial advisor at Stephens in Winston-Salem, NC, holding Series 63 and Series 65 licenses with 44 years of experience. He has been with Stephens since 2011. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs supported by committee-based oversight and combines advisory services with broker‑dealer and investment banking activities.

Jefferey Wood is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with Apollon Wealth Management, LLC and has prior experience at Raymond James & Associates. Wood serves as a Senior Relationship Manager at Adi Dassler International Family Office in Winston-Salem, NC. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios, investing across multiple asset classes and offering specialized services such as ESG models, Direct Indexing, and portfolio consulting for pooled and insurance-dedicated funds.

Kristopher Abernethy is a financial advisor at Salem Investment Counselors Inc with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Avid Wealth Management, Old North State Trust, and operated his own advisory practice. 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 approximately $3.845 billion in assets, focusing on equities as portfolio foundations and supplementing with fixed income and complementary investment vehicles.

Kenneth Jones is a financial advisor with Salem Investment Counselors Inc in Winston-Salem, NC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with Ultimus Fund Distributors, LLC and Salem Investment Counselors since 2000. Salem Investment Counselors provides investment management, financial planning, and asset-management services to individual and institutional clients. The firm emphasizes equities as the foundation of portfolios with a long-term selection approach, and it manages a diverse range of assets including marketable securities and private investments.