Michael Sellers is a CFP®-credentialed financial advisor with 16 years of industry experience, currently with Semmax Financial Advisors, Inc. in Winston-Salem, NC. He has held roles at firms including TIAA-CREF Individual & Institutional Services, Aspire Private Capital, and Vanguard. Semmax Financial Advisors serves a diverse client base including individuals, business entities, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm employs a combination of fundamental, technical, and cyclical analysis and maintains 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.

Gregory Schlaudecker is a financial advisor with AdaptFirst Investments LLC in Jamestown, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior firms include Purshe Kaplan Sterling Investments, Emerald College Planning LLC, and Baron Financial. He is owner and operator of Emerald College Planning, providing advice on reducing family college expenses, and serves as chapter executive for the Greensboro chapter of the Financial Service Advisors Council. AdaptFirst Investments provides advisory services to individuals and businesses, including portfolio management, financial planning, and business consulting, with a valuation-focused investment approach that utilizes both fundamental and technical analysis. The firm also offers outsourced CIO support, CFO-level consulting, bookkeeping, tax preparation, and coaching programs.

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.

Noah Lewis is a financial advisor at Scholar Financial Advising, LLC in Winston-Salem, NC, holding a Series 65 designation with one year of industry experience. His background includes roles at Dixon and Company Wealth Management and Consolidated Planning, Inc., as well as positions in education and the food service industry. Scholar Financial Advising serves high-income and ultra-high-net-worth individuals, providing comprehensive financial planning and advisory support primarily through an online platform. The firm emphasizes a long-term, goal-driven approach without taking custody or discretionary authority, offering services through upfront comprehensive plans, hourly projects, and flat-fee ongoing advice.

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.

Jeremy Johnson is a financial advisor at Bison Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Bison Advisors, TruAdvice, LLC, Sawtooth Solutions, LLC, and Safe Harbor Retirement Advisors, where he also serves as president of an independent insurance brokerage offering Medicare, life insurance, and fixed index annuities. Bison Wealth serves a range of clients including individuals, high net worth clients, family offices, and retirement plans, providing financial planning, portfolio management, and model portfolios. The firm’s investment approach combines multi-manager model portfolios with tactical and strategic allocations across liquid and private-market strategies.

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.

James Royals Jr. is an investment advisor representative with The Fiduciary Alliance, holding Series 63 and Series 65 designations and with 27 years of industry experience. He has worked with firms including Kestra Advisory, Kestra Investment Services, Bridgeway Financial Services, and Fortune Financial Services. Royals also serves as a partner at Bridgeway Wealth Strategies, LLC, where he is involved in management and financial planning. The Fiduciary Alliance advises individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, offering investment management and comprehensive financial planning services. The firm utilizes a mix of fundamental, technical, cyclical, and charting analysis and employs third-party managers and order-management tools to deliver tailored, tax-efficient portfolio solutions.

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.

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.

Colby Robinson is a CFP® professional with eight years of experience in financial advising. He is currently with Forvis Mazars Wealth Advisors, LLC, having joined in 2024 after previous roles at FORVIS Wealth Advisors LLC, DHG Wealth Advisors LLC, Family Wealth Partners, and Antonich & Associates. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and consulting services. The firm’s approach includes customized asset allocation and an Investment Policy Statement tailored to each client’s objectives, utilizing a mix of active and passive strategies with an emphasis on diversification and cost control.

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.