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.

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, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at AlphaStar Capital Management, LLC since 2019 and Horter Investment Management from 2017 to 2019. Petticord is also the president of USA Wealth Management, where he is involved in insurance and annuity sales. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis to build customized portfolios and offers both discretionary and non-discretionary management along with access to independent managers and a trading signal service.

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.

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.

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 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 in Winston-Salem, NC, holding Series 63 and Series 65 licenses and 34 years of industry experience. His career includes nearly two decades at Stephens and nine years at Wells Fargo Clearing. He serves as a finance committee member for Trinity Worship Center, a nonprofit church. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, and institutional entities. The firm employs both bottom-up and top-down investment strategies and offers a range of programs supported by integrated broker-dealer and investment banking capabilities.

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 in Winston-Salem, NC, holding a Series 66 designation with eight years of industry experience. He has been with Stephens since 2017, working in various capacities, and previously worked at Southern Valet and the University of South Carolina. Stephens provides investment advisory and wealth management services to a wide range of clients, including individuals, pension plans, foundations, and government entities. The firm offers diversified investment strategies through multiple sponsored programs and combines both bottom-up security selection and top-down fixed-income duration management, supported by an integrated broker-dealer and investment banking platform.