Morgan Stinchfield is a Series 65-licensed advisor at AlphaStar Capital Management with experience dating back to 2017. Prior to joining AlphaStar, he worked at Paraclete Wealth Partners and operated his own firm, MorganDale, LLC. He has also held roles in the hospitality industry, including positions at Bluemoon Tap House at Waterside District and Grace O’Malley’s Irish Pub. AlphaStar Capital Management serves a diverse client base, including high-net-worth individuals, businesses, and retirement plans, offering discretionary investment management and financial planning. The firm employs a range of investment strategies using Alphastar Model Portfolios and third-party technologies to support its approximately 135 advisors and $2.5 billion in assets under management.

Sherry Malone is a financial advisor at Wedbush Securities Inc. with 25 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 15 years. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management and capital markets solutions. The firm offers both discretionary and non-discretionary portfolio management and provides custodial, clearing, and prime services alongside commodities and securities lending activities.

Lisa Rosenberg is a Series 66-registered advisor with Kingsview Wealth Management, LLC in Greensboro, NC, with three years of industry experience. She previously worked at Edward Jones and has held positions at Elon University and the University of North Carolina at Greensboro. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, and municipal clients. The firm offers discretionary and non-discretionary advisory services combining internal portfolio management with third-party strategies and provides access to alternative investments.

Carson Wannamaker is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Dixon Hughes Goodman Wealth Advisors and Morgan Keegan & Company. Outside of his advisory role, he serves as head basketball coach for Canterbury School’s middle school boys varsity team and is involved in several community organizations, including serving as president of the Nat Greene Kiwanis Club of Greensboro. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, institutions, and nonprofit organizations. The firm emphasizes customized asset allocation and disciplined investment strategies, combining active and passive approaches within an integrated service model alongside tax, accounting, and family-office offerings.

Ikechukwu Egwuonwu is a CFP® with two years of industry experience, currently serving as a financial advisor at Root Financial Partners. His prior roles include positions at Beacon Pointe Advisors and Ayco, Goldman Sachs. In addition to advising, he holds a role as an insurance agent at Beacon Pointe Insurance Services. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client needs and offers specialized approaches and educational programming.

Garrett Smith is a financial advisor at Belpointe Asset Management LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Belpointe since 2020, following four years at MML Investors and MassMutual Wisconsin. In addition to his advisory role, he serves as an assistant professor at the University of Wisconsin-Whitewater and volunteers as treasurer for a local nonprofit organization. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets across about 174 advisors. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, corporations, trusts, and other advisers, utilizing a blend of passive, active, and tactical strategies tailored to client objectives.

Patricia Blair is a CFP® with 16 years of industry experience and is currently affiliated with Wedbush Securities Inc. in Greensboro, NC. She previously worked at UBS Financial Services Inc. for ten years and Wells Fargo Clearing for two years. Outside of her advisory role, she has community involvement as a coach with Winston Salem Forsyth County Schools and participates in a family-owned coffee shop business where she assists with operations and customer service. 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, capital markets, and research, with a focus on tailoring portfolio strategies to client objectives and risk tolerances.

Sherry Campbell is a CFP® professional with 29 years of industry experience, currently affiliated with The Strategic Financial Alliance, Inc. She has worked at Gencrest Capital Partners since 2024 and has been involved with Strategic Blueprint, LLC and The Strategic Financial Alliance for nearly a decade each. In addition to her advisory roles, she provides tax preparation and divorce wealth planning services. The Strategic Financial Alliance serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio management, financial planning, and consulting services, utilizing a range of investment strategies through co-advisory relationships and third-party managers.

Richard Polson is a financial advisor with Kingsview Wealth Management, LLC in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Kingsview Partners LLC, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he is a musician and vocalist, serving as the front man for a cover band. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm provides financial planning and wealth management services, combining internal portfolio management with third-party strategies and alternative investments, including serving as adviser and sponsor to affiliated exchange-traded funds.

Joel Austin is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds Series 63 and Series 66 designations and previously worked at Thrivent Financial among other firms. Outside of his advisory role, he serves as a pastor at Revolution Worship. 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 strategies and emphasizes retail and small-business client relationships.

Richard Davis is a financial advisor with Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes leadership roles at multiple firms dating back to 2000, such as Wiser Benefit Consultants and Carolina Financial Professionals, where he has also been involved in insurance sales. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach supported by proprietary software and quantitative metrics, combining passive and active investment strategies alongside dynamic rebalancing when appropriate.

Ashley Madden is a CFP® professional with 18 years of experience in financial advising. She is currently with Strategic Blueprint, LLC and also has roles at GenCrest Capital Partners and The Strategic Financial Alliance, Inc. Madden serves as a board member of the Community Foundation of Greater Greensboro and provides expert court testimony related to advanced tax matters. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers customized, goal-based strategies through asset allocation, portfolio design, and ongoing monitoring, with a range of services including financial planning, retirement plan consulting, and a subscription advisory program.

Phyllis Lancaster is a CFP®-credentialed financial advisor with Mission Wealth Management, LP, bringing 19 years of industry experience. She previously worked at Cetera Advisor Networks LLC for nine years and was involved with American Dream Residential for 13 years. Outside of advising, she serves on the board of Anders Group Inc., a company selling printed materials and promotional items, and is a part owner of a family livestock business. She is also a Director-at-Large for the Greensboro Estate Planning Council. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing a combination of internal management and third-party sub-advisors.

James King is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterlings Investments and McMillion Capital Management. Outside of his advisory work, he is a licensed insurance agent who recommends various insurance products. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plan participants, qualified purchasers, and institutional investors. The firm manages portfolios through a combination of active and passive strategies, employing multiple analytical approaches and leveraging third-party tools to tailor allocations for various account types.

Kevin Benson is a financial advisor at Forum Financial Management, LP with five years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining Forum in 2025, he worked at Avantax Investment Services Inc. and Avantax Advisory Services from 2020 to 2025. Benson is also a partner at Smith Leonard PLLC, an accounting and tax preparation firm, and serves on the finance committee of Caldwell Academy, a private Christian school in Greensboro, NC. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

David Rapp is a financial advisor with Mutual Advisors, LLC in Greensboro, NC, holding Series 63, 65, and 66 designations and having 12 years of industry experience. His prior roles include positions at Mutual Securities, Inc., Edward Jones, Forsys Consulting LLC, Valic Financial Advisors, and M Holdings Securities, Inc. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, offering asset management, financial planning, and ERISA plan advisory services. The firm employs a mix of active and passive strategies with a focus on diversification and uses multiple analytical approaches to tailor portfolios according to client objectives.

Kolby Madsen is a financial advisor with Kingsview Wealth Management, LLC in Greensboro, NC. He holds a Series 66 designation and has five years of industry experience. His prior experience includes roles at Edward Jones and Fidelity Investments. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals—including high-net-worth clients—retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and asset management through in-house and third-party strategies, including discretionary and non-discretionary advisory services.

Shannon Avery is a financial advisor at Kingsview Wealth Management, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2016 to 2024. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through internal and third-party strategies, including discretionary and non-discretionary services, and manages affiliated exchange-traded funds.

Clyde Jung is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Volvo Group. Outside of advisory work, he is involved in managing weddings and event logistics at a local wedding venue in Greensboro, NC. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and supports close to 300,000 clients with a technology-driven, model-based approach.

Shaun Heale is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at VALIC Financial Advisors since 2015 and also serves as an agent at Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging technology and model solutions to manage substantial client assets.