William Helms is a financial advisor at Strategic Blueprint, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Ardmore Advisory & Planning and Capital Investment Advisory Services, LLC. He is also a trustee for the Vicki V Helms Trust. 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 with services including portfolio management, financial planning, retirement plan consulting, and educational seminars.

Jeffrey Heybrock is a financial advisor at Virtue Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked previously 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, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, utilizing strategic and quantitative model-driven investment approaches.

Christopher Relos is a financial advisor with M Holdings Securities, Inc. in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at M Holdings Securities since 2004 and is also affiliated with WS Griffith Securities, Phoenix Co., and Plybon & Associates, Inc., where he serves as Director of Estate Planning/Life Insurance. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide. The firm offers investment management, retirement plan consulting, financial planning, sub-advisory services, and insurance contract advisory services through a network of independent Member Firms and Financial Professionals.

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 Kenerly is a financial advisor with M Holdings Securities, Inc., holding the ChFC® designation and Series 63 license. He has 20 years of industry experience and has served as Chief Operating Officer at Plybon and Associates, Inc. since 2006. Outside of his advisory work, he authors and publishes children’s books through his own business, Rascal Books. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual clients, corporate and business clients, retirement plans, and other entities through a nationwide network of independent Member Firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and sub-advisory services.

Douglas Everett is a financial advisor at Integrity Advisory Solutions with two years of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role, he is the owner of Pit Bull Crew, LLC, where he sells life, health, and long-term care insurance and provides wealth management services. He also works as an implementation specialist for an online estate planning referral system. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, sub-advisory, and client referral services through a network of investment adviser representatives across multiple offices.

James Gillikin is a financial advisor with CoreCap Advisors in High Point, NC, holding Series 65 and Series 63 licenses and having 27 years of industry experience. He has worked at CoreCap Investments since 2019 and previously held positions at Ameritas Investment Corp., Capital Choice Investment Advisers, and CCF Investments. Gillikin also operates under the DBA Capital Choice of the Carolinas, where he offers advisory services along with life and disability insurance. CoreCap Advisors serves individuals, retirement plans, and institutional clients, providing discretionary investment management, financial planning, and access to third-party sub-advisors across multiple custodial platforms. The firm emphasizes a relationship-oriented, long-term investment approach involving mutual funds, ETFs, equities, bonds, and selective use of options or short sales.

Kevin Herron Jr. is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Wedbush Securities Inc. He previously worked at UBS Financial for 10 years. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets, managing approximately $5.68 billion in regulatory assets.

Macy Teer is a financial advisor at Mission Wealth Management, LP in Greensboro, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Mission Wealth, Macy worked at Vestique and has experience in roles at North Carolina State University and Blue Rock Pizza & Tap. Mission Wealth Management is a multi-team SEC-registered firm serving primarily affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm offers customized, long-term investment strategies and a range of services including financial planning, portfolio management, and consulting.

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 Certified Financial Planner (CFP®) with 16 years of industry experience. She is currently with Forvis Mazars Wealth Advisors, LLC, joining the firm in 2022 following a 14-year tenure at Dixon Hughes Goodman Wealth Advisors LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides integrated financial planning and investment management services, managing approximately $12 billion in assets through a disciplined, committee-approved investment approach and coordinated tax and accounting services as part of its affiliation with Forvis Mazars, LLP.

Joel Funderburk is a financial advisor at Wedbush Securities Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 27 years. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions. The firm offers a range of brokerage and advisory services, combining broker-dealer and capital markets functions with custody, clearing, and prime services across multiple asset classes.

Jason Vreeke is a financial advisor at CoreCap Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked in multiple roles including marketing director and radio producer. Vreeke is involved in radio production through Genesis Radio Productions, where he records and produces programs. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients by providing discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach and offers a range of services including tax-efficient asset location and oversight of external asset managers.

Todd Walker is a financial advisor at Strategic Blueprint, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Hutchinson Private Wealth, LLC, The Strategic Financial Alliance, and Gencrest Capital Partners. Walker is also an officer of 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 through a network of independent advisory representatives. The firm offers customized, goal-based strategies including portfolio management, financial planning, retirement plan consulting, family office services, and a subscription advisory program with an emphasis on client education and ongoing monitoring.

Andrew Taylor is a financial advisor at Kingsview Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he is a part-owner of Amplify This Music, where he contributes songwriting for special occasions. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management through advisor-led and model-based strategies, including internally sponsored ETFs and access to alternative investments.

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 24 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 15 years. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm combines broker-dealer and capital markets functions with clearing, custodial, and prime services, supporting a range of managed and commission-based accounts.

Lisa Rosenberg is a Series 66-credentialed financial advisor with two years of industry experience. She is currently with Kingsview Wealth Management, LLC and previously worked at Edward Jones. Rosenberg has an academic background with positions at Elon University and the University of North Carolina at Greensboro. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led planning and model-based strategies, including internally managed portfolios and ETFs.

Brandon Earl is a financial advisor with Credit Union Investment Services in Greensboro, NC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Credit Union Investment Services since 2014 and also serves as Regional Vice President at State Employees' Credit Union. Outside of finance, he owns and operates A Better Way to Golf, providing golf lessons. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and goals-based long-term planning, with salaried advisers whose recommendations clients implement at their discretion.

Carson Wannamaker is a financial advisor with Forvis Mazars Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at FORVIS Wealth Advisors LLC and Dixon Hughes Goodman Wealth Advisors LLC. Outside of his advisory role, he serves as head basketball coach at Canterbury School and is actively involved in community organizations, including serving as president of the Nat Greene Kiwanis Club and as an alumni advisor for a university fraternity. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser providing financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers integrated tax and accounting services through its affiliation with a national accounting and professional services parent.