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 CFP® with 17 years of experience in financial advising. She is currently with Forvis Mazars Wealth Advisors, LLC, having previously worked at Dixon Hughes Goodman Wealth Advisors LLC for 14 years. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers integrated financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, leveraging its affiliation with a national accounting and professional services organization.

Joel Funderburk is a financial advisor with Wedbush Securities Inc. and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including 27 years at UBS Financial Services prior to joining Wedbush in 2024. His outside business activities include a partnership interest in SURFSIDE LLC, a real estate holding entity. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a wide range of wealth management and capital markets services, including discretionary and non-discretionary portfolio management.

Jason Vreeke is a financial advisor with CoreCap Advisors in High Point, NC, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at CoreCap Investments and Gillikin and Associates, among other firms. Outside of advisory work, he is also a radio producer at Genesis Radio Productions, where he records and produces radio programs. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as self-directed retirement plans and institutional clients. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, focusing on a relationship-oriented, long-term investment approach involving mutual funds, ETFs, individual equities, and bonds.

William Thornton is a financial advisor at Wealthcare Advisory Partners LLC with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with M. S. Howells & Co. and Efficient Advisors, LLC. Outside of his advisory work, he serves as Treasurer for Bethel Methodist Men, assisting with fundraising and charitable activities. 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 that integrates proprietary Wealthcare software, behavioral economics, and both passive and active investment strategies.

Todd Walker is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Hutchinson Private Wealth, LLC, Strategic Financial Alliance, and Gencrest Capital Partners. Outside of his advisory roles, he serves as an officer for 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. The firm offers customized, goal-based strategies through a network of independent advisory representatives, providing services including portfolio management, financial planning, retirement plan consulting, and educational seminars.

Andrew Taylor is a financial advisor with Kingsview Wealth Management, LLC in Greensboro, NC, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2019, and previously spent seven years at Wells Fargo Advisors LLC. Outside of finance, he is a 5% owner of Amplify This Music, where he contributes by songwriting for special occasions. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, and state or municipal clients. The firm provides financial planning and asset management through a combination of internal portfolio management and third-party strategies, offering discretionary and non-discretionary advisory services across a range of investment products.

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 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.

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. Prior to joining Belpointe in 2020, he worked at MML Investors and MassMutual Wisconsin. Smith also serves as an assistant professor at the University of Wisconsin-Whitewater and volunteers as treasurer for a local nonprofit. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, implementing customized portfolios through advisor-specific styles, model portfolios, and third-party sub-advisory relationships.

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 24 years of industry experience. He has worked at firms including Morgan Stanley, Citigroup Global Markets, Wells Fargo Advisors, and Wells Fargo Clearing before joining Kingsview in 2019. Outside of his advisory work, Polson is a musician and vocalist, performing as the front man for a cover band. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers comprehensive financial planning and asset management through a mix of in-house strategies, third-party managers, and alternative investments, with discretionary and non-discretionary advisory services.

Joel Austin is a financial advisor with Portfolio Medics, LLC in High Point, NC, holding Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Thrivent Financial and several insurance firms. Outside of advising, he serves as a pastor at Revolution Worship. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm builds customized portfolios using diversified funds, individual securities, and independent managers, employing a mix of fundamental, technical, and cyclical analysis tailored to client objectives.

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 industry experience, currently affiliated with Strategic Blueprint, LLC. She has previously worked at GenCrest Capital Partners, Hutchinson Family Offices, and Davenport, Marvin, Joyce & Co, LLP among others. Madden serves as a board member for the Community Foundation of Greater Greensboro and provides business owner exit planning and divorce expert services outside her advisory role. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through asset allocation, portfolio design, and manager selection, alongside financial planning, retirement consulting, family office services, and a subscription advisory program.