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.

Robert Taylor is a financial advisor with Global View Capital Management LLC in Winston Salem, NC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His career includes roles at Investment Advisors International, Inc. and Transamerica Financial Advisors, along with ongoing involvement in real estate sales and serving as a self-employed notary public. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, utilizing proprietary research through its affiliate AdvisorGuide, LLC, and offers discretionary management for a broad client base including held-away retirement accounts.

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 at Stephens with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2012, following a nine-year tenure at Wells Fargo Clearing. He serves on the finance committee of Trinity Worship Center, a nonprofit church in Burlington, NC. Stephens is a multi-team investment adviser with approximately 243 advisors managing about $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory and brokerage services, including equity research, investment banking, and municipal advisory.

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.

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 with nine years of industry experience. He holds a Series 66 designation and has been with Stephens since 2017, with prior experience at Southern Valet and the University of South Carolina. 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 broad range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and also provides municipal advisory and investment banking services.

Lucas Breeden is a financial advisor with Packerland Brokerage Services, Inc. He holds a Series 66 designation and has 12 years of industry experience. His prior work includes roles at Sigma Planning Corporation, Parkland Securities LLC, and Guardian Life. Outside of his advisory work, he is involved with Breeden Insurance Services, an independent insurance agency owned by his family since 1967. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting, utilizing a platform that supports both discretionary and non-discretionary account management.

Stewart Hiatt is a financial advisor at Stephens with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley in various capacities from 2001 to 2017 prior to joining Stephens. Stephens is a multi-team investment adviser with approximately 243 advisors managing around $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services supported by equity research and committee-driven investment strategies.

Robert Beach is a financial advisor at Salem Investment Counselors Inc with 25 years of industry experience. He holds a Series 63 designation and has worked at Ultimus Fund Distributors, LLC since 2000 and Salem Investment Counselors, Inc since 1985. Salem Investment Counselors provides investment management, financial planning, and asset-management services to a range of clients including individuals, high-net-worth clients, foundations, corporations, and retirement plans. The firm emphasizes equities with a long-term selection strategy and manages marketable securities on a discretionary basis while also assisting with private investments non-discretionarily.

Aaron Hiatt is a Series 66-licensed financial advisor at Stephens with four years of industry experience. He has worked at Stephens since 2022 and previously held positions at Clicklease LLC and Snap Advances. 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 institutional clients, offering a range of advisory, brokerage, investment banking, and custody services supported by in-depth equity research and committee-driven investment processes.

Judson Meinhart is a CFP® with 11 years of industry experience, currently advising at Modera Wealth Management, LLC since 2023. He previously worked at Parsec Financial Management and RKL Wealth Management LLC. Outside of his advisory role, Meinhart owns Master the Green, LLC, which markets and sells a personal finance book. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, financial planning, tax preparation, trust services, and business coaching. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and provides integrated advisory and accounting services.

Jesse Goins is a financial advisor at Salem Investment Counselors Inc with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Salem Investment Counselors since 2007. 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 approximately $3.845 billion in assets, focusing on equity-based portfolios complemented by fixed income and alternative investments, and employs a disciplined approach without market timing.

Jeffrey Lukawski is a financial advisor at Global View Capital Management LLC with two years of industry experience. He holds a Series 65 designation and also works as a firefighter with the Greensboro Fire Department. Additionally, he is involved with White Oak Benefits as a Medicare agent. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds and integrates proprietary research and execution infrastructure to extend discretionary management to retirement plan assets.

Richard Sullivan is a financial advisor with Stephens in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Stephens since 2011 and previously held positions at Morgan Stanley and Citigroup Global Markets. 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 institutional clients. The firm provides a range of services including advisory and financial planning, brokerage, investment banking, custody, and publishes research through its Equity Research group.

Jefferey Wood is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Raymond James & Associates and Deutsche Bank Securities Inc. prior to joining Apollon. Wood is also a trustee of several irrevocable trusts. Apollon Wealth Management is a multi-team SEC-registered investment adviser with approximately $11.56 billion in assets under management, serving individuals, high-net-worth families, family offices, trusts, and various institutional clients. The firm combines centrally managed strategy mandates with locally managed portfolios, utilizing fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

Kristopher Abernethy is a financial advisor at Salem Investment Counselors Inc with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Avid Wealth Management, Old North State Trust, and operated his own advisory practice. 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 approximately $3.845 billion in assets, focusing on equities as portfolio foundations and supplementing with fixed income and complementary investment vehicles.

Beth Agnello is a CFP® and holds a Series 65 license, with eight years of industry experience. She has been with CGN Advisors, LLC since 2018 and previously worked at Forsyth Technical Community College for eleven years. CGN Advisors serves a diverse client base including individuals, families, pension plans, businesses, foundations, and charitable organizations. The firm employs a long-term, globally diversified investment approach that integrates asset allocation, Modern Portfolio Theory, and active management, and provides comprehensive financial planning and ongoing investment supervisory services.

Kenneth Jones is a financial advisor with Salem Investment Counselors Inc in Winston-Salem, NC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with Ultimus Fund Distributors, LLC and Salem Investment Counselors since 2000. Salem Investment Counselors provides investment management, financial planning, and asset-management services to individual and institutional clients. The firm emphasizes equities as the foundation of portfolios with a long-term selection approach, and it manages a diverse range of assets including marketable securities and private investments.

Anne Thornton is a financial advisor at Stephens with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. She also serves as co-executor of her father's estate. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves a range of clients including individuals, retirement plans, foundations, corporations, and institutions, offering a variety of advisory and brokerage services supported by in-depth equity research and committee-driven investment management.