Bryan Gaiser is a financial advisor with Advisory Alpha, LLC, holding a Series 65 license and 14 years of industry experience. His prior roles include Foundations Investment Advisors LLC and FormulaFolios Investments. He serves as chapter president of the American Financial Education Alliance, delivering financial wellness and educational workshops in the Greensboro community. Advisory Alpha is an SEC-registered adviser managing over $4.3 billion for individual and high-net-worth clients. The firm employs a centralized Investment Team using a fund-of-funds approach and provides specialized retirement-plan solutions, subadvisory and co-advisory services to other registered investment advisers.

William Roach is a financial advisor with Gradient Investments, LLC, holding Series 63 and Series 65 licenses and totaling nine years of industry experience. He has worked at Gradient Advisors, LLC, and Whichard Roach & Associates, where he has also served as president since 2013. Outside of his advisory roles, Roach serves on the board of directors for the Greensboro chapter of No/Kiwanis, a community service organization focused on supporting children. Gradient Investments, LLC provides discretionary investment management services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary investment framework and offers a variety of model and custom portfolios managed on a discretionary basis.

Roy Bly is a CFP® professional with four years of industry experience, currently serving as an advisor at Titleist Asset Management, LLC since 2023. His prior roles include positions at Vision Based Planning and Homrich Berg Wealth Management, along with work as an independent contractor. Bly also operates the advisory business Vision Based Planning. Titleist Asset Management, LLC provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized portfolio strategies overseen by an investment committee and employs a rules-based Total Return framework as part of its investment approach.

James Carlson is a financial advisor at Wedbush Securities Inc. in Greensboro, NC, holding a Series 66 designation with 26 years of industry experience. His career includes 15 years at UBS Financial Services and multiple roles at Morgan Stanley over a decade. He serves on the National Advisory Council for Southern Virginia University. Wedbush Securities provides a range of investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering wealth management, fixed income, commodities, and capital markets solutions. The firm’s financial consultants tailor portfolio strategies to client objectives while Wedbush administers multiple managed account offerings and provides institutional research and trade execution services.

Michael Allen is a financial advisor with Principal Advised Services in McLeansville, NC, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked in various roles within the Principal Financial Group family since 2022. Outside of his advisory work, he owns a car rental business operating on the Turo platform. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party tools and proprietary models and benefits from its affiliation with Principal Financial Group entities, enabling access to proprietary products and services.

Joseph Cone is a financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. He previously worked at LPL Financial for 10 years before joining Belpointe in 2023. Cone serves on several nonprofit boards, including the Greensboro Symphony Endowment Fund, NC Justice Center, Jewish Foundation of Greensboro, and Moses Cone–Wesley Long Community Health Foundation. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, trusts, and other advisers. The firm manages approximately $7.6 billion in client assets, offering discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios that combine passive, active, tactical, and blended strategies.

Colby Robinson is a CFP® professional with eight years of experience in financial advising. He is currently with Forvis Mazars Wealth Advisors, LLC, having joined in 2024 after previous roles at FORVIS Wealth Advisors LLC, DHG Wealth Advisors LLC, Family Wealth Partners, and Antonich & Associates. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, and consulting services. The firm’s approach includes customized asset allocation and an Investment Policy Statement tailored to each client’s objectives, utilizing a mix of active and passive strategies with an emphasis on diversification and cost control.

Jeffrey Powell is a financial advisor at Cornerstone Wealth with 20 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes roles at Highland Private Wealth Management and LPL Financial LLC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm uses model-based portfolios incorporating ETFs, mutual funds, equities, bonds, and alternative investments, guided by a regular investment committee review.

Greer Ducker is a financial advisor with Kingsview Wealth Management, LLC based in Greensboro, NC. He holds the Series 63 and Series 66 licenses and has 26 years of industry experience, including 25 years at Edward Jones prior to joining Kingsview in 2024. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through in-house portfolio management and third-party strategies, including alternative investments and registered investment products.

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.

Eric Brumagin is a financial advisor with Virtue Capital Management, LLC who holds Series 63 and Series 65 designations and has 30 years of industry experience. His prior firms include First Fidelity Wealth Advisors, Inc. and JD Mellberg Financial, among others. Outside of his advisory work, he is a member of First Fidelity NC, LLC, involved in insurance and annuity business activities. Virtue Capital Management is a multi-team registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic strategies and delivers advice through a model featuring multiple investment adviser representatives and independent partners.

Cole Hickman is a financial advisor at Strategic Blueprint, LLC with five years of industry experience. He holds a Series 66 designation and has worked at The Strategic Financial Alliance, Inc. since 2020. Hickman has also served as an insurance agent specializing in life insurance. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, including high-net-worth clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and educational seminars, with a focus on customized, goal-based strategies and an uncommon annual flat-fee Subscription Advisory Services program.

William Helms is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. Prior to joining Strategic Blueprint in 2024, he worked at Ardmore Advisory & Planning, Capital Investment Advisory Services, LLC, and Capital Investment Group, Inc. He serves as trustee for a family trust. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement plan consulting, family office services, and educational seminars, operating both discretionary and non-discretionary management programs.

Christopher Relos is a financial advisor with M HOLDINGS SECURITIES, Inc. in Greensboro, NC, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been associated with M HOLDINGS SECURITIES, Inc., WS Griffith Securities, Inc., Phoenix Co., and Plybon & Associates, Inc. since 2003. Additionally, he serves as Director of Estate Planning and Life Insurance at Plybon & Associates, Inc., where he supports fixed and variable life insurance product sales and case design. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio management and third-party sub-advisors.

Glenn Mosseller is a financial advisor with Virtue Capital Management, LLC who holds a Series 65 credential and has 14 years of industry experience. He has worked at Horter Investment Management, LLC and Roadmap Property and Casualty Insurance Service, LLC, and he is the president and managing member of Roadmap Financial Consulting, LLC, a full-service financial services and business consulting firm. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers with customized portfolio management, financial planning, and consulting. The firm uses a multi-team model and combines tactical, strategic, and dynamic investment approaches with due diligence on third-party managers and model strategies.

James Kenerly is a ChFC® with 20 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. since 2006. He also serves as Chief Operating Officer at Plybon and Associates, Inc. Outside of his financial advisory roles, he writes and publishes children's books under Rascal Books. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent Member Firms and Financial Professionals, offering a broad range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.

Kevin Herron Jr. is a CFP® professional with 11 years of industry experience, currently with Wedbush Securities Inc. since 2026. Prior to joining Wedbush, he spent 10 years at UBS Financial. 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, and capital markets, supporting both discretionary and non-discretionary portfolio management.

Macy Teer is a Series 65-licensed advisor at Mission Wealth Management, LP with one year of industry experience. Prior to joining Mission Wealth Management, Macy worked at Vestique and held roles at North Carolina State University and Southwest Guilford High School. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, and investment management services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios featuring a range of investment vehicles and discretionary management options.

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 industry experience, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC in Greensboro, NC. Her prior experience includes 14 years at Dixon Hughes Goodman Wealth Advisors LLC and two years at FORVIS Wealth Advisors LLC. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofit organizations. The firm’s investment approach focuses on customized asset allocation and an Investment Policy Statement tailored to each client’s objectives and risk tolerance, using a combination of active and passive strategies alongside integrated tax and accounting services.