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.

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.

Richard Rogers IV is a financial advisor at Stephens with three years of industry experience. He holds a Series 66 designation and has prior work experience at Bain and Company and Proteus Motion. 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 provides a range of advisory services, brokerage, investment banking, and research, utilizing a combination of bottom-up equity research and committee-driven asset allocation.

Stephan Day is a financial advisor at Fortis Capital Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Horizon Financial Services, LLC and Banc of America Investment Services, Inc. Stephan is also the owner of Pivot Wealth Management, LLC, an entity established for tax purposes and future branding. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized portfolio management, financial planning, consulting, retirement plan services, and educational workshops, employing a mix of passive, active, tactical, and ESG-aware strategies alongside third-party sub-advisors.

William Watson is a financial advisor with Salem Investment Counselors Inc in Winston-Salem, NC, holding a Series 63 designation and over 34 years of industry experience. He has been with Salem Investment Counselors since 1982. Salem Investment Counselors offers investment management, financial planning, and asset-management services to a diverse client base including individuals, high-net-worth clients, foundations, corporations, and retirement plans. The firm emphasizes equities as the foundation of its portfolios, focusing on long-term growth opportunities and maintaining a multi-advisor team with expertise in institutional investing, trust services, and endowment management.

Kristen Stonehouse is a CFP® with one year of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC in Winston-Salem, NC. Her prior experience includes roles at First Carolina Bank and Wells Fargo Bank, NA. She also worked briefly at Sunrise Yoga Studio in 2023. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm integrates traditional investment management with in-house accounting, tax services, and business coaching, managing approximately $17.7 billion in assets.

John Davis IV is a Series 66 licensed financial advisor at Apollon Wealth Management, LLC with 21 years of industry experience. His career includes roles at Raymond James & Associates, Deutsche Bank Securities, and RBC Capital Markets. Davis serves on several local boards, including the Summit School, the YMCA of Northwest North Carolina, and the Winston-Salem Symphony. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets with a network of 145 advisors. The firm serves individuals, high-net-worth families, family offices, and other institutional clients using a combination of centrally managed strategies and locally managed portfolios, employing fundamental analysis, tactical allocations, ESG risk models, and technology tools including generative AI.

Melissa Day is a financial advisor at Fortis Capital Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at New Horizon Financial Services, Inc. and Horizon Financial Services, LLC. In addition to her advisory work, she is involved in the sale of fixed insurance products. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized, primarily discretionary portfolio solutions that incorporate various investment styles, including passive, active, tactical, and ESG-aware strategies, and provides financial planning, retirement plan consulting, and educational workshops.

Mary Grigg is a financial advisor with Stephens in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at Morgan Stanley and Citigroup Global Markets prior to joining Stephens in 2011. 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 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.

Mary Waterer is a financial advisor at Stephens with one year of industry experience. She holds a Series 66 designation and has previously worked at Paul, Cox & Todd PLLC and Morgan Stanley. 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 offers discretionary and non-discretionary management across various programs, using bottom-up equity research and committee-driven asset allocation, and also provides brokerage, investment banking, custody, and municipal advisory services.

Matthew Simmons is a CFA® charterholder with Series 65 and Series 66 licenses and has eight years of industry experience. He is currently with Salem Investment Counselors Inc, where he has worked since 2022. Prior to that, he was with Truist Advisory Services and BB&T Asset Management. Salem Investment Counselors serves individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts, offering portfolio management and financial planning services. The firm manages public market securities on a discretionary basis and provides advisory support for private investments on a non-discretionary basis, with an investment approach focused on equities and risk-managed fixed income.

Marion Marre is a financial advisor at Modera Wealth Management, LLC with two years of industry experience. Marion holds a Series 65 designation and has previously worked at Parsec Financial Management and Hege Financial Group. Prior to her advisory career, Marion also worked at Etsy. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation based on Modern Portfolio Theory with in-house accounting and tax capabilities, serving high-net-worth clients and offering business coaching and other ancillary services.

Steven Golden is a CFP® with 33 years of experience in the financial services industry. He is affiliated with ON Investment Management Company and has held roles at The O.N. Equity Sales Company since 2004, as well as operating Golden Mack & Associates since 1991. Outside of his advisory work, he owns and operates a third-party administration business for retirement plans and is involved in selling life and disability insurance. ON Investment Management Company is a SEC-registered adviser that serves individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of discretionary and non-discretionary strategies and access to multiple third-party investment programs.