Scott Adams is a financial advisor at Principal Advised Services in Winston-Salem, NC, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Principal Life Insurance Company, Principal Bank, and Fidelity Investments, among others. 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 combines third-party methodology with proprietary models and leverages its affiliation with the Principal Financial Group family to access proprietary products and integrated services.

Spencer Huggins is a Certified Financial Planner® at Fifth Third Wealth Advisors LLC with four years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Bank, BB&T Bank, and Wells Fargo. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a wide range of clients, including individuals, trusts, pension plans, and institutional investors. The firm uses a multi-faceted investment approach incorporating in-house oversight, third-party managers, and model providers, and is integrated with Fifth Third Bank, sharing resources and technology across affiliates.

Michael Carpenter Jr. is a Series 65-licensed financial advisor at AlphaStar Capital Management with two years of industry experience. He has worked at AlphaStar since 2023 and has additional experience at Asset Guard Inc and Best Cartage. Carpenter is also a licensed independent insurance agent, dedicating a portion of his professional time to insurance sales. AlphaStar Capital Management is an enterprise firm managing approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm employs both predefined model portfolios and customized strategies using quantitative analysis and tactical asset allocation, and it serves as a subadviser and referral agent to other investment advisers.

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.

Henry De Noble is a CFA® charterholder with seven years of industry experience. He is currently with Stephens in Winston-Salem, NC, where he has worked since 2019. Prior to that, he held positions at Northwestern Mutual and the Barn Baseball Academy. 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 discretionary and non-discretionary management strategies alongside brokerage, investment banking, custody, and research services.

Joshua Parrish is a financial advisor at Stephens in Winston-Salem, NC, with six years of industry experience. He holds a Series 66 designation and previously worked at BB&T for seven years before joining Stephens. Outside of his advisory role, he is a 50% owner in an investment related to raw land in downtown Mocksville, NC. 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 fixed-income management.

Richard Rogers III is a financial advisor at Stephens in Winston-Salem, NC, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he serves as an investment committee member for St. Pauls Episcopal Church and is a partner in Stellie Partners, LLC, a personal financial and estate planning entity. Stephens is a multi-team investment advisory firm with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients through a range of discretionary and non-discretionary investment management programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income strategies.

Jeffrey Howard is a financial advisor at Salem Investment Counselors Inc with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Salem Investment Counselors since 1996 and Ultimus Fund Distributors, LLC since 2000. Salem Investment Counselors provides investment management, financial planning, and asset-management services to individuals, high-net-worth clients, foundations, corporations, retirement plans, charitable institutions, trusts, and estates. The firm’s investment approach emphasizes equities with a focus on long-term growth, complemented by fixed income and alternative investments, and operates with a structured oversight framework including annual surprise audits and a documented proxy-voting policy.

Sharon Floyd is a financial advisor at Stephens with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. Floyd has been with Stephens since 2020. 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 both discretionary and non-discretionary management across various advisory and wrap programs supported by equity research and committee-driven asset allocation.

Spencer Pendry is a financial advisor at Stephens with seven years of industry experience and holds a Series 66 designation. He has worked at Stephens since 2012. 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 services including advisory, financial planning, brokerage, investment banking, and research, utilizing both discretionary and non-discretionary management across various strategies.

William Stadler is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. Prior to joining Modera in 2026, he worked at Mercer Global Advisors Inc. from 2023 to 2025 and spent eight years at Post University. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and integrates investment management with tax, accounting, and business coaching services.

Philip Corson is a financial advisor at Blueprint Financial Advisors with 14 years of industry experience. He holds the CFP® designation along with Series 65 and Series 66 licenses. Prior to joining Blueprint, he worked at firms including Matson Money, Efficient Advisors, and Sowell Management. Outside of advisory work, Corson is a practicing attorney and member of Legacy Law Firm, LLC. Blueprint Financial Advisors is a multi-advisor SEC-registered firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets using a proprietary strategic-and-tactical investment approach focused on globally diversified portfolios and price-driven trend-following rules.

Stanley Hayes is a financial advisor at Global View Capital Management LLC in Winston-Salem, NC, holding a Series 65 designation with six years of industry experience. Prior to his current role starting in 2020, he worked in automotive sales and real estate. Outside of financial services, Hayes is president of Love On Mission, a non-profit ministry serving minor ethnic groups in Burma (Myanmar). 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, integrating proprietary research and operational infrastructure to manage discretionary portfolios and retirement plan assets.

Ian Weiss is a financial advisor with IHT Wealth Management LLC in Winston Salem, NC, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at UBS Trust / Reliance Trust and Merrill, and he has been with Bank of America since 2019. Weiss serves as a committee member of The Patton Foundation, a charitable organization. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, and outsourced CIO services. The firm offers tailored portfolios through a network of advisers, employing a combination of fundamental value screening, quantitative optimization, and other investment strategies.

Dax Allred is a financial advisor at Apollon Wealth Management, LLC with 2 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Cabot Lodge Securities LLC, J. Alden Associates, Inc., and manages family business interests through Allred Family Holdings, Inc. He is involved in managing family-owned farmland and commercial real estate assets. Apollon Wealth Management, LLC is a multi-team registered adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed strategies with locally managed portfolios, offering a range of investment solutions including ESG models, Direct Indexing, and sub-advisory services for private funds and insurance company clients.

Terra Snider is a financial advisor at Stephens with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stephens since 2011, following prior roles 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. 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 multiple investment programs.

Tanner Robinson is a CFP® professional with 20 years of industry experience. He has worked at Oppenheimer since 2009 and previously spent three years at Merrill. Outside of his advisory role, he is a member and investor in Oak Street Partners, LLC, and owns MTCMR, LLC, a commercial real estate company. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services, including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

Joseph Perkins Jr. is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Farther and previously worked at Private Client Services, LLC and Cannon Wealth Management Services, LLC. He is also a partner at Cannon & Company, LLP, a full-service accounting firm offering income tax and assurance services. Farther provides discretionary investment management and advisory services primarily to individuals, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary models, algorithmic rebalancing, and a range of asset classes supplemented by AI tools.

Robert Gallert is a financial advisor at OSAIC Institutions, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Infinex Investments, Inc. since 2014. Gallert is also the owner and manager of Riverfront Capital, LLC, an investment-related business. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a distinctive hybrid adviser/broker-dealer model.

Dean Castor Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Truist Advisory Services since 2021 and previously worked at BB&T Investments and BB&T Securities. Outside of his advisory role, he serves as President of the Villages of Skull Creek II Dock Owners Association, a property owners association in Hilton Head Island, SC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager‑selection program, implementing advice through a mix of discretionary and non‑discretionary strategies supported by third‑party platforms and an integrated inter‑affiliate operating structure.