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.

Nick Dell'aquila is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Horter Investment Management LLC and Equity Services Inc. Summit Advisory Group and has been involved with his own firms, Dell'Aquila Financial, Inc. and Dell'Aquila Insurance Services, LLC. Outside of advisory work, he serves as president of Dell'Aquila Financial Inc., which conducts insurance sales. Virtue Capital Management, LLC is an SEC-registered enterprise adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of active tactical, strategic, and dynamic investment strategies alongside quantitative and model-based analysis to tailor portfolios to client objectives and risk tolerances.

Alexandria Moore is a financial advisor with Credit Union Investment Services in Winston Salem, NC, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2017. Outside of financial services, she owns and operates a photography business. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs alongside fixed-income products and a goals-based planning approach.

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.

Henry De Noble is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Stephens in Winston-Salem, NC. Prior to joining Stephens, he worked at Northwestern Mutual and was involved with Barn Baseball Academy. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients, emphasizing tailored portfolio programs and committee-based oversight. The firm combines its advisory services with substantial broker-dealer and investment banking activities.

Joshua Parrish is a financial advisor at Stephens 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 of a small investment related to undeveloped land in Mocksville, North Carolina. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm employs a committee-based approach to portfolio management and combines advisory services with broker-dealer and investment banking activities.

Richard Rogers III is a financial advisor with Stephens in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stephens since 2011. Outside of his advisory role, he serves on the investment committee of St. Pauls Episcopal Church. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs with committee-based oversight and a range of financial planning and retirement advisory services.

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.

Jason Brittingham is a financial advisor with Credit Union Investment Services, holding the Series 63 and Series 65 designations and bringing 16 years of industry experience. He has held roles at State Employees' Credit Union since 2002 and has been involved with related entities including SECU Life Insurance Company and Members Trust Company. Brittingham also serves as a district manager supervising financial advisory services at State Employees’ Credit Union. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index funds and ETFs, and operates within the credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

Sharon Floyd is a financial advisor at Stephens with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets, Morgan Stanley Smith Barney, and Stephens Inc. since 2020. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and integrates broker-dealer and investment banking activities alongside its advisory services.

Spencer Pendry is a financial advisor at Stephens with a Series 66 designation and seven years of industry experience. He has worked at Stephens since 2012. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

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.

Stanley Hayes is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and six years of industry experience. Prior to joining Global View Capital Management in 2020, he held roles in automotive sales and real estate, including ownership of Carolina Autos and work as a real estate broker with Marlo & Co. Realty. He is also president of Love On Mission, a nonprofit focused on ministry to ethnic groups in Burma (Myanmar). Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach using technical signals and operates its own research affiliate, AdvisorGuide, LLC, which generates daily rankings and buy/sell alerts for its programs.

Ian Weiss is a financial advisor at IHT Wealth Management LLC in Winston Salem, NC, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior work includes roles at UBS Trust / Reliance Trust from 2014 to 2019 and concurrently at Bank of America and Merrill since 2019. Weiss serves as a committee member of The Patton Foundation, a charitable organization, contributing to capital campaign strategies. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools across diversified portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

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 designations and has been with Stephens since 2011. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Tanner Robinson is a CFP® with 20 years of experience in the financial industry and has been with Oppenheimer since 2009. He is based in Winston-Salem, NC, and holds a Series 66 license. Outside of his advisory role, he is a member and investor in Oak Street Partners, LLC and owns a commercial real estate business through MTCMR, LLC. Oppenheimer provides a range of advisory services to individuals, corporations, pooled vehicles, and retirement plans, offering both discretionary and non-discretionary portfolio management along with consulting and retirement services. The firm’s investment approach varies by program and includes strategic and tactical asset allocation with a combination of commission-based and asset-based fee structures.

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.

Adam Whicker is a financial advisor at Guardian Life with 13 years of industry experience. He holds a Series 66 designation and has been associated with Park Avenue Securities and Guardian since 2011. Outside of his advisory role, he is involved in selling traditional life insurance. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.