Stewart Hiatt is a financial advisor at Stephens with 41 years of industry experience. He has held various roles within Morgan Stanley and Stephens since 2001. Hiatt holds the Series 63 and Series 65 credentials. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm employs both bottom-up security selection and top-down fixed-income duration management, supported by multiple sponsored programs and internal investment committees.

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 financial advisor at Stephens in Winston-Salem, NC, holding a Series 66 designation with four years of industry experience. Prior to joining Stephens in 2022, he worked at Clicklease LLC and Snap Advances. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, alternative investments, and institutional equity research, utilizing both bottom-up security selection and top-down fixed-income strategies.

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 credential and has worked in advisory and insurance roles within the Global View Capital network. In addition to his financial services career, he serves as a firefighter with the Greensboro Fire Department. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm utilizes quantitative investment strategies driven by its proprietary research platform and offers a range of managed account options including SMAs, ETFs, and third-party manager access.

James Gillikin is a financial advisor with CoreCap Advisors in High Point, NC, holding Series 65 and Series 63 licenses and having 27 years of industry experience. He has worked at CoreCap Investments since 2019 and previously held positions at Ameritas Investment Corp., Capital Choice Investment Advisers, and CCF Investments. Gillikin also operates under the DBA Capital Choice of the Carolinas, where he offers advisory services along with life and disability insurance. CoreCap Advisors serves individuals, retirement plans, and institutional clients, providing discretionary investment management, financial planning, and access to third-party sub-advisors across multiple custodial platforms. The firm emphasizes a relationship-oriented, long-term investment approach involving mutual funds, ETFs, equities, bonds, and selective use of options or short sales.

Richard Sullivan is a financial advisor at Stephens with 44 years of industry experience. He holds Series 63 and Series 65 designations. His career includes positions at Morgan Stanley and Citigroup Global Markets prior to joining Stephens in 2011. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and state and municipal entities. The firm employs a range of investment strategies through multiple sponsored programs and combines bottom-up security selection with top-down fixed-income management.

Jefferey Wood is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with Apollon Wealth Management, LLC and has prior experience at Raymond James & Associates. Wood serves as a Senior Relationship Manager at Adi Dassler International Family Office in Winston-Salem, NC. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios, investing across multiple asset classes and offering specialized services such as ESG models, Direct Indexing, and portfolio consulting for pooled and insurance-dedicated funds.

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.

Jason Vreeke is a financial advisor at CoreCap Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked with CoreCap Investments since 2024. Outside of his advisory roles, he is a radio producer at Genesis Radio Productions, a position he has held for over 20 years. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach utilizing mutual funds, ETFs, equities, bonds, and selective options or short sales.

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 the Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of her advisory role, she serves as co-executor of her father's estate. Stephens provides investment advisory and wealth management services to a diverse client base, employing multiple investment programs and committees that utilize both bottom-up and top-down strategies across various asset classes.

William Thornton is a financial advisor with Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His career includes roles at M. S. Howells & Co., Efficient Advisors, and Carolina Financial Professionals. He serves as treasurer for the Bethel Methodist Men, overseeing fundraising and charitable activities. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary software and a behavioral economics framework, employing both passive and active investment strategies along with dynamic rebalancing.

Matthew Trenchard is a CFP® professional with 17 years of industry experience, currently serving at Lifemark Securities Corp. since 2018. Prior to that, he worked at Foresters Equity Services, Inc. for seven years. Outside of his advisory role, he is president and general contractor of Trenchard Ventures LLC, a business focused on landscaping and remodeling. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and tailors advice through suitability assessments, with accounts managed on both discretionary and non-discretionary bases.

Richard Rogers IV is a financial advisor with Stephens in Winston-Salem, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Stephens, he worked at Bain and Company for multiple periods totaling six years, and held roles at Proteus Motion, Columbia Business School, and Pamlico Capital. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and institutional investors. The firm employs a range of investment strategies and offers integrated broker-dealer and investment banking services.

Stephan Day is a financial advisor at Fortis Capital Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Fortis in 2023, he worked for Horizon Financial Services, LLC for 10 years and had a two-year break from the industry. He is also the owner of Pivot Wealth Management, LLC, an entity established for tax purposes and future branding. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm offers customized advice through discretionary management, various investment styles, and model portfolios, including ESG-oriented options, managing $1.615 billion in discretionary assets as of December 31, 2025.

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.

Michael Ferrin is a financial advisor with Compass Financial Management LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Compass in 2023, he worked at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2001 to 2023. He is also president of Pinnacle Insurance and Investments, Inc., where he is involved in sales and service related to securities and fixed insurance products. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, offering discretionary portfolio management and retirement plan consulting. The firm employs a multi-strategy investment process across various asset classes and supports approximately 1,310 client relationships through a team of 27 advisors.

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.