Gregory Schlaudecker is a financial advisor with AdaptFirst Investments LLC in Jamestown, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior firms include Purshe Kaplan Sterling Investments, Emerald College Planning LLC, and Baron Financial. He is owner and operator of Emerald College Planning, providing advice on reducing family college expenses, and serves as chapter executive for the Greensboro chapter of the Financial Service Advisors Council. AdaptFirst Investments provides advisory services to individuals and businesses, including portfolio management, financial planning, and business consulting, with a valuation-focused investment approach that utilizes both fundamental and technical analysis. The firm also offers outsourced CIO support, CFO-level consulting, bookkeeping, tax preparation, and coaching programs.

Marcus Kindley is a financial advisor at Intercarolina Financial Services, Inc. in Concord, NC, holding a Series 63 designation with 44 years of industry experience. He has been with Intercarolina Financial Services since 1986. Intercarolina Financial Services provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, and qualified retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs, offering both discretionary and non-discretionary account management.

Jared Johnson is a financial advisor at Horizon Financial Services, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Advantax Advisory Services and Penn Mutual Life Insurance Co. In addition to his advisory role, he owns and operates Jared G. Johnson, CPA, PLLC, providing accounting and tax preparation services. Horizon Financial Services serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses with discretionary asset management, financial planning, and consulting. The firm uses a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies, and is noted for its public education seminars and workshops on retirement and financial planning.

Noah Lewis is a financial advisor at Scholar Financial Advising, LLC in Winston-Salem, NC, holding a Series 65 designation with one year of industry experience. His background includes roles at Dixon and Company Wealth Management and Consolidated Planning, Inc., as well as positions in education and the food service industry. Scholar Financial Advising serves high-income and ultra-high-net-worth individuals, providing comprehensive financial planning and advisory support primarily through an online platform. The firm emphasizes a long-term, goal-driven approach without taking custody or discretionary authority, offering services through upfront comprehensive plans, hourly projects, and flat-fee ongoing advice.

Dale Brown is a financial advisor at Salem Investment Counselors Inc with 34 years of industry experience. He has been with Salem since 1988. Brown holds the Series 63 designation and serves as an appointed Trustee for several trust accounts managed by Salem. Salem Investment Counselors provides investment management, financial planning, and asset-management services to individual investors, high-net-worth clients, institutions, and fiduciaries. The firm focuses on equity-based portfolios with a long-term investment approach and employs a range of strategies across equities, fixed income, and alternative investments.

Braydan Meyers is a financial advisor at Mission Wealth Management, LP in Greensboro, NC, holding a Series 65 designation with three years of industry experience. Prior to joining Mission Wealth, he worked at Prospect Student Living and the NC Department of Revenue, as well as in retail management at Publix Supermarkets. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients with wealth management, financial planning, investment management, and consulting services. The firm uses a comprehensive approach that integrates investment management with tax, trust, philanthropy, and risk planning, employing both internal and select third-party sub-advisors.

Jeremy Johnson is a financial advisor at Bison Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Bison Advisors, TruAdvice, LLC, Sawtooth Solutions, LLC, and Safe Harbor Retirement Advisors, where he also serves as president of an independent insurance brokerage offering Medicare, life insurance, and fixed index annuities. Bison Wealth serves a range of clients including individuals, high net worth clients, family offices, and retirement plans, providing financial planning, portfolio management, and model portfolios. The firm’s investment approach combines multi-manager model portfolios with tactical and strategic allocations across liquid and private-market strategies.

Jonathan Cochrane is a financial advisor at Fifth Third Wealth Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, BB&T Bank, and BB&T Investments. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets, serving individuals, trusts, pension and profit-sharing plans, donor-advised funds, charitable organizations, governmental entities, and other institutional clients. The firm offers discretionary portfolio management, separately managed accounts, financial planning, and access to alternative investments, leveraging a combination of in-house and third-party resources alongside its affiliation with Fifth Third Bank.

James Royals Jr. is an investment advisor representative with The Fiduciary Alliance, holding Series 63 and Series 65 designations and with 27 years of industry experience. He has worked with firms including Kestra Advisory, Kestra Investment Services, Bridgeway Financial Services, and Fortune Financial Services. Royals also serves as a partner at Bridgeway Wealth Strategies, LLC, where he is involved in management and financial planning. The Fiduciary Alliance advises individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, offering investment management and comprehensive financial planning services. The firm utilizes a mix of fundamental, technical, cyclical, and charting analysis and employs third-party managers and order-management tools to deliver tailored, tax-efficient portfolio solutions.

Joshua Boyle is a financial advisor at Stephens with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and BB&T Investment Services. Outside of his advisory role, he is the owner and manager of Hive One LLC. 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.

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.

Preston Yates is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Stephens in Winston-Salem, NC, where he has worked since 2017. Prior to Stephens, he held roles at Bb&T Investment Services and Bb&T Bank from 2015 to 2017. 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 other institutional clients, offering a range of advisory, brokerage, investment banking, and custody services supported by research from its Equity Research group.

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.

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.

Craig Fishel is a financial advisor at Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Horace Mann Investors, Edward Jones, Guardian Life, Consolidated Planning, and Prudential Financial Planning Services. 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 employs a goals-based financial advising approach using patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment 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.

Joann White is a financial advisor at Stephens with 18 years of industry experience. She holds the Series 66 credential and previously worked at Morgan Stanley and Citigroup Global Markets before joining Stephens in 2010. 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 other institutional clients, offering a range of advisory and brokerage services supported by bottom-up equity research and committee-driven asset allocation.

Kevin Speas is a financial advisor at Momentum Independent Network Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robert Baird & Co. and Jjb Hilliard Wl Lyons LLC. Outside of his advisory role, he serves as a clockkeeper and scorekeeper for high school sporting events at North Forsyth High School. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm employs both discretionary and non-discretionary investment structures and integrates broker-dealer operations with banking and municipal advisory services within the Hilltop group.

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.