Riddhi Agarwal is a financial advisor at Credit Union Investment Services with two years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and various credit unions. Outside of her advisory role, Agarwal owns Rolls LLC, a business specializing in frozen Indian snacks. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm operates within a credit union ecosystem and emphasizes long-term, goals-based advice using low-cost index funds and ETFs.

Connor Davis is a financial advisor with CoreCap Advisors in High Pointe, NC. He holds Series 63 and Series 65 licenses and has experience managing life insurance teams and providing life insurance training through Gillikin and Associates Financial, LLC. His background includes roles in marketing and business operations across various industries. CoreCap Advisors offers discretionary investment and portfolio management, as well as standalone financial planning, to a diverse client base including high-net-worth individuals, retirement accounts, and corporate entities. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon and utilizes multiple asset types, sub-advisors, and third-party managers to tailor client portfolios.

Steven Harrell is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at LPL Financial, LLC for eight years before joining Capital Investment Advisory Services and Capital Investment Group, Inc. Harrell is also active as a preacher at small churches, dedicating approximately 20 hours per month to this role. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers, private-label model portfolios, and financial planning, using a mix of analytical methods and ongoing monitoring tailored to clients’ investment objectives and risk tolerance.

William Guge is a financial advisor at Cetera Planning Partners with nine years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Cetera Planning Partners in 2025, he worked at Ameriprise, Charles Schwab Bank and Charles Schwab & Co., Fidelity Brokerage Services, TD Ameritrade, and TD Bank. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are near or in retirement. The firm employs a structured planning process with diversified portfolio management and offers supplementary services including tax planning, bookkeeping, and estate-planning support.

Richard Flanders is a CFP® with 47 years of industry experience, currently serving at Blueprint Financial Advisors since 2026. He previously worked for Capital Investment Group, Inc. for 30 years and has been associated with Strategic Planning Corp. since 1986. Outside of advising, he holds a real estate broker license and operates as a sole proprietor in residential real estate sales. Blueprint Financial Advisors is an SEC-registered multi-advisor firm managing approximately $1.4 billion in client assets. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a global diversification strategy with a proprietary strategic-and-tactical asset allocation framework.

Eric Brumagin is a financial advisor at Virtue Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including First Fidelity Wealth Advisors, Inc. and JD Mellberg Financial. Brumagin is also involved as a member in an insurance and annuity business outside of his advisory role. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, ERISA consulting, and a financial education course for pre-retirees, utilizing a model-driven investment approach focused on economic data inputs and active management.

Cole Hickman is a Series 66 licensed advisor with Strategic Blueprint, LLC, based in Greensboro, NC. He has five years of industry experience and has worked at The Strategic Financial Alliance, Inc. since 2020. Outside of his advisory work, he has experience as a life insurance agent. Strategic Blueprint, LLC serves a range of clients including individuals, pension plans, trusts, and charitable organizations, providing customized portfolio management, financial planning, and retirement consulting through a network of independent advisory representatives. The firm emphasizes goal-based strategies and offers a distinctive subscription advisory program alongside educational seminars.

William Helms is a financial advisor at Strategic Blueprint, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Ardmore Advisory & Planning and Capital Investment Advisory Services, LLC. He is also a trustee for the Vicki V Helms Trust. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies with services including portfolio management, financial planning, retirement plan consulting, and educational seminars.

Jeffrey Heybrock is a financial advisor at Virtue Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Coppell Advisory Solutions LLC and Royal Fund Management LLC. Heybrock is also president of Heybrock Financial Group Inc and is a licensed insurance agent. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, utilizing strategic and quantitative model-driven investment approaches.

Christopher Relos is a financial advisor with M Holdings Securities, Inc. in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at M Holdings Securities since 2004 and is also affiliated with WS Griffith Securities, Phoenix Co., and Plybon & Associates, Inc., where he serves as Director of Estate Planning/Life Insurance. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide. The firm offers investment management, retirement plan consulting, financial planning, sub-advisory services, and insurance contract advisory services through a network of independent Member Firms and Financial Professionals.

Aaron Smith is a financial advisor with Capital Investment Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cardinal Financial, LLC for eight years before joining his current firm in 2021. Outside of his advisory role, he is a co-owner of a real estate group involved in non-investment-related activities. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers tailored investment programs with a range of strategies and typically manages assets on a discretionary basis.

Glenn Mosseller is a financial advisor with Horter Investment Management, LLC in Greensboro, NC, holding a Series 65 credential and 14 years of industry experience. He has worked at Horter since 2014 and is also the President and Managing Member of Roadmap Financial Consulting, LLC, a full-service financial services and business consulting firm. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm uses a combination of model and multi-manager portfolios, third-party money managers, and alternative investments as part of its investment approach.

James Kenerly is a financial advisor with M Holdings Securities, Inc., holding the ChFC® designation and Series 63 license. He has 20 years of industry experience and has served as Chief Operating Officer at Plybon and Associates, Inc. since 2006. Outside of his advisory work, he authors and publishes children’s books through his own business, Rascal Books. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual clients, corporate and business clients, retirement plans, and other entities through a nationwide network of independent Member Firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and sub-advisory services.

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.

Kevin Herron Jr. is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Wedbush Securities Inc. He previously worked at UBS Financial for 10 years. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets, managing approximately $5.68 billion in regulatory assets.

Macy Teer is a financial advisor at Mission Wealth Management, LP in Greensboro, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Mission Wealth, Macy worked at Vestique and has experience in roles at North Carolina State University and Blue Rock Pizza & Tap. Mission Wealth Management is a multi-team SEC-registered firm serving primarily affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm offers customized, long-term investment strategies and a range of services including financial planning, portfolio management, and consulting.

Mark Bulmer is a CFP® and PFS™ credentialed financial advisor with seven years of industry experience. He currently works at Forum Financial Management, LP and previously held roles at Avantax Investment Services, Inc. and Avantax Advisory Services. In addition to his advisory work, Bulmer is a partner at Smith Leonard PLLC, an accounting and tax preparation firm. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and supports other RIAs through its turnkey asset-management platform and back-office services.

Amy Manning is a Certified Financial Planner (CFP®) with 16 years of industry experience. She is currently with Forvis Mazars Wealth Advisors, LLC, joining the firm in 2022 following a 14-year tenure at Dixon Hughes Goodman Wealth Advisors LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides integrated financial planning and investment management services, managing approximately $12 billion in assets through a disciplined, committee-approved investment approach and coordinated tax and accounting services as part of its affiliation with Forvis Mazars, LLP.

Joel Funderburk is a financial advisor at Wedbush Securities Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 27 years. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions. The firm offers a range of brokerage and advisory services, combining broker-dealer and capital markets functions with custody, clearing, and prime services across multiple asset classes.

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 in multiple roles including marketing director and radio producer. Vreeke is involved in radio production through Genesis Radio Productions, where he records and produces programs. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients by providing discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach and offers a range of services including tax-efficient asset location and oversight of external asset managers.