Colby Robinson is a CFP® professional with eight years of experience in financial advising. He has worked at several firms, including Forvis Mazars Wealth Advisors, LLC since 2024, FORVIS Wealth Advisors LLC, DHG Wealth Advisors LLC, Family Wealth Partners, and Antonich & Associates. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, managing approximately $12 billion in assets with a disciplined, committee-approved investment approach.

Jeffrey Powell is a CFP® professional with 20 years of experience in financial advising. He has been with Cornerstone Wealth Group, LLC since 2018 and previously worked at LPL Financial starting in 2015. Based in Greensboro, NC, Powell’s credentials include the Series 63 license. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm provides portfolio management and financial planning using model portfolios with ETFs, mutual funds, individual securities, and external managers, managing assets primarily on a discretionary basis.

Greer Ducker is a financial advisor at Kingsview Wealth Management, LLC with 26 years of industry experience. He previously worked at Edward Jones for 25 years before joining Kingsview Partners and Kingsview Wealth Management in 2024. Outside of his advisory role, he owns Lucky Ducker Enterprises, LLC, a commercial rental property business in Greensboro, NC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a range of investment instruments and access to third-party managers and alternative investments.

Angus Mceachran III is a financial advisor at Cetera Planning Partners with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Independent Advisor Alliance, and Summit Financial Group. Mceachran is a partner at HMC Partners LLC and co-hosts a radio show focused on marketing securities business to the public. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm emphasizes diversified allocations through mutual funds and ETFs aligned with client objectives and integrates additional services such as tax planning, bookkeeping, and estate planning through affiliated providers.

Riddhi Agarwal is a financial advisor with Credit Union Investment Services in Greensboro, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Credit Union Investment Services and SECU Brokerage Services, Agarwal gained experience with Bank of America, Merrill, First Bank, Truliant Federal Credit Union, and BB&T. Outside of financial services, 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 with an emphasis on low-cost mutual funds and ETFs. The firm operates within a credit union ecosystem and maintains a goals-based, long-term investment approach.

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 CFP® professional with nine years of industry experience. He is currently with Cetera Planning Partners and has previously worked at Ameriprise, Charles Schwab, Fidelity Brokerage Services, TD Ameritrade, and TD Bank. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management and comprehensive financial planning, including Social Security optimization, tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

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 financial advisor at Strategic Blueprint, LLC with five years of industry experience. He holds a Series 66 designation and has worked at The Strategic Financial Alliance, Inc. since 2020. Hickman has also served as an insurance agent specializing in life insurance. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, including high-net-worth clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and educational seminars, with a focus on customized, goal-based strategies and an uncommon annual flat-fee Subscription Advisory Services program.

William Helms is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. Prior to joining Strategic Blueprint in 2024, he worked at Ardmore Advisory & Planning, Capital Investment Advisory Services, LLC, and Capital Investment Group, Inc. He serves as trustee for a family trust. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement plan consulting, family office services, and educational seminars, operating both discretionary and non-discretionary management programs.

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 credentials and 22 years of industry experience. He has been associated with M HOLDINGS SECURITIES, Inc., WS Griffith Securities, Inc., Phoenix Co., and Plybon & Associates, Inc. since 2003. Additionally, he serves as Director of Estate Planning and Life Insurance at Plybon & Associates, Inc., where he supports fixed and variable life insurance product sales and case design. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio management and third-party sub-advisors.

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 ChFC® with 20 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. since 2006. He also serves as Chief Operating Officer at Plybon and Associates, Inc. Outside of his financial advisory roles, he writes and publishes children's books under Rascal Books. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent Member Firms and Financial Professionals, offering a broad range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.

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.