Connor Davis is a financial advisor at Corecap Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has a background managing a life insurance team at Gillikin and Associates Financial, where he also provides life insurance training and lead generation. Additionally, Davis is a life insurance producer with Capital Choice Financial Services. Corecap Advisors serves individuals, including high-net-worth and accredited investors, self-directed retirement plans, and institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm provides discretionary investment management, financial planning, and access to third-party sub-advisors, with a relationship-oriented, long-term investment approach focused on mutual funds, ETFs, equities, and bonds.

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.

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.

Colby Davis is a financial advisor with Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding a Series 65 designation and four years of industry experience. His background includes roles at Triad Advisors, Inc. and several related financial and consulting firms. Outside of advising, he has been involved in insurance sales and administration through Carolina Financial Professionals. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base, employing a goals-based approach that integrates proprietary software and behavioral economics alongside both passive and active investment strategies.

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 11 years of industry experience, currently with Wedbush Securities Inc. since 2026. Prior to joining Wedbush, he spent 10 years at UBS Financial. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, supporting both discretionary and non-discretionary portfolio management.

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 CFP® with 17 years of experience in financial advising. She is currently with Forvis Mazars Wealth Advisors, LLC, having previously worked at Dixon Hughes Goodman Wealth Advisors LLC for 14 years. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers integrated financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, leveraging its affiliation with a national accounting and professional services organization.

Joel Funderburk is a financial advisor with Wedbush Securities Inc. and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including 27 years at UBS Financial Services prior to joining Wedbush in 2024. His outside business activities include a partnership interest in SURFSIDE LLC, a real estate holding entity. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a wide range of wealth management and capital markets services, including discretionary and non-discretionary portfolio management.

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.

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.