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.

Greer Ducker is a financial advisor with Kingsview Wealth Management, LLC based in Greensboro, NC. He holds the Series 63 and Series 66 licenses and has 26 years of industry experience, including 25 years at Edward Jones prior to joining Kingsview in 2024. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through in-house portfolio management and third-party strategies, including alternative investments and registered investment products.

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 with Virtue Capital Management, LLC who holds Series 63 and Series 65 designations and has 30 years of industry experience. His prior firms include First Fidelity Wealth Advisors, Inc. and JD Mellberg Financial, among others. Outside of his advisory work, he is a member of First Fidelity NC, LLC, involved in insurance and annuity business activities. Virtue Capital Management is a multi-team registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic strategies and delivers advice through a model featuring multiple investment adviser representatives and independent partners.

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 13 years of industry experience. He holds a Series 65 designation and has previously worked 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 serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using a combination of tactical, strategic, and dynamic approaches and operates through a multi-team model that includes ongoing monitoring, reporting, and client education.

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 Virtue Capital Management, LLC who holds a Series 65 credential and has 14 years of industry experience. He has worked at Horter Investment Management, LLC and Roadmap Property and Casualty Insurance Service, LLC, and he is the president and managing member of Roadmap Financial Consulting, LLC, a full-service financial services and business consulting firm. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers with customized portfolio management, financial planning, and consulting. The firm uses a multi-team model and combines tactical, strategic, and dynamic investment approaches with due diligence on third-party managers and model strategies.

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 bringing 27 years of industry experience. His career includes positions at CoreCap Investments, Ameritas Investment Corp., Capital Choice Investment Advisers, and CCF Investments. In addition to his advisory role, he is an owner and agent involved in life and health insurance through Capital Choice of the Carolinas and Capital Choice Financial Services. CoreCap Advisors serves individual clients, including high-net-worth and accredited investors, as well as institutional clients such as pension plans, trusts, and corporations. The firm offers discretionary portfolio management, financial planning, and access to sub-advisors across multiple custodial platforms, with a relationship-oriented, long-term investment approach.

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 Series 65-licensed advisor at Mission Wealth Management, LP with one year of industry experience. Prior to joining Mission Wealth Management, Macy worked at Vestique and held roles at North Carolina State University and Southwest Guilford High School. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, and investment management services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios featuring a range of investment vehicles and discretionary management options.

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 industry experience, currently serving as a financial advisor at Forvis Mazars Wealth Advisors, LLC in Greensboro, NC. Her prior experience includes 14 years at Dixon Hughes Goodman Wealth Advisors LLC and two years at FORVIS Wealth Advisors LLC. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofit organizations. The firm’s investment approach focuses on customized asset allocation and an Investment Policy Statement tailored to each client’s objectives and risk tolerance, using a combination of active and passive strategies alongside integrated tax and accounting services.

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.