Kristen Stonehouse is a CFP® with one year of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC in Winston-Salem, NC. Her prior experience includes roles at First Carolina Bank and Wells Fargo Bank, NA. She also worked briefly at Sunrise Yoga Studio in 2023. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm integrates traditional investment management with in-house accounting, tax services, and business coaching, managing approximately $17.7 billion in assets.

John Davis IV is a Series 66-licensed financial advisor with Apollon Wealth Management, LLC, bringing 21 years of industry experience. His prior roles include positions at Raymond James & Associates, J. Alden Associates, and Cabot Lodge Securities. Outside of his advisory work, he serves on the boards of the Summit School, the YMCA of Northwest North Carolina, and the Winston-Salem Symphony, and is a member of the NCWorks Commission. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families and family offices, trusts, estates, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and employs a diversified investment approach across mutual funds, ETFs, equities, fixed income, and alternative vehicles, including ESG models and Direct Indexing with tax overlays.

Melissa Day is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has worked in various roles at Horizon Financial Services and New Horizon Financial Services prior to joining Fortis Capital Advisors in 2023. In addition to her advisory work, she is involved in the sale of fixed insurance products. Fortis Capital Advisors provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, businesses, and institutional clients. The firm utilizes a combination of discretionary management, advisor-specific investment styles, and model portfolios incorporating passive, active, tactical, and ESG-oriented strategies.

Mary Grigg is a financial advisor with Stephens, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her prior work includes positions at Morgan Stanley and Citigroup Global Markets. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, and government entities, offering a wide range of solutions including financial planning, portfolio management, private equity, and institutional equity research. The firm integrates broker-dealer and investment banking services and utilizes both bottom-up and top-down investment strategies across multiple dedicated programs.

Mary Waterer is an advisor at Stephens in Winston-Salem, NC, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Paul, Cox & Todd PLLC, Morgan Stanley, and Smith Leonard PLLC. Stephens provides investment advisory and wealth management services to a diverse client base including individuals, pension plans, foundations, corporations, and government entities, utilizing a range of strategies from discretionary portfolio management to alternative investments and institutional equity research.

Matthew Simmons is a CFA® charterholder with Series 65 and Series 66 licenses and has eight years of industry experience. He is currently with Salem Investment Counselors Inc, where he has worked since 2022. Prior to that, he was with Truist Advisory Services and BB&T Asset Management. Salem Investment Counselors serves individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts, offering portfolio management and financial planning services. The firm manages public market securities on a discretionary basis and provides advisory support for private investments on a non-discretionary basis, with an investment approach focused on equities and risk-managed fixed income.

Marion Marre is a financial advisor at Modera Wealth Management, LLC with two years of industry experience. Marion holds a Series 65 designation and has previously worked at Parsec Financial Management and Hege Financial Group. Prior to her advisory career, Marion also worked at Etsy. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation based on Modern Portfolio Theory with in-house accounting and tax capabilities, serving high-net-worth clients and offering business coaching and other ancillary services.

Steven Golden is a CFP® with 33 years of experience in the financial services industry. He is affiliated with ON Investment Management Company and has held roles at The O.N. Equity Sales Company since 2004, as well as operating Golden Mack & Associates since 1991. Outside of his advisory work, he owns and operates a third-party administration business for retirement plans and is involved in selling life and disability insurance. ON Investment Management Company is a SEC-registered adviser that serves individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of discretionary and non-discretionary strategies and access to multiple third-party investment programs.

Nick Dell'aquila is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining Virtue Capital Management in 2019, he worked at Horter Investment Management LLC and Equity Services, Inc. He is also president of Dell'Aquila Financial, Inc., where he is involved in insurance sales. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and qualified plans, offering discretionary and non-discretionary portfolio management, financial planning, third-party manager due diligence, and client education. The firm combines tactical, strategic, and quantitative investment strategies tailored to clients’ objectives and risk tolerances.

Spencer Huggins is a Certified Financial Planner® at Fifth Third Wealth Advisors LLC with four years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Bank, BB&T Bank, and Wells Fargo. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a wide range of clients, including individuals, trusts, pension plans, and institutional investors. The firm uses a multi-faceted investment approach incorporating in-house oversight, third-party managers, and model providers, and is integrated with Fifth Third Bank, sharing resources and technology across affiliates.

Michael Carpenter Jr. is a Series 65-licensed financial advisor at AlphaStar Capital Management with two years of industry experience. He has worked at AlphaStar since 2023 and has additional experience at Asset Guard Inc and Best Cartage. Carpenter is also a licensed independent insurance agent, dedicating a portion of his professional time to insurance sales. AlphaStar Capital Management is an enterprise firm managing approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm employs both predefined model portfolios and customized strategies using quantitative analysis and tactical asset allocation, and it serves as a subadviser and referral agent to other investment advisers.

Henry De Noble is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He has been with Stephens since 2019, following a brief tenure at Northwestern Mutual and prior roles including coaching at Barn Baseball Academy and work at Old Chicago. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, and governmental entities. The firm employs both bottom-up and top-down investment strategies across a variety of programs and maintains an integrated broker-dealer and investment banking operation.

Joshua Parrish is a financial advisor at Stephens with six years of industry experience. He holds a Series 66 designation and previously worked at BB&T for seven years before joining Stephens. Outside of his advisory role, he co-owns a small investment in raw land in downtown Mocksville, NC, which is planned for sale. Stephens offers investment advisory and wealth management services to a diverse client base, including individuals, institutions, and government entities. The firm employs both bottom-up security selection and top-down fixed-income strategies across multiple sponsored programs and investment committees.

Richard Rogers III is a financial advisor at Stephens with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2011, following roles at Morgan Stanley and Citigroup Global Markets. He serves as an investment committee member for St. Pauls Episcopal Church. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm employs a combination of bottom-up and top-down investment strategies across multiple platforms and offers integrated broker-dealer and investment banking services.

Richard Davis is a financial advisor with Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding Series 63 and Series 65 licenses with 30 years of industry experience. His career includes roles at M. S. Howells & Co., Efficient Advisors, LLC, and Triad Advisors, Inc., among others. Outside of investment advisory, he is involved with Carolina Financial Professionals LLC, where he manages insurance sales. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm utilizes a goals-based financial advising approach supported by patented software and evidence-based processes, combining passive and active investment strategies with dynamic rebalancing.

Jeffrey Howard is a financial advisor at Salem Investment Counselors Inc with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Salem Investment Counselors since 1996 and Ultimus Fund Distributors, LLC since 2000. Salem Investment Counselors provides investment management, financial planning, and asset-management services to individuals, high-net-worth clients, foundations, corporations, retirement plans, charitable institutions, trusts, and estates. The firm’s investment approach emphasizes equities with a focus on long-term growth, complemented by fixed income and alternative investments, and operates with a structured oversight framework including annual surprise audits and a documented proxy-voting policy.

Sharon Floyd is a financial advisor with Stephens, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and government entities. The firm employs a combination of bottom-up security selection and top-down fixed-income strategies through multiple sponsored programs and maintains an integrated broker-dealer and investment banking platform.

Spencer Pendry is a financial advisor at Stephens with seven years of industry experience. He holds the Series 66 designation and has been with Stephens since 2012. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm’s investment approach combines bottom-up security selection and top-down fixed-income duration management across various programs and strategies.

Ronald Perry is a financial advisor with Founders Financial Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining Founders Financial Alliance in 2020, he worked at UBS Financial Services from 2011 to 2020. Outside of his advisory role, he participates as a club member in Hagerty Classic Car Club’s Drive Share rental program, which involves renting classic cars under a supervised insurance arrangement. Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and portfolio monitoring, and offers a family-office style program under a flat fee structure.

William Stadler is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. Prior to joining Modera in 2026, he worked at Mercer Global Advisors Inc. from 2023 to 2025 and spent eight years at Post University. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and integrates investment management with tax, accounting, and business coaching services.