Jesse Goins is a financial advisor at Salem Investment Counselors Inc with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Salem Investment Counselors since 2007. Salem Investment Counselors provides portfolio management and financial planning services to individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts. The firm manages approximately $3.845 billion in assets, focusing on equity-based portfolios complemented by fixed income and alternative investments, and employs a disciplined approach without market timing.

Jeffrey Lukawski is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and approximately one year of industry experience. Prior to joining Global View Capital Management, he has been affiliated with White Oak Benefits and serves as a firefighter with the Greensboro Fire Department. His community role includes fire suppression and prevention activities. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a primarily quantitative investment approach using algorithmic signals and offers a range of managed account options including SMAs, mutual funds, ETFs, and third-party manager access.

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.

Richard Sullivan is a financial advisor at Stephens in Winston-Salem, NC, holding Series 63 and Series 65 licenses with 44 years of experience. He has been with Stephens since 2011. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs supported by committee-based oversight and combines advisory services with broker‑dealer and investment banking activities.

Jefferey Wood is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with Apollon Wealth Management, LLC and has prior experience at Raymond James & Associates. Wood serves as a Senior Relationship Manager at Adi Dassler International Family Office in Winston-Salem, NC. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios, investing across multiple asset classes and offering specialized services such as ESG models, Direct Indexing, and portfolio consulting for pooled and insurance-dedicated funds.

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.

Kristopher Abernethy is a financial advisor at Salem Investment Counselors Inc with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Avid Wealth Management, Old North State Trust, and operated his own advisory practice. Salem Investment Counselors serves individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts, providing portfolio management and financial planning services. The firm manages approximately $3.845 billion in assets, focusing on equities as portfolio foundations and supplementing with fixed income and complementary investment vehicles.

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.

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.

Kenneth Jones is a financial advisor with Salem Investment Counselors Inc in Winston-Salem, NC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with Ultimus Fund Distributors, LLC and Salem Investment Counselors since 2000. Salem Investment Counselors provides investment management, financial planning, and asset-management services to individual and institutional clients. The firm emphasizes equities as the foundation of portfolios with a long-term selection approach, and it manages a diverse range of assets including marketable securities and private investments.

Heather Cardwell is a financial advisor at Credit Union Investment Services with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Members Trust Company, Secu Life Insurance Company, Secu Brokerage Services, and State Employees' Credit Union. At State Employees' Credit Union, she serves as a Financial Advisory Services Specialist, providing financial services to eligible members. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm’s advisers are salaried employees of the parent credit union, and clients retain decision-making authority over their accounts.

Jonathan Stout is a financial advisor with Credit Union Investment Services in Bermuda Run, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has held roles at State Employees' Credit Union since 2009 and at Members Trust Company and Secu Life Insurance Company since 2014. Outside his advisory duties, he serves as a Financial Advisory Services District Manager for State Employees' Credit Union. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes long-term, goals-based advice using low-cost index mutual funds and ETFs and operates within a credit union ecosystem connected to various affiliated financial service entities.

Anne Thornton is a financial advisor at Stephens in Winston-Salem, NC, with 25 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. She is a co-executor and beneficiary of a family estate. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, emphasizing tailored portfolio programs and committee-based oversight combined with a blend of broker-dealer and investment banking activities.

Alexander Cartrette is a Series 66-licensed financial advisor with Credit Union Investment Services, based in King, North Carolina. He has one year of industry experience and has held roles at Credit Union Investment Services, SeCU Brokerage Services, SeCU Life Insurance Company, and State Employees' Credit Union. Prior to his financial services career, he worked at Sams Club and Loomis. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with advisors who are salaried employees of the parent credit union.

Joshua Swaim is a financial advisor at Credit Union Investment Services with Series 66 registration and one year of industry experience. He has held positions at SECU Brokerage Services, SECU Life Insurance Company, State Employees' Credit Union, and Amerilife. Outside of finance, he worked with Yadkin County Emergency Services for eight years. Credit Union Investment Services serves individual investors who reside in North Carolina, providing non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index mutual funds and ETFs, and operates within a credit-union ecosystem as a subsidiary of State Employees’ Credit Union.

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.

Matthew Trenchard is a CFP® professional with 17 years of industry experience, currently serving at Lifemark Securities Corp. since 2018. Prior to that, he worked at Foresters Equity Services, Inc. for seven years. Outside of his advisory role, he is president and general contractor of Trenchard Ventures LLC, a business focused on landscaping and remodeling. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and tailors advice through suitability assessments, with accounts managed on both discretionary and non-discretionary bases.

Andrew Taylor is a financial advisor at Kingsview Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he is a part-owner of Amplify This Music, where he contributes songwriting for special occasions. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management through advisor-led and model-based strategies, including internally sponsored ETFs and access to alternative investments.

Richard Rogers IV is a financial advisor at Stephens in Winston-Salem, NC, with three years of industry experience. He holds a Series 66 designation and has previously worked at Bain and Company and Pamlico Capital. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and integrates broker-dealer and investment banking activities alongside advisory services.

Stephan Day is a financial advisor at Fortis Capital Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Fortis in 2023, he worked for Horizon Financial Services, LLC for 10 years and had a two-year break from the industry. He is also the owner of Pivot Wealth Management, LLC, an entity established for tax purposes and future branding. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm offers customized advice through discretionary management, various investment styles, and model portfolios, including ESG-oriented options, managing $1.615 billion in discretionary assets as of December 31, 2025.