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.

Stanley Hayes is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and six years of industry experience. Prior to joining Global View Capital Management in 2020, he held roles in automotive sales and real estate, including ownership of Carolina Autos and work as a real estate broker with Marlo & Co. Realty. He is also president of Love On Mission, a nonprofit focused on ministry to ethnic groups in Burma (Myanmar). Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach using technical signals and operates its own research affiliate, AdvisorGuide, LLC, which generates daily rankings and buy/sell alerts for its programs.

Ian Weiss is a financial advisor at IHT Wealth Management LLC in Winston Salem, NC, holding Series 63 and Series 66 licenses with nine years of industry experience. His prior work includes roles at UBS Trust / Reliance Trust from 2014 to 2019 and concurrently at Bank of America and Merrill since 2019. Weiss serves as a committee member of The Patton Foundation, a charitable organization, contributing to capital campaign strategies. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools across diversified portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Dax Allred is a financial advisor at Apollon Wealth Management, LLC with 2 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Cabot Lodge Securities LLC, J. Alden Associates, Inc., and manages family business interests through Allred Family Holdings, Inc. He is involved in managing family-owned farmland and commercial real estate assets. Apollon Wealth Management, LLC is a multi-team registered adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed strategies with locally managed portfolios, offering a range of investment solutions including ESG models, Direct Indexing, and sub-advisory services for private funds and insurance company clients.

Terra Snider is a financial advisor with Stephens who holds Series 63 and Series 65 licenses and has 25 years of industry experience. Her career includes positions at Morgan Stanley and Citigroup Global Markets before joining Stephens, where she has worked since 2011. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, and institutional entities. The firm combines multiple sponsored programs and investment committees with both bottom-up and top-down investment approaches across a range of asset classes.

Lori Smith is a financial advisor with Independent Advisor Alliance, LLC in Clemmons, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior work includes roles at LPL Financial, Fidelity Investments, MassMutual Life Insurance Company, Merrill, and UBS Financial Services. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing services such as asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management and utilizes technology platforms for asset aggregation and estate planning.

Tanner Robinson is a CFP® professional with 20 years of industry experience. He has worked at Oppenheimer since 2009 and previously spent three years at Merrill. Outside of his advisory role, he is a member and investor in Oak Street Partners, LLC, and owns MTCMR, LLC, a commercial real estate company. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment and consulting services, including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

Joseph Perkins Jr. is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Farther and previously worked at Private Client Services, LLC and Cannon Wealth Management Services, LLC. He is also a partner at Cannon & Company, LLP, a full-service accounting firm offering income tax and assurance services. Farther provides discretionary investment management and advisory services primarily to individuals, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary models, algorithmic rebalancing, and a range of asset classes supplemented by AI tools.

Adam Whicker is a financial advisor at Guardian Life with 13 years of industry experience. He holds a Series 66 designation and has been associated with Park Avenue Securities and Guardian since 2011. Outside of his advisory role, he is involved in selling traditional life insurance. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Dean Castor Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Truist Advisory Services since 2021 and previously worked at BB&T Investments and BB&T Securities. Outside of his advisory role, he serves as President of the Villages of Skull Creek II Dock Owners Association, a property owners association in Hilton Head Island, SC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager‑selection program, implementing advice through a mix of discretionary and non‑discretionary strategies supported by third‑party platforms and an integrated inter‑affiliate operating structure.