Carson Wannamaker is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Dixon Hughes Goodman Wealth Advisors and Morgan Keegan & Company. Outside of his advisory role, he serves as head basketball coach for Canterbury School’s middle school boys varsity team and is involved in several community organizations, including serving as president of the Nat Greene Kiwanis Club of Greensboro. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, institutions, and nonprofit organizations. The firm emphasizes customized asset allocation and disciplined investment strategies, combining active and passive approaches within an integrated service model alongside tax, accounting, and family-office offerings.

Ikechukwu Egwuonwu is a CFP® with two years of industry experience, currently serving as a financial advisor at Root Financial Partners. His prior roles include positions at Beacon Pointe Advisors and Ayco, Goldman Sachs. In addition to advising, he holds a role as an insurance agent at Beacon Pointe Insurance Services. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to client needs and offers specialized approaches and educational programming.

Garrett Smith is a financial advisor at Belpointe Asset Management LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Belpointe since 2020. Prior to that, he was affiliated with MML Investors and MassMutual Wisconsin. Smith is also an assistant professor at the University of Wisconsin-Whitewater and serves as volunteer treasurer for Downtown Whitewater, Inc., a local nonprofit. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, retirement-plan consulting, and employs customized portfolio strategies including third-party manager relationships.

Patricia Blair is a CFP® with 16 years of industry experience and is currently affiliated with Wedbush Securities Inc. in Greensboro, NC. She previously worked at UBS Financial Services Inc. for ten years and Wells Fargo Clearing for two years. Outside of her advisory role, she has community involvement as a coach with Winston Salem Forsyth County Schools and participates in a family-owned coffee shop business where she assists with operations and customer service. 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, capital markets, and research, with a focus on tailoring portfolio strategies to client objectives and risk tolerances.

Sherry Campbell is a CFP® professional with 29 years of industry experience, currently affiliated with The Strategic Financial Alliance, Inc. She has worked at Gencrest Capital Partners since 2024 and has been involved with Strategic Blueprint, LLC and The Strategic Financial Alliance for nearly a decade each. In addition to her advisory roles, she provides tax preparation and divorce wealth planning services. The Strategic Financial Alliance serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio management, financial planning, and consulting services, utilizing a range of investment strategies through co-advisory relationships and third-party managers.

Richard Polson is a financial advisor with Kingsview Wealth Management, LLC in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Kingsview Partners LLC, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he is a musician and vocalist, serving as the front man for a cover band. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm provides financial planning and wealth management services, combining internal portfolio management with third-party strategies and alternative investments, including serving as adviser and sponsor to affiliated exchange-traded funds.

Joel Austin is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds Series 63 and Series 66 designations and previously worked at Thrivent Financial among other firms. Outside of his advisory role, he serves as a pastor at Revolution Worship. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm builds customized portfolios using a variety of investment strategies and emphasizes retail and small-business client relationships.

Ashley Madden is a CFP® professional with 18 years of experience in financial advising. She is currently with Strategic Blueprint, LLC and also has roles at GenCrest Capital Partners and The Strategic Financial Alliance, Inc. Madden serves as a board member of the Community Foundation of Greater Greensboro and provides expert court testimony related to advanced tax matters. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers customized, goal-based strategies through asset allocation, portfolio design, and ongoing monitoring, with a range of services including financial planning, retirement plan consulting, and a subscription advisory program.

Robert Plybon is a financial advisor with M HOLDINGS SECURITIES, Inc. in Greensboro, NC, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with M HOLDINGS SECURITIES since 2004 and has operated Plybon & Associates since 1972. Outside of advising, he serves on the Board of Trustees at East Carolina University, chairing the Facilities and Finance Committee. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and professionals. The firm offers a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, combining in-house portfolio management with oversight of third-party sub-advisors.

Phyllis Lancaster is a CFP®-credentialed financial advisor with Mission Wealth Management, LP, bringing 19 years of industry experience. She previously worked at Cetera Advisor Networks LLC for nine years and was involved with American Dream Residential for 13 years. Outside of advising, she serves on the board of Anders Group Inc., a company selling printed materials and promotional items, and is a part owner of a family livestock business. She is also a Director-at-Large for the Greensboro Estate Planning Council. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing a combination of internal management and third-party sub-advisors.

Dylan Martin is a CFP® professional with four years of industry experience, currently serving with The Fiduciary Alliance. His career includes roles at Flourishing Wealth LLC, Northwestern Mutual, and Merrill Lynch. The Fiduciary Alliance provides investment management and financial planning services to individuals, retirement plans, and other advisers, employing a variety of analytical approaches and third-party managers. The firm also offers ERISA 3(21) nondiscretionary services and manages participant retirement accounts with tax-efficient strategies.

James King is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterlings Investments and McMillion Capital Management. Outside of his advisory work, he is a licensed insurance agent who recommends various insurance products. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plan participants, qualified purchasers, and institutional investors. The firm manages portfolios through a combination of active and passive strategies, employing multiple analytical approaches and leveraging third-party tools to tailor allocations for various account types.

Kevin Benson is a financial advisor at Forum Financial Management, LP with five years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining Forum in 2025, he worked at Avantax Investment Services Inc. and Avantax Advisory Services from 2020 to 2025. Benson is also a partner at Smith Leonard PLLC, an accounting and tax preparation firm, and serves on the finance committee of Caldwell Academy, a private Christian school in Greensboro, NC. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

David Rapp is a financial advisor with Mutual Advisors, LLC in Greensboro, NC, holding Series 63, 65, and 66 designations and having 12 years of industry experience. His prior roles include positions at Mutual Securities, Inc., Edward Jones, Forsys Consulting LLC, Valic Financial Advisors, and M Holdings Securities, Inc. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, offering asset management, financial planning, and ERISA plan advisory services. The firm employs a mix of active and passive strategies with a focus on diversification and uses multiple analytical approaches to tailor portfolios according to client objectives.

Kolby Madsen is a financial advisor with Kingsview Wealth Management, LLC in Greensboro, NC. He holds a Series 66 designation and has five years of industry experience. His prior experience includes roles at Edward Jones and Fidelity Investments. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals—including high-net-worth clients—retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and asset management through in-house and third-party strategies, including discretionary and non-discretionary advisory services.

Philip Corson is a CFP® professional with 15 years of industry experience, currently serving at Blueprint Financial Advisors. His prior roles include positions at Matson Money, Efficient Advisors, and Assetmark, Inc. Outside of his advisory work, he is a member of Legacy Law Firm, where he practices law. Blueprint Financial Advisors is a multi-advisor SEC-registered firm managing approximately $1.4 billion in client assets. The firm provides portfolio management and comprehensive financial planning to individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a proprietary strategic-and-tactical investment approach based on price-driven trend-following and momentum rules.

Shannon Avery is a financial advisor at Kingsview Wealth Management, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2016 to 2024. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through internal and third-party strategies, including discretionary and non-discretionary services, and manages affiliated exchange-traded funds.

Clyde Jung is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Volvo Group. Outside of advisory work, he is involved in managing weddings and event logistics at a local wedding venue in Greensboro, NC. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and supports close to 300,000 clients with a technology-driven, model-based approach.

Shaun Heale is a financial advisor with Valic Financial Advisors in Greensboro, NC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at VALIC Financial Advisors since 2015 and also serves as an agent at Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging technology and model solutions to manage substantial client assets.

Teresa Talton is a CFP® and holds a Series 65 license with 12 years of industry experience. She has worked at Hightower Advisors since 2020, following prior roles at Stearns Financial Group and Allgen Financial Services, Inc. Teresa is based in Greensboro, NC. Hightower Advisors serves a diverse client base including individuals, institutions, pension plans, charitable organizations, and corporations. The firm offers a range of advisory services with an emphasis on manager selection and multi-manager solutions, utilizing both affiliated and third-party investment managers across various strategies and asset classes.