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.

Morgan Stinchfield is a Series 65-licensed advisor at AlphaStar Capital Management with experience dating back to 2017. Prior to joining AlphaStar, he worked at Paraclete Wealth Partners and operated his own firm, MorganDale, LLC. He has also held roles in the hospitality industry, including positions at Bluemoon Tap House at Waterside District and Grace O’Malley’s Irish Pub. AlphaStar Capital Management serves a diverse client base, including high-net-worth individuals, businesses, and retirement plans, offering discretionary investment management and financial planning. The firm employs a range of investment strategies using Alphastar Model Portfolios and third-party technologies to support its approximately 135 advisors and $2.5 billion in assets under management.

Sherry Malone is a financial advisor at Wedbush Securities Inc. with 24 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 15 years. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account types. The firm combines broker-dealer and capital markets functions with clearing, custodial, and prime services, supporting a range of managed and commission-based accounts.

Lisa Rosenberg is a Series 66-credentialed financial advisor with two years of industry experience. She is currently with Kingsview Wealth Management, LLC and previously worked at Edward Jones. Rosenberg has an academic background with positions at Elon University and the University of North Carolina at Greensboro. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led planning and model-based strategies, including internally managed portfolios and ETFs.

John Hardy Jr. is a financial advisor with Cetera Planning Partners in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Cetera Wealth Services, Summit Financial Group, and LPL Financial. Outside of advisory work, he serves on the finance committee at First Baptist Church and co-hosts a radio show focused on marketing investment services. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many near or in retirement, utilizing a structured planning process and diversified portfolio management tailored to client risk tolerance.

Brandon Earl is a financial advisor with Credit Union Investment Services in Greensboro, NC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Credit Union Investment Services since 2014 and also serves as Regional Vice President at State Employees' Credit Union. Outside of finance, he owns and operates A Better Way to Golf, providing golf lessons. 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 goals-based long-term planning, with salaried advisers whose recommendations clients implement at their discretion.

Carson Wannamaker is a financial advisor with Forvis Mazars Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at FORVIS Wealth Advisors LLC and Dixon Hughes Goodman Wealth Advisors LLC. Outside of his advisory role, he serves as head basketball coach at Canterbury School and is actively involved in community organizations, including serving as president of the Nat Greene Kiwanis Club and as an alumni advisor for a university fraternity. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser providing financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets and offers integrated tax and accounting services through its affiliation with a national accounting and professional services parent.

Anthony Cruz is a financial advisor at Credit Union Investment Services with one year of industry experience. He holds the Series 66 designation and has worked with the State Employees' Credit Union since 2019 in various financial services roles, including as a Financial Advisory Services Specialist and a life insurance agent. Prior to this, he held positions at Mariner Finance, Walgreens Inc., and UNC Greensboro. 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, and its investment adviser representatives are salaried employees of the parent credit union.

Ikechukwu Egwuonwu is a financial advisor at Root Financial Partners with two years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Beacon Pointe Advisors, Ayco (Goldman Sachs), and Deloitte Services LP. In addition to his advisory work, he is an insurance agent with 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 diversified, passive investment strategies tailored to client objectives and risk tolerance, and offers educational programming alongside its advisory services.

Jenna Middleton is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked with Members Trust Company since 2022 and has been associated with multiple affiliates of State Employees' Credit Union since 2012. Outside of her advisory roles, she is the founding manager of CJML Ventures LLC, a sales and tax accounting business. 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 focuses on low-cost, index-based mutual funds and ETFs and operates as a salaried employee model within the parent credit union structure.

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

Chasity Griffin is a financial advisor with Credit Union Investment Services in Greensboro, NC, holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked with Members Trust Company since 2019 and has held various roles within the State Employees’ Credit Union ecosystem since 2014, including serving as a Financial Advisory Services District Manager and as an agent for SECU Life Insurance Company. Griffin is involved in financial services and trust-related activities across multiple affiliated entities. Credit Union Investment Services serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning with a focus on low-cost index funds and ETFs. The firm operates within the credit union ecosystem and emphasizes long-term, goals-based investment strategies.

Michael Rawls is a financial advisor at Credit Union Investment Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Members Trust Company since 2022. Rawls has additional roles at SECU Life Insurance Company and State Employees' Credit Union, where he provides financial advisory services to eligible members. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering 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, with advisory representatives who are salaried employees of the parent credit union.

Zachary Overton is a Series 66-credentialed financial advisor at Credit Union Investment Services with two years of industry experience. He has held roles at SECU Brokerage Services, SECU Life Insurance Company, and State Employees' Credit Union, where he serves as a Financial Advisory Services Specialist. Outside of his advisory work, he works as a delivery driver for Doordash. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering 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, operating within a credit-union ecosystem as a subsidiary of State Employees’ Credit Union.

Patricia Blair is a CFP® professional with 16 years of industry experience, currently affiliated with Wedbush Securities Inc. She previously worked at UBS Financial Services Inc. for ten years. Outside of her advisory role, she is involved as a community coach with Winston Salem Forsyth County Schools and has input on operations at a local coffee shop owned by her family. Wedbush Securities serves a diverse client base that includes individual and high-net-worth investors, foundations, and institutions, offering both brokerage and SEC-registered investment advisory services with a wide range of wealth management and capital markets capabilities.

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 at Kingsview Wealth Management, LLC with 24 years of industry experience. He has held roles at Kingsview Partners LLC since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is the front man and vocalist for a cover band. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporations, providing wealth management, financial planning, and asset management services through a network of Investment Adviser Representatives and an in-house portfolio group. The firm integrates discretionary portfolio management with proprietary model strategies, ETFs, and external investment platforms to support client portfolios.

Joel Austin is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked with Thrivent Financial and multiple insurance firms. Outside of his financial advisory role, he serves as a pastor at Revolution Worship. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, combining fundamental, technical, and cyclical analysis to build customized portfolios.

Ashley Madden is a CFP® professional with 18 years of industry experience, currently affiliated with Strategic Blueprint, LLC. She has held roles at GenCrest Capital Partners, The Strategic Financial Alliance, and Hutchinson Family Offices. Madden serves on the board of the Community Foundation of Greater Greensboro and provides business owner exit planning and divorce-related expert services as an independent contractor. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies including portfolio management, financial planning, and a subscription advisory program, with an emphasis on client education and a formal annual flat-fee planning model.

Robert Plybon is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has worked at M Holdings Securities since 2004 and has operated Plybon & Associates, specializing in insurance and benefit plans, since 1972. Plybon serves on the Board of Trustees at East Carolina University, where he chairs the Facilities and Finance Committee. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide through a network of independent firms. The firm offers investment management, retirement plan consulting, financial planning, sub-advisory, and insurance-contract advisory services, utilizing multiple sponsored platforms and a fiduciary monitoring process.