Joshua Barker is a financial advisor with Credit Union Investment Services in Clemmons, NC. He holds a Series 66 designation and has one year of industry experience. His background includes roles at SECU Brokerage Services, State Employees’ Credit Union, and First National Bank. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and financial planning with an emphasis on long-term, goals-based strategies using low-cost mutual funds and ETFs. The firm operates within a credit union ecosystem as a subsidiary of State Employees’ Credit Union and focuses on non-discretionary assets and salaried advisors.

Henry De Noble is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Stephens in Winston-Salem, NC. Prior to joining Stephens, he worked at Northwestern Mutual and was involved with Barn Baseball Academy. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients, emphasizing tailored portfolio programs and committee-based oversight. The firm combines its advisory services with substantial broker-dealer and investment banking activities.

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 is a 50% owner of a small investment related to undeveloped land in Mocksville, North Carolina. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm employs a committee-based approach to portfolio management and combines advisory services with broker-dealer and investment banking activities.

Richard Rogers III is a financial advisor with Stephens in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stephens since 2011. Outside of his advisory role, he serves on the investment committee of St. Pauls Episcopal Church. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs with committee-based oversight and a range of financial planning and retirement advisory 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.

Jason Brittingham is a financial advisor with Credit Union Investment Services, holding the Series 63 and Series 65 designations and bringing 16 years of industry experience. He has held roles at State Employees' Credit Union since 2002 and has been involved with related entities including SECU Life Insurance Company and Members Trust Company. Brittingham also serves as a district manager supervising financial advisory services at State Employees’ Credit Union. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index funds and ETFs, and operates within the credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

Sharon Floyd is a financial advisor at Stephens with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets, Morgan Stanley Smith Barney, and Stephens Inc. since 2020. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and integrates broker-dealer and investment banking activities alongside its advisory services.

Spencer Pendry is a Series 66 licensed financial advisor with six years of industry experience. He has been with Stephens in Winston-Salem, NC since 2012. 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 combines advisory services with broker-dealer and investment banking activities.

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.

Abby Drawdy is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 licenses. She has nine years of industry experience and has worked with Members Trust Company since 2019. Abby also serves as a financial advisory services specialist with State Employees’ Credit Union, where she has been employed since 2006, and as a life insurance agent for SECU Life Insurance Company since 2016. Credit Union Investment Services serves North Carolina residents, primarily individual investors, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm generally recommends low-cost, index-based mutual funds and ETFs, fixed-income products, and employs a goals-based, long-term planning approach.

Shawn Elder is a CFP® professional with five years of industry experience, currently affiliated with Credit Union Investment Services in Winston Salem, NC. He has held positions at Members Trust Company and SECU Brokerage Services, and has been involved with State Employees' Credit Union and SECU Life Insurance Company since 2014 and 2016, respectively. Elder serves as a Financial Advisory Services Specialist at State Employees' Credit Union and is also an agent with SECU Life Insurance Company. Credit Union Investment Services primarily serves North Carolina residents, offering non-discretionary portfolio management, asset allocation advice, and retirement planning focused on long-term goals. The firm emphasizes low-cost index funds and ETFs, with investment representatives as salaried employees within the credit union system.

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 in Winston-Salem, NC, holding Series 63 and Series 65 credentials with two years of industry experience. He has previously worked with Cabot Lodge Securities LLC and J. Alden Associates, Inc. Outside of his advisory roles, Allred serves as president and manager in several family-owned entities involved in farmland and commercial real estate management. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed office strategies and offers a range of investment and consulting services, including ESG risk-based models, Direct Indexing, and private funds programs.

Terra Snider is a financial advisor at Stephens with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stephens since 2011. 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 combines advisory services with broker-dealer and investment banking activities.

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® with 20 years of experience in the financial industry and has been with Oppenheimer since 2009. He is based in Winston-Salem, NC, and holds a Series 66 license. Outside of his advisory role, he is a member and investor in Oak Street Partners, LLC and owns a commercial real estate business through MTCMR, LLC. Oppenheimer provides a range of advisory services to individuals, corporations, pooled vehicles, and retirement plans, offering both discretionary and non-discretionary portfolio management along with consulting and retirement services. The firm’s investment approach varies by program and includes strategic and tactical asset allocation with a combination of commission-based and asset-based fee structures.

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.