Richard Rogers III is a financial advisor at Stephens in Winston-Salem, NC, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he serves as an investment committee member for St. Pauls Episcopal Church and is a partner in Stellie Partners, LLC, a personal financial and estate planning entity. Stephens is a multi-team investment advisory firm with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients through a range of discretionary and non-discretionary investment management programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income strategies.

Richard Davis is a financial advisor with Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes leadership roles at multiple firms dating back to 2000, such as Wiser Benefit Consultants and Carolina Financial Professionals, where he has also been involved in insurance sales. Wealthcare Advisory Partners LLC provides 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 employs a goals-based financial advising approach supported by proprietary software and quantitative metrics, combining passive and active investment strategies alongside dynamic rebalancing when appropriate.

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 at Stephens with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. Floyd has been with Stephens since 2020. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering both discretionary and non-discretionary management across various advisory and wrap programs supported by equity research and committee-driven asset allocation.

Spencer Pendry is a financial advisor at Stephens with seven years of industry experience and holds a Series 66 designation. He has worked at Stephens since 2012. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm provides a range of services including advisory, financial planning, brokerage, investment banking, and research, utilizing both discretionary and non-discretionary management across various 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 at Global View Capital Management LLC in Winston-Salem, NC, holding a Series 65 designation with six years of industry experience. Prior to his current role starting in 2020, he worked in automotive sales and real estate. Outside of financial services, Hayes is president of Love On Mission, a non-profit ministry serving minor ethnic groups in Burma (Myanmar). Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, integrating proprietary research and operational infrastructure to manage discretionary portfolios and retirement plan assets.

Ian Weiss is a financial advisor with IHT Wealth Management LLC in Winston Salem, NC, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at UBS Trust / Reliance Trust and Merrill, and he has been with Bank of America since 2019. Weiss serves as a committee member of The Patton Foundation, a charitable organization. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, and outsourced CIO services. The firm offers tailored portfolios through a network of advisers, employing a combination of fundamental value screening, quantitative optimization, and other investment strategies.

Dax Allred is a financial advisor with Apollon Wealth Management, LLC in Winston-Salem, NC, holding Series 63 and 65 credentials and two years of industry experience. He has worked at Apollon Wealth Management since 2024 and previously held roles at Cabot Lodge Securities LLC and J. Alden Associates, Inc. Outside of his advisory work, Allred serves as president or manager of several family businesses involved in farmland and commercial real estate management. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets with a network of about 145 advisors. The firm serves individuals, high-net-worth families, and various institutional clients, employing a blend of centrally managed strategies and locally managed portfolios supported by research, technology, and governance structures that include involvement with private funds and registered products.

Terra Adkins is a financial advisor at Stephens with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stephens since 2011, including prior roles at Morgan Stanley and Citigroup Global Markets. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a broad range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and advising on alternative investments.

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 with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 13 years of industry experience. He has been with Guardian and Park Avenue Securities since 2011. Outside his advisory role, he is involved in selling traditional life insurance. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting services tailored to client needs.

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.

Spencer Angell is a CFP® with 26 years of industry experience, currently affiliated with Transamerica Retirement Advisors, LLC. He has worked at Diversified Investors Securities Corp. and Diversified Investment Advisors since 2009. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education focused on asset allocation and retirement planning. The firm employs portfolio construction supported by Morningstar Investment Management and serves a large client base with a mix of discretionary and non-discretionary services.

Eugene Smith is a financial advisor at Oppenheimer with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at major firms including Morgan Stanley, Citigroup Global Markets, UBS Financial Services, and Wells Fargo Clearing. He serves as a board member for the North Carolina Tennis Foundation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of advisory programs and offers both discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios.

Joseph Rhyne is a financial advisor with \u0026PARTNERS, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. Prior to joining \u0026PARTNERS in 2025, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2025. He is a 25% owner of Riazzi Rhyne & Swaim Investment Group LLC, a registered investment advisory firm based in Winston Salem, NC. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers a range of investment management and advisory services using a combination of proprietary and third-party strategies, delivered through both discretionary and non-discretionary accounts.

Steven Gallo is a financial advisor with Independent Advisor Alliance, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has been affiliated with LPL Financial and Independent Advisor Alliance since 2015. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers comprehensive asset management, financial planning, and retirement consulting services, utilizing a network of advisory representatives supported by third-party managers and advanced technology platforms.