Sherry Malone is a financial advisor at Wedbush Securities Inc. with 25 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 15 years. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management and capital markets solutions. The firm offers both discretionary and non-discretionary portfolio management and provides custodial, clearing, and prime services alongside commodities and securities lending activities.

Kristen Stonehouse is a CFP® with one year of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC in Winston-Salem, NC. Her prior experience includes roles at First Carolina Bank and Wells Fargo Bank, NA. She also worked briefly at Sunrise Yoga Studio in 2023. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm integrates traditional investment management with in-house accounting, tax services, and business coaching, managing approximately $17.7 billion in assets.

John Davis IV is a Series 66-licensed financial advisor with Apollon Wealth Management, LLC, bringing 21 years of industry experience. His prior roles include positions at Raymond James & Associates, J. Alden Associates, and Cabot Lodge Securities. Outside of his advisory work, he serves on the boards of the Summit School, the YMCA of Northwest North Carolina, and the Winston-Salem Symphony, and is a member of the NCWorks Commission. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families and family offices, trusts, estates, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and employs a diversified investment approach across mutual funds, ETFs, equities, fixed income, and alternative vehicles, including ESG models and Direct Indexing with tax overlays.

Lisa Rosenberg is a Series 66-registered advisor with Kingsview Wealth Management, LLC in Greensboro, NC, with three years of industry experience. She previously worked at Edward Jones and has held positions at Elon University and the University of North Carolina at Greensboro. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, and municipal clients. The firm offers discretionary and non-discretionary advisory services combining internal portfolio management with third-party strategies and provides access to alternative investments.

Marion Marre is a financial advisor at Modera Wealth Management, LLC with two years of industry experience. Marion holds a Series 65 designation and has previously worked at Parsec Financial Management and Hege Financial Group. Prior to her advisory career, Marion also worked at Etsy. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation based on Modern Portfolio Theory with in-house accounting and tax capabilities, serving high-net-worth clients and offering business coaching and other ancillary services.

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.

Scott Adams is a financial advisor at Principal Advised Services in Winston-Salem, NC, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Principal Life Insurance Company, Principal Bank, and Fidelity Investments, among others. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party methodology with proprietary models and leverages its affiliation with the Principal Financial Group family to access proprietary products and integrated services.

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 24 years of industry experience. He has worked at firms including Morgan Stanley, Citigroup Global Markets, Wells Fargo Advisors, and Wells Fargo Clearing before joining Kingsview in 2019. Outside of his advisory work, Polson is a musician and vocalist, performing as the front man for a cover band. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers comprehensive financial planning and asset management through a mix of in-house strategies, third-party managers, and alternative investments, with discretionary and non-discretionary advisory services.

Ashley Madden is a CFP® professional with 18 years of industry experience, currently affiliated with Strategic Blueprint, LLC. She has previously worked at GenCrest Capital Partners, Hutchinson Family Offices, and Davenport, Marvin, Joyce & Co, LLP among others. Madden serves as a board member for the Community Foundation of Greater Greensboro and provides business owner exit planning and divorce expert services outside her advisory role. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through asset allocation, portfolio design, and manager selection, alongside financial planning, retirement consulting, family office services, 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® with 19 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. She previously worked at Cetera Advisor Networks LLC for nine years and has experience with American Dream Residential. Outside of her advisory role, she is involved in a family livestock business, serves on the board of a promotional materials company, and holds a Director-at-Large position with the Greensboro Estate Planning Council. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent individuals and families, as well as entities like pension plans and endowments. The firm uses customized, long-term strategies including ETFs, institutional mutual funds, alternative investments, and third-party sub-advisors, and offers insurance placement services through its Risk Management Department.

Dylan Martin is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He currently works at The Fiduciary Alliance and has held prior roles at Northwestern Mutual Wealth Management Company, Thrivent, and Merrill Lynch. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach incorporating fundamental, technical, cyclical, and charting analyses and operates a network of investment advisor representatives under a multi-team business model.

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.

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.

David Rapp is a financial advisor at Mutual Advisors, LLC in Greensboro, NC, holding Series 63, Series 65, and Series 66 designations with 12 years of industry experience. His prior roles include positions at 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, including sovereign wealth funds. The firm offers a range of advisory services and employs a mix of active and passive investment strategies tailored to client objectives, managing approximately $9.45 billion across 154 advisors.

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 financial advisor at Blueprint Financial Advisors with 14 years of industry experience. He holds the CFP® designation along with Series 65 and Series 66 licenses. Prior to joining Blueprint, he worked at firms including Matson Money, Efficient Advisors, and Sowell Management. Outside of advisory work, Corson is a practicing attorney and member of Legacy Law Firm, LLC. Blueprint Financial Advisors is a multi-advisor SEC-registered firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets using a proprietary strategic-and-tactical investment approach focused on globally diversified portfolios and price-driven trend-following rules.

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.