Lisa Moore is a financial advisor at Credit Union Investment Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including First Citizens Bank, Transamerica, and Members Trust Company. Moore also serves as an agent for SECU Life Insurance Company and provides financial advisory services through State Employees' Credit Union. Credit Union Investment Services serves primarily individual investors in North Carolina with 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 a goals-based, long-term planning approach.

William Watson is a financial advisor with Salem Investment Counselors Inc in Winston-Salem, NC, holding a Series 63 designation and over 34 years of industry experience. He has been with Salem Investment Counselors since 1982. Salem Investment Counselors offers investment management, financial planning, and asset-management services to a diverse client base including individuals, high-net-worth clients, foundations, corporations, and retirement plans. The firm emphasizes equities as the foundation of its portfolios, focusing on long-term growth opportunities and maintaining a multi-advisor team with expertise in institutional investing, trust services, and endowment management.

Michael Ferrin is a financial advisor with Compass Financial Management LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Compass in 2023, he worked at Kovack Advisors, Inc. and Kovack Securities, Inc. from 2001 to 2023. He is also president of Pinnacle Insurance and Investments, Inc., where he is involved in sales and service related to securities and fixed insurance products. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, offering discretionary portfolio management and retirement plan consulting. The firm employs a multi-strategy investment process across various asset classes and supports approximately 1,310 client relationships through a team of 27 advisors.

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.

Melissa Day is a financial advisor with Fortis Capital Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has worked in various roles at Horizon Financial Services and New Horizon Financial Services prior to joining Fortis Capital Advisors in 2023. In addition to her advisory work, she is involved in the sale of fixed insurance products. Fortis Capital Advisors provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, businesses, and institutional clients. The firm utilizes a combination of discretionary management, advisor-specific investment styles, and model portfolios incorporating passive, active, tactical, and ESG-oriented strategies.

Mary Grigg is a financial advisor at Stephens in Winston-Salem, NC, holding Series 63 and Series 65 credentials with 26 years of industry experience. She has been with Stephens since 2011, working in various capacities within the firm. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines broker-dealer and investment banking activities alongside its advisory services.

Mary Waterer is a financial advisor with Stephens in Winston-Salem, NC. She holds a Series 66 designation and has worked in the financial industry since 2018, including positions at Morgan Stanley and Paul, Cox & Todd PLLC. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, with a focus on tailored portfolio programs and committee-based oversight. The firm combines brokerage, investment banking, and advisory services while offering a range of portfolio management and financial planning solutions.

Matthew Simmons is a CFA® charterholder with Series 65 and Series 66 licenses and has eight years of industry experience. He is currently with Salem Investment Counselors Inc, where he has worked since 2022. Prior to that, he was with Truist Advisory Services and BB&T Asset Management. Salem Investment Counselors serves individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts, offering portfolio management and financial planning services. The firm manages public market securities on a discretionary basis and provides advisory support for private investments on a non-discretionary basis, with an investment approach focused on equities and risk-managed fixed income.

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.

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.

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.

Steven Golden is a CFP® with 33 years of experience in the financial services industry. He is affiliated with ON Investment Management Company and has held roles at The O.N. Equity Sales Company since 2004, as well as operating Golden Mack & Associates since 1991. Outside of his advisory work, he owns and operates a third-party administration business for retirement plans and is involved in selling life and disability insurance. ON Investment Management Company is a SEC-registered adviser that serves individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of discretionary and non-discretionary strategies and access to multiple third-party investment programs.

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.

Nick Dell'aquila is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Horter Investment Management LLC and Equity Services Inc. Summit Advisory Group and has been involved with his own firms, Dell'Aquila Financial, Inc. and Dell'Aquila Insurance Services, LLC. Outside of advisory work, he serves as president of Dell'Aquila Financial Inc., which conducts insurance sales. Virtue Capital Management, LLC is an SEC-registered enterprise adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of active tactical, strategic, and dynamic investment strategies alongside quantitative and model-based analysis to tailor portfolios to client objectives and risk tolerances.

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.

Alexandria Moore is a financial advisor with Credit Union Investment Services in Winston Salem, NC, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2017. Outside of financial services, she owns and operates a photography business. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs alongside fixed-income products and a goals-based planning approach.

Spencer Huggins is a Certified Financial Planner® at Fifth Third Wealth Advisors LLC with four years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Bank, BB&T Bank, and Wells Fargo. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a wide range of clients, including individuals, trusts, pension plans, and institutional investors. The firm uses a multi-faceted investment approach incorporating in-house oversight, third-party managers, and model providers, and is integrated with Fifth Third Bank, sharing resources and technology across affiliates.

Michael Carpenter Jr. is a Series 65-licensed financial advisor at AlphaStar Capital Management with two years of industry experience. He has worked at AlphaStar since 2023 and has additional experience at Asset Guard Inc and Best Cartage. Carpenter is also a licensed independent insurance agent, dedicating a portion of his professional time to insurance sales. AlphaStar Capital Management is an enterprise firm managing approximately $1.84 billion for a diverse client base, including individuals, trusts, small businesses, and pension plans. The firm employs both predefined model portfolios and customized strategies using quantitative analysis and tactical asset allocation, and it serves as a subadviser and referral agent to other investment advisers.

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.