Mary Waterer is a financial advisor at Stephens with one year of industry experience. She holds a Series 66 designation and has previously worked at Paul, Cox & Todd PLLC and Morgan Stanley. 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 discretionary and non-discretionary management across various programs, using bottom-up equity research and committee-driven asset allocation, and also provides brokerage, investment banking, custody, and municipal advisory services.

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.

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 at Forvis Mazars Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Dixon Hughes Goodman Wealth Advisors and Morgan Keegan & Company. Outside of his advisory role, he serves as head basketball coach for Canterbury School’s middle school boys varsity team and is involved in several community organizations, including serving as president of the Nat Greene Kiwanis Club of Greensboro. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, institutions, and nonprofit organizations. The firm emphasizes customized asset allocation and disciplined investment strategies, combining active and passive approaches within an integrated service model alongside tax, accounting, and family-office offerings.

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.

Nick Dell'aquila is a financial advisor with Virtue Capital Management, LLC in Winston-Salem, NC, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has worked at Virtue Capital Management since 2019 and previously held roles at Horter Investment Management LLC, Dell'Aquila Insurance Services, LLC, Dell'Aquila Financial, Inc., and Equity Services, Inc. He is president of Dell'Aquila Financial, Inc., an insurance sales business. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers, offering portfolio management, financial planning, consulting, and sub-advisory services. The firm employs a multi-team investment adviser model, customizing portfolios through tactical, strategic, and dynamic approaches, with ongoing monitoring, education, and specialized due diligence on third-party managers.

Garrett Smith is a financial advisor at Belpointe Asset Management LLC with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Belpointe since 2020, following four years at MML Investors and MassMutual Wisconsin. In addition to his advisory role, he serves as an assistant professor at the University of Wisconsin-Whitewater and volunteers as treasurer for a local nonprofit organization. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets across about 174 advisors. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, corporations, trusts, and other advisers, utilizing a blend of passive, active, and tactical strategies tailored to client objectives.

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.

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.

Richard Polson is a financial advisor with Kingsview Wealth Management, LLC in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Kingsview Partners LLC, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he is a musician and vocalist, serving as the front man for a cover band. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm provides financial planning and wealth management services, combining internal portfolio management with third-party strategies and alternative investments, including serving as adviser and sponsor to affiliated exchange-traded funds.

Henry De Noble is a CFA® charterholder with seven years of industry experience. He is currently with Stephens in Winston-Salem, NC, where he has worked since 2019. Prior to that, he held positions at Northwestern Mutual and the Barn Baseball Academy. 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 a range of discretionary and non-discretionary management strategies alongside brokerage, investment banking, custody, and research services.

Joel Austin is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds Series 63 and Series 66 designations and previously worked at Thrivent Financial among other firms. Outside of his advisory role, he serves as a pastor at Revolution Worship. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses, retirement plans, and charitable organizations. The firm builds customized portfolios using a variety of investment strategies and emphasizes retail and small-business client relationships.

Joshua Parrish is a financial advisor at Stephens in Winston-Salem, NC, 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 in an investment related to raw land in downtown Mocksville, NC. 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 offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

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.