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, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining Virtue Capital Management in 2019, he worked at Horter Investment Management LLC and Equity Services, Inc. He is also president of Dell'Aquila Financial, Inc., where he is involved in insurance sales. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and qualified plans, offering discretionary and non-discretionary portfolio management, financial planning, third-party manager due diligence, and client education. The firm combines tactical, strategic, and quantitative investment strategies tailored to clients’ 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.

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 at Kingsview Wealth Management, LLC with 24 years of industry experience. He has held roles at Kingsview Partners LLC since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is the front man and vocalist for a cover band. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporations, providing wealth management, financial planning, and asset management services through a network of Investment Adviser Representatives and an in-house portfolio group. The firm integrates discretionary portfolio management with proprietary model strategies, ETFs, and external investment platforms to support client portfolios.

Henry De Noble is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He has been with Stephens since 2019, following a brief tenure at Northwestern Mutual and prior roles including coaching at Barn Baseball Academy and work at Old Chicago. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, and governmental entities. The firm employs both bottom-up and top-down investment strategies across a variety of programs and maintains an integrated broker-dealer and investment banking operation.

Joel Austin is a financial advisor at Portfolio Medics, LLC with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked with Thrivent Financial and multiple insurance firms. Outside of his financial advisory role, he serves as a pastor at Revolution Worship. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, combining fundamental, technical, and cyclical analysis to build customized portfolios.

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 co-owns a small investment in raw land in downtown Mocksville, NC, which is planned for sale. Stephens offers investment advisory and wealth management services to a diverse client base, including individuals, institutions, and government entities. The firm employs both bottom-up security selection and top-down fixed-income strategies across multiple sponsored programs and investment committees.

Richard Rogers III is a financial advisor at Stephens with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2011, following roles at Morgan Stanley and Citigroup Global Markets. He serves as an investment committee member for St. Pauls Episcopal Church. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm employs a combination of bottom-up and top-down investment strategies across multiple platforms and offers integrated broker-dealer and investment banking 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.

Sharon Floyd is a financial advisor with Stephens, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and government entities. The firm employs a combination of bottom-up security selection and top-down fixed-income strategies through multiple sponsored programs and maintains an integrated broker-dealer and investment banking platform.

Spencer Pendry is a financial advisor at Stephens with seven years of industry experience. He holds the Series 66 designation and has been with Stephens since 2012. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm’s investment approach combines bottom-up security selection and top-down fixed-income duration management across various programs and 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.

Kevin Benson is a financial advisor at Forum Financial Management, LP with five years of industry experience. He holds the PFS™ and Series 63 designations. Prior to joining Forum in 2025, he worked at Avantax Investment Services Inc. and Avantax Advisory Services from 2020 to 2025. Benson is also a partner at Smith Leonard PLLC, an accounting and tax preparation firm, and serves on the finance committee of Caldwell Academy, a private Christian school in Greensboro, NC. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Philip Corson is a CFP® with 14 years of industry experience, currently serving at Blueprint Financial Advisors. His prior roles include positions at Assetmark, Efficient Advisors, Sowell Management, and Matson Money. Outside of his advisory work, he is a member of Legacy Law Firm, where he practices law. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in assets for individuals, trusts, pension plans, and nonprofits. The firm employs a strategic-and-tactical investment approach using proprietary trend-following and momentum rules across diversified global portfolios.

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.