James Royals Jr. is an investment advisor representative with The Fiduciary Alliance, holding Series 63 and Series 65 designations and with 27 years of industry experience. He has worked with firms including Kestra Advisory, Kestra Investment Services, Bridgeway Financial Services, and Fortune Financial Services. Royals also serves as a partner at Bridgeway Wealth Strategies, LLC, where he is involved in management and financial planning. The Fiduciary Alliance advises individuals, including high-net-worth clients, as well as retirement plans and other investment advisers, offering investment management and comprehensive financial planning services. The firm utilizes a mix of fundamental, technical, cyclical, and charting analysis and employs third-party managers and order-management tools to deliver tailored, tax-efficient portfolio solutions.

Joshua Boyle is a financial advisor with Stephens in Winston-Salem, NC, holding a Series 66 designation and 14 years of industry experience. Prior to joining Stephens in 2022, he spent seven years with Edward Jones. Outside of his advisory role, he is the owner and manager of Hive One LLC, a rental business based in Lexington, NC. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Bryan Gaiser is a financial advisor with Advisory Alpha, LLC in Greensboro, NC, holding a Series 65 credential and 13 years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC and FormulaFolios Investments. Outside of advisory work, he serves as Chapter President for the American Financial Education Alliance, providing financial wellness and educational workshops to the community. Advisory Alpha serves individual and high-net-worth investors with portfolio management, financial planning, and specialized solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor to other registered investment advisors, offering a diverse range of managed portfolio strategies overseen by an internal Investment Team.

William Roach is a financial advisor at Gradient Investments, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Gradient Advisors, LLC and Whichard Roach & Associates since 2013. He is also president of William J Roach, Inc., a group health insurance business, and serves on the board of the Greensboro chapter of Kiwanis, a community service organization. Gradient Investments, LLC provides discretionary investment management to a diverse client base including individuals, institutions, and charitable organizations. The firm uses a proprietary investment framework and offers various model and custom portfolios managed on a discretionary basis.

Roy Bly is a CFP® professional with four years of industry experience, currently serving at Titleist Asset Management, LLC since 2023. He previously worked at Homrich Berg Wealth Management and has operated as an independent contractor and through Vision Based Planning. Bly maintains involvement in Vision Based Planning, an advisory business. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a Rules Based Investing Total Return System and offers customized portfolios overseen by an investment committee.

Preston Yates is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Stephens since 2017, following two years at Bb&T Investment Services and Bb&T Bank. Stephens provides investment advisory and wealth-management services to a range of clients, including individuals, pension plans, foundations, corporations, and other institutional investors. The firm emphasizes tailored portfolio programs and committee-based oversight, combining broker-dealer, investment banking, and advisory services.

James Carlson is a financial advisor with Wedbush Securities Inc. in Greensboro, NC, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services Inc. for 15 years. Carlson serves on the National Advisory Council for Southern Virginia University. Wedbush Securities serves a broad client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

Joseph Cone is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. Prior to joining Belpointe in 2023, he worked at LPL Financial for 10 years. He serves on multiple nonprofit and charitable boards, including the Greensboro Symphony Endowment Fund, the NC Justice Center, and the Jewish Foundation of Greensboro, where he holds leadership and investment committee roles. 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 customized portfolio management, financial planning, and retirement-plan consulting, utilizing a range of advisory styles and third-party managers.

Joseph Hampton is a financial advisor at Credit Union Investment Services with eight years of industry experience. He holds the Series 65 and Series 63 licenses and has worked with several affiliated firms including Members Trust Company, SECU*RE, Inc., SECU Life Insurance Company, and State Employees' Credit Union. In addition to his advisory role, he acts as a broker for SECU*RE, Inc. and serves as a financial advisory services specialist at State Employees' Credit Union. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm operates within a credit union ecosystem and emphasizes a long-term, goals-based investment approach using mostly low-cost index funds and ETFs.

Myles Mcgee is a financial advisor with Credit Union Investment Services in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Credit Union Investment Services since 2015 and is also associated with Members Trust Company and SeCU Life Insurance Company. Mcgee serves as a Financial Advisory Services Specialist at State Employees' Credit Union, providing financial services to eligible members. 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 a goals-based, long-term planning approach, with investment adviser representatives as salaried employees of the parent credit union.

Craig Fishel is a financial advisor at Wealthcare Advisory Partners LLC in Winston-Salem, NC, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Horace Mann Investors, Edward Jones, Guardian Life, Consolidated Planning, and Prudential Financial Planning Services. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach using patented software and behavioral economics, combining quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.

Colby Robinson is a CFP® professional with eight years of experience in financial advising. He has worked at several firms, including Forvis Mazars Wealth Advisors, LLC since 2024, FORVIS Wealth Advisors LLC, DHG Wealth Advisors LLC, Family Wealth Partners, and Antonich & Associates. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, managing approximately $12 billion in assets with a disciplined, committee-approved investment approach.

Joann White is a financial advisor at Stephens with 17 years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2010 in various capacities. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs overseen by individual advisors and multiple investment committees, combining broker-dealer and investment banking activities alongside advisory services.

Kevin Speas is a financial advisor at Momentum Independent Network Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Robert Baird & Co. and Jjb Hilliard Wl Lyons LLC. Outside of his advisory role, he serves as a clockkeeper and scorekeeper for high school sporting events at North Forsyth High School. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm employs both discretionary and non-discretionary investment structures and integrates broker-dealer operations with banking and municipal advisory services within the Hilltop group.

Jeffrey Powell is a CFP® professional with 20 years of experience in financial advising. He has been with Cornerstone Wealth Group, LLC since 2018 and previously worked at LPL Financial starting in 2015. Based in Greensboro, NC, Powell’s credentials include the Series 63 license. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm provides portfolio management and financial planning using model portfolios with ETFs, mutual funds, individual securities, and external managers, managing assets primarily on a discretionary basis.

Michael Petticord is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at AlphaStar Capital Management, LLC since 2019 and previously spent two years at Horter Investment Management. Petticord is also president of USA Wealth Management, where he offers insurance and annuity products. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm employs a diversified investment approach combining fundamental, technical, and cyclical analysis, offering customized portfolios that may include mutual funds, ETFs, individual securities, and independent managers.

Greer Ducker is a financial advisor at Kingsview Wealth Management, LLC with 26 years of industry experience. He previously worked at Edward Jones for 25 years before joining Kingsview Partners and Kingsview Wealth Management in 2024. Outside of his advisory role, he owns Lucky Ducker Enterprises, LLC, a commercial rental property business in Greensboro, NC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a range of investment instruments and access to third-party managers and alternative investments.

Shannon Shelton is a financial advisor with Fifth Third Wealth Advisors LLC in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining Fifth Third Wealth Advisors in 2024, Shelton worked at Truist Advisory Services and BB&T/Truist, accumulating over a decade in financial services. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and institutional investors. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, leveraging a combination of in-house oversight and third-party managers within a framework integrated with Fifth Third Bank.

Angus Mceachran III is a financial advisor at Cetera Planning Partners with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Cetera Wealth Services, Summit Financial Group, and LPL Financial. Mceachran is a partner at HMC Partners and co-hosts a radio show focused on marketing securities business to the public. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process that culminates in personalized financial plans and emphasizes diversified portfolio management using mutual funds and ETFs tailored to client risk tolerance.

Riddhi Agarwal is a financial advisor at Credit Union Investment Services with two years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and various credit unions. Outside of her advisory role, Agarwal owns Rolls LLC, a business specializing in frozen Indian snacks. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm operates within a credit union ecosystem and emphasizes long-term, goals-based advice using low-cost index funds and ETFs.