Elliott Ashe is a financial advisor with \u0026PARTNERS based in Mooresville, NC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo Clearing, The Vanguard Group, and Wells Fargo Bank. \u0026PARTNERS serves a diverse client base including individual and institutional investors, providing both investment advisory and brokerage services alongside financial planning and retirement consulting. The firm offers a range of portfolio management solutions using fundamental, technical, and quantitative analysis, and operates as both a broker-dealer and registered investment adviser with several notable regulatory registrations and revenue sources uncommon among large enterprises.

Ian Williams is a financial advisor with NewEdge Advisors, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Mercury Tech Partners, Piper Aircraft, and Textron Aviation, as well as service in the United States Army. Williams has a background that spans aviation and military sectors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers diversified portfolio management, financial planning, and retirement consulting services, combining in-house manager selection with third-party model portfolios and advisor discretion.

Robert Higgins is a financial advisor with Principal Financial Services in Cornelius, NC, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked with Principal Securities Inc. since 2016 and is also associated with Fulcrum Capital Partners and Principal Life Insurance Company. Outside of his advisory roles, Higgins serves on the leadership committee of a local networking group and acts as treasurer for a town commissioner's election campaign. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporate entities. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Austin Smith is a financial advisor with Principal Financial Services in Mooresville, NC, holding a Series 66 designation and one year of industry experience. He has previously worked at American Express and MThree Consulting, and is currently associated with Smith Financial Corp. outside of his role at Principal. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Colby Clark is a financial advisor at Independent Advisor Alliance, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Aspire Private Capital and LPL Financial. Outside of his advisory role, he is involved as an independent insurance sales agent and has advisory-related activities through C SQUARED CAPITAL LLC. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model combining independent advisory representatives with access to various portfolio management strategies and technology platforms.

Michael Davis is a financial advisor at &PARTNERS with 20 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a franchisee and partial manager of Summitt Coffee Cafe and is involved with the United Methodist Foundation of Western North Carolina as an investment team member. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, employing a range of portfolio management strategies that include proprietary models and third-party managers.

Jeffrey Bulger is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Bb&T Securities. He owns a rental property in Mooresville, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platform arrangements.

Matthew Cook is a CFP® professional with nine years of experience in the financial services industry. He is currently an advisor at NewEdge Advisors and LPL Financial, having previously worked at Edward Jones and other firms. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and centralized due diligence supported by technology tools.

Charice Biggins is a financial advisor with Empower Advisory Group in Conover, NC, holding Series 63 and Series 66 credentials and 21 years of industry experience. She has previously worked with First Citizens Investor Services and currently advises through Advised Assets Group, LLC and GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and annual rebalancing in its planning services.

Richard Pucciarelli is a financial advisor at Brookstone Capital Management LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2010 and Carolina Retirement Resources since 2003. In addition to his advisory role, he is also an insurance agent. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, offering discretionary investment management via various account types and model portfolios.

Angela Lessor is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Hightower Advisors. Her prior roles include positions at Journey Strategic Wealth LLC, Bleakley Financial Group LLC, LPL Financial, and Northwestern Mutual Investment Management. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, with capabilities in discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Mark Sumner is a financial advisor with SPC in Mooresville, NC, holding a Series 66 designation and 17 years of industry experience. He has worked at SPC and Parkland Securities LLC since 2020 and previously spent seven years at Securities Service Network, Inc. Sumner is also a licensed insurance agent involved with Sumner Wealth Management, Inc., where he provides life, Medicare Supplement, long-term care, and disability insurance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary management options.

Robert Eberhardt is a CFP® with over 31 years of industry experience, currently serving at Principal Financial Services since 2011. Based in Denver, NC, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is president and owner of Safe Self Storage, LLC, where he manages accounting and marketing for two self-storage locations. Principal Financial Services provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Kelsey Neal is a financial advisor at Commonwealth Financial Network with two years of industry experience. She holds a Series 66 designation and has prior experience with BDS Financial Network and service in the Army National Guard. Neal is also the owner of Waypoint Wealth Solutions, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including operations, trading, compliance, and investment management, allowing advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Lisa Scriba is a financial advisor with \&PARTNERS, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a total of 15 years before joining \&PARTNERS in 2024. Outside of her advisory role, she owns and oversees an automotive maintenance and repair shop in Indian Trail, North Carolina. \&PARTNERS serves a diverse client base that includes individual and institutional investors such as high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a range of investment strategies through proprietary models and third-party managers.

Claudia Angeles Ponce is a financial advisor at &Partners with four years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, SC Johnson Professional, and Merck & Co. Outside of her advisory role, she owns and operates Peru InLove Handmade Souvenirs LLC, a small souvenir shop. &Partners serves a wide range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a combination of investment advisory and brokerage services, utilizing proprietary models and third-party manager solutions through the Envestnet platform.

David Carrara is a CFP® professional with 26 years of industry experience, currently serving at Citizens Securities, Inc. since 2021. His prior experience includes 14 years at TIAA-CREF and brief tenures at Equitable Advisors LLC and Equitable. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Kenneth Putnam is a CFP® with 15 years of industry experience, currently serving as an advisor at Independent Advisor Alliance, LLC since 2017. He previously worked at Cornerstone Financial Advisors and is also associated with LPL Financial, LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm provides both discretionary and non-discretionary portfolio management through a network model supported by technology platforms and access to third-party managers.

Patrick Hipkens is a CFA® charterholder with nine years of industry experience. He has been with Truist Advisory Services since 2021 and previously worked at The Vanguard Group, Inc. and other financial firms. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enhanced research and comprehensive supervisory oversight.

Blair Homesley is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, following over two decades at Bb&T Investment Services and three years at Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary strategies, utilizes third-party platforms and managers, and integrates inter-affiliate resources to support its client offerings.