Aidan Delaney is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience, having worked in various roles within the Principal Financial Group since 2026. Prior to entering the financial industry, he held seasonal and part-time positions including work with Reds Best and Goldfish Swim School while attending Elon University. Principal Advised Services primarily provides investment advice to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee management program called SimpleInvest. The firm integrates third-party and proprietary models and operates within the Principal Financial Group family, utilizing affiliated entities to offer a range of investment products and services.

Benjamin Mc Donald is a financial advisor at Kestra Private Wealth Services, LLC with 10 years of industry experience. He previously worked at Edward Jones for six years and BGW Wealth Advisors, LLC for two years before joining Kestra in 2023. Outside of advisory work, he is the owner of a coffee shop business, Daily Ritual Coffee LLC. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individual and institutional clients with access to a broad range of investment products and offers both discretionary and non-discretionary advisory arrangements.

Patrick Hawkins is a financial advisor at Cornerstone Wealth with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oakwood Capital Securities, 49 Wealth Management, and Purshe Kaplan Sterling Investments. Hawkins is also associated with the Financial Independence Group, where he serves as a fiduciary financial professional. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, using model-based portfolios with ETFs, mutual funds, individual securities, and alternative investments when appropriate.

Ann Marie Ladnier is a financial advisor at Principal Advised Services with one year of industry experience. She holds a Series 66 designation and has worked with several entities within the Principal Financial Group, including Principal Bank and Principal Life Insurance Company. Outside of her advisory role, she serves as chief executive officer and owner of Bambee LLC, an online retail business specializing in apparel and other customized products. 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. The firm integrates third-party tools and proprietary models, drawing on its affiliation with Principal Financial Group entities to offer access to proprietary funds and banking products.

Caden Losier is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience and has worked across several Principal affiliates including Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. His prior experience includes roles in staffing, sports promotions, and retail. Principal Advised Services provides investment advice 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 integrates third‑party tools and proprietary models, and operates within the Principal Financial Group family, enabling access to affiliated products and services.

Richard Fallon III is a financial advisor at Cornerstone Wealth with eight years of industry experience and holds a Series 66 designation. He has previously worked at Wells Fargo Clearing Services LLC and JP Morgan Chase & Co. Outside of his advisory role, he works occasionally as a freelance golf caddy in Charlotte, NC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers comprehensive portfolio management and financial planning, utilizing model-based portfolios that include ETFs, mutual funds, individual securities, and, when suitable, alternative investments managed by third parties.

Madison Cothran is a financial advisor with Principal Advised Services in Charlotte, NC. Holding a Series 66 designation, Madison has been with Principal and its affiliated entities since 2026. Prior to joining the financial industry, Madison gained work experience in various service roles and attended Clemson University. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering a mix of non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party tools with proprietary models and operates as part of the Principal Financial Group, benefiting from integrated access to affiliated products and services.

Ethan Bemis is a financial advisor at AlphaStar Capital Management with a Series 65 designation and three years of industry experience. Prior to joining AlphaStar, he held positions at Fleet Feet Huntersville, Cabarrus Country Club, and Catawba College. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, pension plans, and other advisers. The firm employs both model portfolios and custom strategies using strategic asset allocation and quantitative analysis, and it also serves as a subadviser and referral agent to other investment advisers.

Austin Lytle is a CFP® professional with three years of industry experience, currently serving at IFG Advisory, LLC. His background includes roles at BluHawk Wealth Management and LPL Financial LLC. He provides administrative support to IFG Advisory, an independent investment advisor firm. IFG Advisory offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm utilizes a range of investment strategies and third-party managers to tailor portfolios to client objectives, including management of held-away assets like 401(k)s and HSAs.

Cody Lewallen is a CFP® professional with five years of industry experience, currently affiliated with IFG Advisory, LLC in Mooresville, NC. His prior roles include positions at Marsh McLennan Agency, LPL Financial, and Old North State Trust. Lewallen also conducts non-investment related activities for Marsh McLennan Agency, supporting its insurance services. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors and third-party models, managing both discretionary and non-discretionary portfolios across a broad range of asset types.

Robert Sloan is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 designation. He has been with Principal Advised Services and affiliated entities since 2026. Prior to his current role, he worked at Founders Federal Credit Union and held various positions in retail and service industries. 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 investment management program called SimpleInvest. The firm combines third-party and proprietary models and benefits from operational integration with other Principal Financial Group entities.

Gregory Klibanov is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked for TIAA-CREF Individual & Institutional Services LLC for 23 years and has been with Principal Financial Group entities since 2025. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party and proprietary models to deliver both non-discretionary and discretionary investment management solutions. The firm is part of the Principal Financial Group family, providing access to affiliated products and integrated operational support.

Gregory Bennett is a financial advisor with IFG Advisory, LLC, holding Series 63, Series 65, and Series 66 credentials and over 30 years of industry experience. His career includes roles at Merit Financial Group, LPL Financial, Private Portfolio Partners, Wells Fargo Clearing, and A.G. Edwards & Sons. He serves as trustee for his deceased father’s trust, managing fiduciary responsibilities related to family beneficiaries. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, trusts, estates, corporations, and retirement plans. The firm customizes investment strategies using sub-advisors and third-party managers and offers a broad range of portfolio management and consulting services.

Dalton Thiem is a financial advisor with Principal Advised Services in Charlotte, NC, holding the Series 66 designation and two years of industry experience. He has worked at Principal Life Insurance Company, Principal Securities, and Principal Advised Services since 2024, with prior experience at Flagstar Bank. 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 investment management program called SimpleInvest. The firm integrates proprietary models with third-party tools and leverages its affiliation with Principal Financial Group to offer access to proprietary products and coordinated services.

William Ham is a financial advisor with AlphaStar Capital Management holding a Series 65 designation and eight years of industry experience. His prior roles include positions at Armis Advisers, Ham Asset Management, and a long-standing role with Financial Independence Group, where he serves as Vice President of Sales in the Annuity Division. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing strategic asset allocation and quantitative tactical approaches.

Benson Milburn is a financial advisor at Principal Advised Services with a Series 66 designation. He began his career in the financial industry in 2026 and has held roles at Principal Advised Services, Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Prior to this, he worked at Truist Bank and has experience outside finance including positions at Carolina Golf Club and DoorDash. 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 leverages proprietary and third-party models and integrates with affiliated entities within the Principal Financial Group to offer access to proprietary funds and related products.

Alixis Roccia is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Principal, Roccia worked with American Security Mortgage Company and has coached lacrosse and basketball at Marvin Ridge High School. Principal Advised Services provides retirement plan participants and retail IRA clients with investment advice, combining third-party tools like Morningstar and proprietary models through its SimpleInvest program. The firm operates as part of the Principal Financial Group family, offering integrated access to affiliated financial products and services.

John Matthews is a financial advisor at Brookwood Investment Group with 12 years of experience in the industry. He holds Series 63 and Series 65 licenses and has worked at several firms, including Redwood Private Wealth LLC and his own Matthews & Co Private Wealth Advisors, where he serves as CEO and managing member. Outside of finance, he owns The Cut Barbershop in Charlotte, NC. Brookwood Investment Group serves individual investors, businesses, and retirement plans, offering portfolio management and financial planning with a mix of discretionary and non-discretionary management. The firm uses a variety of investment strategies tailored to client objectives and operates multiple affiliated businesses and proprietary partner offices.

Paul Short is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with TIAA-CREF since 2009. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients connected through TIAA-administered employer retirement plans. The firm provides model-based and customized portfolio management within a fiduciary framework and acts as adviser to a donor-advised fund.

William Wright is a financial advisor at TIAA-CREF with a Series 66 designation and one year of industry experience. His prior work includes roles at Equitable Advisors, Mood Indigo Living, and involvement with Furman University and the nonprofit E2D – Eliminate the Digital Divide. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm separates one-time planning services from ongoing portfolio management and operates as part of a vertically integrated group that includes affiliated funds and donor-advised fund advisory services.