Kevin Daley is a financial advisor at Lifestyle Freedom Advisory Group, LLC with six years of industry experience and a Series 65 designation. He has worked with the firm since 2018 in multiple roles and previously held positions at NAVEX Global and public school systems. In addition to his advisory work, he is involved with Lifestyle Freedom Group, LLC dba Array Partners, providing business consultation services. Lifestyle Freedom Advisory Group serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary asset management, financial planning, and ERISA plan services. The firm emphasizes customized portfolios tailored to client goals and risk tolerances, employing fundamental, technical, and cyclical analysis, and often uses third-party managers or sub-advisors for portfolio management.

Richard Rust is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 credential and two years of industry experience. He has held multiple roles within the Principal Financial Group family, including positions at Principal Bank and Principal Life Insurance Company. Outside of finance, Rust creates and markets music and digital art commissions for personal clients. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a mix of non-discretionary and discretionary services supported by proprietary and third-party models. The firm is part of the Principal Financial Group, enabling integrated access to affiliated products and services.

Jerrica John is a financial advisor at Principal Advised Services with Series 63 and Series 66 licenses and three years of industry experience. She has held roles within Principal Bank, Principal Financial Services, and Principal Life Insurance Company since 2023. Outside of her advisory work, she is the managing director of Juke Properties, LLC, a real estate investment business involving property renovation and rental management. 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 combines third-party and proprietary models and operates within the Principal Financial Group family, providing access to affiliated products and integrated services.

Perrin Berry is a financial advisor at Apollon Wealth Management, LLC with a Series 65 credential and three years of industry experience. Prior to his current role, he held positions at Crisp Event Rentals, Modern Woodmen, and the Secretary of States Office. He also has experience working in educational and recreational organizations, including the University of South Carolina and Lake Murray Boat Club. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, retirement plans, and insurance clients, offering financial planning, portfolio management, and advisory services that combine centrally managed strategies with locally managed portfolios supported by extensive research and technology tools.

Andrew Watkins is a financial advisor at Principal Advised Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Principal Financial Services, Principal Life Insurance Company, and Wells Fargo Clearing. He currently serves as a team lead at Principal Advised Services, offering investment advice to retirement plan participants. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools and proprietary models to offer both nondiscretionary recommendations and discretionary investment management through its SimpleInvest program. The firm is part of the Principal Financial Group family, which integrates affiliated entities to provide access to a broad range of proprietary products and services.

Murray Kinlaw III is a financial advisor at Mariner Independent with a Series 65 designation and over 18 years of industry experience, including a long tenure at TIAA-CREF. He has also worked at Fifth Third Wealth Advisors LLC and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers a range of portfolio management options and retirement plan services, supported by institutional resources and affiliations that enhance its investment capabilities.

Edward Taylor III is a financial advisor at Beck, Mack & Oliver LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Beck, Mack & Oliver, he worked at Banbury Partner LP and Scopia Capital Management LP. Beck, Mack & Oliver LLC provides discretionary asset management primarily through separately managed accounts for individuals, high-net-worth clients, trusts, tax-exempt institutions, and pooled investment vehicles. The firm follows a long-only, value-based, process-driven equity approach rooted in fundamental research and manages approximately $6.1 billion.

Ivan Henriquez is a financial advisor with Infinity Financial Services Advisory in Charlotte, NC, holding Series 63 and Series 65 licenses with seven years of industry experience. He has previously worked with Forthright Capital Advisory, Guardian Life Insurance Company, Park Avenue Securities, and Equitable Advisors. Henriquez has also been involved with entrepreneurial ventures including Munchies Vending, LLC and Synergized Property Acquisitions, LLC. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm employs a multi-method investment approach and offers portfolio management, financial planning, adviser selection, and pension consulting for individual and high-net-worth clients.

Taylor Lee is a CFP® professional with nine years of industry experience. He is currently with Coppell Advisory Solutions LLC, affiliated with Fusion Investment Advisors, and has previously worked at firms including Voya Investment Management and Preferred Capital Securities. In addition to his advisory role, he is involved with Belmont Capital Advisors, marketing insurance and annuity investments as an insurance agent. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a combination of internally developed and independent asset allocation models, using both fundamental and technical analysis to manage portfolios on a discretionary basis.

Reginald Johnson is a financial advisor at MissionSquare Retirement with Series 63 and Series 65 credentials and eight years of industry experience. His prior experience includes roles at The Vanguard Group, Merrill, and Bank of America. He serves as a Retirement Plans Specialist at MissionSquare Retirement, a non-profit focused on assisting state and local government entities with deferred compensation and qualified retirement plans. MissionSquare Retirement serves state and local government employers and certain non-profit entities by administering retirement plans and providing education, recordkeeping, and advisory services through its Guided Pathways program. The firm’s investment advice is developed by Morningstar Investment Management and delivered via multiple channels within MissionSquare-administered accounts.

Allyson Sacratini is a financial advisor at Integrated Advisors Network LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. Prior to her advisory career, she attended the University of South Carolina. Allyson is also the Director of Client Services at Capital City Financial Partners. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services, employing a mix of fundamental and quantitative approaches and frequently utilizing third-party sub-adviser platforms.

Evan Stout is a CFP® with seven years of industry experience, currently advising at Choreo, LLC since 2023. Prior to joining Choreo, he worked at Financial Plans & Strategies, Inc. from 2017 to 2023 and held a position at Winthrop University from 2015 to 2018. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, and institutional clients. The firm uses a quantitative, committee-driven investment process centered on strategic asset allocation and offers a wide range of advisory services such as portfolio management, financial planning, outsourced CIO, and specialized consulting.

Danny Pham is a financial advisor at First Citizens Asset Management, Inc. with seven years of industry experience. He holds the Series 65 and Series 63 licenses. His prior experience includes roles at The Vanguard Group, Inc., J.M. Barry & Associates, LLC, Wells Fargo Advisors, and Campbell University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and other institutions. The firm offers multi-asset class model portfolios managed through various implementation frameworks, focusing on strategic asset allocation and manager research.

Robert Kovalesky Jr. is a financial advisor with McAdam LLC in Charlotte, NC, holding Series 65 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Stash Wealth, Morgan Stanley, and Merrill. McAdam LLC advises a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm emphasizes discretionary portfolio management using fundamental analysis, incorporating a range of investment vehicles from mutual funds and ETFs to private investment funds and cryptocurrency exposures.

Gerald Craig is a financial advisor at IFG Advisory, LLC with over 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked at IFG Advisory since 2016. Prior to this, he has been associated with LPL Financial and Carolina Planning Consultants, LLP for over two decades. IFG Advisory, LLC provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and utilizes sub-advisors and third-party managers to tailor investment strategies that align with client objectives.

Jonathan Blevins is a CFP® and ChFC® at AlphaStar Capital Management with 22 years of industry experience. His prior roles include tenure at TIAA-CREF and Oakwood Capital Securities. He also serves as Vice President of Advisor Consulting for Alpha Star. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm uses model portfolios and advisor-directed strategies incorporating multiple asset types and employs third-party portfolio construction technology.

Ryan Leake is a financial advisor with Principal Advised Services in Charlotte, NC. He holds a Series 66 designation and has been working in the industry since 2023, including prior roles at firms such as Capstone Financial and Cetera Advisors LLC. 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 combines third-party and proprietary models, leveraging its membership in the Principal Financial Group family to offer access to proprietary funds and affiliated services.

Derek Ahrens is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 designation and has worked at several Principal affiliates since 2025. Prior to his financial services career, he held various roles in the automotive and retail sectors. He previously sold life insurance from April to October 2024. 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 integrates proprietary models with third-party methodologies and leverages its affiliation with Principal Financial Group to offer access to proprietary funds, bank products, and trading services.

Alexander Coggins is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Homefront Brands and the YMCA. Outside of his advisory role, he is involved in fixed insurance sales through Financial Independence Group. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term approach to diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

Kenneth Miller is a financial advisor with Exodus Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Miller Financial Inc. since 1983 and has held roles at Integrated Financial Strategies and Fortune Financial Services. Outside of advisory work, he owns and operates an insurance agency focused on life, health, and group insurance sales. Exodus Wealth serves individuals, including high net worth clients, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm offers asset management, financial planning, and consulting services, managing several hundred million dollars in discretionary assets with a tailored investment approach that combines fundamental, technical, and cyclical analysis.