Jonathan Lindner is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Arkadios Wealth Advisors in Charlotte, NC, having joined in 2025. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Raymond James Financial Services, Cygnus Asset Management, and Wells Fargo Advisors. Outside of his advisory work, he is president and CEO of The Barly Group LLC, which manages certain investment-related activities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary portfolio management with an in-house team that delivers models and trade execution across multiple asset classes, employing fundamental, technical, and cyclical analysis.

Alberto Esparza is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Transamerica Financial Advisors, Dream Builders, Inc., and Blue Cross Blue Shield. Outside of advisory work, he is an independent sales agent for health insurance products affiliated with Blue Cross Blue Shield and Transamerica Financial Advisors. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm integrates a range of analytic approaches and offers access to third-party investment advisors, emphasizing service to non-high-net-worth individuals.

Troy Moore is a CFP® with two years of experience in financial advisory roles at Credit Union Investment Services and Members Trust Company. He has been associated with State Employees' Credit Union since 2006 and holds a position as a Financial Advisory Services Specialist there. Moore also serves as an agent for SECU Life Insurance Company and as a trust representative for Members Trust Company. Credit Union Investment Services serves individual investors and a smaller number of trust clients in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm primarily recommends low-cost, index-based mutual funds and ETFs alongside fixed-income products, with clients retaining final decision authority.

David Block is a CFP® professional with 33 years of industry experience, currently affiliated with IP Financial Advisory Services LLC in Charlotte, NC. His prior roles include positions at Lifemark Securities Corp. and Invest Financial Corp. Outside of financial advising, he is the owner of Destiny Results Coaching LLC, which focuses on life and business coaching, and serves as a board member for NYC Basket Brigade Inc., a nonprofit that organizes Thanksgiving food basket distributions to families in need. He is also the CEO of TaxMaster Financial Service Corporation, a firm providing tax planning, payroll tax services, fractional CFO services, and advisory support. IP Financial Advisory Services LLC primarily serves individual retail clients through portfolio management, financial planning, and consulting services, including access to third-party investment managers. The firm emphasizes tailored investment strategies with discretionary management options and offers specialized advisory services such as actuarial analysis and insurance consulting.

Eric Mohammed is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior work includes six years at Wells Fargo Advisors and ongoing roles with multiple Principal entities since 2021. He also serves as a retirement consultant, providing one-on-one investment advice to retirement plan participants eligible for distribution. Principal Advised Services delivers investment advice and related services mainly to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and benefits from its affiliation with the Principal Financial Group family, enabling access to a range of proprietary products and resources.

Jaime Facchino is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Charles Schwab and multiple investment advisory firms. He is currently a Relationship Manager involved in client presentations, financial planning, and customer service. Prosperity - An EisnerAmper Company serves individuals—including high-net-worth clients—trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and consulting services. The firm employs a multi-team approach emphasizing asset allocation and diversification, utilizing both discretionary and non-discretionary management with third-party independent managers and technology platforms.

Randolph Autrey is a financial advisor with Arkadios Wealth Advisors in Indian Land, SC, holding Series 63 and Series 66 registrations and bringing 35 years of industry experience. Prior to joining Arkadios Wealth Advisors and Arkadios Capital in 2020, he worked at Triad Advisors, Inc. for six years. Outside of his advisory role, he is involved with Thompson Financial Group, where he acts as an agent in the sale of non-variable life insurance, health insurance, long-term disability, and fixed annuities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs including advisor-managed accounts, wrap programs, third-party money managers, and 401(k) advisory. The firm supports customized investment plans and discretionary management, utilizing an internal portfolio team and a mix of fundamental, technical, and cyclical analysis.

Terrance Holmes is a financial advisor with Credit Union Investment Services in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Truist Investment Services, BB&T Securities, and MassMutual Investors Services. Outside of his advisory work, he also engages in several delivery service roles with companies such as Amazon Flex, DoorDash, and UberEats. 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, with salaried advisers providing recommendations that clients implement at their discretion.

Richard Marrone is a financial advisor at 1919 Investment Counsel, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Washington Crossing Advisors LLC, Ziegler Capital Management, and Stifel Nicolaus & Co Inc. He is based in Charlotte, NC. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, foundations, and pension plans. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, including AI and machine-learning inputs.

Steven Denton is a CFP® professional with 22 years of industry experience, currently serving at Merit Financial Advisors since 2020. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and The Vanguard Group, Inc. He also holds a municipal leadership role as Deputy Town Manager in Stanley, North Carolina. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios overseen by a central Investment Management team and offers specialized services such as fiduciary and ESOP trustee work.

Angela Hatley is a Series 66-licensed financial advisor at Hilltop Securities Inc. in Charlotte, NC, with 16 years of industry experience. She previously worked at RBC Capital Markets for 21 years before joining Hilltop Securities in 2026. Hilltop Securities Inc. provides brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of managed account programs through an open-architecture platform and features municipal bond strategies co-advised by Franklin Templeton Group.

Noah Ordway is a financial advisor at Manning & Napier Advisors, LLC with 20 years of industry experience. He has held positions at Morgan Stanley Distribution, Inc. and Wells Fargo Funds Distributor, LLC prior to joining Manning & Napier in 2021. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, managing discretionary separately managed accounts and offering non-discretionary advice to various proprietary funds. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and offers additional services such as retirement plan advice and custom wealth management solutions.

Louis Woodbeck is a Series 65-licensed financial advisor with IP Financial Advisory Services LLC in Charlotte, NC, bringing three years of industry experience. His work history includes roles at Innovation Partners LLC and IP Financial Advisory Services LLC since 2021, as well as prior experience with Swim Club Management Group and Red Beard Farms. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm emphasizes customized portfolios for non-high-net-worth individuals and offers access to third-party investment advisors alongside retirement-plan consulting services.

Aaron Combs is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Modera Wealth Management, LLC since 2023 and previously spent 11 years at Parsec Financial Management Inc. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a broad client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach is allocation-driven and grounded in Modern Portfolio Theory, utilizing diversified portfolios with options for ESG integration and private-placement opportunities for qualified investors.

Erica Yount is a CFP® and CFA® with nine years of industry experience. She is currently a financial advisor at Modera Wealth Management, LLC, where she has worked since 2020. Her prior experience includes positions at Keatley Wealth Management, LLC and SignupGenius. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, retirement plan consulting, and financial planning. The firm employs a diversified asset allocation approach based on Modern Portfolio Theory and offers integrated services including tax preparation, accounting, and business coaching.

Zachary Cox is a financial advisor with Lombard Advisers Incorporated and holds a Series 66 designation. He has less than one year of industry experience and has previously worked at FD Transaction Advisory, CohnReznick, Benchmark International, and held various roles at the University of Alabama. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management, utilizing methods such as fundamental, technical, charting, and cyclical analysis, and manages approximately $670 million in assets.

Christopher Zambrotta is an advisor with NorthCoast Asset Management LLC holding Series 63 and Series 65 licenses. He has worked in various roles since 2017, including positions at Kovitz Investment Group Partners and TIAA-CREF. Previously, he held roles outside the financial sector, including at MegaCorp Logistics and Magnolia Greens Golf Course. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process combining proprietary market-exposure and security-scoring models with multifactor risk models to guide portfolio construction and trading.

Ruth Stene is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. She previously worked at LPL Financial and Bank of America, among other firms. Stene also sells non-variable insurance products, including life and health insurance. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Hugh Mosley Jr. is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at New York Life Insurance, Uber, Tristate Financial, Atrium Health, and RCC&S Inc. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, and employs a variety of customized portfolio strategies and affiliated fund integrations.

Scott Jones is a financial advisor with ValMark Advisers, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with ValMark Advisers since 2017 and also maintains roles with M HOLDINGS SECURITIES, Inc. and Barry, Evans, Josephs & Snipes. Outside of advisory services, Jones is the managing partner of Scott Jones Financial, where he manages fixed insurance policies. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios primarily using mutual funds, ETFs, and approved third-party managers, supported by proprietary platforms and a range of investment and advisory services.