Danny Pham is a financial advisor at First Citizens Asset Management, Inc. with seven years of industry experience. His background includes roles at The Vanguard Group, J.M. Barry & Associates, 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, and municipalities. The firm employs strategic asset allocation and manager research within global multi-asset class model portfolios, offering discretionary investment management through various implementation frameworks.

Robert Kovalesky Jr. is a financial advisor with McAdam LLC in Charlotte, NC, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. Prior to joining McAdam, he has been a partner at Stash Wealth since 2016 and is involved with MBVM, LLC. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities with financial planning, investment management, and retirement plan consulting. The firm manages client accounts on a discretionary basis, utilizing diverse investment vehicles and incorporating specialized exposures such as direct indexing and private investment funds.

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® with 21 years of industry experience. He is currently with Alphastar Capital Management and has previously worked at Oakwood Capital Securities and TIAA-CREF. Blevins also serves as Vice President of Advisor Consulting for Alpha Star. Alphastar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and other investment advisers. The firm employs both predefined model portfolios and custom strategies that combine strategic asset allocation with quantitative and momentum-based analysis.

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 a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, he held various roles including positions at Homefront Brands and the YMCA. He is also involved in fixed insurance sales through Financial Independence Group. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, employing a disciplined, long-term investment approach based on diversified asset allocation and model portfolios.

Kenneth Miller is a financial advisor with Integrated Financial Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Integrated Financial Strategies since 2015 and also operates Miller Financial Inc., an insurance agency focusing on life, health, and group insurance sales. Integrated Financial Strategies is a registered investment adviser serving individual clients, corporations, and business entities with portfolio management, retirement income planning, and financial planning services. The firm employs a combination of fundamental, technical, and charting analysis to construct diversified portfolios and offers both discretionary and non-discretionary management alongside web-based consulting and wrap fee programs.

Michael Radford is a CFP® and PFS™ with 26 years of experience in the financial services industry. He has worked at Choreo, LLC since 2022 and previously spent 15 years at RSM US Wealth Management LLC. Choreo, LLC provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment process emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Evan Normile is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 license with two years of industry experience. His prior roles include positions at Ryder System, Inc. and Dick's Sporting Goods, and he currently serves as a retirement consultant providing one-on-one investment advice to Principal retirement plan participants. Evan also holds an assistant vice president role at Principal Bank, where he is involved in sales of bank deposit products. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers non-discretionary recommendations and a discretionary, wrap-fee investment management program, leveraging both proprietary models and third-party methodologies within the Principal Financial Group family.

Andrews Browne is a financial advisor at IFG Advisory, LLC with 11 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at IFG Advisory since 2022 and LPL Financial since 2017, with additional experience at Integrated Support Services. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and provides specialized services such as real estate-oriented planning and business valuation.

William Swecker is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Swecker holds roles across multiple Principal affiliates, including serving as an investment adviser representative providing retirement plan distribution advice. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm operates within the Principal Financial Group family, providing integrated access to affiliated products and discretionary investment management through its SimpleInvest program.

Jason Hathcock is a financial advisor at Alphastar Capital Management with 17 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Alphastar in 2025, he worked at Wells Fargo Clearing Services and LPL Financial. Alphastar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of firm-designed model portfolios and advisor-directed strategies that incorporate both strategic and tactical approaches across various investment vehicles.

Noah Plotkin is a financial advisor at 49 Financial in Charlotte, NC, holding a Series 65 credential with one year of industry experience. His prior experience includes roles at Capital Square and other positions unrelated to finance. He is also a licensed insurance agent. 49 Financial serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and family office services using a disciplined, long-term diversified asset allocation approach implemented through proprietary and third-party model portfolios.

Stephen Litman is a financial advisor at Diversify Wealth Management, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Stifel and Compass. Outside of his advisory work, he is involved in performance coaching for real estate agents through Chirag Shah Coaching and leads LitLife LLC, a business that supports Compass agents with CRM organization and virtual assistant services. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification approach utilizing a range of investment instruments and platform options tailored to client objectives.

Laura Fellows is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 credentials and seven years of industry experience. Her work history includes roles at Principal Financial Services, MWA Financial Services, Eagle Strategies, and New York Life. Outside of her advisory duties, she serves as a board member for Many Paws, a nonprofit focused on care for abandoned older dogs with special medical needs. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients through a range of non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm leverages proprietary models and third-party tools, serving clients with products integrated across the Principal Financial Group family.

Nicklaus Austin is a financial advisor at Savvy with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Bank of America N.A., and Merrill. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm utilizes a blend of index-based core strategies and tailored approaches, including direct indexing with tax-loss harvesting, and offers services supported by proprietary technology and third-party platforms.

Casey Mc Intyre is a CFA® charterholder with over 18 years of experience in the investment management industry. He currently works at AlphaStar Capital Management and previously held roles at Sterling Capital Management, LLC and Cambridge Associates, LLC. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and retirement plans. The firm employs both model and customized investment strategies that combine strategic asset allocation with quantitative and momentum analysis, and it offers a range of portfolio management and consulting services.

Graham Martin is a Series 66-licensed financial advisor at Principal Advised Services with two years of industry experience. He has held multiple roles within the Principal Financial Group family, including positions at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Outside of finance, he has experience working with Newsong Church (Ardent Faith Ministries) and in retail through The Bakery Shoppe. 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 operates as part of the Principal Financial Group, leveraging proprietary tools and affiliated entities to support its advice and investment solutions.

Thomas Burick is a financial advisor with Credit Union Investment Services in Concord, NC, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Members Trust Company since 2023 and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2015. In addition to his advisory roles, he serves as a financial advisory services specialist at State Employees' Credit Union and as an agent with SECU Life Insurance Company. 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 recommends mostly low-cost, index-based mutual funds and ETFs, fixed-income products, and employs a goals-based, long-term planning approach.

Nicholas Jones 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 previously worked at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., Consolidated Planning, Charles Schwab, and Secured Financial Solutions. Prior to his financial services career, he worked at Mountainside Fitness and Blue Ridge High School. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models, and operates as part of the Principal Financial Group family, which offers access to affiliated financial products and services.