Louis Woodbeck is a financial advisor at IP Financial Advisory Services LLC in Charlotte, NC, holding the Series 65 designation with four years of industry experience. His work history includes roles at Innovation Partners LLC and Swim Club Management Group. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized investment strategies and discretionary management, utilizing a range of analytical approaches and specialized 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 one year of industry experience and previously worked at FD Transaction Advisory and CohnReznick. Lombard Advisers provides personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a multi-team structure. The firm offers both discretionary and non-discretionary portfolio management solutions, employing a range of analytical methods to construct portfolios.

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 serving individuals, retirement plans, corporations, trusts, and other advisers with discretionary investment management and financial planning. The firm manages approximately $7.6 billion in client assets through a network of about 174 advisors and employs a combination of passive, active, tactical, and blended investment strategies tailored to client objectives.

Scott Jones is a financial advisor with ValMark Advisers, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and 37 years of industry experience. His career includes roles at ValMark Advisers since 2017, as well as prior positions at Barry, Evans, Josephs & Snipes, M HOLDINGS SECURITIES, Kestra Investment Services, and Principal Financial Services. He is also the managing partner of Scott Jones Financial, a firm specializing in fixed insurance sales involving non-variable policies. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach using model portfolios and asset allocation across mutual funds, ETFs, and separate-account managers, with active oversight and regular performance reporting.

Jacob Downing is a CFP® and CFA® with 18 years of experience in the financial industry. He currently works at Cary Street Partners and has previously held roles at Exencial Wealth Advisors, Dimensional Fund Advisors, and Fidelity Investments. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad range of investment options and proprietary strategies, serving unique institutional niches such as state and municipal government entities and insurance company clients.

Wyman Byrd is a financial advisor at Colony Family Offices, LLC with 14 years of industry experience and holds a Series 65 designation. He has been with Colony Family Offices since 2013. Colony Family Offices provides comprehensive wealth management and financial planning primarily to ultra-high-net-worth families, their trusts, estates, retirement accounts, and related entities. The firm manages approximately $3.32 billion in discretionary assets and employs a priorities-based, customized planning process integrating both passive and active investment strategies.

Jonie Parks is a Certified Financial Planner® with 21 years of industry experience. She has been with Modera Wealth Management, LLC since 2018 and previously worked at Matrix Wealth Advisors, Inc. for 12 years. She holds a Series 63 license and is based in Charlotte, NC. Modera Wealth Management, LLC offers fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, Dimensional funds, private placements, and optional ESG integration.

Jake Murphy is a financial advisor at CWA Asset Management Group with a Series 65 designation and one year of industry experience. Prior to joining CWA, he worked at Raymond James and has a background that includes service at the United States Air Force Academy and in the United States Military. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, family offices, and institutional investors. The firm employs a range of active and quantitative strategies, leveraging proprietary research, multi-factor stock selection models, and artificial intelligence to construct globally diversified portfolios tailored to client objectives.

Jesse Walker is a financial advisor with Principal Advised Services in Monroe, NC, holding Series 63 and Series 66 licenses and having six years of industry experience. He has worked at various firms, including Principal Financial Services and Wells Fargo Clearing Services LLC. 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 third-party and proprietary methodologies and is part of the Principal Financial Group, leveraging affiliated entities to offer a range of financial products and services.

Larry Poole is a financial advisor with Capital Analysts in Matthews, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Lincoln Investment Planning since 2005 and is president and 50% owner of Poole Financial Services Inc., which provides life insurance and fixed annuity products. He is also president of Insurance and Retirement Planning Inc., a company focused on life, health insurance, and fixed annuities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through an in-house team and third-party managers, utilizing proprietary screening processes and providing retirement-plan advice via a nationwide network of independent advisors.

Rutherford Bryson III is a CFP®-certified financial advisor with 25 years of industry experience. He has been with Cary Street Partners since 2011, and previously worked at Genspring Charleston, LLC and GFO Advisory Services, LLC. In addition to his advisory work, he serves as a trustee for family trusts, overseeing asset management and distributions. Cary Street Partners provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad investment menu and proprietary strategies, serving both traditional and specialized institutional clients such as state and municipal government entities and insurance companies.

Charles Robinson is a financial advisor with Summit Financial, LLC based in Charlotte, NC, holding Series 63 and Series 66 designations and having 20 years of industry experience. His prior roles include positions at Keebeck Wealth Management, Cornerstone Wealth Group, Cornerstone Financial Partners, and LPL Financial. Robinson serves as a board member of MS4MS (Mission Stadiums 4 Multiple Sclerosis), contributing to strategic decisions for the nonprofit’s growth. Summit Financial, LLC is a multi-team SEC-registered advisory firm with approximately $26.35 billion in assets under management and 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms tailored to client needs.

Jonathan Hogan is a financial advisor with Arkadios Wealth Advisors in Charlotte, NC, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Kalos Capital, Inc., AlphaStar Capital Management, LLC, The Leaders Group, Inc., and Financial Independence Group. Outside of his advisory work, he is involved in managing a wealth management firm and has authored articles on investment topics such as 1031 exchanges. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through customized strategies, discretionary account management, and access to third-party money managers. The firm integrates an internal portfolio team that supports advisors with models and trade execution across various asset classes while serving as a fiduciary for retirement plan consulting.

Matthew Oneil is a CFP® and ChFC® with 18 years of experience in financial advisory. He is currently with CG Advisory Services and previously worked at Geneos Wealth Management Inc and WFG Investments, Inc. Outside of advisory, he is involved with Capital Asset Insurance Services, which offers fixed insurance products. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through both proprietary model portfolios and customized account solutions.

Peter Jespersen is a CFA® with 12 years of industry experience, currently serving at Colony Family Offices, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Charlotte, NC. Colony Family Offices provides comprehensive wealth management and financial planning primarily to ultra-high-net-worth families, trusts, estates, and related entities, managing approximately $3.32 billion in discretionary assets. The firm employs a priorities-based, customized planning process and combines passive and active investment strategies, often using third-party managers and independent research.

Elizabeth Newton is a financial advisor with Archer Investment Corporation in Charlotte, NC. She holds a Series 65 designation and has two years of industry experience. Her prior work includes positions at Newton Wealth Management and Wray Ward, as well as five years at Cory's Audio Visual. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and The Archer Funds. The firm manages approximately $900 million on a primarily discretionary basis, offering customized portfolio management and model-based strategies across a diversified range of asset classes.