Richard Ranson is a financial advisor at Saxony Capital Management, LLC in Charlotte, NC, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Saxony Securities since 2002, joining Saxony Capital Management in 2017. Ranson also operates Ranson Capital Management for his investment-related activities. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charities, and corporations. The firm uses a multi-team model with a range of investment strategies, including discretionary asset management and third-party manager due diligence.

Ryan Thrower is a financial advisor at Choreo, LLC with 10 years of industry experience. He previously worked at Merrill from 2013 to 2024 and at Truist Advisory Services from 2024 to 2026. He holds a Series 66 designation. Outside of his advisory role, Ryan serves on the board of Cannon School in Concord, North Carolina, and is an assistant coach for the Harrisburg Hornets girls' softball team. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence, offering services such as discretionary portfolio management, financial planning, and outsourced CIO consulting.

Matthew Lyons is a financial advisor at Principal Advised Services in Charlotte, NC. He holds a Series 66 designation and has been with Principal and its affiliated entities since 2026. Prior to entering the financial industry, he worked in the hospitality and golf club sectors and attended the University of North Carolina at Charlotte. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary wrap-fee investment management program, leveraging proprietary and third-party models, with operational integration across affiliated entities within the Principal Financial Group.

Zachary Macfarland is a financial advisor at Principal Advised Services in Charlotte, NC, holding Series 65 and Series 66 licenses with two years of industry experience. He has held multiple roles within the Principal Financial Group, including positions at Principal Bank and Principal Life Insurance Company. 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 leverages a combination of third-party and proprietary models and benefits from its affiliation with the Principal Financial Group family, which includes Principal Bank and Principal Asset Management.

Jordan Beard is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Merrill Lynch and Kestra Investment Services, LLC, as well as experience outside finance with Piedmont Hardware and the YMCA. Beard is involved in several real estate ventures, including ownership and management activities. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a wide range of investment products and personalized account management.

Ifeanyi Andrew Anyafo is a financial advisor with Simplicity Wealth, holding a Series 65 designation and one year of industry experience. Prior to joining Simplicity Wealth, he worked at NCI Wealth Management Inc. and has a background that includes professional soccer, where he is currently a free agent. Outside of finance, he owns a clothing brand called Malcontents and is involved in hosting fashion shows and photo shoots. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach, utilizing ETFs, mutual funds, and individual securities, and offers a range of advisory services alongside technology and operational solutions for advisers.

Sarah Nestingen is a financial advisor at Coppell Advisory Solutions LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Verum Partners LLC, Trinity Wealth Securities, LLC, and Florida Financial Advisors. Outside of her advisory role, she is also involved in marketing insurance and annuity investments as an insurance agent at Belmont Capital Advisors. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs an open-architecture investment platform and combines tailor-made asset allocation models with fundamental and technical analysis to implement strategies consistent with client objectives.

Marissa Harris is a financial advisor at Rossby Financial, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with 17 years of industry experience. Her work history includes roles at Ally Invest Securities LLC, LPL Financial, and JLA Securities, LLC. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a diversified investment approach tailored to client objectives, incorporating fundamental, technical, and cyclical analysis across multiple asset classes.

Jared Daeschner is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 designation and is based in Charlotte, NC. His prior work includes roles at Principal Life Insurance Company, Principal Bank, and Principal Securities, Inc., as well as experience outside the financial sector including at Green Brothers Juice Co. 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. The firm is part of the Principal Financial Group family, enabling access to proprietary products and integrated services across affiliated entities.

Shawn Sigler is a financial advisor at AlphaStar Capital Management with six years of industry experience. He holds a Series 65 designation and serves as Executive Vice President of Financial Independence Group, an independent marketing organization representing multiple insurance carriers. In this role, he dedicates significant time to consulting and supporting insurance agents. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, businesses, and other advisers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting. The firm employs a strategic asset-allocation approach with quantitative analysis and works with subadvisers, underlying funds, and exchange-traded products.

Ava Smagacz is a financial advisor at 49 Financial in Charlotte, NC, holding Series 63 and Series 65 designations with three years of industry experience. Her prior roles include positions at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments, Inc. She also provides fixed insurance services alongside her advisory work. 49 Financial serves individual and institutional clients with comprehensive financial planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation supported by fundamental, cyclical, technical, and behavioral analysis, and offers tiered fractional family office services for high-net-worth clients.

Andrew Paolini is a financial advisor at Principal Advised Services with 14 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Principal Bank, Principal Financial Services, Principal Life Insurance Company, and Wells Fargo. Outside of his advisory duties, he serves as Treasurer for the Charlotte Adult Baseball League, managing financial reporting and budgeting for the organization. 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 and third-party tools and operates within the larger Principal Financial Group, granting access to affiliated products and services.

Robert White is a financial advisor with Principal Advised Services based in Charlotte, NC. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, Ally Invest Securities, Wells Fargo Clearing Services, and The Vanguard Group, among others. Principal Advised Services provides investment advice mainly 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 methodologies and proprietary models and operates as part of the Principal Financial Group, leveraging affiliated entities to offer a range of products and services.

Gary Stewart is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. His career includes roles at Principal Financial Services, Principal Life Insurance Company, Wells Fargo, and TIAA-CREF. Outside of his advisory work, he is the owner and president of I RUN ZERO, Inc., a retail business selling bumper stickers. 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 combines third-party methodologies with proprietary models and operates as part of the Principal Financial Group family, integrating services across affiliated entities.

Kyle Corgan is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at NewBridge Securities Corporation since 2018 and Fidelity Investments from 2011 to 2017. Outside of his advisory role, he is a licensed insurance agent and is involved with HomeVestors, marketing 1031 exchanges and DST investments. He also operates an insurance sales business under Goosehead Insurance Agency, LLC. NFSG Corporation provides investment advisory and financial planning services to a wide range of clients, including individuals, institutional participants, and charitable organizations. The firm offers diversified portfolio management and employs internal and third-party asset management resources to support its advisors.

Erik Merkau is a CFA® charterholder with 29 years of industry experience. He is currently affiliated with Choreo, LLC and has prior experience at Edelman Financial Engines Advisors, JPMorgan Securities LLC, and Chase. Choreo serves a diverse client base ranging from individual investors to institutional clients, offering services that include portfolio management, financial planning, and outsourced CIO solutions. The firm follows a rigorous investment process centered on strategic asset allocation and a combination of quantitative screening and due diligence to manage portfolios through various vehicles, including model portfolios and separately managed accounts.

Vikalp Agrawal is a financial advisor at Tucker Asset Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at DXC Technologies for 17 years. He is also the owner and CEO of Desiretree Financial Services LLC, a life and health insurance agency based in Charlotte, NC. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning through a network of independent adviser representatives. The firm employs a top-down, macroeconomic asset-allocation approach and incorporates a range of strategies including alternative investments and direct indexing.

Craig Rubrecht is a financial advisor with Cornerstone Wealth Group, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has worked at several firms, including Mutual Securities, Inc., Cornerstone Financial Advisors, LPL Financial, and Securities America Advisors, Inc. He serves as a board member of the Focus Strategic Advisory Board, which meets biannually to provide strategic guidance. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm uses model-based portfolios incorporating ETFs, mutual funds, equities, bonds, and alternative investments, guided by an investment committee, and offers both discretionary and non-discretionary solutions.

James Carson III is a financial advisor with First Citizens Investor Services, Inc. in Raleigh, NC, holding a Series 66 credential and 15 years of industry experience. His career includes roles at SVB Wealth, First Citizens Asset Management, and Truist Investment Services. Outside of his advisory work, he owns Rusty's Rods LLC, a business that designs and sells custom fishing rods. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, and business entities. The firm offers portfolio management through wrap programs and automated platforms, employing risk- and outcomes-based asset allocation, and benefits from its affiliation with a bank holding company, which integrates banking resources and referral relationships.

Kane Alvarez Del Pino is a financial advisor at Principal Advised Services with Series 65 and Series 63 licenses. He is based in Charlotte, NC and has less than one year of industry experience. His prior roles include positions at Principal Bank, Principal Life Insurance Company, and various non-financial organizations. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models, providing both non-discretionary guidance and a discretionary investment management program, supported by its affiliation with Principal Financial Group and its subsidiaries.