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.

Edward Barnard is a financial advisor at Sound Income Strategies, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Formula Folios Investments and Family Legacy Wealth Management. Barnard is also involved with Family Legacy Group, Inc., where he provides fixed insurance products, fixed annuities, and Medicare and long-term care services. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm emphasizes fixed-income analysis alongside equity review and offers a range of services such as discretionary asset management, financial planning, and insurance planning through affiliated channels.

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.

Jamie Wice is a financial advisor with MissionSquare Retirement and MissionSquare Wealth Management, holding a Series 66 designation and having 16 years of industry experience. Prior to joining MissionSquare in 2026, Wice worked at LPL Financial for 16 years and operated Jamie L. Williams, PLLC for 17 years. Wice is also a licensed attorney in Michigan and provides legal services to family and friends. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering retirement plans and offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm employs a multi-team advisory structure and partners with Morningstar Investment Management to develop personalized investment advice.

Jacob Downing is a CFP® and CFA® with 18 years of industry experience. He is currently with Cary Street Partners and has previously worked at Exencial Wealth Advisors, Dimensional Fund Advisors, and Fidelity Investments. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and proprietary strategies through its affiliated asset manager.

Laurel Bacogeorge is a financial advisor with Credit Union Investment Services and holds Series 65 and Series 63 licenses. She has 26 years of industry experience, including a long tenure at The Vanguard Group, Inc. from 1999 to 2025. Laurel also serves as a Financial Advisory Services Specialist at State Employees' Credit Union, providing financial services aimed at improving members' economic and social conditions. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning with an emphasis on long-term, goals-based strategies using low-cost index funds and ETFs. The firm operates within a credit-union ecosystem and focuses on salaried advisors who provide recommendations without earning commissions.

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.