Niki Erb is a Series 65-licensed financial advisor at Insight Folios with six years of industry experience. Prior to joining Insight Folios and Durso Capital Management Co. in 2020, she worked at Frito Lay for over two decades. She is also involved in insurance and annuity sales. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, along with ERISA plan consulting and participant advisory services. The firm often acts as a sub-adviser to other registered investment advisers and uses a team-of-advisers approach supported by proprietary planning software and artificial intelligence tools.

John Wilks is a CFP® and holds a Series 63 license with 16 years of experience in the financial industry. He has worked with Novare Capital Management since 2009. Novare Capital Management is an SEC-registered wealth management firm with a team of 18 advisors managing approximately $1.9 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and financial institutions. The firm offers comprehensive financial planning and portfolio management using client-specific investment policies, proprietary strategies, and a combination of human oversight and AI tools for research and risk monitoring.

Cynthia Burger is a financial advisor at Stephens with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stephens since 2006. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio management, financial planning, retirement-plan advisory, and institutional equity research, combining advisory services with broker-dealer and investment banking activities.

Malinda Dornan is a financial advisor at Modera Wealth Management, LLC in Charlotte, NC, with five years of industry experience. She holds the Series 66 designation and previously worked at Thrivent Financial and Novant Health. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation based on Modern Portfolio Theory with in-house accounting and tax capabilities, supporting a wide range of client needs through an integrated advisory and accounting service model.

Jonathan Kirk is a financial advisor with Foundations Investment Advisors LLC in Charlotte, NC. He holds a Series 66 designation and has seven years of industry experience, including roles at Edward Jones, FirstBank, and Home Point Financial. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 30,000 clients. The firm serves individuals, trusts, estates, and registered investment companies through a network of around 300 investment adviser representatives, offering portfolio management, financial planning, and retirement-plan support using tailored asset allocations and third-party sub-advisers.

Carly Hensley is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and 20 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2024 and has been with Merit Financial Advisors since 2010. Prior to that, she was associated with LPL Financial from 2010 to 2024. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, with oversight by a central Investment Management team and Investment Committee.

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® with 32 years of industry experience, currently serving at IP Financial Advisory Services LLC. His career includes roles at Innovation Partners LLC, Cetera, Avantax, and Lifemark Securities Corp. He is also CEO of TaxMaster Financial Service Corporation and serves as a board member for NYC Basket Brigade Inc., a nonprofit focused on providing Thanksgiving dinner baskets to families in need. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolios and access to third-party investment advisors, with a focus on non-high-net-worth retail clients.

Eric Mohammed is a financial advisor at Principal Advised Services with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he worked at Wells Fargo Advisors, LLC for six years. In addition to his advisory duties, he provides one-on-one investment advice to Principal retirement plan participants at benefit events. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. As part of the Principal Financial Group family, the firm integrates affiliated resources to deliver both nondiscretionary recommendations and discretionary investment management through its SimpleInvest program.

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.