Andrew Paolini is a financial advisor at Principal Advised Services with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Principal Financial Services, Principal Bank, and Wells Fargo in various roles. Outside of his advisory work, he serves as Treasurer for the Charlotte Adult Baseball League, managing budgets and financial reporting for the organization. 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 investment management program. The firm integrates proprietary models with third-party tools and operates within the Principal Financial Group family, enabling access to a range of affiliated products and services.

Gary Stewart is a financial advisor at Principal Advised Services with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at TIAA-CREF for 15 years. Outside of his advisory role, 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 investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group family, enabling access to affiliated products and services.

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.

Jennifer Jost is a financial advisor with Simplicity Wealth in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at Ameritas Investment Corp and LifePro Asset Management, among other firms. Outside of her advisory role, she is a motivational speaker and money coach focusing on women’s groups, a certified divorce analyst, and the host of a weekly podcast called Rock My Finances. Simplicity Wealth serves a broad client base including individual and high-net-worth investors, retirement plans, and institutional clients, offering advisory services from financial planning to discretionary retirement plan management. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, and provides technology and operational support for other advisers through its managed account platform.

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 at Cornerstone Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cornerstone Wealth Group since 2018, following prior roles at Mutual Securities, Inc., Cornerstone Financial Advisors, and LPL Financial. Rubrecht serves on the Focus Strategic Advisory Board, a collective of investment firms that meets biannually to discuss strategic initiatives. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, retirement plan consulting, and management of certain annuity and 529 subaccounts, primarily through model portfolios emphasizing ETFs, mutual funds, individual equities, and fixed income.

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.

Alex Yarem is a financial advisor at First Citizens Asset Management, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and serves as an adjunct professor for Campbell University’s graduate program, teaching Advanced Investment Analysis. Prior to joining First Citizens Asset Management in 2026, he worked at various affiliates of First Citizens Bank since 2019. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and institutions. The firm constructs global multi-asset class model portfolios using a combination of fundamental, quantitative, and technical analysis, with discretionary management focused on strategic asset allocation and risk control.

Nathan Allen is a financial advisor at 49 Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, and 49 Wealth Management LLC. Outside of his advisory work, he is an associate at Financial Independence Group, where he is involved in fixed insurance sales. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, consulting, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation approach using proprietary and platform model portfolios primarily composed of mutual funds and ETFs.

Anaiss Zamora is a financial advisor at Savvy with one year of experience. She holds a Series 65 credential and previously worked at Northwest Asset Management, Better Mortgage, and GCG Wealth Management among other firms. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers, fintech tools, and integrated tax and estate-planning support.

Nabeel Shums is a financial advisor at Principal Advised Services with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services and Principal Securities. Outside of finance, he has experience in the car wash industry and studied at the University of North Carolina. 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 and third-party methodology to tailor advice and operates within the Principal Financial Group family, which allows access to affiliated products and services.

Patrick Muldowney is a financial advisor at AlphaStar Capital Management with one year of industry experience. He holds a Series 65 designation and has worked at AlphaStar since 2023. His prior work includes positions in education and the food service industry. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base that includes individuals, trusts, estates, small businesses, and pension plans. The firm employs a strategic asset-allocation and quantitative tactical approach, offering both model and custom portfolio strategies along with a range of advisory and consulting services.

Spencer Harrison is a Series 65-licensed financial advisor with McAdam LLC in Charlotte, NC, where he has worked since 2022. He has three years of industry experience, including prior roles at Croghan Colonial Bank and two winery companies. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting, implementing portfolios primarily through fundamental analysis and a multi-advisor platform managing approximately $2.29 billion in discretionary assets.

Jake Daigle is a financial advisor at 49 Financial with a Series 65 credential and less than one year of industry experience. His work history includes roles outside finance such as teaching and entrepreneurship. 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 tiered fractional family office services through a multi-team structure managing approximately $1.4 billion in assets.

David Gordon is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has 26 years of industry experience, including roles at IFG Advisory since 2016 and LPL Financial since 2001. Outside of his advisory work, he is the managing partner of Gordon, Keeter & Co, CPAs, where he oversees tax preparation, accounting, bookkeeping, and financial statement preparation. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a multi-faceted investment approach that includes in-house management, sub-advisors, third-party managers, and model portfolios.

Gina Trokey is a financial advisor with Principal Advised Services in Charlotte, NC. She holds the Series 66 designation and has been with Principal Advised Services and its affiliated entities since 2026. Prior to joining the firm, she worked in education and tutoring roles. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients through a combination of non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models and is part of the Principal Financial Group family, offering access to affiliated products and services.

Adam Mark is a financial advisor with Credit Union Investment Services in Harrisburg, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has held roles at Members Trust Company since 2018 and is involved with State Employees' Credit Union in a financial advisory capacity. Mark’s outside activities include serving as a district manager providing financial advisory services at State Employees' Credit Union. Credit Union Investment Services primarily serves individual investors who reside in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and retirement and financial planning. The firm emphasizes a long-term investment horizon using low-cost mutual funds and ETFs and operates within a credit union ecosystem that provides ancillary services through affiliated entities.

Anders Wesley is a financial advisor at Fifth Third Wealth Advisors LLC with one year of industry experience and holds a Series 65 designation. Prior to joining Fifth Third Wealth Advisors, he was involved with Kings Routine LLC and Marci LLC, among other roles. He has experience outside of finance including work with Larsen's Bakery and the Phinney Neighborhood Association. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension plans, and institutional clients. The firm offers a range of services such as discretionary portfolio management, financial planning, and access to alternative investments, and integrates resources from its parent company, Fifth Third Bank, in its investment processes.

Leighton Becker is a financial advisor at 49 Financial with a Series 65 designation and no prior industry experience. His background includes involvement with Clemson Football and Clemson University, as well as a role as a fixed insurance agent. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning, investment management, consulting, retirement-plan consulting, and tiered fractional family office services, focusing on disciplined, long-term diversified asset allocation using proprietary and platform model portfolios.