Mark Carter is a CFP® with nine years of industry experience. He is currently with Forefront Wealth Partners and previously worked at Point2 Capital Partners, LLC, and Prudential-affiliated firms including Pruco Securities, LLC and Prudential Insurance Company of America. Forefront Wealth Partners is a multi-team advisory firm serving individual clients, business owners, and corporate clients. The firm provides discretionary investment management, comprehensive financial and estate planning, and employs a customized portfolio approach using third-party managers and various planning tools.

Lathan Hunter is a financial advisor at Ally Invest Advisors in Charlotte, NC, with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ally Invest Advisors since 2022, following prior roles at Ally Invest Securities LLC and Wells Fargo Clearing Services. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated services and advisor-led advice. The firm employs a model-based investment approach grounded in Modern Portfolio Theory, utilizing primarily ETFs and digital processes to manage tens of thousands of client accounts.

Brian Seidenwand is a CFP® professional with five years of experience in the financial services industry. He is currently with Coppell Advisory Solutions LLC and has prior experience at The Vanguard Group, Charles Schwab, and TD Ameritrade. In addition to his advisory role, he is licensed to sell life and annuity insurance products. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an open-architecture platform with a broad investment toolkit and manages over $1.1 billion in assets across more than 8,800 clients.

Paul Taylor is a financial advisor with AlphaStar Capital Management, holding Series 63, 65, and 66 licenses and 19 years of industry experience. Prior to joining AlphaStar in 2021, he worked at Advisory Alpha, LLC, Formula Folio Investments, LLC, and Retirement Wealth Advisors, Inc. Outside of his advisory work, he owns and operates Taylormade Custom Builders, a residential building business. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and advisor-directed strategies, utilizing a range of investment vehicles and third-party portfolio construction technology.

Shane Robertson is a financial advisor at Ally Invest Advisors with 12 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Merrill for eight years before joining Ally Invest Advisors and Ally Invest Securities in 2021. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice services. The firm utilizes model portfolios based on Modern Portfolio Theory across multiple risk tiers and cash allocation strategies.

Peter Hunt is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He is currently with Advisory Services Network, where he has worked since 2025, following five years at Exencial Wealth Advisors and eleven years at Willingdon Wealth Management. Hunt is also the owner and managing member of Rock Harbor WM, LLC, a service company supporting his financial services practice. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Thomas Rose is a CFP® and CFA® with 31 years of industry experience. He has been with Bragg Financial Advisors, Inc. in Charlotte, NC, for 14 years. Bragg Financial Advisors, Inc. is a family-owned SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm focuses on strategic asset allocation, broad diversification, and longer-term holdings, offering discretionary portfolio management, financial planning, and managed-account services.

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.

Lauren Klaiber is a CFA® charterholder with four years of experience in the financial industry. She is currently with Bragg Financial Advisors Inc and previously worked at Wells Fargo Investment Institute and Wells Fargo & Co. Lauren is based in Charlotte, NC. Bragg Financial Advisors, Inc. is a family-owned SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm’s investment approach focuses on strategic asset allocation, broad diversification, and longer-term holdings, offering discretionary portfolio management and financial planning services.

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.

Corey Meyer is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. He previously worked at McShane Partners and The Vanguard Group, Inc. Before entering financial services, he spent time in the hospitality sector. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for both non-high-net-worth and high-net-worth individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, providing a range of services including investment management, financial planning, and retirement plan 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.

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.

Jacob Robinson is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Ally Financial, Total Wine & More, and Hodges University. Ally Invest Advisors serves a large retail client base with discretionary portfolio management through automated and advisor-led services. The firm’s investment approach uses model portfolios based on Modern Portfolio Theory, combining passive and some actively managed ETFs, and employs digital processes to manage tens of thousands of client accounts efficiently.

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.

Caroline Campanella is a CFP® professional at Ritholtz Wealth Management with two years of industry experience. She previously worked at Novare Capital Management and Corient, and earlier was employed by the University of Georgia. Ritholtz Wealth Management serves individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $9.4 billion in assets, emphasizing goal-based investing, asset allocation, and behavioral finance principles, and provides both advisor-led services and digital platforms for portfolio implementation and management.

Bryan Marciniak is a financial advisor at Ally Invest Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ally Invest Advisors since 2023. His prior experience includes roles at Ally Invest Securities LLC, Bank of America, Merrill, and LPL Financial LLC. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction. The firm offers ETF-based Robo Portfolios and personal advice services, implementing model portfolios founded on Modern Portfolio Theory across multiple risk tiers.

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.

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.