Charles Robinson is a financial advisor with Summit Financial, LLC based in Charlotte, NC, holding Series 63 and Series 66 designations and having 20 years of industry experience. His prior roles include positions at Keebeck Wealth Management, Cornerstone Wealth Group, Cornerstone Financial Partners, and LPL Financial. Robinson serves as a board member of MS4MS (Mission Stadiums 4 Multiple Sclerosis), contributing to strategic decisions for the nonprofit’s growth. Summit Financial, LLC is a multi-team SEC-registered advisory firm with approximately $26.35 billion in assets under management and 216 advisors serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms tailored to client needs.

Jonathan Hogan is a financial advisor with Arkadios Wealth Advisors in Charlotte, NC, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Kalos Capital, Inc., AlphaStar Capital Management, LLC, The Leaders Group, Inc., and Financial Independence Group. Outside of his advisory work, he is involved in managing a wealth management firm and has authored articles on investment topics such as 1031 exchanges. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through customized strategies, discretionary account management, and access to third-party money managers. The firm integrates an internal portfolio team that supports advisors with models and trade execution across various asset classes while serving as a fiduciary for retirement plan consulting.

Matthew Oneil is a CFP® and ChFC® with 18 years of experience in financial advisory. He is currently with CG Advisory Services and previously worked at Geneos Wealth Management Inc and WFG Investments, Inc. Outside of advisory, he is involved with Capital Asset Insurance Services, which offers fixed insurance products. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through both proprietary model portfolios and customized account solutions.

Peter Jespersen is a CFA® with 12 years of industry experience, currently serving at Colony Family Offices, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Charlotte, NC. Colony Family Offices provides comprehensive wealth management and financial planning primarily to ultra-high-net-worth families, trusts, estates, and related entities, managing approximately $3.32 billion in discretionary assets. The firm employs a priorities-based, customized planning process and combines passive and active investment strategies, often using third-party managers and independent research.

Elizabeth Newton is a financial advisor with Archer Investment Corporation in Charlotte, NC. She holds a Series 65 designation and has two years of industry experience. Her prior work includes positions at Newton Wealth Management and Wray Ward, as well as five years at Cory's Audio Visual. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and The Archer Funds. The firm manages approximately $900 million on a primarily discretionary basis, offering customized portfolio management and model-based strategies across a diversified range of asset classes.

Sean Kayes is a CFP® with five years of industry experience, currently serving as a financial advisor at Cary Street Partners. His prior roles include positions at Exencial Wealth Advisors and Willingdon Wealth Management, LLC. He is also a general partner in LOG Ventures, an investment group. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, and institutions. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and lending and insurance solutions, employing a range of traditional and opportunistic investment strategies.

James Vande Logt is a CFP® and ChFC® with 20 years of experience in financial advisory roles. He currently serves at VestGen Advisors, LLC and Private Client Services, having previously worked at LPL Financial LLC and Valmark Securities, Inc. Outside of advising, he is involved as a co-founder and member of VestGen Wealth Partners Holdings, a financial services holding company. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a variety of analytical methods and third-party managers to implement client portfolios.

Charles Hammond IV is a financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He holds a Series 66 designation and has worked with firms including Equitable Advisors, Northwestern Mutual, and Alloy Wealth Management. Outside of his advisory roles, Hammond is also active as an insurance agent specializing in fixed annuities and life insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and offers a range of services through a large network of affiliated offices and investment adviser representatives.

Jordan Walters is a Series 65-licensed advisor at OneSeven with three years of industry experience. Prior to joining OneSeven, he worked at Capitol Financial Solutions and Amazon Inc. He is also vice president of Community Educational Funding, a college education planning business. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using diversified portfolios and offers both discretionary and non-discretionary arrangements.

Eric Ridenour is a Certified Financial Planner® (CFP®) and Personal Financial Specialist™ (PFS™) with 26 years of industry experience. He has been with Colony Family Offices, LLC since 2013. Colony Family Offices, LLC provides comprehensive wealth management and financial planning primarily to ultra-high-net-worth families, managing approximately $3.32 billion in discretionary assets across more than 600 client relationships. The firm employs a priorities-based, customized planning process and combines passive and active investment strategies supported by third-party managers and independent research.

Shane Pouliot is a CFP® and CFA® associated with Modera Wealth Management, LLC in Charlotte, NC, with five years of industry experience. He previously worked at Boston Hill Advisors and Charles Schwab Investment Advisory. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and offers integrated accounting, tax, and business coaching services alongside investment management.

William Grasty is a financial advisor with The Fiduciary Alliance in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining The Fiduciary Alliance in 2024, he spent 11 years at Lakeview Capital Partners / Bison Wealth, LLC. He is also a licensed independent insurance agent specializing in life, accident, and health insurance. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as retirement plans and other investment advisers. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and offers discretionary portfolio management alongside written financial plans and estate-planning support.

Charis Jones is a financial advisor at Stratos Wealth Advisors LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, LPL Financial, and Hightower Advisors. Stratos Wealth Advisors is an SEC-registered, multi-team firm with approximately 71 advisors managing about $5.57 billion in assets for individuals, trusts, retirement plans, and institutional accounts. The firm offers customized portfolio management and financial planning services through a network of independent advisory representatives and has strategic affiliations with SEI entities.

Henry Soule is a financial advisor at Forvis Mazars Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Restoration Hardware and Purdue University. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, consulting, and family-office style services, managing approximately $12 billion in assets.

John Hart is a financial advisor with IPI Wealth Management, Inc. in Charlotte, NC, holding a Series 66 designation and 18 years of industry experience. He has been with IPI Wealth Management and its predecessor firm, Investment Planners, Inc., since 2010. Outside of his advisory role, he owns and operates Hart Wealth Management, a financial services DBA, and is involved in the sale of life insurance products. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs through an open-architecture investment platform supported by proprietary risk-based models and an investment committee framework.

Drewry Isaacson is a CFP® professional with 12 years of experience in financial advising. He currently works with CWA Asset Management Group and has held roles at Fifth Third Bank, Fifth Third Securities, BB&T, and BBTIS. Outside of finance, he is involved with B&B Builders of the Carolinas, a residential construction company. CWA Asset Management Group provides advisory and financial planning services to a diverse client base including individuals, family offices, trusts, and institutional investors. The firm employs in-house research and proprietary models, combining active and quantitative strategies with tools like artificial intelligence and multi-factor stock selection to manage globally diversified portfolios.

Christian Little is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Ausdal, he worked at Wells Fargo and has experience in both educational and medical supply sectors. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of approximately 152 advisors. The firm offers a range of investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations.

Jeri Glazer is a CFP® with six years of experience in the financial services industry, currently advising at IP Financial Advisory Services LLC. Her prior experience includes roles at Ameriprise and several insurance companies. She is also involved in independent insurance brokering, focusing on Medicare Supplement products with multiple providers. IP Financial Advisory Services LLC serves primarily individual retail clients, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and discretionary management, utilizing various analytical approaches and maintaining a focus on non-high-net-worth retail investors and retirement plan participants.

Clarence Collins is a financial advisor with Foundations Investment Advisors LLC based in Charlotte, NC. He holds a Series 65 designation and has experience working since 2007, including a military career with the U.S. Army and roles at Driven Management, Stay Plugged In, and Alloy Investment Management. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and third-party sub-advisers to deliver tailored investment advice.

Michael Kearney is a financial advisor at Arkadios Wealth Advisors with 17 years of industry experience. He previously worked at Thrivent Investment Management and Thrivent Financial for Lutherans for over 15 years. He is registered as a Series 66 advisor. Outside of Arkadios, he is involved with SouthPark Capital and owns Solipo LLC, both related to financial advising and commission-based compensation. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering advisor-managed accounts, third-party money management, and financial planning. The firm employs a blend of fundamental, technical, and cyclical analysis, supports discretionary portfolio management through its internal Arkadios Managed Solutions team, and operates an integrated model combining advisory services, brokerage, and in-house portfolio support.