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.

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.

James Winther is a financial advisor at Beacon Global Advisor Network, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Brookstone Wealth Advisors, Royal Alliance, and Lincoln Financial Advisors. Outside of his advisory work, he is the CEO of Atlas NexGen Group, which focuses on impact investing to create residential housing for low-income residents in Atlanta. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts by providing asset management, financial planning, retirement consulting, and a dedicated pension-advice service for U.K. expatriates. The firm customizes portfolios using third-party managed models, mutual funds, ETFs, individual equities, and fixed income, typically managing accounts on a discretionary basis through unified managed account platforms.

Ruth Stene is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and seven years of industry experience. She has previously worked at LPL Financial, Bank of America, Merrill, and Kennedy Consulting LLC. Stene is licensed as a non-variable insurance agent, focusing on life, health, annuity, and long-term care products. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing a combination of in-house strategies and third-party managers across various platforms.

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 Series 66-licensed advisor at MissionSquare Retirement with 15 years of industry experience. Prior to joining MissionSquare in 2026, Wice spent 16 years at LPL Financial and operated Jamie L. Williams, PLLC for 17 years. Wice is also a licensed attorney in Michigan and provides legal services for family and friends. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, including discretionary Managed Accounts and Fund Advice developed by Morningstar Investment Management for over 40,000 participants.

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.

Jonie Parks is a Certified Financial Planner® with 21 years of industry experience. She has been with Modera Wealth Management, LLC since 2018 and previously worked at Matrix Wealth Advisors, Inc. for 12 years. She holds a Series 63 license and is based in Charlotte, NC. Modera Wealth Management, LLC offers fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, Dimensional funds, private placements, and optional ESG integration.

Jake Murphy is a financial advisor at CWA Asset Management Group in Charlotte, NC. He holds a Series 65 designation and has one year of industry experience. His prior experience includes roles at Raymond James and the United States Air Force Academy, as well as military service. CWA Asset Management Group is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs proprietary model portfolios developed by an in-house research team, emphasizes global diversification and tax-aware strategies, and integrates advanced technologies such as AI in its investment process.

Jesse Walker is a financial advisor with Principal Advised Services in Monroe, NC, holding Series 63 and Series 66 licenses and having six years of industry experience. He has worked at various firms, including Principal Financial Services and Wells Fargo Clearing Services LLC. 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 and proprietary methodologies and is part of the Principal Financial Group, leveraging affiliated entities to offer a range of financial products and services.

Mark Henry is a Series 65-credentialed financial advisor with 10 years of industry experience. He is currently with Foundations Investment Advisors LLC and has held roles at several firms including Brookstone Capital Management and Alloy Wealth Management, Inc. Outside of advisory work, he serves as an adjunct professor at South Piedmont Community College and is CEO of Living Large Productions LLC, a television and radio production company focused on financial shows. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of nearly 300 investment adviser representatives.

Larry Poole is a financial advisor with Capital Analysts and holds Series 63 and Series 65 credentials. He has 39 years of industry experience, including over two decades at Lincoln Investment Planning and Poole Financial Services Inc. He is president and a 50% owner of Poole Financial Services Inc., which provides life insurance and fixed annuity products. Capital Analysts serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary screening tools to support various advisory models.

Rutherford Bryson III is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Cary Street Partners since 2011. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a trustee for the Sanders Family Trust, overseeing asset management and discretionary distributions. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to individual investors, charitable organizations, corporations, retirement plans, and other institutions. The firm employs a comprehensive investment approach that includes portfolio management, financial and retirement planning, access to alternative investments, and proprietary strategies managed through affiliated entities.

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.