Oliver Gooden is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He is currently affiliated with CG Advisory Services and has previously worked at Geneos Wealth Management, Wealth Advisory Group, and Steben & Company Inc. Gooden also works as a registered assistant for the Wealth Advisory Group. CG Advisory Services is an SEC-registered adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management through proprietary and customized models, along with financial planning, retirement plan consulting, and fiduciary advice, using a combination of fundamental and technical research and AI tools to support investment decisions.

Ken Adams is a financial advisor with Advisory Services Network who holds the PFS™ and Series 63 designations and has 22 years of industry experience. His prior roles include positions at Cetera Wealth Services and Simplicity Investments, and he also operates an accounting and tax services business as a CPA. In addition to his advisory work, he is a licensed independent insurance agent providing life, accident, and health insurance. Advisory Services Network supports independent investment adviser representatives serving individuals, families, corporations, and retirement plans with a range of portfolio management and financial planning services. The firm offers flexible engagement options and employs strategies based on client objectives and risk tolerances, utilizing various securities and third-party managers.

Brendan Grady is a Series 65 licensed advisor at Gibbs Wealth Management, LLC with 11 years of industry experience. He has worked at multiple firms, including FormulaFolios, Gradient Investments, Clarity Financial Group, and Questar Asset Management. Outside of his advisory role, he is also an insurance agent and holds seminars on fixed insurance products through his business, Grady Group, Inc. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

John Walker is a financial advisor at Stephens with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Stephens since 2003 and spent 11 years at Merrill prior to that. Outside of his advisory role, he serves as an Innovative Club Advocate for Rotary District 7680, supporting new club development and participating on several committees. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory, brokerage, and investment banking services supported by in-depth equity research and committee-driven portfolio management.

Katherine Grzeszczak is a financial advisor at Stephens in Charlotte, NC, holding a Series 66 designation. She joined Stephens in 2026 and has prior experience with Barings and AdventHealth among other employers. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and also provides municipal advisory services and investment banking.

Judy Poole is a financial advisor at Capital Analysts with eight years of industry experience. She holds a Series 66 designation and has worked at Lincoln Investment and Robinson & Assoc during her career. Outside of her advisory role, she is a 50% owner and officer of Poole Financial Services Inc., focusing on life insurance and fixed annuities. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering portfolio management and retirement-plan advice through a combination of in-house investment management and third-party managers. The firm operates nationwide with integration through Lincoln Investment and emphasizes fiduciary services for retirement and tax-advantaged accounts.

Mandisa Landry is a financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Purpose Comprehensive Wealth Management and Wells Fargo. Outside of advising, she is an insurance agent, selling various insurance products. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, trusts, and other advisers. The firm manages approximately $7.6 billion in client assets and offers discretionary portfolio management and financial planning using a combination of passive, active, tactical, and blended strategies.

John Currier is a financial advisor at United Brokerage Services, Inc. based in Charlotte, NC, holding Series 63 and Series 66 designations with 28 years of industry experience. His prior roles include positions at Patrick Capital Markets, LPL Financial, Independent Advisor Alliance, idSquares, and DWS Distributors. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm focuses on strategic and tactical asset allocation, utilizing mutual funds, ETFs, individual equity and fixed income selection, and third-party research, typically offering advice on a non-discretionary basis.

Ryan Morgan is a CFP® with 19 years of industry experience, currently affiliated with NorthCoast Asset Management LLC. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, Fisher Investments, Linden Thomas & Company Securities, Charles Schwab, and Victory Capital Advisors. Outside of his advisory work, he owns and manages a rental property in Parker, Colorado. 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 and offers a range of strategies including strategic asset allocation, equity and fixed income, options overlays, and alternative funds.

Kevin Stewart is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Modera Wealth Management, LLC and previously worked at LPL Financial and The Vanguard Group, Inc. Kevin is based in Charlotte, NC. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors, offering wealth and portfolio management, retirement plan consulting, financial planning, tax services, and business coaching. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and integrates investment management with in-house accounting and ancillary services.

Clare Lawrence is a financial advisor at Colony Family Offices, LLC with a Series 65 designation and over 15 years of prior experience at KPMG LLP. Based in Charlotte, NC, Lawrence has been with Colony Family Offices since 2025. Colony Family Offices, LLC provides comprehensive wealth management and financial planning services primarily to ultra-high-net-worth families, their trusts, estates, and related entities. The firm employs a priorities-based, customized planning process with portfolios that combine passive and active strategies and utilizes third-party managers and independent research for implementation and due diligence.

Paige Yeomans is a Certified Financial Planner™ (CFP®) with three years of industry experience. She is currently with Forvis Mazars Wealth Advisors, LLC in Charlotte, NC, having joined the firm in 2025. Her prior experience includes roles at Guardian Life Insurance Company and Park Avenue Securities. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, and retirement plan consulting. The firm emphasizes customized asset allocation and combines active and passive investment strategies within an integrated service model that coordinates tax, accounting, and family-office services.

Derek Herzer is a financial advisor at Kingswood Wealth Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked for Medigap Life for ten years. Outside of his advisory role, he is involved in consulting for an investment-related business and provides training and support for a national Medicare health insurance brokerage during the annual enrollment period. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm uses an open-architecture platform with both discretionary and non-discretionary investment strategies and integrates insurance-related accounts through affiliated entities.

Patrick Homan is a financial advisor at Private Client Services, LLC with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at The AmeriFlex Group, SagePoint Financial, Fortigent, LLC, Independent Adviser's Group, and LPL Financial. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors, managing about $1.05 billion across more than 3,200 client accounts.

Alexander Barnes is a CFP® certificant with 14 years of industry experience. He is currently with Savvy and has previously worked at firms including Cornerstone Wealth Group, Mutual Securities, Cornerstone Financial Partners, and LPL Financial. Outside of advisory work, he is also a licensed insurance agent involved in fixed insurance sales. Savvy Advisors serves individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations with investment and financial planning services. The firm emphasizes diversified, index-based strategies supported by advanced quantitative models and technology, including artificial intelligence tools, to deliver customized portfolio management and planning solutions.

Eric Fritz is a financial advisor at CG Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has previously worked at LPL Financial, Geneos Wealth Management Inc., and WFG Investments, Inc. Fritz also has a business entity unrelated to investment advisory activities. CG Advisory Services is an SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a largely model-driven investment approach combined with customized portfolio management, financial planning, and access to alternative investment platforms.

Malik Pearson is a financial advisor at IP Financial Advisory Services LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at IP Financial since 2019. Prior to this, he was involved with Innovation Partners LLC and Truth of Touch Apparel. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and specialized consulting services. The firm emphasizes personalized portfolio construction and offers a range of analytical approaches and consulting tools tailored to non-high-net-worth individuals and retirement plan participants.

Michael Martin is a financial advisor at CWA Asset Management Group in Charlotte, NC, holding Series 63 and Series 65 licenses with 18 years of industry experience. His prior roles include positions at Capital Wealth Advisors, Burney Company, TD Ameritrade, UBS Financial Services, and Ameriprise. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, family offices, trusts, foundations, pension plans, and institutional investors. The firm employs in-house research, proprietary models, and both active and quantitative strategies that incorporate multi-factor stock selection models and selective use of artificial intelligence.

Jeffrey Brewer is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. His prior roles include positions at Dimensional Fund Advisors LP and WealthSource Partners, LLC. Brewer has also operated Brewer Marketing Consulting LLC. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm utilizes a diversified asset allocation approach based on Modern Portfolio Theory and offers integrated services including accounting, tax preparation, and business coaching.

Michael Cox is a financial advisor with Lombard Advisers Incorporated in Matthews, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 41 years of industry experience. He has been with Lombard Securities Incorporated since 2007. In addition to his advisory role, he has started insurance sales for life and health in North Carolina. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary programs, employing various analytical approaches to portfolio construction and management, with a significant portion of assets managed on a non-discretionary basis.