Phillipe Toupin is a CFP® with eight years of industry experience, currently serving as a financial advisor at Aprio Wealth Management, LLC. His prior experience includes roles at Jones Gregg Financial, LLC and Business Acquisition & Merger Associates. He is also an insurance agent with Aprio Risk Management, LLC. Aprio Wealth Management offers discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios based on client objectives and risk tolerance, using a mix of asset classes and specialized strategies, and is part of a broader Aprio group that integrates tax, accounting, and benefit consulting services.

Jacob Chandler is a financial advisor at Inspire Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Inspire Advisors since 2019, previously spending over a decade at Ameriprise Financial Services. Outside of advising, he is the owner and director of JKC Consulting Inc. and serves as a fund manager for the Inspire Tactical Balanced ESG ETF. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual, high-net-worth, institutional, charitable, and brokerage clients. The firm incorporates Biblically Responsible Investing using proprietary scoring tools and employs a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to develop portfolios.

Cooper Courtney is a CFP® professional at Forvis Mazars Wealth Advisors, LLC with two years of industry experience, including his current role beginning in 2024. Prior to joining the firm, he was a student from 2016 to 2024. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofit organizations. The firm employs a customized investment approach that combines active and passive strategies within an integrated service model alongside tax, accounting, and family-office services offered by its parent firm.

William Richmond is a financial advisor at Cary Street Partners with 36 years of industry experience. His prior roles include positions at Morgan Stanley, Raymond James & Associates, Credit Suisse Securities, and Luxe Lifestyle Magazine. He holds Series 63 and Series 65 licenses. Cary Street Partners offers discretionary and non‑discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm employs a broad investment menu and proprietary strategies through its affiliated asset manager, serving niche institutional clients such as state and municipal government entities and insurance companies.

William Newton Jr. is a CFP® with 24 years of industry experience, currently serving at Archer Investment Corporation since 2011. He also operates Newton Wealth Management and has been a CPA since 1976. His additional business activities include involvement in fixed insurance, life, and annuities. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, offering services through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.

Roy Mattox is a financial advisor at Exodus Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Integrated Financial Strategies, LLC, Uwharrie Investment Advisors, and Darvas Investment Management LLC. Before his advisory career, Mattox was a self-employed trader for 18 years. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm emphasizes tailored portfolio supervision using a range of investment strategies and conducts regular due diligence on recommended managers.

Janet Correll is a financial advisor at Arkadios Wealth Advisors with 10 years of industry experience. She holds a Series 66 designation and has previously worked with Kalos Capital and SouthPark Capital. In addition to her advisory role, she serves as President and Directing Member of Janet Long LLC, providing independent investment advisory services. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm’s integrated operating model includes an in-house portfolio team that supports advisors with model strategies and trade execution across various asset classes.

Tammy Le June is a financial advisor at Modera Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Parsec Financial and the Archdiocese of Galveston Houston. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios of mutual funds, ETFs, individual securities, and selected alternative strategies tailored to client objectives and risk tolerance.

James Hardison IV is a financial advisor at Stephens with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stephens since 2010. Prior to that, he spent 30 years at Citigroup Global Markets and 17 years at Morgan Stanley Smith Barney. Hardison serves on the board and finance committee of the Ronald McDonald House of Winston Salem. Stephens is a multi-team investment adviser with approximately 243 advisors and about $18 billion in assets under management. The firm serves individuals—including high-net-worth clients—retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and research services.

Matthew Mc Nabb is a financial advisor with IP Financial Advisory Services LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Innovation Partners LLC, The Vanguard Group, Inc., Park Avenue Securities, and Guardian Life Insurance. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on comprehensive portfolio management, financial planning, and consulting services. The firm employs a range of analytical approaches and offers personalized portfolio construction with discretionary management, catering mainly to non–high-net-worth investors and retirement plan participants.

Christopher Oden is a CFP®-designated financial advisor with nine years of industry experience, currently with Arkadios Wealth Advisors in Charlotte, NC. His prior roles include seven years at The Vanguard Group and four years at BB&T. Outside of his advisory work, he owns Oden Enterprises LLC, a financial services business. Arkadios Wealth Advisors is a multi-team SEC-registered firm that serves individuals, trusts, businesses, corporations, and retirement plans. The firm creates customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various internally managed solutions and selected third-party managers.

Joseph Leary is a financial advisor at Ascentis Independent Advisors, LLC in Charlotte, NC, holding Series 63 and 66 licenses with 15 years of industry experience. His prior work includes roles at ORG Partners, Defender Capital, Silver Oak Securities, JMP Securities, Citizens Capital Markets, Citizens Bank, and U.S. Bancorp Investments. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes discretionary management, third-party managers, and a Private Direct Investments program, offering tailored advice across a range of asset classes with ongoing portfolio monitoring and rebalancing.

Michael Reilly is a financial advisor at MissionSquare Retirement with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at GWFS Equities, Inc., MML Distributors, LLC, and MassMutual Financial Group. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice, supported by Morningstar Investment Management’s model portfolios and investment expertise.

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.

William Allen II is a financial advisor with Cary Street Partners in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Morgan Stanley and Ancora Wealth Management before joining Cary Street Partners in 2015. Cary Street Partners offers investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad investment menu and proprietary strategies, serving a diverse client base that notably includes state and municipal government entities and insurance company clients.