Alexander Barnes is a CFP® with 13 years of industry experience, currently advising at Savvy. His prior roles include positions at Cornerstone Wealth Group, LLC, Mutual Securities, Inc., Cornerstone Financial Partners, and LPL Financial. He is also licensed as an insurance agent, engaging in fixed insurance sales as a secondary business activity. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party sub-advisers.

Eric Fritz is a financial advisor at CG Advisory Services with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Geneos Wealth Management, and WFG Investments. Fritz is also involved with Capital Asset Advisory Services, an independent investment advisory firm he started in 2003. CG Advisory Services is an SEC-registered adviser managing over $4 billion for a diverse client base including individuals, retirement plans, charitable organizations, and businesses. The firm employs proprietary discretionary model portfolios alongside third-party managers and customized private equity and hedge-fund access, supported by an Investment Committee and AI tools under human oversight.

Jeffrey Hillesland is a financial advisor at Merit Financial Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Merrill and The Vanguard Group. Merit Financial Group, LLC manages approximately $10.6 billion for a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with services that include asset management, financial planning, retirement plan advice, educational workshops, and employee financial wellness programs.

Malik Pearson is a financial advisor with IP Financial Advisory Services LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with IP Financial Advisory Services since 2019 and also has experience with Innovation Partners LLC and Truth of Touch Apparel. IP Financial Advisory Services primarily serves individual retail clients, focusing on personalized portfolio management and financial planning, with additional consulting services including actuarial analysis and investment banking support. The firm emphasizes tailored strategies for non-high-net-worth investors and retirement plan participants.

Michael Martin is a financial advisor at CWA Asset Management Group with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Wealth Advisors since 2018, following six years at Burney Company. CWA Asset Management Group provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as institutional entities. The firm combines fundamental active analysis with quantitative rankings and offers family-office services, retirement plan fiduciary support, and access to private investment vehicles.

Jeffrey Brewer is a CFP® with 13 years of industry experience, currently serving at Modera Wealth Management, LLC since 2025. His prior roles include positions at Choreo, LLC, WealthSource Partners, LLC, SurePath Wealth Management LLC, and Dimensional Fund Advisors LP. He has also operated Brewer Marketing Consulting LLC from 2019 to 2021. Modera Wealth Management provides wealth and portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation with in-house accounting and tax services, offering an integrated advisory and accounting model uncommon at its scale.

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.

Suzanne Barry is a financial advisor at Gladstone Wealth Partners with seven years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Bank of America, N.A., LPL Financial, and Merrill. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to wrap programs and third-party manager solutions.

Roger Slayton is a ChFC® and Series 63 credentialed financial advisor with 43 years of industry experience. He is currently with IP Financial Advisory Services LLC and Innovation Partners LLC, having previously worked at Securities America Advisors, Inc. and Securities America, Inc. Since 1997, he has owned and operated the Slayton Insurance Agency, which provides various insurance products and services. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on customized portfolio construction and monitoring, often using discretionary authority, and provides access to third-party investment advisors alongside a range of insurance and risk management services.

Richard Yercheck is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Capital Investment Advisory Services and Capital Investment Group Inc since 2019 and previously at Prospera Financial Services from 2013 to 2019. Outside of his advisory role, he serves on the City of Monroe Planning Board and the Union Symphony Orchestra board, and he is a CPR instructor. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, utilizing a mix of analytical methods and ongoing portfolio monitoring.

Matthew Baldini is a financial advisor with Inspire Advisors, LLC in Waxhaw, NC, holding a Series 65 license and six years of industry experience. Prior to joining Inspire Advisors in 2019, he worked for the County of Los Angeles Probation Department for eleven years. Baldini also serves as president of FHG Advisors Inc., a non-investment related S Corporation based in Waxhaw. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a mix of quantitative, fundamental, and modern portfolio theory analyses in its portfolio management strategies.

Kristin Lewis is a CFP® professional with 14 years of industry experience. She has been with Colony Family Offices, LLC since 2020 and previously worked at Queens Oak Advisors from 2011 to 2020. Colony Family Offices provides comprehensive wealth management and financial planning services primarily to ultra-high-net-worth families, managing over $3 billion in discretionary assets and offering customized investment solutions that combine passive and active strategies.

Annabeth Wilkes is a CFP® with seven years of industry experience, currently serving as an advisor at Cornerstone Wealth. Her previous roles include positions at The Vanguard Group and Burkett Financial Services. She is also a member of the finance committee at Pioneer Church. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm provides comprehensive portfolio management and financial planning, utilizing model portfolios with ETFs, mutual funds, individual securities, and alternative investments, and integrates held-away accounts into client portfolios.

Jarrett Meadors is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Belpointe Insurance, LLC and Belpointe Asset Management since 2018, following seven years at Bank of America and Merrill Lynch. Outside of advisory work, he is involved with Belpointe Insurance, where he conducts insurance sales. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and a wrap program, using customized portfolios and a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Jason Weis is a financial advisor with Advisory Services Network, LLC, holding the CFP® designation and Series 63 and 66 licenses. He has 17 years of industry experience, including roles at Fidelity Investments and Charles Schwab. In addition to his advisory work, Weis is a licensed insurance agent and serves as managing member of Queen City Capital Management, LLC, a service company for business income and expenses. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and retirement-plan consulting, using a variety of investment strategies and implementation options tailored to client objectives.

Thomas Colombo is a financial advisor with NorthCoast Asset Management LLC and holds a Series 66 designation. He has 10 years of industry experience, including roles at Kovitz Investment Group Partners, Connectus Wealth, and Morgan Stanley. Outside of finance, he is co-owner of QB Focus LLC, an athletic training business. 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 diverse range of strategies including strategic asset allocation, tactical equity, and alternative interval funds.

Michael Santos is a financial advisor at Gibbs Wealth Management, LLC in Pineville, NC, holding Series 65 and Series 63 licenses. He has one year of industry experience, with prior roles at Northwestern Mutual and Grady Group Inc. Outside of finance, he has served in the Armed Forces since 2022. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through an advisor-directed Model Management program, utilizing third-party platforms and strategists to implement model portfolios.

Rodney Amicone is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc., Signator Investors, Inc., and Signator Financial Services, Inc. Outside of his advisory work, he serves as a financial and educational retirement instructor for the American Retirement Institute & Adult Financial Education Services and owns a business providing estate planning document software. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm constructs customized portfolios using various analytical approaches and also facilitates client referrals to unaffiliated third-party investment advisors.

Kelly Guadagnino is a CFP® professional with three years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2023. Prior to joining Modera, Kelly worked at Battery Global Advisors and PwC. She volunteers with the Volunteer Income Tax Assistance (VITA) program, providing free tax preparation for low-income taxpayers. Modera Wealth Management offers wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm emphasizes diversified asset allocation grounded in Modern Portfolio Theory and combines traditional investment management with in-house accounting and tax services, serving approximately $17.7 billion in assets under management.

Ethan Scharf is a financial advisor with Exodus Wealth, LLC, holding Series 65 and Series 63 licenses and beginning his industry career in 2026. Prior to joining Exodus Wealth, he has experience at Fortune Financial Services, as well as diverse roles including videography and education at South Piedmont Community College. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans with asset management, financial planning, and consulting services. The firm employs a blend of fundamental, technical, and cyclical analysis across various investment vehicles and strategies, maintaining discretionary portfolio management with regular reviews and rebalancing.