Edward Taylor III is a financial advisor at Beck, Mack & Oliver LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Beck, Mack & Oliver, he worked at Banbury Partner LP and Scopia Capital Management LP. Beck, Mack & Oliver LLC provides discretionary asset management primarily through separately managed accounts for individuals, high-net-worth clients, trusts, tax-exempt institutions, and pooled investment vehicles. The firm follows a long-only, value-based, process-driven equity approach rooted in fundamental research and manages approximately $6.1 billion.

Ivan Henriquez is a financial advisor with Infinity Financial Services Advisory in Charlotte, NC, holding Series 63 and Series 65 licenses with seven years of industry experience. He has previously worked with Forthright Capital Advisory, Guardian Life Insurance Company, Park Avenue Securities, and Equitable Advisors. Henriquez has also been involved with entrepreneurial ventures including Munchies Vending, LLC and Synergized Property Acquisitions, LLC. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm employs a multi-method investment approach and offers portfolio management, financial planning, adviser selection, and pension consulting for individual and high-net-worth clients.

Taylor Lee is a CFP® professional with nine years of industry experience. He is currently with Coppell Advisory Solutions LLC, affiliated with Fusion Investment Advisors, and has previously worked at firms including Voya Investment Management and Preferred Capital Securities. In addition to his advisory role, he is involved with Belmont Capital Advisors, marketing insurance and annuity investments as an insurance agent. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a combination of internally developed and independent asset allocation models, using both fundamental and technical analysis to manage portfolios on a discretionary basis.

Marc Scavo is a CFP® with 23 years of industry experience, currently advising at Bragg Financial Advisors Inc in Charlotte, NC. He has previously worked at The Vanguard Group, Inc. for nine years and held roles at TIAA-CREF and Tiaa for four years. Bragg Financial Advisors, Inc. is a family-owned, SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm emphasizes strategic asset allocation through written Investment Policy Statements, broad diversification, and periodic rebalancing, offering discretionary portfolio management, financial planning, and managed-account services.

George Climer III is a CFP® professional with 21 years of industry experience, currently serving at Bragg Financial Advisors Inc since 2013. He is based in Charlotte, NC, and holds the Series 66 designation. Outside of his advisory role, Climer participates on the Finance and Investment Committees for both the First Presbyterian Church of Charlotte and Myers Park High School, focusing on endowment review and cash management. Bragg Financial Advisors, Inc. is a family-owned, SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation, broad diversification, and long-term holdings, offering discretionary portfolio management, financial planning, and access to independent managers, including oversight of affiliated mutual funds.

Reginald Johnson is a financial advisor at MissionSquare Retirement with Series 63 and Series 65 credentials and eight years of industry experience. His prior experience includes roles at The Vanguard Group, Merrill, and Bank of America. He serves as a Retirement Plans Specialist at MissionSquare Retirement, a non-profit focused on assisting state and local government entities with deferred compensation and qualified retirement plans. MissionSquare Retirement serves state and local government employers and certain non-profit entities by administering retirement plans and providing education, recordkeeping, and advisory services through its Guided Pathways program. The firm’s investment advice is developed by Morningstar Investment Management and delivered via multiple channels within MissionSquare-administered accounts.

Allyson Sacratini is a financial advisor at Integrated Advisors Network LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. Prior to her advisory career, she attended the University of South Carolina. Allyson is also the Director of Client Services at Capital City Financial Partners. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services, employing a mix of fundamental and quantitative approaches and frequently utilizing third-party sub-adviser platforms.

Evan Stout is a CFP® with seven years of industry experience, currently advising at Choreo, LLC since 2023. Prior to joining Choreo, he worked at Financial Plans & Strategies, Inc. from 2017 to 2023 and held a position at Winthrop University from 2015 to 2018. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, and institutional clients. The firm uses a quantitative, committee-driven investment process centered on strategic asset allocation and offers a wide range of advisory services such as portfolio management, financial planning, outsourced CIO, and specialized consulting.

Danny Pham is a financial advisor at First Citizens Asset Management, Inc. with seven years of industry experience. He holds the Series 65 and Series 63 licenses. His prior experience includes roles at The Vanguard Group, Inc., J.M. Barry & Associates, LLC, Wells Fargo Advisors, and Campbell University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and other institutions. The firm offers multi-asset class model portfolios managed through various implementation frameworks, focusing on strategic asset allocation and manager research.

Brian Swilling is a financial advisor at RFG Advisory, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RFG Advisory since 2020. He serves on the Belk College of Business Alumni Council at UNC Charlotte and the Charlotte Area Alumni Council of Pi Kappa Phi. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm’s investment approach features discretionary portfolio management using model strategies and third-party platforms, along with fiduciary oversight of retirement accounts and access to alternative investments.

Robert Kovalesky Jr. is a financial advisor with McAdam LLC in Charlotte, NC, holding Series 65 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Stash Wealth, Morgan Stanley, and Merrill. McAdam LLC advises a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm emphasizes discretionary portfolio management using fundamental analysis, incorporating a range of investment vehicles from mutual funds and ETFs to private investment funds and cryptocurrency exposures.

Jonathan Blevins is a CFP® and ChFC® at AlphaStar Capital Management with 22 years of industry experience. His prior roles include tenure at TIAA-CREF and Oakwood Capital Securities. He also serves as Vice President of Advisor Consulting for Alpha Star. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm uses model portfolios and advisor-directed strategies incorporating multiple asset types and employs third-party portfolio construction technology.

Carly Hensley is a financial advisor with Merit Financial Advisors in Charlotte, NC, holding a Series 66 designation and 21 years of industry experience. She has been with Merit Financial Advisors since 2010 and previously worked at LPL Financial and Securities America Advisors, Inc. Outside of her advisory work, she is a representative of Pioneer Financial Planning, LLC, an LLC used for tax purposes. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach managed through centralized sleeves and model portfolios, supported by an internal investment team and external sub-advisers.

Alexander Coggins is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at Homefront Brands and the YMCA. Outside of his advisory role, he is involved in fixed insurance sales through Financial Independence Group. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term approach to diversified asset allocation and offers tiered fractional family office services alongside access to third-party managers.

Richard Westover Jr. is a financial advisor at Blueprint Financial Advisors in Charlotte, NC, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Maplewood Investments Inc and Securities America Advisors. Outside of his advisory role, he teaches a finance course at The Covenant School and serves as a deacon on the board of Westover Church. Blueprint Financial Advisors is a multi-advisor SEC-registered firm that provides portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and ERISA plans, and nonprofits. The firm employs a proprietary, price-driven strategic and tactical investment approach across diversified asset classes and manages approximately $1.4 billion in client assets.

William Van Pelt is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63, 65, and 66 licenses and bringing 53 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and UBS Financial Services. Van Pelt serves as a FINRA arbitrator and is a board member of the Saint Nicholas Society of the City of New York, a genealogy organization. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer servicing individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management options, financial and estate planning, and maintains a notable focus on international investing along with management of pooled vehicles and active broker-dealer operations.

Michael Radford is a CFP® and PFS™ with 26 years of experience in the financial services industry. He has worked at Choreo, LLC since 2022 and previously spent 15 years at RSM US Wealth Management LLC. Choreo, LLC provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment process emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Andrews Browne is a financial advisor at IFG Advisory, LLC with 11 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at IFG Advisory since 2022 and LPL Financial since 2017, with additional experience at Integrated Support Services. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and provides specialized services such as real estate-oriented planning and business valuation.

Jason Hathcock is a financial advisor at AlphaStar Capital Management with 17 years of industry experience. He holds the Series 66 and Series 63 licenses and previously worked at LPL Financial for 12 years and Wells Fargo Clearing Services. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services through a combination of firm-designed portfolios and advisor-directed models. The firm manages approximately $2.5 billion in assets across over 8,400 client relationships.

Noah Plotkin is a financial advisor at 49 Financial in Charlotte, NC, holding a Series 65 designation with one year of industry experience. Prior to joining 49 Financial, he held positions at Capital Square and has experience as a fixed insurance agent. 49 Financial serves a diverse client base including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering comprehensive financial planning and investment management. The firm’s investment approach focuses on disciplined, long-term diversified asset allocation using a combination of fundamental, cyclical, technical, and behavioral analysis.