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.

Matthew Baldini is a financial advisor with Inspire Advisors, LLC, holding a Series 65 credential and seven years of industry experience. Prior to joining Inspire Advisors in 2019, he worked for the County of Los Angeles Probation Department for eleven years. He is also president of FHG Advisors Inc., a non-investment-related entity. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its portfolio management and employs a variety of analytical methods, often delegating management to sub-advisors and affiliated managers while providing tax-mitigation services.

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® and holds a Series 63 license with seven years of industry experience. She is currently with Cornerstone Wealth in Charlotte, NC, where she has worked since 2021. Prior to Cornerstone, she was with The Vanguard Group and Burkett Financial Services. Wilkes serves on the finance committee at Pioneer Church in Rock Hill, SC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, utilizing model-based portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Jarrett Meadors is a financial advisor with Belpointe Asset Management LLC in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2011 to 2018 and is also involved with Belpointe Insurance, LLC. 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 through a network of 174 advisors, offering discretionary investment management and financial planning with a focus on customized portfolio strategies.

Ryan Robinson is a financial advisor with Principal Advised Services, holding Series 66 and Series 63 licenses and six years of industry experience. His work history includes roles at Principal Financial Services and Wells Fargo Clearing Services LLC. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, using a blend of third-party methodologies and proprietary models. The firm is part of the Principal Financial Group family, providing integrated access to affiliated products and services.

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 with Gibbs Wealth Management, LLC in Pineville, NC. He holds Series 65 and Series 63 licenses and has been in the industry since 2026. His prior experience includes roles at Northwestern Mutual Wealth Management Company and the Armed Forces. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through third-party model portfolios and a Model Management program. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary 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.

Bradley Joubert is a CFP® professional with 17 years of industry experience, currently serving at Wealthcare Capital Management LLC since 2013. He is also involved with Beacon Small Business Solutions. Wealthcare Capital Management LLC is a multi-team SEC-registered advisor managing approximately $3.03 billion for a diverse client base, utilizing model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms.

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. He has one year of industry experience and has previously worked in education and videography. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets and employs a diverse investment approach that combines fundamental, technical, and cyclical analysis across multiple strategies.

William Brantley is a financial advisor at Meridian Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Independent Advisor Alliance, Kestra Investment Services, Citigroup Global Markets, and Merrill. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities with discretionary portfolio management, financial planning, and retirement-plan services. The firm employs an IPS-driven, tailored investment approach and manages most client relationships on a discretionary basis using a diversified mix of asset types.

Matthew Wallen is a CFP® and CFA® with 15 years of industry experience. He is currently with Wealthcare Advisory Partners LLC and has held prior roles at Mariner Independent, Mariner Platform Solutions, AdvicePeriod, LLC, and Feehan Financial Group. Outside of his advisory work, he is the founder of Confluence Wealth Management and serves as a business advisor to Confluence Investment Management. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based advising approach supported by proprietary quantitative metrics and integrates both passive and active investment strategies.

Kyle Mahle is a CFP® professional with five years of industry experience. He is currently with Silver Oak Securities, Inc. and has prior work history at The Vanguard Group, Inc., Facet Wealth, and Truist Financial. Silver Oak Securities serves a diverse client base including individuals, pension plans, and corporations through a large network of financial professionals, managing approximately $2.4 billion in discretionary assets with a primarily discretionary investment approach tailored to client objectives and risk tolerances.

Chia Yang is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Modera Wealth Management, LLC since 2022 and previously held a position at Merrill Lynch. Yang also has experience in academia, having been affiliated with Winthrop University in various capacities from 2018 to 2022. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers services such as wealth management, retirement plan consulting, tax preparation, and trust-related services.

Keith Chandler is a CFP® and ChFC® with 32 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 22 years before joining Inspire Advisors, LLC in 2019 as part of The Chandler Team. He serves as a fund manager for the Inspire Tactical Balanced ESG ETF, overseeing asset allocation based on trend-following triggers. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing about $1.03 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary scoring and screening tools and employs a mix of quantitative, fundamental, technical, and modern portfolio theory analyses in its portfolio management.

Brandon Allain is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Charlotte, NC, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has previously worked at Axa Advisors, LLC, and has been associated with J.M. Barry & Associates, LLC since 2019. Outside of his advisory work, Allain is involved as a financial consultant specializing in life insurance and securities consultation and sales. M HOLDINGS SECURITIES, Inc. serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with financial planning, insurance advisory, and retirement plan consulting.