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. His background includes roles at The Vanguard Group, J.M. Barry & Associates, 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, and municipalities. The firm employs strategic asset allocation and manager research within global multi-asset class model portfolios, offering discretionary investment management through various implementation frameworks.

Brian Swilling is a financial advisor with RFG Advisory, LLC, based in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with RFG Advisory and its affiliated Navipath Wealth platform since 2017. Swilling is involved with the Belk College of Business Alumni Council at UNC Charlotte and the Charlotte Area Alumni Council of Pi Kappa Phi. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive strategies, including tax-aware approaches, and offers a range of services such as portfolio management, financial planning, and alternative investments.

Robert Kovalesky Jr. is a financial advisor with McAdam LLC in Charlotte, NC, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. Prior to joining McAdam, he has been a partner at Stash Wealth since 2016 and is involved with MBVM, LLC. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities with financial planning, investment management, and retirement plan consulting. The firm manages client accounts on a discretionary basis, utilizing diverse investment vehicles and incorporating specialized exposures such as direct indexing and private investment funds.

Jonathan Blevins is a CFP® and ChFC® with 21 years of industry experience. He is currently with Alphastar Capital Management and has previously worked at Oakwood Capital Securities and TIAA-CREF. Blevins also serves as Vice President of Advisor Consulting for Alpha Star. Alphastar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and other investment advisers. The firm employs both predefined model portfolios and custom strategies that combine strategic asset allocation with quantitative and momentum-based analysis.

Carly Hensley is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and 20 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2024 and has been with Merit Financial Advisors since 2010. Prior to that, she was associated with LPL Financial from 2010 to 2024. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, with oversight by a central Investment Management team and Investment Committee.

Alexander Coggins is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, he held various roles including positions at Homefront Brands and the YMCA. He is also involved in fixed insurance sales through Financial Independence Group. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and fractional family office services, employing a disciplined, long-term investment approach based on diversified asset allocation and model portfolios.

Richard Westover Jr. is a financial advisor at Blueprint Financial Advisors in Charlotte, NC, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and OSAIC. Outside of his advisory role, he serves as a deacon on the leadership board of Westover Church and teaches a high school finance course at The Covenant School. Blueprint Financial Advisors is a multi-advisor firm offering portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and ERISA plans, and nonprofits. The firm employs a globally diversified investment approach with a proprietary strategic-and-tactical framework designed to manage assets with an emphasis on trend-following and momentum.

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. He previously worked at Stifel Nicolaus & Co. Inc. for 11 years before joining Alliance Global Partners in 2023. Van Pelt serves as an arbitrator for FINRA and is a member of the Board of Managers for the Saint Nicholas Society of the City of New York, a genealogy society focused on the history of New York. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, and investment banking services. The firm emphasizes international investing through its EPC Advisors Group and engages in active brokerage and product distribution alongside standard advisory services.

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 designations. Prior to joining Alphastar in 2025, he worked at Wells Fargo Clearing Services and LPL Financial. Alphastar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of firm-designed model portfolios and advisor-directed strategies that incorporate both strategic and tactical approaches across various investment vehicles.

Noah Plotkin is a financial advisor at 49 Financial in Charlotte, NC, holding a Series 65 credential with one year of industry experience. His prior experience includes roles at Capital Square and other positions unrelated to finance. He is also a licensed insurance agent. 49 Financial serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and family office services using a disciplined, long-term diversified asset allocation approach implemented through proprietary and third-party model portfolios.

Stephen Litman is a financial advisor at Diversify Wealth Management, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Stifel and Compass. Outside of his advisory work, he is involved in performance coaching for real estate agents through Chirag Shah Coaching and leads LitLife LLC, a business that supports Compass agents with CRM organization and virtual assistant services. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification approach utilizing a range of investment instruments and platform options tailored to client objectives.

Nicklaus Austin is a financial advisor at Savvy with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Bank of America N.A., and Merrill. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm utilizes a blend of index-based core strategies and tailored approaches, including direct indexing with tax-loss harvesting, and offers services supported by proprietary technology and third-party platforms.

Casey Mc Intyre is a CFA® charterholder with over 18 years of experience in the investment management industry. He currently works at AlphaStar Capital Management and previously held roles at Sterling Capital Management, LLC and Cambridge Associates, LLC. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and retirement plans. The firm employs both model and customized investment strategies that combine strategic asset allocation with quantitative and momentum analysis, and it offers a range of portfolio management and consulting services.

David Welton is a financial advisor with Cape Investment Advisory, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at American Global Wealth Management, CAPE Securities, Hobart Private Capital, and G.F. Investment Services. Outside of advisory work, he is an insurance agent specializing in fixed insurance and fixed annuity products, with over five decades in the insurance industry. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports approximately 1,624 clients through a multi-office network of around 40 advisors and employs a flexible investment approach that includes fundamental, technical, and macroeconomic analysis.