Andrew De Angelis is a CFA® charterholder with 19 years of industry experience. He is currently with Venture Visionary Partners LLC and previously worked at KeyBanc Capital Markets Inc. and Sidoti & Company, LLC. Venture Visionary Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and small businesses. The firm employs a combination of fundamental, technical, and modern portfolio theory approaches to customize portfolios and provides both discretionary and non-discretionary management alongside retirement-plan consulting and implementation.

Neill Nelson is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 designation and has worked at various entities within the Principal Financial Group, including Principal Bank and Principal Life Insurance Company. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program. The firm is part of the Principal Financial Group family, leveraging proprietary models and affiliated resources to serve its clients.

Deborah Stamets is a Series 65-licensed financial advisor with Merit Financial Advisors in Davidson, NC. She has seven years of industry experience and has been with Merit Financial Group since 2015. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in client assets. The firm provides coordinated wealth-management services and uses a long-term, diversified investment approach supported by an internal Investment Management team and Investment Committee.

Austin Palmer is a financial advisor at Kestra Private Wealth Services, LLC with 27 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is a founding partner and wealth advisor at Destination Wealth Advisors, where he holds an ownership stake and assists with firm growth through advisor and client acquisition. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individual and institutional clients with access to a wide range of investment products and specialized offerings.

Mark Martin is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at TIAA and First Citizens Investor Services before joining CUIS and its affiliated entities in 2026. Outside of finance, Martin is employed part-time at Lowe's Home Improvement in a non-investment role. Credit Union Investment Services primarily serves individual investors who are residents of North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning. The firm emphasizes a long-term, goals-based approach using low-cost index funds and ETFs, operating within a credit union ecosystem as a wholly owned subsidiary of State Employees’ Credit Union.

Kyle Sellers is a financial advisor at Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Principal Life Insurance Company, Principal Financial Services, and Florida Financial Advisors, as well as experience in the hospitality sector as a cook. Outside of advisory work, he is employed as a cook at QC Pour House. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party and proprietary methodologies and benefits from operational ties to the Principal Financial Group family of companies.

Paige Hardaway is a financial advisor at Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses with four years of industry experience. She has held roles at Principal Financial Services and Principal Life Insurance Company, and her background includes positions at Amerit Fleet Services and Reliance First Capital. Hardaway also serves as a Retirement Consultant, providing one-on-one investment advice to retirement plan participants on their distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm utilizes a blend of third-party methodologies and proprietary models to provide both non-discretionary recommendations and discretionary investment management, supported by its affiliation with Principal Financial Group and its related entities.

Kara Kunz is a CFP®-certified financial advisor with two years of industry experience, currently with Cornerstone Wealth Group. She previously worked at Bragg Financial and spent sixteen years at the Community School of Davidson. Cornerstone Wealth Group is a multi-team SEC-registered advisory firm managing approximately $2.1 billion in assets, serving individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients. The firm utilizes model portfolios emphasizing ETFs, mutual funds, individual equities, and fixed income, with discretionary management and periodic rebalancing.

Derek Vasko is a CFA® charterholder with 13 years of industry experience. He is currently with Choreo, LLC and has prior experience at RSM US Wealth Management LLC, London Stock Exchange Group, and LPL Financial. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, and corporate clients. The firm’s investment approach focuses on strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Reilly Treadwell is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, he worked in educational roles at Wofford College and Clemson University. 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, retirement-plan consulting, and tiered fractional family office services, utilizing a disciplined, long-term diversified asset allocation approach grounded in Modern Portfolio Theory.

William Grace is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Principal in 2026, he worked for five years at The Vanguard Group. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary models to tailor advice and benefits from its integration within the Principal Financial Group family.

Alaina Sanders is a Series 65 licensed financial advisor with Coppell Advisory Solutions LLC and has two years of industry experience. She is also affiliated with Belmont Capital Advisors. Outside of advisory work, she manages Zebra Home Solutions and related entities involved in real estate holdings and operations. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to a diverse client base, including individuals, pension and profit-sharing plan participants, trusts, estates, charities, and businesses. The firm employs a broad investment toolkit and an open-architecture platform to implement tailored strategies with continuous monitoring and periodic rebalancing.

Patrick Duggan is a financial advisor at Leavell Investment Management, Inc. in Mobile, Alabama, with three years of industry experience. He holds a Series 65 credential and previously worked at Cambridge Associates and 1919 Investment Counsel. Outside of his advisory role, he serves as a soccer referee for the Alabama Soccer Association. Leavell Investment Management manages approximately $3.0 billion in discretionary assets and offers portfolio management, financial planning, and family-office services to a broad client base including individuals, families, businesses, and institutional entities. The firm emphasizes fundamental investment strategies focused on diversification, risk control, and long-term compounding, with client accounts managed by dedicated teams and oversight that includes quarterly reviews and periodic rebalancing.

Andrew Dilz is a financial advisor at Fifth Third Wealth Advisors LLC in Charlotte, NC, holding a Series 65 designation with three years of industry experience. He has worked at Fifth Third Wealth Advisors since 2021 and was previously employed at Fifth Third Bank from 2015 to 2021. Fifth Third Wealth Advisors LLC offers discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base, including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, utilizing third-party managers, affiliated model strategies, and ongoing advisor oversight.

Toya Pollard is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Principal Financial Services and Principal Life Insurance Company. Pollard also holds a position as Assistant Vice President for Advice, Education & Sales at Principal Bank, focusing on the sales of bank deposit products. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary investment management program called SimpleInvest. The firm leverages proprietary models and third-party methodologies within the Principal Financial Group family, supporting integrated access to affiliated products and services.

Christian Cancello is a financial advisor with 49 Financial in Charlotte, NC. He holds a Series 65 designation and has been in the industry since 2023, including experience at Resurgent Capital Services and Indaco Greenville. Prior to advisory roles, his background includes work at the University of South Carolina and various other positions. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm employs a disciplined, long-term, diversified asset allocation strategy based on Modern Portfolio Theory and leverages proprietary and platform model portfolios with oversight of sub-advisers and model providers.

Jeffrey Thompson is a financial advisor with Geneos Wealth Management, Inc. in Davidson, NC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been associated with Geneos Wealth Management since 2005 and leads Thompson Wealth Advisors, an investment services business. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm provides financial planning, portfolio management, and access to third-party money managers through various traditional and wrap-fee programs.

Jack Bush is a Series 66-credentialed financial advisor with Principal Advised Services in Charlotte, NC, and has one year of industry experience. His background includes roles at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. He also has experience in tutoring and various customer service positions prior to joining the financial sector. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program. The firm leverages a combination of third-party tools, proprietary models, and integration with affiliated Principal Financial Group entities to deliver its services.

Austin Portelance is a CFP®-certified financial advisor with eight years of industry experience. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2024 following six years at Edward Jones. In addition to his advisory role, he is involved with Destination Wealth Advisors, where he creates and executes financial plans and manages client assets. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with a broad range of investment products and specialized offerings. The firm oversees advisor recommendations while allowing flexibility within an approved product menu.

Jason Rindskopf is a financial advisor with Signal Advisors Wealth, LLC, holding a Series 65 credential and six years of industry experience. He has worked at several firms, including AE Wealth Management, Advisory Alpha, and Financial Independence Group. Rindskopf is also the author of the book *Survive the Crash*. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.