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.

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.

Ryan Robinson is a financial advisor at Principal Advised Services with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked with several Principal entities as well as Wells Fargo Clearing Services. His background also includes roles outside the financial sector at DoorDash and Food Lion. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models to provide both nondiscretionary and discretionary investment solutions. The firm’s integration within the Principal Financial Group affiliates enables access to a range of proprietary 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 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.

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 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.

Kevin Haggard is a CFP® professional with 18 years of industry experience, currently affiliated with Credit Union Investment Services. His prior roles include positions at Wells Fargo Clearing, Avantax Advisory Services, and MML Investors Services. He also owns Marcus Tumban Tax Services, a tax-related business. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisers and client-directed implementation.

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.