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.

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.

Tyler Washington is a financial advisor with Foundations Investment Advisors LLC in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His prior experience includes roles at Edward Jones, Newbridge Securities, and Bluecrest Capital Ltd. Outside of his advisory work, he is also an insurance agent, selling fixed annuities and life insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach, and offers a range of affiliated services and sub-advisory arrangements.

Kathleen Kowkabany is a financial advisor at Cary Street Partners with a Series 66 designation and one year of industry experience. Her prior work history includes roles at Merrill, Rhodes Branding, and Nemours Children's Health. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients, providing portfolio management, financial planning, and access to proprietary investment strategies and third-party managers. The firm integrates AI tools into its investment process while maintaining human oversight.

Keith Blumenstock is a CFP® professional with 12 years of industry experience, currently advising at Modera Wealth Management, LLC since 2026. He spent the prior decade with PNC Investments from 2016 to 2026. Outside of his financial advisory role, he has worked as a dog sitter. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, financial planning, tax services, trust services, and business coaching. The firm employs diversified asset allocation guided by Modern Portfolio Theory and combines investment management with in-house accounting and tax capabilities.

James Thompson Jr. is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Stephens in Charlotte, NC. His prior roles include positions at Sallux Investments, LLC, Prodeo Asset Management, Inc., and Elevation LLC, where he is a Senior Managing Director. He serves on the Board of Governors of Charlotte Country Club. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs, committee-based oversight, and a range of services including portfolio management, financial planning, and institutional equity research.

Joseph Bennett is a Certified Financial Planner® with 21 years of industry experience. He has been with Great Valley Advisor Group, LLC since 2016 and is also affiliated with LPL Financial, LLC. Bennett provides administrative services within Great Valley Advisor Group in addition to his advisory role. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, using a combination of in-house strategies and third-party managers across various platforms.

Michael Barrows is a financial advisor at IP Financial Advisory Services LLC in Charlotte, NC, with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Kingswood Capital Partners and M Stevens Wealth Advisors. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a variety of analyses to construct customized portfolios and also refers clients to third-party investment advisors while providing a range of advisory and consulting services beyond traditional investment management.

John Polyviou is a financial advisor with IP Financial Advisory Services LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Linden Thomas and Company Securities, LLC since 2019 and was previously with Merrill from 2014 to 2021. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting for non-high-net-worth individuals. The firm uses a combination of discretionary portfolio management and third-party investment advisor referrals to meet client needs.

Clinton Crocker is a CFP® with 27 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. since 2008. He is also CEO of JM Barry & Associates LLC, where he has held a leadership role since 1999. Based in Charlotte, NC, Crocker’s background includes extensive leadership and advisory responsibilities. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and insurance advisory.

Evan Kluttz is a CFP® with 35 years of industry experience, currently serving as an advisor at Harbour Investments, Inc. since 2017. He previously worked at Rm Stark & Co Inc. for 21 years. Outside of his advisory role, he serves as president of the board for the McGregor Downs suite owners association. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management.

David Worley is a financial advisor at Colony Family Offices, LLC with a Series 65 credential and four years of industry experience. He has been with Colony Family Offices since 2016, working continuously through its multi-team structure. Colony Family Offices provides wealth management and financial planning services primarily to ultra-high-net-worth families and their related entities. The firm employs a priorities-based, customized planning process and integrates both passive and active investment strategies, managing over $3 billion in discretionary assets.