Nicholas Jones is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience and has previously worked at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., Consolidated Planning, Charles Schwab, and Secured Financial Solutions. Prior to his financial services career, he worked at Mountainside Fitness and Blue Ridge High School. 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, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models, and operates as part of the Principal Financial Group family, which offers access to affiliated financial products and services.

Meghan Oldis is a CFP® professional with three years of industry experience, currently serving at Bragg Financial Advisors Inc. Prior to joining Bragg in 2023, she worked for Bank of America Private Bank for four years and Wells Fargo Private Bank for fourteen years. Bragg Financial Advisors, Inc. is a family-owned, SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm employs a strategic asset allocation approach with broad diversification and periodic rebalancing, offering discretionary portfolio management, financial planning, and managed-account services.

Steven Denton is a CFP® professional with 22 years of industry experience, currently serving at Merit Financial Advisors since 2020. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and The Vanguard Group, Inc. He also holds a municipal leadership role as Deputy Town Manager in Stanley, North Carolina. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios overseen by a central Investment Management team and offers specialized services such as fiduciary and ESOP trustee work.

Ashlie Link is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at Members Trust Company since 2017 and has been affiliated with Credit Union Investment Services and SECU Life Insurance Company since 2016. In addition to her advisory roles, she serves as Treasurer for the Parent Association of Long Shoals Wesleyan Academy. Credit Union Investment Services serves individual investors and trust clients 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, fixed-income products, and a goals-based, long-term planning approach.

Samuel Hershberger is a financial advisor at United Brokerage Services, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and J.J.B. Hilliard, W.L. Lyons, LLC. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Jeffrey Thomas is a financial advisor at Packerland Brokerage Services, Inc. with six years of industry experience. He holds a Series 66 designation and has been with Packerland since 2019. In addition to his advisory role, he owns J S Thomas Consulting, Inc., a business involved in insurance and residential construction, and serves as a Deacon and teacher at Parkwood Baptist Church. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through a variety of platforms, including firm-managed portfolios and third-party arrangements, with a focus on individualized financial planning and routine client reviews.

Charles Pendergraft II is a financial advisor at Capital Investment Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Investment Group, Inc. since 2011. Outside of his advisory role, he owns and operates a farm in East Bend, NC. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a variety of analytical methods and conducting ongoing portfolio reviews.

Brian Spencer is a financial advisor with CoreCap Advisors in Cornelius, NC, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at CoreCap Advisors and CoreCap Investments since 2020 and has been with Capital Choice Financial Services since 2019. Outside of advisory roles, Spencer serves as President and Director of Credit on the Board of Directors at Hooker Furniture Company, a position he has held since 2014. CoreCap Advisors serves individuals, including high-net-worth and accredited investors, as well as institutional clients such as pension plans, trusts, and corporations. The firm offers discretionary investment management, financial planning, and access to third-party sub-advisors, with an investment approach focused on long-term relationships and a range of mutual funds, ETFs, equities, and bonds.

Daniele Donahoe is a CFA® charterholder with 16 years of industry experience. She is currently with Waverly Advisors, LLC and has previously worked at Rinehart Wealth Management. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm serves individuals, retirement plans, and pooled investment vehicles, offering a range of services including investment management, financial planning, and multi-family office solutions. Waverly integrates traditional equity and fixed-income strategies with alternative and private markets allocations and operates affiliated entities such as a state-chartered trust company and a tax and accounting business.

Matthew Devries is a CFA® charterholder with 17 years of industry experience. He has been with Bragg Financial Advisors, Inc. since 2015. Devries serves on the investment committee of Camp Luck, a nonprofit organization in Cherryville, NC. Bragg Financial Advisors, Inc. is a family-owned SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm emphasizes strategic asset allocation, broad diversification, and longer-term holdings, offering discretionary portfolio management, financial planning, and managed-account services.

Evan Anderson is a CFP® with six years of industry experience, currently advising at Bragg Financial Advisors Inc. He spent eight years at Wells Fargo Bank, N.A. before joining Bragg Financial Advisors, where he has worked for the past five years. 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 focuses on strategic asset allocation, broad diversification, and long-term holdings, offering discretionary portfolio management, financial planning, and managed-account services, including sub-advisory roles on mutual funds and independent manager mandates.

Karen Holland is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Fusion Capital Management, Dempsey Lord Smith, LLC, Cape Securities, Inc., and several other firms dating back to 2014. In addition to her advisory work, she is involved with Holland Wealth Management / Impact, where she markets insurance and annuity investments as an insurance agent. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses an open-architecture platform and a combination of tailor-made asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision to meet client objectives.

Brian Seidenwand is a CFP® professional with five years of experience in the financial services industry. He is currently with Coppell Advisory Solutions LLC and has prior experience at The Vanguard Group, Charles Schwab, and TD Ameritrade. In addition to his advisory role, he is licensed to sell life and annuity insurance products. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs an open-architecture platform with a broad investment toolkit and manages over $1.1 billion in assets across more than 8,800 clients.

Peter Hunt is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He is currently with Advisory Services Network, where he has worked since 2025, following five years at Exencial Wealth Advisors and eleven years at Willingdon Wealth Management. Hunt is also the owner and managing member of Rock Harbor WM, LLC, a service company supporting his financial services practice. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Thomas Rose is a CFP® and CFA® with 31 years of industry experience. He has been with Bragg Financial Advisors, Inc. in Charlotte, NC, for 14 years. Bragg Financial Advisors, Inc. is a family-owned SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm focuses on strategic asset allocation, broad diversification, and longer-term holdings, offering discretionary portfolio management, financial planning, and managed-account services.

Richard Ranson is a financial advisor at Saxony Capital Management, LLC in Charlotte, NC, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Saxony Securities since 2002, joining Saxony Capital Management in 2017. Ranson also operates Ranson Capital Management for his investment-related activities. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charities, and corporations. The firm uses a multi-team model with a range of investment strategies, including discretionary asset management and third-party manager due diligence.

Lauren Klaiber is a CFA® charterholder with four years of experience in the financial industry. She is currently with Bragg Financial Advisors Inc and previously worked at Wells Fargo Investment Institute and Wells Fargo & Co. Lauren is based in Charlotte, NC. Bragg Financial Advisors, Inc. is a family-owned SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm’s investment approach focuses on strategic asset allocation, broad diversification, and longer-term holdings, offering discretionary portfolio management and financial planning services.

Ryan Thrower is a financial advisor at Choreo, LLC with 10 years of industry experience. He previously worked at Merrill from 2013 to 2024 and at Truist Advisory Services from 2024 to 2026. He holds a Series 66 designation. Outside of his advisory role, Ryan serves on the board of Cannon School in Concord, North Carolina, and is an assistant coach for the Harrisburg Hornets girls' softball team. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence, offering services such as discretionary portfolio management, financial planning, and outsourced CIO consulting.

Corey Meyer is a CFP® professional with eight years of industry experience, currently serving at Waverly Advisors, LLC. His career includes prior roles at McShane Partners and The Vanguard Group. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management.

Matthew Lyons is a financial advisor at Principal Advised Services in Charlotte, NC. He holds a Series 66 designation and has been with Principal and its affiliated entities since 2026. Prior to entering the financial industry, he worked in the hospitality and golf club sectors and attended the University of North Carolina at Charlotte. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary wrap-fee investment management program, leveraging proprietary and third-party models, with operational integration across affiliated entities within the Principal Financial Group.