Devin Young is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation and currently in their first year in the industry. Prior to joining Principal, Young held positions at Goldman Sachs and several other companies across diverse industries. 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 proprietary and third-party methodologies and operates within the Principal Financial Group family, enabling access to a range of affiliated products and services.

Andrew Ball is a financial advisor at AlphaStar Capital Management with four years of industry experience. He holds a Series 65 designation and has worked at AlphaStar since 2021. In addition to his advisory role, he serves as Vice President of Sales for the Annuity Division at Financial Independence Group. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and other advisers. The firm employs both model and custom strategies, utilizing strategic asset allocation combined with quantitative and momentum analysis, and provides a range of portfolio management and consulting services.

Bryant Trombly is a financial advisor with Kestra Private Wealth Services, LLC, holding the Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley spanning over a decade. Outside of his primary advisory role, he is a partner at Destination Wealth Advisors and serves as an adjunct instructor facilitating online graduate classes. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers access to a broad range of investment products and specialized services, serving both individual and institutional clients.

Caden Minnich is a financial advisor with Principal Advised Services in Charlotte, NC. He holds a Series 66 designation and began his industry career in 2026. Prior to his current role, Minnich has held positions at Principal Bank, Principal Securities, Inc., and Principal Life Insurance Company. Outside of financial services, he has experience working at Elon University and other organizations in various roles. Principal Advised Services provides investment advice and related services mainly 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 proprietary and third-party tools within the Principal Financial Group family, serving clients with a blend of algorithmic model portfolios, governance oversight, and affiliated product access.

William Petty is a financial advisor at ON Investment Management Company with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Paychex Inc. from 2015 to 2021. In addition to his advisory work, he assists Golden Mack & Associates by enrolling and educating participants in retirement plans. ON Investment Management Company is a registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive and modular financial plans and access to third-party investment programs, maintaining a mix of discretionary and non-discretionary asset management.

Rachel Posner is a financial advisor with Cornerstone Wealth, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has worked at several firms, including Mutual Securities, Inc., Signature Intelligent Portfolios, and Signator Investors Inc. Outside of her advisory role, she also engages in food delivery services on a part-time basis. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting through model portfolios with discretionary management and options for alternative investments for qualified clients.

William Averkamp is a financial advisor at Altitude Capital Management LLC with a Series 65 credential. He has professional experience including 14 years at Wells Fargo and more recently has been with Altitude Capital Management LLC and Harborlight Wealth since 2026. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm uses a variety of investment approaches tailored to client goals and risk tolerance, operating managed account programs with $103.6 million in discretionary assets under management.

Matthew Moyzis is a CFP® professional at Cornerstone Wealth with 18 years of industry experience. His prior roles include positions at Gratus Capital, The Vanguard Group, MML Investors Services, and Mass Mutual Life Insurance Company. Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm offers portfolio management and financial planning through model portfolios using ETFs, mutual funds, stocks, bonds, and alternative investments, with regular reviews by its investment committee.

Joshua Kight is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Principal Advised Services since 2022 and has held roles at Principal Financial Services and Principal Life Insurance Company since 2016 and 2012, respectively. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients through nondiscretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models, serving clients within the Principal Financial Group family and other retail clients.

Landon Pate is a financial advisor with Principal Advised Services in Charlotte, NC. He holds a Series 66 designation and has been with Principal since 2026. Prior to joining Principal, his background includes roles in education and small business operations. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies with proprietary models and is part of the Principal Financial Group family, offering integrated access to affiliated bank products and investment management services.

Patrick Schultz is a CFP®-credentialed financial advisor with 20 years of industry experience, currently with Concurrent Investment Advisors, LLC. He has worked at firms including New York Life Investment Management, Purshe Kaplan Sterling Investments, and Neuberger Berman. Outside of his advisory role, he provides marketing consulting for Armstrong, Fleming, & Moore. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with approximately $15.7 billion in assets under management and a multi-office platform.

David Stortz is a Series 66-licensed advisor with Principal Advised Services in Charlotte, NC. He has been with Principal Advised Services and affiliated entities, including Principal Bank and Principal Life Insurance Company, since 2026. Prior to joining Principal, Mr. Stortz has experience in various roles across multiple industries, including marketing and community-focused organizations. 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 integrates third-party and proprietary models and benefits from its affiliation with Principal Financial Group and related entities.

Ryan Asher is a financial advisor at Prosperity Capital Advisors in Charlotte, NC, holding a Series 66 credential with four years of industry experience. His prior work includes roles at Sovereign Financial Group, CG Advisor Network, Curran Financial Partners, and Mass Mutual. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using core risk-based portfolios and specialized strategies, and it offers a range of intermediary services including TAMP, sub-advisory, and Fund Strategist roles.

Nnamdi Anyafo is a financial advisor with Simplicity Wealth in Charlotte, NC, holding a Series 65 designation and bringing 11 years of industry experience. He has previously worked with Alphastar Capital Management and currently holds roles at Freedom Financial Advantage, LLC, and NCI Wealth Management, Inc. Outside his advisory work, he is a partner and tax preparer at two tax and accounting businesses affiliated with H&R Block. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a range of advisory and managed account services combined with technology and operational support for other advisers.

John Moore is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 credential and one year of industry experience. He has held multiple roles within the Principal Financial Group affiliates since 2025, including positions at Principal Bank and Principal Life Insurance Company. 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 called SimpleInvest. The firm integrates third-party methodologies with proprietary models and benefits from operational ties within the Principal Financial Group family, enabling access to affiliated products and services.

Alec Luna is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation and just beginning his career in the industry. His experience includes roles at Principal Securities, Principal Bank, Principal Life Insurance Company, and Bankers Life Advisory. Outside of advising, he has worked in sales and education roles within a banking environment. 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, wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies with proprietary models and leverages its affiliation with Principal Financial Group to offer access to affiliated funds, bank products, and trading services.

David Winslow is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. Prior to joining Choreo, he worked for 15 years at RSM US Wealth Management LLC. He holds the Series 63 and Series 66 licenses. Choreo provides investment and advisory services to a wide range of clients, including individual investors, family offices, endowments, foundations, and corporate clients. The firm focuses on strategic asset allocation and diversified model portfolios managed by a centralized team, offering services such as portfolio management, financial planning, OCIO consulting, and specialized advice like 1031 exchanges and Deferred Sales Trust™ consulting.

Tanner Smith is a financial advisor with Principal Advised Services and holds a Series 66 designation. He has been with Principal Advised Services, Principal Securities, Inc., and Principal Life Insurance Company since 2026 and has eight years of prior self-employed experience. He is based in Huntersville, North Carolina. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm is part of the Principal Financial Group family and integrates proprietary models and third-party methodologies with governance oversight to serve its clients.

Nickles Spryn is a CFP® with 19 years of industry experience, currently serving at Coppell Advisory Solutions LLC. He has previously worked at Vanguard Advisers, Inc., Old Point Trust & Financial Services, and Wells Fargo Advisors, LLC. In addition to his advisory role, Mr. Spryn is also an insurance agent at Belmont Capital, focusing on suitability assessments for life and long-term care annuities. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations. The firm utilizes an open-architecture platform offering tailored investment strategies and a broad range of investment tools, supported by a team of 76 advisors managing over $1.1 billion in client assets.

Dee Buckminster is a CFP® professional with 26 years of industry experience, currently serving at Kestra Private Wealth Services, LLC. Prior to joining Kestra in 2023, she held roles at Bank of America and Merrill from 2006 to 2023. She is a partner in Destination Wealth Advisors and the sole owner of Nichols-Coe LLC. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients with a diverse range of investment products and specialized offerings.