Robin Slaughter is a CFP® with 41 years of industry experience, currently serving as an advisor at Royal Fund Management, LLC. He has held positions at firms including Center Street Advisors, Alphastar Capital Management, and Maximum Advisory. Since 1997, he has been owner and president of Retirement & Estate Planning Services, Inc., where he provides retirement and estate planning strategies and tax consulting. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement customized investment strategies and offers services including options writing, third-party manager oversight, and defined contribution plan management.

William Smiley is a financial advisor at Coastal Bridge Advisors with eight years of industry experience. He previously worked at TrinityPoint Wealth, LLC, and Penland Legacy Advisors. He serves on the board of directors for the Winthrop University Foundation, providing volunteer leadership in community outreach and university engagement. Coastal Bridge Advisors offers financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and provides specialized advisory services including retirement plan consulting and HSA investment management.

Nickolas Sherek is a financial advisor at Choreo, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at UBS and U.S. Bank. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Matthew Odom is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services and MSI Financial Services, as well as a decade at Odum Adjusting Company. He also serves as Manager-Compliance for Ally Invest Advisors. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual platforms, offering ETF-based Robo Portfolios and personalized advice services built on Modern Portfolio Theory across five risk tiers.

Harrison Gewirtz is a financial advisor with Principal Advised Services in Charlotte, NC. He holds a Series 66 designation and has recently entered the industry. His prior experience includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., and a variety of organizations outside finance, including healthcare and analytics firms. Principal Advised Services offers investment advice primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models through both non-discretionary recommendations and a discretionary wrap-fee management program called SimpleInvest. The firm is part of Principal Financial Group, leveraging its affiliated entities to provide integrated investment and banking solutions.

Jeremy Grant is a CFP® professional with 22 years of experience in the financial services industry. He has worked with several firms, including Mutual Securities, Inc., Cornerstone Financial Partners, Inc., and Securities America Advisors, Inc., before joining Cornerstone Wealth Group in 2018. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, implementing model-based portfolios with a range of investment options and providing both discretionary and non-discretionary solutions.

James Hartman is a Series 65-licensed financial advisor with McAdam LLC in Charlotte, NC, where he has worked since 2021. He has four years of industry experience, including prior roles at FMI Capital Advisors, Leedon Park Capital, and Covenant Capital LLC. Outside of his advisory work, he is involved in fixed insurance sales through McAdam Institutional Brokerage. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to build diversified portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a range of specialized strategies alongside a subscription-based financial planning service.

Domenico Napolitano is a financial advisor at Ally Invest Advisors in Charlotte, NC, with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wingate University before joining Ally Invest Securities and Ally Invest Advisors. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interactions. The firm offers ETF-based Robo Portfolios, automated investing pilots, and Financial Advisor-delivered Personal Advice services using model portfolios structured on Modern Portfolio Theory across five risk tiers.

Sheri Bartyzel is a financial advisor at Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses with eight years of industry experience. She has worked at Ally Invest Advisors since 2022 and previously at LPL Financial from 2013 to 2017. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, providing discretionary portfolio management through automated services and advisor-led guidance. The firm’s investment approach employs Modern Portfolio Theory with model allocations across multiple risk tiers and uses primarily ETFs, combining automated algorithms with supervised monitoring.

Lekshmi Rajaram is a financial advisor with CG Advisory Services in Charlotte, NC, holding Series 65 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at LPL Financial LLC, Wells Fargo Securities, and UBS Financial Services. CG Advisory Services is an SEC-registered advisory firm serving individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm employs a largely model-driven investment approach, supplemented by fundamental and technical research, options strategies, and alternative investments, supported by AI tools and an Investment Committee.

Mitchell Roth is a CFP® professional with eight years of experience in the financial services industry. He is currently with Sovran Advisors, LLC and holds a Series 66 license. His prior experience includes positions at The Vanguard Group, LPL Financial, Equitable Advisors, and Ameriprise Financial Services. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory services, and portfolio management across various program types. The firm employs both active and passive investment strategies and utilizes multiple custodial platforms to support its clients' diverse objectives.

Jonathan Faynik is a financial advisor at Earned Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Schenley Capital and Northwestern Mutual. His background also includes roles outside finance, such as teaching at Denfeld High School and Robert Morris University. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, focusing particularly on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, employing a diversified, buy-and-hold investment approach supported by an internal Investment Strategy Committee and third-party consultants.

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.

Deborah Stamets is a Series 65-licensed financial advisor with Merit Financial Advisors in Davidson, NC, bringing seven years of industry experience. She has been with Merit Financial Group since 2015. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm offers asset management, financial planning, retirement plan consulting, and employee financial-wellness programs, using a long-term, diversified investment approach with centralized portfolio management and both in-house and third-party sub-advisers.

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.

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® with two years of industry experience, currently serving as a financial advisor at Cornerstone Wealth Group. She previously worked at Bragg Financial and spent 16 years at the Community School of Davidson. Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services using model-based portfolios and access to affiliated investment vehicles and subadvisors.

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 at Wofford College and Clemson University. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management with an emphasis on diversified asset allocation and behavioral coaching. The firm provides tiered fractional family office services and utilizes a combination of proprietary and third-party investment models.

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.