Christina Schappert is a financial advisor at Modera Wealth Management, LLC in Charlotte, NC, holding a Series 65 credential with seven years of industry experience. She previously worked at Parsec Financial Management, Inc. for six years before joining Modera Wealth Management in 2023. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm emphasizes diversified asset allocation based on Modern Portfolio Theory and integrates investment management with in-house accounting and tax services, serving approximately $17.7 billion in regulatory assets under management.

Jake Riche is a financial advisor at McAdam LLC with six years of industry experience. He holds a Series 65 designation and has worked at McAdam LLC since 2020, with prior roles including positions at Mariner Finance and Winthrop University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios using fundamental analysis and incorporates a range of investment options, including mutual funds, ETFs, independent managers, and alternative exposures such as private investment funds and cryptocurrency vehicles.

Jason Vieira is a financial advisor at First Citizens Asset Management, Inc. with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining First Citizens Asset Management in 2023, he held roles at First Citizens Investor Services, Michael Ryan Realty, LPL Financial, Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Global Alternative Investment Services. Outside of his advisory work, he owns and operates Provident Home Services LLC, a handyman and home renovation business. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform and employs a global, multi-asset investment approach using dynamic asset allocation and both quantitative and qualitative manager research.

Earl Hensley is a financial advisor with IP Financial Advisory Services LLC in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Aegis Capital Corp., Investacorp Inc., LPL Financial, and INVEST Financial Corp. He is the founder and co-owner of Asset Protection Network, an insurance agency, and serves as a board member of the Alzheimer's Association in North Carolina. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed accounts, and retirement-plan consulting. The firm emphasizes customized portfolios and supports clients through a combination of investment advisory services and referrals to third-party advisors.

Paul Patterson is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Centurian Capital since 1989 and has also been a self-employed marketing consultant during the same period. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party separately managed portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring third-party money managers with a combination of tactical and strategic approaches, supplemented by fundamental analysis of individual securities.

John Black Jr is a financial advisor with Stephens in Charlotte, NC, holding a Series 66 credential and 13 years of industry experience. He has been with Stephens since 2013. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs overseen by multiple investment committees and combines advisory services with broker-dealer and investment banking activities.

Justin Viviano is a CFP® professional with 11 years of industry experience, currently serving at Modera Wealth Management, LLC since 2026. His prior work includes roles at The Vanguard Group, Inc., UBS Financial Services, Merrill, JP Morgan Securities, and Fidelity Brokerage Services. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm utilizes diversified asset allocation based on Modern Portfolio Theory and combines investment management with tax, accounting, and business coaching services.

Steven Grubner is a financial advisor at Arkadios Wealth Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at Kalos Capital from 2015 to 2022 before joining Arkadios Capital. He is treasurer of the Rotary District 7680 - Charlotte South Club. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs including advisor-managed accounts, wrap programs, and access to third-party money managers. The firm supports advisors with an internal portfolio team and offers diverse investment strategies along with retirement plan consulting and comprehensive portfolio reporting.

Anthony Bridges is a financial advisor at Forvis Mazars Wealth Advisors, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Prior to his financial services career, he was involved in education at the University of North Carolina Wilmington and Richard J. Reynolds High School. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm provides financial planning, investment management, and consulting services, managing approximately $12 billion in assets while integrating wealth management with coordinated tax and accounting services through its affiliation with a national professional services firm.

Philip Brody is a financial advisor at CWA Asset Management Group in Charlotte, NC, holding Series 63 and Series 65 credentials with 20 years of industry experience. He has been with CWA Asset Management Group since 2014. CWA Asset Management Group is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, foundations, pension and profit-sharing plans, and other institutional clients. The firm utilizes proprietary model portfolios developed by an in-house research team and emphasizes global diversification, tax-aware strategies, and advanced technologies such as AI in its investment process.

Jordan Hanson is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has worked at Ritholtz Wealth Management since 2024 and previously spent nine years at HCR Wealth Advisors. Ritholtz Wealth Management serves individual and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs and tactical strategies, alongside digital platforms for portfolio implementation and management.

Michael Baker is a CFP® and Series 65-licensed financial advisor with 15 years of industry experience. He is currently with Advisory Alpha, LLC and has previously worked at Planners Alliance LLC, Vertex Capital Advisors, and AlphaStar Capital Management. In addition to his advisory work, he owns The Wealth Technique, LLC, through which he provides financial education and public speaking. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised fund offerings. The firm also acts as a subadvisor or co-advisor for other registered investment advisors, managing a diverse range of managed portfolio series with a discretionary investment approach.

I believe financial planning should feel personal, practical, and empowering, not overwhelming. As a CERTIFIED FINANCIAL PLANNER™ professional with a Ph.D. in Personal Financial Planning, I combine deep academic knowledge with years of real-world advisory experience to help individuals and families make smart, confident financial decisions. On top of that, I value my relationship with my clients. Over the years, I’ve guided professionals, and families through life’s most important financial milestones, planning for retirement, funding education, managing investments, or navigating complex transitions. My approach is grounded in research, but always tailored to your unique goals and values. I take the time to listen, simplify the complex, and create strategies that bring both clarity and peace of mind. Beyond my advisory work, I serve as a professor of finance and associate dean at Winthrop University. Teaching and research keep me sharp, ensuring that the guidance I provide my clients is rooted not just in practice, but also in the latest financial insights. When I’m not working with clients or teaching, you can usually find me on the tennis court, traveling with my family, or enjoying time outdoors.

Joseph Roseman Jr. is a financial advisor at Simplicity Wealth with 21 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Simplicity Wealth, he worked at Retirement Capital Planners, O'Dell, Winkfield, Roseman & Shipp, and Corecap Advisors. Outside of advising, he co-hosts webinars with Medicaid Success, a nationwide Medicaid planning service. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, institutional investors, and other financial firms. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios and independent manager options, along with technology and operational support for advisers.

Mark Rothwell is a CFP® professional with three years of industry experience, currently serving at ValMark Advisers, Inc. He previously worked at State Street Corporation for eight years and has held a COO and Director of Financial Planning role at Scott Jones Financial since 2021. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and sub-advisory services.

William Rainwater is a CFP® professional with 12 years of industry experience, currently with United Brokerage Services, Inc. He previously worked at The Vanguard Group, Inc. for 10 years and held roles at Truist Advisory Services, Inc. and Truist Investment Services, Inc. Rainwater also has experience outside finance, having owned and managed a rental property. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and small businesses, offering various managed account programs through its clearing relationship with Wells Fargo Clearing Services. The firm emphasizes strategic asset allocation, use of mutual funds and ETFs, and tax-aware overlays in its investment process.

Aaron Olson is a financial advisor with Belpointe Asset Management LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Purpose Comprehensive Wealth Management, Mutual Advisors, Wells Fargo Clearing, and U.S. Bancorp Investments. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting with customized portfolios and a variety of advisory and administrative services.

John Lindros is a financial advisor at Composition Wealth, LLC with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Miracle Mile Advisors, Equity Services, National Life Group, and Guardian Life Insurance of America. In addition to his advisory role, he is involved in insurance sales, dedicating approximately 10% of his time to this activity. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

Anthony Hinds Fritz is a CFP® and ChFC® with 16 years of industry experience. He has been with IP Financial Advisory Services LLC since 2019 and also maintains roles at Innovation Partners LLC and as an independent life insurance agent. Fritz serves as a board member of the Financial Planning Association of Central New York and is the committee chair for the ALS Association. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm provides a range of services including discretionary portfolio management and access to third-party investment advisors, with an emphasis on non-high-net-worth individuals.

Mario Brown is a financial advisor at IP Financial Advisory Services LLC with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including VALIC Financial Advisors, Merrill, and New York Life. Outside of his advisory role, Brown serves as a non-commissioned officer in the Army Reserve and teaches business-related courses at Valencia College. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non-high-net-worth investors and retirement plan participants. The firm offers portfolio management, financial planning, and consulting services, utilizing a range of analytical approaches and discretionary management strategies, including access to third-party managers.