Jeffrey Matthews is a financial advisor with Founders Financial Alliance, LLC and holds a Series 66 designation. He has four years of industry experience, including prior roles at Good Life Advisors, LLC and LPL Financial LLC. Founders Financial Alliance provides discretionary, fee‑based investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporate retirement plans. The firm’s investment approach is evidence-based and tailored to individual goals, incorporating asset allocation, rebalancing, and a mix of strategies alongside third-party manager solutions.

Thomas Formhals is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds the Series 66 designation and has been with Belpointe since 2016. Outside of his work at Belpointe, he owns The Patriot Financial Group, LLC, and Furquay Financial Planning, both investment-related businesses. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management and financial planning through customized portfolios, utilizing a range of strategies from passive to tactical, and supports its advisory practice with affiliated businesses and product sponsorships.

Roy Thrower, Jr. is a Series 65-licensed financial advisor with 18 years of industry experience. He has worked at Virtue Capital Management, LLC since 2017 and previously spent five years at Brookstone Capital Management LLC. In addition to his advisory role, he serves as president of Thrower Financial Concepts, Inc., a firm involved in insurance sales including fixed annuities and life insurance. Virtue Capital Management, LLC is a multi-team registered investment adviser that serves a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm offers customized portfolio management and financial planning using tactical, strategic, and dynamic investment approaches supported by a multi-team model and an investment committee.

Brenan Volpe is a CFP® professional with 10 years of industry experience. He is currently with Founders Financial Alliance, LLC and has previously worked at LPL Financial, Raymond James Financial Services, and Sterling Fox Financial. He also provides investment advisory services through Good Life Advisors, LLC, an independent RIA. Founders Financial Alliance offers discretionary, fee-based investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporate retirement plans. The firm employs an evidence-based investment approach tailored to clients’ goals and risk tolerances, combining asset allocation, periodic rebalancing, and a variety of strategies including third-party manager solutions.

Irena Davydova Forquer is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Edward Jones and Coastal Federal Credit Union. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm’s investment approach involves selecting and monitoring third-party portfolio managers through managed advisory programs, supported by an investment committee that conducts regular due diligence and reviews.

Jake Galligan is a financial advisor at AlphaStar Capital Management with a Series 65 designation and four years of industry experience. He is also a software engineer for Financial Independence Group, where he develops applications for insurance agents. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches across various asset types and supports ERISA-related plan services, managing roughly $2.5 billion in assets with about 135 advisors.

Mary Crawley is a CFP®, ChFC®, and Series 65-licensed advisor with three years of industry experience. She is currently with Plancorp, LLC and has prior experience at Magellan Federal, Family Legacy Financial Solutions, Zeiders Enterprises, and The Bowen Consulting Group. Outside of her advisory work, she provides personal financial counseling at on-demand weekend events supporting the military community. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering a range of services including wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, with discretionary and non-discretionary management, third-party adviser due diligence, and tax-aware strategies integrated into ongoing portfolio reviews.

Cole Nolte is a financial advisor at Founders Financial Alliance, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors and LPL Financial LLC. Nolte operates a separate business under the name Legacy Wealth Strategies. Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment approach using ETFs, third-party managers, and regular portfolio monitoring, and offers a FlatFeeCIO family-office style program that combines multiple advisory services under a flat fee.

Diane Staples is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and 23 years of industry experience. She has worked at several firms including Wells Fargo Clearing and Proximity Financial Partners. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs using third-party portfolio managers and offers both advisory and commission-based channels through its affiliation with a banking and credit-union group.

Ashley Crane is a financial advisor at Savvy with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Command Advisory Services and related First Command entities from 2009 to 2026. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and fintech tools to support customized client plans.

Kunal Patel is a financial advisor at Merit Financial Advisors with four years of industry experience. He holds the Series 66 designation and has worked at several firms, including Purshe Kaplan Sterling Investments and LPL Financial. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, retirement plan consulting, and employee financial-wellness programs, utilizing a long-term, diversified investment approach with both internal and third-party management.

Donald Delaria, Jr. is a financial advisor with Gradient Investments, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions with Brookstone Capital Management, Formula Folios Investments, and EQIS Capital. He is also the owner and president of Capital Consulting Group NC, where he manages marketing and sales of insurance products. Gradient Investments, LLC provides discretionary investment management services to individuals, high-net-worth clients, institutions, and various organizations. The firm employs a proprietary investment framework and offers a range of model and custom portfolios, managing assets on a discretionary basis without acting as a custodian.

Nikolas Gernhard is a financial advisor at Kestra Private Wealth Services, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 10 years before joining Kestra in 2023. Outside of his advisory role, he co-owns a rental property with his wife and is involved with Destination Wealth Advisors, assisting clients with financial planning. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and specialized services within a platform that supports discretionary and non-discretionary arrangements.

Tory Klinedinst is an investment advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. His prior work history includes roles at Gaines Financial Group, Inc. dba Balanced Investment Strategies, LPL Financial, Davis Wealth Management, and Wells Fargo Clearing. Tory provides investment advisory services through Great Valley Advisor Group, an independent firm separate from LPL Financial. Great Valley Advisor Group is a multi-team SEC-registered investment adviser that serves individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm emphasizes individualized portfolio construction and ongoing oversight, utilizing a range of in-house and third-party strategies to align portfolios with client objectives.

Rachel Liquori is a financial advisor with Truist Advisory Services, holding Series 66 and Series 63 licenses and four years of industry experience. Her prior roles include positions at City National Bank, First Citizens Investor Services, and BB&T/Truist, where she worked for nine years. She is a co-owner of a consulting business that assists military veterans with disability claims, although she is not involved in its operations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment process.

Peter Richon is a financial advisor at Brookstone Capital Management LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2016. Outside of his advisory role, he produces a radio show and operates Richon Insurance Agency. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm offers a range of investment strategies including dynamic asset allocation models, Unified Managed Accounts, and options-enhanced strategies, and serves as a sub-advisor to other advisory programs.

William Gilbert is a financial advisor with Valic Financial Advisors in Holly Springs, NC. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Valic Financial Advisors since 2005 and also has experience with Sunamerica Capital Services, Inc. since 2013. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay options.

John Passey is a financial advisor at Private Advisor Group, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including LPL Financial LLC, Good Life Advisors, Sterling Fox Financial, Raymond James Financial Services, and Edward Jones. He also operates Good Life Advisors, LLC, an independent investment advisory firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions through proprietary platforms and third-party managers, employing a fiduciary-based advisory model.

Steven Dinh is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Citizens Securities, Wells Fargo Clearing, and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled tools and inter-affiliate integration.

Brian Dennis is a financial advisor with Oppenheimer, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Bank of America, and Merrill. Outside of finance, he works as a Lyft driver and serves as a basketball tutor. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, and various retirement and charitable entities. The firm offers a range of advisory programs with both discretionary and non-discretionary management, emphasizing strategic asset allocation, manager selection, and tailored consulting services.