Brad Playford is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Copperleaf Capital, LLC. His prior work includes 16 years at The Vanguard Group and entrepreneurial roles in hospitality and custom gaming equipment companies. He is also a licensed insurance producer with experience in health, disability, and life insurance products. Copperleaf Capital provides advisory services to individuals, families, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers tailored financial planning, discretionary portfolio management, retirement plan consulting, and digital currency management, combining a values-based discovery process with model portfolio-driven investment implementation.

Keith Miller is a financial representative at Vestech Asset Management Inc. with 35 years of industry experience. He previously worked at First Allied Advisory Services, Inc. and First Allied Securities, Inc. Miller serves on several local boards, including the Kings Mountain Housing Authority and the Cleveland County Board of Equalization & Review. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both ongoing investment management and project-based planning.

Amanda Pate is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®) with nine years of industry experience. She has worked at Summit Wealth Partners, LLC since 2014. Summit Wealth Partners serves individuals, including high-net-worth clients, as well as institutional and tax-sheltered entities across more than 20 states. The firm offers comprehensive financial planning and portfolio management with an investment approach that emphasizes broad diversification, strategic asset allocation, and tax-efficient funds, supported by academic frameworks and technological tools.

Taylor Lee is a CFP® professional with nine years of industry experience. He is currently with Coppell Advisory Solutions LLC, affiliated with Fusion Investment Advisors, and has previously worked at firms including Voya Investment Management and Preferred Capital Securities. In addition to his advisory role, he is involved with Belmont Capital Advisors, marketing 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 employs a combination of internally developed and independent asset allocation models, using both fundamental and technical analysis to manage portfolios on a discretionary basis.

Allyson Sacratini is a financial advisor at Integrated Advisors Network LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. Prior to her advisory career, she attended the University of South Carolina. Allyson is also the Director of Client Services at Capital City Financial Partners. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services, employing a mix of fundamental and quantitative approaches and frequently utilizing third-party sub-adviser platforms.

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.

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.

Sarah Nestingen is a financial advisor at Coppell Advisory Solutions LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Verum Partners LLC, Trinity Wealth Securities, LLC, and Florida Financial Advisors. Outside of her advisory role, she is also involved in marketing insurance and annuity investments as an insurance agent at Belmont Capital Advisors. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs an open-architecture investment platform and combines tailor-made asset allocation models with fundamental and technical analysis to implement strategies consistent with client objectives.

Andrew Paolini is a financial advisor at Principal Advised Services with 14 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Principal Bank, Principal Financial Services, Principal Life Insurance Company, and Wells Fargo. Outside of his advisory duties, he serves as Treasurer for the Charlotte Adult Baseball League, managing financial reporting and budgeting for the organization. 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 proprietary and third-party tools and operates within the larger Principal Financial Group, granting access to affiliated products and services.

Jon Hoyle is a financial advisor at Gradient Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms including Cambridge Investment Research Advisors, Securities America, and VOYA Financial Advisors. Outside of his advisory role, he has operated as an independent Medicare agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, managing approximately $289 million in regulatory assets and administering about $1.10 billion in assets.

Michael Bono is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at TIAA-CREF and Western Southern Life. Bono is also involved with Sloan Financial Group, LLC, a financial services business operating in Clover, SC. Madison Avenue Securities serves individual and high-net-worth clients, offering investment advisory and brokerage services along with pension consulting, college-savings assistance, and services for charitable entities. The firm manages approximately $2.0 billion across 14,000 clients and provides both discretionary and non-discretionary portfolio management through multiple investment models and third-party managers.

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.

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.

James Beam is a financial advisor with Capital Investment Advisory Services, LLC, holding the Series 63, 65, and 66 designations and bringing 28 years of industry experience. His prior roles include positions at Sollinda Capital Management LLC and Capital Investment Group, Inc. He serves as chairman of the Cherryville ABC Board of Directors, overseeing operations related to controlled spirit sales in Cherryville, NC. Capital Investment Advisory Services provides portfolio management and supervisory services to a diverse client base including individuals, corporations, and institutional accounts. The firm offers tailored investment programs with a focus on discretionary management and employs fundamental, technical, and charting analyses across various investment strategies.

Nickles Spryn is a CFP® with 19 years of industry experience, currently serving at Coppell Advisory Solutions LLC. His prior roles include positions at Vanguard Advisers, Inc., Old Point Trust & Financial Services, and Wells Fargo Advisors. He is also an insurance agent with Belmont Capital, focusing on life and long-term care annuities. Coppell Advisory Solutions LLC (operating as Fusion Investment Advisors) provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an open-architecture investment platform utilizing both fundamental and technical analysis across a broad range of asset types.

Tyler Reller is a CFP®-credentialed financial advisor at Principal Advised Services with seven years of industry experience. He has held roles at Principal Securities, Principal Life Insurance Company, and Wells Fargo Clearing Services. In addition to his advisory work, he serves as a financial counselor at Principal Bank, where he is responsible for sales of bank deposit products. 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 investment management program, leveraging a combination of third-party tools and proprietary models while benefiting from its affiliation with the Principal Financial Group.

Jason Craig is a financial advisor at Prospera Financial Services, Inc. with 24 years of industry experience. He has held positions at Prospera since 2013, following prior roles at TCA Financial Group, LLC, Wells Fargo Clearing, and Banc Of America Investment Services, Inc. He holds Series 63 and Series 65 designations. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through multiple advisory programs and platforms.

Shaun Moynihan is a financial advisor at Coppell Advisory Solutions LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Dempsey Lord Smith, LLC, Kalos Management, Kalos Capital, and Belmont Capital Advisors. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides discretionary portfolio management and financial planning through a flexible investment approach that incorporates internally developed asset allocation models and both fundamental and technical analysis.

Aaron Ruen is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Principal Financial Services, Principal Life Insurance Company, and Wells Fargo in various roles since 2010. In addition to his advisory work, he provides one-on-one investment advice specifically for Principal retirement plan participants at benefit events. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools like Morningstar with proprietary models. As part of the Principal Financial Group, the firm integrates bank products, proprietary funds, and model services through affiliated entities to deliver non-discretionary recommendations and discretionary investment management.