Christina Dell'aquila is a financial advisor at Victrix Investment Advisors with two years of industry experience. She holds a Series 66 designation and has previously worked at firms including Wealth Advisors Trust Company and Lincoln Financial Advisors Corporation. Outside of her advisory role, she provides freelance pet sitting services through Rover. Victrix Investment Advisors offers investment advisory services to individuals, trusts, and retirement plan clients, managing approximately $343 million in assets. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored financial profiles and investment plans, and it utilizes derivatives and related strategies in some separately managed accounts.

Theodore De Lisi is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. His prior roles include positions at Carson Wealth, Cetera Advisor Networks, and LPL Financial. In addition to his advisory work, he is an independent property and casualty, life, accident, and health insurance agent. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a variety of analytical methods to construct portfolios, often delegating management to sub-advisors and offering tax-mitigation services.

Larry Jones is a ChFC® credentialed financial advisor with 12 years of industry experience, currently associated with Virtue Capital Management, LLC. He has previously worked at Horter Investment Management and Navstar Financial Services. In addition to his advisory role, Jones is involved in insurance sales and financial counseling through Navstar Financial Planning and provides college advising services to parents. Virtue Capital Management serves a range of clients including individuals, trusts, and institutions, offering portfolio management, financial planning, and consulting. The firm utilizes a multi-team model and combines tactical, strategic, and dynamic investment approaches with third-party manager due diligence.

Eric Sides is a financial advisor with StoneX Advisors Inc. in Statesville, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at StoneX Advisors since 2016 and previously spent ten years with Synergy Investment Group, LLC. Outside of his advisory role, he serves as Vice President and Chief Compliance Officer for Elledge Bain Sides, LLC, and is a board member of Synergy Holding Group, Inc. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm utilizes a variety of advisor-managed portfolios, proprietary models, and third-party money managers supported by platforms like Envestnet and Advyzon.

Vanessa Harris is a financial advisor at Focus Financial with Series 65 and Series 66 credentials and one year of industry experience. She has previously worked at Mass Mutual and Goosehead Insurance Agency. Focus Financial Network serves a diverse client base, including individual investors, retirement plans, trusts, estates, charities, and corporate entities, offering tailored advisory services through various investment management and planning options. The firm emphasizes coordination with other professionals for estate and tax planning and provides detailed disclosures on operational practices and potential conflicts.

Penny Paugh is a financial advisor with Inspire Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 28 years of industry experience. Her prior work includes positions at CWM, LLC dba Carson Wealth, IFG Advisory, LPL Financial, Merrill, and Banc of America Investment Services. She serves as a board member of the Statesville Chamber of Commerce. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of investment methods, often delegating management to sub-advisors and utilizing proprietary ETFs.

Thomas Walsh Jr. is a CFA® charterholder with 11 years of industry experience, currently affiliated with Mariner Independent. His prior roles include positions at Chilton Trust Company and Bessemer Investor Services, Inc. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of investment adviser representatives using firm-built and customized discretionary portfolios.

Donabel Triplett is a financial advisor with Principal Advised Services in Troutman, NC, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has worked with Principal Bank, Principal Life Insurance Company, Principal Financial Services, and Wells Fargo Clearing Services. Outside of her advisory role, she manages a real estate rental property. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, using a combination of third-party tools and proprietary models. The firm is part of the Principal Financial Group family, offering integrated access to affiliated products and discretionary investment management through its SimpleInvest program.

Matthew Conrad is a financial advisor at Inspire Advisors, LLC with three years of industry experience. He holds Series 66 and Series 65 licenses. His prior roles include positions at Carson Wealth, Calvary Chapel Lake Norman, the Social Security Administration, and Edward Jones. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients, high-net-worth individuals, institutions, charitable organizations, broker-dealers, and other investment advisers. The firm integrates Biblically Responsible Investing through proprietary tools and employs a combination of fundamental, technical, quantitative analysis, and modern portfolio theory in portfolio construction.

Joseph Gilleland is a financial advisor at CreativeOne Securities, LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Royal Alliance Associates, Inc and Signator Investors, Inc. Outside of his advisory role, he serves as an assistant high school cross country coach at Iredell-Statesville Schools and Statesville Senior High School. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, utilizing both fundamental and cyclical security analysis alongside model asset allocations through its proprietary advisory platform.

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.

Prasad Oak is a CFP® professional with 17 years of industry experience. He is currently with Procyon Advisors, LLC and has held prior roles at Wooster Corthell Wealth Management, Ameriprise, Allstate Financial Services, Equitable Insurance Company, and AXA Advisors. Procyon provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, and government entities. The firm manages approximately $9.2 billion in assets and combines internal portfolio construction with access to independent managers and AI-supported research tools.

Connor Bain is a CFP® and holds a Series 66 license, currently advising with StoneX Advisors Inc. He has four years of industry experience, including prior roles at TIAA and Capital Investment Brokerage. His background also includes positions at North Carolina State University and Robert Bosch Tool Corp. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting services. The firm uses a combination of independent advisors and in-house teams, employing various managed portfolios and third-party money managers supported by advanced platforms for portfolio implementation and oversight.

Tyler Storment is a financial advisor with Accurate Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Accurate Wealth Management, he worked at Everstar Asset Management, LLC. Outside of finance, he is a co-founder of Superb Spirit, an apparel and merchandise business, and is also a professional football player in the NFL, XFL, and CFL. Accurate Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charities, and corporations. The firm offers discretionary portfolio management and financial planning, emphasizing value, safety, quality, and risk control in its investment approach.

Kiara Hackshaw Gary is a Series 66-registered financial advisor with Fifth Third Securities, Inc., based in Mooresville, NC. She has four years of industry experience and has worked with Fifth Third Securities since 2022, following prior roles at Fifth Third Bank and other companies. Outside of her advisory role, she engages in pastry baking as a home-based activity. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional accounts, offering a range of investment advisory and brokerage services through its Passageway Managed Account Program and multiple third-party portfolio managers.

Evangeline Lodwick is a financial advisor at Empower Advisory Group with 28 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Her prior roles include positions at Valic Financial Advisors, TIAA-CREF, and Encompass Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services feature an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and consistent rebalancing within established plan lineups.

Robert Steele is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Truist Advisory Services since 2023 and previously served in related roles at Truist Investment Services, BB&T Securities, and BB&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supplemented by AI-enabled research tools, and is notable for its integration across affiliated entities and its AMC Advantage manager-selection program.

Derek Smith is a financial advisor with Principal Financial Services in Mooresville, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with Principal Securities Inc since 1993 and with PRINCIPAL LIFE INSURANCE COMPANY since 1998, and he founded Smith Financial Corporation in 2008. He serves as a board member at large for the South Cove Homeowners' Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joshua Mcneil is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses, and has six years of industry experience. His work history includes roles at Truist Advisory Services and Truist Investment Services since 2021, as well as previous positions at The Vanguard Group, Northwestern Mutual, and Online Trading Academy. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs both discretionary and non-discretionary approaches, utilizing third-party platforms and manager arrangements to support its investment programs and ongoing due diligence.

Justin Baldwin is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Empower Advisory Group, Baldwin worked at Wells Fargo Clearing and Wells Fargo Bank, NA, and has experience in both educational and retail sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.