Patrick Mauney is a financial advisor at Mauney-Pitt Financial Management, Inc. with 34 years of industry experience. He held roles at Raymond James Financial Services from 2002 until 2026 before joining Mauney-Pitt Financial Management, where he is a partner. Mauney holds Series 63 and Series 65 designations. He also owns a commercial property with multiple tenants. Mauney-Pitt Financial Management provides discretionary wealth management, comprehensive financial planning, and retirement plan advisory services to individuals, trusts, estates, and businesses. The firm employs a primarily long-term investment approach using low-cost mutual funds, ETFs, and individual securities, acting as a fiduciary for ERISA accounts and offering ongoing oversight and participant education.

Kyle Sikes is a financial advisor at WealthPoint Advisors with 12 years of industry experience. He holds a Series 66 designation and previously worked at firms including Dempsey Lord Smith, LLC, and Kalos Management. Outside of his advisory role, he serves on the board of CaroMont Care Advocates, which supports patient- and family-centered healthcare initiatives. WealthPoint Financial LLC provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a blend of fundamental, technical, and relative-strength analysis across both passive and active strategies, serving a broad retail client base with customized portfolios.

Robert Boggs is a financial advisor at Catawba River Capital with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at R.P. Boggs & Co. for 21 years and Raymond James Financial Services, Inc. for six years. Catawba River Capital provides wealth management and investment consulting primarily to high-net-worth individuals, trusts, pension or profit-sharing plans, charitable organizations, and other legal entities. The firm employs a conservative, scenario-based investment approach with both discretionary and non-discretionary portfolio management, and offers specialized private investment consulting services.

Jonathan Shaw Jr. is a financial advisor at Catawba River Capital with two years of industry experience. He holds a Series 65 designation and previously worked at R.P. Boggs & Co. Wealth Management, Core Scientific, Flexential, and PricewaterhouseCoopers. Catawba River Capital provides wealth management and investment consulting primarily to high-net-worth individuals, trusts, pension or profit-sharing plans, and charitable organizations. The firm employs a conservative, scenario-based investment approach with a focus on fundamental analysis and longer-term holding periods, while offering a formal private investment consulting program that evaluates direct private funds and private equity opportunities.

Brad Playford is a CFP® with 18 years of industry experience and currently serves as an advisor at Copperleaf Capital, LLC. Prior to joining Copperleaf Capital in 2024, he held roles at The Vanguard Group for 16 years and has run multiple business ventures including Az Poker Tables, Top Shelf Bartenders, and The Playford Group. He is also licensed as an insurance producer, selling 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 combines values-based financial planning with model portfolio-driven investment management, integrating insurance and digital asset options within a broader financial services group.

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.

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® professional with 19 years of industry experience. He is currently affiliated with Coppell Advisory Solutions LLC and Belmont Capital Advisors. His prior roles include positions at Vanguard Advisers, Old Point Trust & Financial Services, and Wells Fargo Advisors. Outside of advisory services, Mr. Spryn is also an insurance agent at Belmont Capital, focusing on life and long-term care annuities. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to a diverse client base, including individuals, trusts, estates, and business entities. The firm employs a broad investment toolkit and an open-architecture platform to implement tailored strategies on a discretionary basis.

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.