Wesley Mattox is a CFA® charterholder with seven years of industry experience. He is currently with Exodus Wealth, LLC and previously worked at Prosperity Wealth Management, Integrated Financial Strategies, Wolfe Research Advisors, Wolfe Research, and Evaluserve. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, and consulting services. The firm employs a mix of fundamental, technical, and cyclical analysis to tailor portfolios composed of various public and private investments, conducting regular reviews and ongoing due diligence.

Clifford Hodge III is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Cornerstone Wealth. He has been with Cornerstone Wealth Group since 2018 and previously worked at Fintrust Investment Advisory Services and FinTrust Brokerage Services. He also serves on the American Funds RIA Advisory Board, advising on client business matters. Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers comprehensive portfolio management and financial planning, using model-based portfolios and a variety of investment vehicles, with oversight by an investment committee and access to affiliated resources through its parent company, Focus Financial Partners.

Abigail Dionne is a Series 66-licensed advisor at Principal Advised Services with one year of industry experience. Her prior work history includes roles at Principal Life Insurance Company, Principal Bank, and New York Life. Principal Advised Services provides investment advice and related services to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party tools and proprietary models, with governance and supervision to manage recommendations and conflicts stemming from its affiliation with the Principal Financial Group family.

Rob Bacharach is a CFP®-certified financial advisor with nine years of industry experience. He is currently with IHT Wealth Management LLC and has prior experience at Prudential Insurance Company of America and LPL Financial. He also worked in the automotive sector at Hendrick Mercedes Benz Northlake for five years. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm’s investment approach incorporates proprietary model portfolios, third-party managers, and a mix of fundamental and quantitative strategies.

Nathan Antonik is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 credential and one year of industry experience. His background includes roles at Principal Life Insurance Company, Principal Securities, and other positions in various industries prior to joining Principal Advised Services. 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 wrap-fee investment management program called SimpleInvest. The firm leverages proprietary models and third-party methodologies, operating within the Principal Financial Group family to access a range of affiliated products and services.

Cameron Rebant is a financial advisor at Choreo, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services, Hantz Financial Services, Jackson National Life, and Citizens Bank. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Robert Benton is a financial advisor at Cornerstone Wealth with eight years of industry experience. He holds the Series 65 designation and previously worked at Morningstar Inc. for six years before joining Cornerstone Wealth in 2018. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, utilizing model-based portfolios with various asset classes and third-party managers.

Jerett Dimarzio is a financial advisor at Cornerstone Wealth Group with 11 years of industry experience. He holds the CFP® and Series 66 designations. Dimarzio has been with Cornerstone Wealth Group since 2018 and previously worked at Cornerstone Financial Partners, Inc. and LPL Financial. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services using model-based portfolios that include ETFs, mutual funds, individual securities, and alternative investments when appropriate.

Prasad Oak is a CFP® with 17 years of industry experience and is currently an advisor at Procyon Advisors, LLC. His prior experience includes roles at Wooster Corthell Wealth Management, Ameriprise, Allstate Financial Services, Equitable Insurance Company, and AXA Advisors. Procyon serves a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, registered investment advisers, and institutional clients. The firm manages approximately $9.2 billion in assets with a custom, fundamentally based investment approach, and offers both discretionary and non-discretionary management along with ancillary services such as trust administration, in-house tax offerings, and AI-supported decision tools.

Brenda Pressley is a financial advisor with Cornerstone Wealth Group, LLC, holding the PFS™ designation as well as Series 65 and Series 66 licenses. She has 11 years of experience in financial advising and has been with Cornerstone Wealth since 2018, following previous roles at Cornerstone Financial Partners and her own CPA firm, Brenda H. Pressley, CPA, PA, which she has operated since 2002. In addition to her advisory work, she serves as Secretary/Treasurer for the nonprofit Water Well Trust. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, advisers, and corporations. The firm employs model-based portfolios featuring ETFs, mutual funds, individual securities, and alternative investments, with an investment committee overseeing allocation and rebalancing.

Andrew Parow is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 license and one year of industry experience. He has held roles within Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc., focusing on retirement plan participant advice and related banking sales activities. 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. The firm’s approach combines third-party tools and proprietary models and benefits from integration with affiliated Principal Financial Group entities.

James Winters III is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses and having three years of industry experience. His career includes roles at Principal Financial Services, Principal Bank, Principal Life Insurance Company, and Cardinal Financial. He also has experience working outside the financial sector, including at Wofford College and Carolinas Animal Hospital. 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 methodologies and proprietary models within the Principal Financial Group family.

Darren Earnhardt is a financial advisor with Fifth Third Wealth Advisors LLC in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Truist Investment Services and BB&T, where he worked for over two decades in various capacities. Fifth Third Wealth Advisors LLC offers discretionary investment management, financial planning, and retirement plan consulting to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored asset allocation strategies and often manages portfolios on a discretionary basis, leveraging both affiliated model strategies and third-party managers.

Charles Walters is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His career includes roles at Principal Bank, Principal Life Insurance Company, Principal Financial Services, Wells Fargo Clearing Services, Uber, and The Vanguard Group. Outside of finance, he works as a travel agent and has driven for Uber. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, offering both non-discretionary investment recommendations and a discretionary investment management program called SimpleInvest. The firm integrates proprietary models and third-party methodologies within the Principal Financial Group family, providing access to affiliated products and centralized operational support.

Clayton Cross is a financial advisor at 49 Financial based in Charlotte, NC, holding a Series 65 designation with two years of industry experience. Before joining 49 Financial, he worked briefly at Celonis and has a background as a college student. Outside of his advisory role, he is also a licensed insurance agent. 49 Financial serves a range of clients including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and investment management. The firm’s investment approach focuses on disciplined, long-term diversified asset allocation supported by a blend of fundamental, cyclical, technical, and behavioral analysis.

Ryan Dantinne is a financial advisor with StoneX Advisors Inc. in Cornelius, NC, holding a Series 66 license and 24 years of industry experience. His career includes roles at StoneX Advisors and StoneX Securities since 2012, as well as positions with Synergy Investment Group and other financial firms. Outside of advising, he is involved in insurance sales and manages a handyman services business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes multiple account structures and model-based solutions, delivering investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers.

William Freidinger is an advisor at 49 Financial with a Series 65 credential and one year of industry experience. Prior to joining 49 Financial, he worked in the hospitality sector at Chapter 6 - Rare Roots Hospitality and has educational experience from Furman University and Cannon School. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering financial planning, advanced planning, and investment management. The firm employs a disciplined, long-term diversified asset allocation approach, managing proprietary model portfolios and providing tiered fractional family office services.

Jake Gregory is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior roles include positions at Principal Bank, Principal Life Insurance Company, and Principal Financial Services. Outside of his advisor duties, he manages a small eBay resale business focused on selling returned or damaged-box Amazon items. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies with proprietary models and is part of the Principal Financial Group, offering access to a range of affiliated financial products and integrated service platforms.

Michael Kirkendale Haak is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Core Planning since 2025. His prior roles include positions at Facet Wealth and The Vanguard Group. He has also held self-employed roles and worked briefly at Uber. Core Planning is a fee-only advisory firm that offers financial planning, wealth management, and portfolio management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) retirement-plan advisory services. The firm uses third-party model portfolios and rule-based rebalancing tools to tailor investment strategies based on client objectives and risk tolerance.

Brian Williams is a financial advisor at Alphastar Capital Management with 14 years of industry experience. He holds a Series 65 credential and has been with Alphastar since 2011. Outside of his advisory role, Williams is involved in several business ventures, including ownership interests in fitness centers and an insurance product development company. Alphastar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base that includes individuals, trusts, small businesses, and pension plans. The firm employs strategic asset allocation combined with quantitative analysis and momentum evaluation, offering both model portfolios and customized strategies.