Matthew Costa is a CFP® professional with seven years of experience in financial advising. He currently works at Savvy and previously held roles at Foundation Wealth & Tax Advisors, Bestgate Wealth Advisors, and other firms. In addition to his advisory work, he is an accountant and principal at RCN & Associates LLC and owns MRC Financial Services, LLC, through which he provides tax consulting and preparation services. Savvy offers investment and financial planning services to individuals, trusts, businesses, and charitable organizations, employing a primarily index-based, long-term approach combined with specialized sub-adviser strategies and technology integration.

Haad Majied is a CFP® professional with 19 years of industry experience, currently serving at Stratos Wealth Advisors LLC since 2018. Prior to joining Stratos, he worked at Fidelity Investments and Ameriprise. Outside of his advisory role, he is the owner and CEO of Majied Properties LLC, a real estate business. Stratos Wealth Advisors is a multi-team SEC-registered firm with 71 advisors managing approximately $5.57 billion in assets for individuals, trusts, retirement plans, and institutional clients. The firm offers customized financial planning and portfolio management services, supported by its strategic affiliation with SEI entities.

Mark Rothwell is a CFP® professional with three years of industry experience, currently serving at ValMark Advisers, Inc. He previously worked at State Street Corporation for eight years and has held a COO and Director of Financial Planning role at Scott Jones Financial since 2021. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and sub-advisory services.

William Rainwater is a CFP® professional with 12 years of industry experience, currently with United Brokerage Services, Inc. He previously worked at The Vanguard Group, Inc. for 10 years and held roles at Truist Advisory Services, Inc. and Truist Investment Services, Inc. Rainwater also has experience outside finance, having owned and managed a rental property. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and small businesses, offering various managed account programs through its clearing relationship with Wells Fargo Clearing Services. The firm emphasizes strategic asset allocation, use of mutual funds and ETFs, and tax-aware overlays in its investment process.

Aaron Olson is a financial advisor with Belpointe Asset Management LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Purpose Comprehensive Wealth Management, Mutual Advisors, Wells Fargo Clearing, and U.S. Bancorp Investments. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting with customized portfolios and a variety of advisory and administrative services.

John Lindros is a financial advisor at Composition Wealth, LLC with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Miracle Mile Advisors, Equity Services, National Life Group, and Guardian Life Insurance of America. In addition to his advisory role, he is involved in insurance sales, dedicating approximately 10% of his time to this activity. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets.

Anthony Hinds Fritz is a CFP® and ChFC® with 16 years of industry experience. He has been with IP Financial Advisory Services LLC since 2019 and also maintains roles at Innovation Partners LLC and as an independent life insurance agent. Fritz serves as a board member of the Financial Planning Association of Central New York and is the committee chair for the ALS Association. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm provides a range of services including discretionary portfolio management and access to third-party investment advisors, with an emphasis on non-high-net-worth individuals.

Mario Brown is a financial advisor at IP Financial Advisory Services LLC with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including VALIC Financial Advisors, Merrill, and New York Life. Outside of his advisory role, Brown serves as a non-commissioned officer in the Army Reserve and teaches business-related courses at Valencia College. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non-high-net-worth investors and retirement plan participants. The firm offers portfolio management, financial planning, and consulting services, utilizing a range of analytical approaches and discretionary management strategies, including access to third-party managers.

Gregory James is a CFP® professional with 24 years of industry experience, currently serving at Modera Wealth Management, LLC since 2023. Prior to joining Modera, he spent 22 years at Parsec Financial Management, Inc. He is also a part-owner of a yacht charter company, Lisky LLC, which is unrelated to his investment work. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies including independent managers and optional ESG integration.

Timothy Graham is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Alphastar Capital Management and LPL Financial. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, and various institutions. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Carter Otey is a CFP® and Series 65-licensed advisor at Modera Wealth Management, LLC with one year of industry experience. His prior work includes a position at Forvis Mazars and roles in education at Liberty University and Cannon School. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm integrates investment management with accounting, tax, and business coaching services, managing diversified portfolios that incorporate Modern Portfolio Theory and a range of asset classes.

Sam Merrill is a financial advisor at Truist Advisory Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Truist Bank and The Reynolds and Reynolds Company. Outside of his advisory role, he serves as Treasurer for North Carolina Little League District 3, managing funds for seven local leagues and related tournaments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Kelly Lauterjung is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2020. Prior to joining the firm, she worked at Robert W. Baird for five years. Outside of her advisory role, she is a co-author and promotes sales of books unrelated to investment activities. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with net worth exceeding $20 million.

Albert Grenert Jr. is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors, and Ameriprise Financial Services. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering a range of brokerage services, financial planning, and advisory programs.

Benjamin Ganson is a CFP® with 11 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has worked at several firms including LPL Financial and Cetera Advisor Networks. Outside of his advisory role, Ganson serves as a pastor at Vineyard Church of Rock Hill. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management, supported by internal portfolio oversight and multiple implementation tools.

Brett Miller is a financial advisor at Corient with 19 years of industry experience. He holds the CFP® designation and Series 65 license. His prior roles include positions at McGill Advisors, Inc. and Ci Brightworth. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that incorporates in-house and third-party strategies, risk management tools, and may include alternative investments and private fund allocations.

Joseph Dumser is a financial advisor with Truist Advisory Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at BB&T Securities and Truist Investment Services. He is a part owner of a Bojangles franchise as a passive investor. 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 and non-discretionary consulting, supported by third-party platforms, and employs AI-enabled equity research alongside supervisory oversight for manager selection and portfolio review.

Jason Creel is a financial advisor with TIAA-CREF, holding a Series 66 designation and 25 years of industry experience. He has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm also advises a donor-advised fund and operates within a vertically integrated structure using affiliated funds.

Deborah Mcwilliams is a CFP® professional with 33 years of industry experience. She has worked at Mariner Wealth Advisors since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors. She serves as Event Chair for the WINGS Scholarships and Mentoring Program and volunteers with the Women's Impact Fund, both nonprofit organizations based in Charlotte, NC. Mariner serves a broad client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by internal research and third-party managers, with capabilities spanning equities, fixed income, alternatives, and digital assets, alongside integrated tax and administrative CFO services.

Ryan Czamara is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Independent Advisor Alliance, LLC and has previously worked at Private Advisor Group, LLC, Securities America, Inc., and several other financial firms. Outside of his advisory work, he operates under the Hamilton Wealth Management name when providing investment advice through Private Advisor Group. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement plan consulting, utilizing a combination of discretionary and non-discretionary portfolio management supported by various analytical techniques and technology platforms.