Nicklaus Austin is a financial advisor at Savvy with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Bank of America N.A., and Merrill. Savvy provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations, using both discretionary and non-discretionary portfolio management. The firm offers customized investment plans focusing on diversified, index-based solutions enhanced by quantitative models, tax-aware rebalancing, and access to specialized strategies, integrating advanced technology with human oversight.

Richard Marrone is a financial advisor with 16 years of industry experience, currently at 1919 Investment Counsel, LLC. He holds a Series 66 designation and has worked at firms including Washington Crossing Advisors LLC, Ziegler Capital Management, Stifel Nicolaus & Co, Thomas Weisel Partners LLC, and Advisors Asset Management, Inc. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a range of individual and institutional clients. The firm emphasizes customized portfolios focusing on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and integrated operational resources through its affiliation with Stifel Financial Corp.

David Welton is a financial advisor with Cape Investment Advisory, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at American Global Wealth Management, CAPE Securities, Hobart Private Capital, and G.F. Investment Services. Outside of advisory work, he is an insurance agent specializing in fixed insurance and fixed annuity products, with over five decades in the insurance industry. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm supports approximately 1,624 clients through a multi-office network of around 40 advisors and employs a flexible investment approach that includes fundamental, technical, and macroeconomic analysis.

Nicholas Jones is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience and has previously worked at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., Consolidated Planning, Charles Schwab, and Secured Financial Solutions. Prior to his financial services career, he worked at Mountainside Fitness and Blue Ridge High School. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models, and operates as part of the Principal Financial Group family, which offers access to affiliated financial products and services.

Meghan Oldis is a CFP® professional with three years of industry experience, currently serving at Bragg Financial Advisors Inc. Prior to joining Bragg in 2023, she worked for Bank of America Private Bank for four years and Wells Fargo Private Bank for fourteen years. Bragg Financial Advisors, Inc. is a family-owned, SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm employs a strategic asset allocation approach with broad diversification and periodic rebalancing, offering discretionary portfolio management, financial planning, and managed-account services.

Steven Denton is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Merit Financial Advisors and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, and The Vanguard Group. Denton also serves as Deputy Town Manager for the Town of Stanley, NC. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation strategy supported by an internal investment management team and offers a range of account options along with financial planning and retirement consulting services.

James Lenoir is a Series 66 licensed financial advisor with 10 years of industry experience. He has worked at Ally Invest Advisors and Ally Invest Securities since 2021 and previously at Wells Fargo Clearing from 2016 to 2021. In addition to his advisory role, he manages licensed representatives and assists with compliance oversight at Ally Invest Advisors. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interactions. The firm offers ETF-based robo portfolios and financial advisor–delivered personal advice using model portfolios built on Modern Portfolio Theory with multiple risk tiers.

Charles Pendergraft II is a financial advisor at Capital Investment Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Investment Group, Inc. since 2011. Outside of his advisory role, he owns and operates a farm in East Bend, NC. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, employing a variety of analytical methods and conducting ongoing portfolio reviews.

Daniele Donahoe is a CFA® charterholder with 16 years of industry experience. She is currently with Waverly Advisors, LLC and has previously worked at Rinehart Wealth Management. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm serves individuals, retirement plans, and pooled investment vehicles, offering a range of services including investment management, financial planning, and multi-family office solutions. Waverly integrates traditional equity and fixed-income strategies with alternative and private markets allocations and operates affiliated entities such as a state-chartered trust company and a tax and accounting business.

Dylan Hood is a financial advisor at Ally Invest Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing Services and Liberty Mutual Insurance Company. He also serves as a supervisor for client services, managing licensed representatives who support both self-directed and advisory accounts. Ally Invest Advisors serves individual and high-net-worth clients through discretionary portfolio management that combines automated web-based services with advisor-led guidance. The firm employs model portfolios based on Modern Portfolio Theory and integrates digital tools for performance reporting, tax optimization, and ongoing portfolio monitoring.

Matthew Devries is a CFA® charterholder with 17 years of industry experience. He has been with Bragg Financial Advisors, Inc. since 2015. Devries serves on the investment committee of Camp Luck, a nonprofit organization in Cherryville, NC. Bragg Financial Advisors, Inc. is a family-owned SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm emphasizes strategic asset allocation, broad diversification, and longer-term holdings, offering discretionary portfolio management, financial planning, and managed-account services.

Angela Hatley is a Series 66-licensed financial advisor at Hilltop Securities Inc. in Charlotte, NC, with 16 years of industry experience. She previously worked at RBC Capital Markets for 21 years before joining Hilltop Securities in 2026. Hilltop Securities Inc. provides brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of managed account programs through an open-architecture platform and features municipal bond strategies co-advised by Franklin Templeton Group.

Louis Woodbeck is a financial advisor at IP Financial Advisory Services LLC in Charlotte, NC, holding the Series 65 designation with four years of industry experience. His work history includes roles at Innovation Partners LLC and Swim Club Management Group. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers personalized investment strategies and discretionary management, utilizing a range of analytical approaches and specialized consulting services.

Evan Anderson is a CFP® with six years of industry experience, currently advising at Bragg Financial Advisors Inc. He spent eight years at Wells Fargo Bank, N.A. before joining Bragg Financial Advisors, where he has worked for the past five years. Bragg Financial Advisors, Inc. is a family-owned, SEC-registered investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment companies. The firm focuses on strategic asset allocation, broad diversification, and long-term holdings, offering discretionary portfolio management, financial planning, and managed-account services, including sub-advisory roles on mutual funds and independent manager mandates.

Aaron Combs is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Modera Wealth Management, LLC since 2023 and previously spent 11 years at Parsec Financial Management Inc. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a broad client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach is allocation-driven and grounded in Modern Portfolio Theory, utilizing diversified portfolios with options for ESG integration and private-placement opportunities for qualified investors.

Mark Carter is a CFP® with nine years of industry experience. He is currently with Forefront Wealth Partners and previously worked at Point2 Capital Partners, LLC, and Prudential-affiliated firms including Pruco Securities, LLC and Prudential Insurance Company of America. Forefront Wealth Partners is a multi-team advisory firm serving individual clients, business owners, and corporate clients. The firm provides discretionary investment management, comprehensive financial and estate planning, and employs a customized portfolio approach using third-party managers and various planning tools.

Erica Yount is a CFP® and CFA® with nine years of industry experience. She is currently a financial advisor at Modera Wealth Management, LLC, where she has worked since 2020. Her prior experience includes positions at Keatley Wealth Management, LLC and SignupGenius. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, retirement plan consulting, and financial planning. The firm employs a diversified asset allocation approach based on Modern Portfolio Theory and offers integrated services including tax preparation, accounting, and business coaching.

Lathan Hunter is a financial advisor at Ally Invest Advisors in Charlotte, NC, with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ally Invest Advisors since 2022, following prior roles at Ally Invest Securities LLC and Wells Fargo Clearing Services. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated services and advisor-led advice. The firm employs a model-based investment approach grounded in Modern Portfolio Theory, utilizing primarily ETFs and digital processes to manage tens of thousands of client accounts.

Zachary Cox is a financial advisor with Lombard Advisers Incorporated and holds a Series 66 designation. He has one year of industry experience and previously worked at FD Transaction Advisory and CohnReznick. Lombard Advisers provides personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a multi-team structure. The firm offers both discretionary and non-discretionary portfolio management solutions, employing a range of analytical methods to construct portfolios.

Shane Robertson is a financial advisor at Ally Invest Advisors with 12 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Merrill for eight years before joining Ally Invest Advisors and Ally Invest Securities in 2021. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering ETF-based Robo Portfolios and Financial Advisor-delivered Personal Advice services. The firm utilizes model portfolios based on Modern Portfolio Theory across multiple risk tiers and cash allocation strategies.