Nathan Allen is a financial advisor with 49 Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Oakwood Capital Securities and Purshe Kaplan Sterling Investments. Outside of advisory work, he has been involved as an associate with the Financial Independence Group, focusing on fixed insurance sales. 49 Financial serves individual and institutional clients, including high-net-worth individuals, trusts, and corporations, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term, diversified asset allocation approach and provides tiered fractional family office services along with access to third-party managers.

Duncan Porter is a financial advisor with United Capital Financial Advisors in Charlotte, NC, holding a Series 65 designation and 16 years of industry experience. He has worked at United Capital since 2021 and previously spent 12 years with Harbor Capital Management, Inc. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization, client-facing technology, and a platform for other advisors.

Patricia Van Pelt is a financial advisor at A.G.P. / Alliance Global Partners in Charlotte, NC, holding a Series 66 credential with six years of industry experience. Her prior roles include positions at STIFEL, Stifel Nicolaus, and Grandview Financial Group. She is also involved in an investment-related business operating as Van Pelt & Company. A.G.P. / Alliance Global Partners operates a multi-team platform of approximately 131 advisors managing around $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services using an open-architecture investment model that includes internally managed strategies and sub-advisory relationships.

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.

Anaiss Zamora is a financial advisor at Savvy with one year of experience. She holds a Series 65 credential and previously worked at Northwest Asset Management, Better Mortgage, and GCG Wealth Management among other firms. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers, fintech tools, and integrated tax and estate-planning support.

Nabeel Shums is a financial advisor at Principal Advised Services with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services and Principal Securities. Outside of finance, he has experience in the car wash industry and studied at the University of North Carolina. 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 integrates proprietary models and third-party methodology to tailor advice and operates within the Principal Financial Group family, which allows access to affiliated products and services.

Spencer Harrison is a Series 65-licensed financial advisor with McAdam LLC in Charlotte, NC, where he has worked since 2022. He has three years of industry experience, including prior roles at Croghan Colonial Bank and two winery companies. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting, implementing portfolios primarily through fundamental analysis and a multi-advisor platform managing approximately $2.29 billion in discretionary assets.

Jake Daigle is a financial advisor at 49 Financial based in Charlotte, NC, holding a Series 65 credential. He joined the firm in 2025 and has prior experience at the University of North Carolina Wilmington and other organizations. Outside of advising, he works as a licensed insurance agent. 49 Financial serves individual and institutional clients, providing financial planning, retirement-plan consulting, and investment management. The firm uses a disciplined, long-term diversified asset allocation approach and offers tiered fractional family office services.

Anders Wesley is a financial advisor at Fifth Third Wealth Advisors LLC with one year of industry experience and holds a Series 65 designation. Prior to joining Fifth Third Wealth Advisors, he was involved with Kings Routine LLC and Marci LLC, among other roles. He has experience outside of finance including work with Larsen's Bakery and the Phinney Neighborhood Association. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension plans, and institutional clients. The firm offers a range of services such as discretionary portfolio management, financial planning, and access to alternative investments, and integrates resources from its parent company, Fifth Third Bank, in its investment processes.

Michael Bono is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at TIAA-CREF and Western Southern Life. Bono is also involved with Sloan Financial Group, LLC, a financial services business operating in Clover, SC. Madison Avenue Securities serves individual and high-net-worth clients, offering investment advisory and brokerage services along with pension consulting, college-savings assistance, and services for charitable entities. The firm manages approximately $2.0 billion across 14,000 clients and provides both discretionary and non-discretionary portfolio management through multiple investment models and third-party managers.

Leighton Becker is a Series 65 licensed advisor with 49 Financial in Charlotte, NC. He joined the firm in 2024 and has prior experience working with Clemson Football and several other organizations. Outside of advising, he has worked as a fixed insurance agent. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm utilizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Karisha Reel is a financial advisor at Apollon Wealth Management, LLC with three years of industry experience. She holds the Series 66 designation and has previously worked at Motley Fool Wealth Management, The Vanguard Group, and Wallah Richardson State Farm. She also has experience outside finance, including a role at Sunflour Baking Co. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan advisory, and consulting services, combining centrally managed model strategies with locally managed portfolios to tailor client solutions across various investment vehicles.

Cameron Meares is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently with Cornerstone Wealth Group, where he has worked since 2019, and has prior experience at UBS Financial Services and Rhett Sinclair and Associates. 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 that include ETFs, mutual funds, equities, bonds, and alternative investments when appropriate.

Jeffrey Carbone is a CFP® professional with 35 years of industry experience, currently serving as a managing partner and advisor at Cornerstone Wealth. His career includes roles at Cornerstone Financial Partners LLC and LPL Financial, among others. Outside of his advisory work, he serves as president of a local homeowners association and is a board member of the Make A Wish nonprofit organization. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, corporations, and plan sponsors with comprehensive portfolio management and financial planning services. The firm utilizes model-based portfolios with diverse asset classes and offers both discretionary and non-discretionary solutions, supported by an investment committee and access to a network of affiliated firms.

Eric Ridenour is a Certified Financial Planner® (CFP®) and Personal Financial Specialist™ (PFS™) with 26 years of industry experience. He has been with Colony Family Offices, LLC since 2013. Colony Family Offices, LLC provides comprehensive wealth management and financial planning primarily to ultra-high-net-worth families, managing approximately $3.32 billion in discretionary assets across more than 600 client relationships. The firm employs a priorities-based, customized planning process and combines passive and active investment strategies supported by third-party managers and independent research.

Joseph Calhoun is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Concurrent and Nine Bridge Financial Partners in 2026, he worked for Wells Fargo Advisors Financial Network LLC from 2022 to 2026 and has held positions across various sectors including insurance and education. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios and offers a range of wealth management and financial planning services supported by a network of approximately 286 advisors.

Shane Pouliot is a CFP® and CFA® associated with Modera Wealth Management, LLC in Charlotte, NC, with five years of industry experience. He previously worked at Boston Hill Advisors and Charles Schwab Investment Advisory. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and offers integrated accounting, tax, and business coaching services alongside investment management.

Margarite Lynch is a financial advisor at Merit Financial Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with eight years of industry experience. She has worked at LPL Financial, LLC and Purshe Kaplan Sterling Investments prior to her current role. Outside of advisory work, she serves as a suite attendant at the Bank of America Stadium for the Carolina Panthers. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by an Investment Committee, while offering customized portfolio management options.

Leah Williams is a financial advisor at Blueprint Financial Advisors with 10 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Blueprint, she worked at firms including Hornor, Townsend & Kent LLC, Eagle Strategies LLC, and New York Life. Outside of her advisory role, Leah co-owns Empower-Her, a networking group focused on supporting women through events and motivational speaking, and co-hosts a podcast that highlights local female business owners and nonprofits in Fort Mill, SC. Blueprint Financial Advisors is an SEC-registered multi-advisor firm offering portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm employs a proprietary strategic-and-tactical investment approach that utilizes price-driven trend-following and momentum rules across multiple asset classes to manage approximately $1.4 billion in client assets.

Christopher Spalthoff is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining 49 Financial, he has held roles at PKS Investments and Northwestern Mutual, among others. In addition to his advisory work, he has experience in the restaurant industry. 49 Financial serves individual and institutional clients, providing financial planning, advanced planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy and offers tiered fractional family office services alongside third-party manager access.