Nicklaus Austin is a financial advisor at Savvy with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Bank of America N.A., and Merrill. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm utilizes a blend of index-based core strategies and tailored approaches, including direct indexing with tax-loss harvesting, and offers services supported by proprietary technology and third-party platforms.

Alexander Halavazis is a financial advisor with Savvy based in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Foundation Wealth & Tax Advisors, RCN & Associates, BOFA Securities, Merrill, and Bank of America Securities. Outside of his advisory work, he DJ's part-time at various venues in the Charlotte area. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach while offering customized plans that integrate third-party sub-advisers, fintech tools, and tax-aware strategies.

Richard Marrone is a financial advisor with 15 years of experience, currently with 1919 Investment Counsel, LLC. He holds the Series 66 designation and has previously worked at Washington Crossing Advisors LLC, Ziegler Capital Management, Stifel Nicolaus & Co Inc, Thomas Weisel Partners LLC, and Advisors Asset Management, Inc. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individuals and institutions, including high-net-worth clients, endowments, and pension plans. The firm offers customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and technological tools.

Casey Mc Intyre is a CFA® charterholder with over 18 years of experience in the investment management industry. He currently works at AlphaStar Capital Management and previously held roles at Sterling Capital Management, LLC and Cambridge Associates, LLC. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and retirement plans. The firm employs both model and customized investment strategies that combine strategic asset allocation with quantitative and momentum analysis, and it offers a range of portfolio management and consulting services.

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.

Graham Martin is a Series 66-licensed financial advisor at Principal Advised Services with two years of industry experience. He has held multiple roles within the Principal Financial Group family, including positions at Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Outside of finance, he has experience working with Newsong Church (Ardent Faith Ministries) and in retail through The Bakery Shoppe. 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 operates as part of the Principal Financial Group, leveraging proprietary tools and affiliated entities to support its advice and investment solutions.

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® with 23 years of industry experience and is currently an advisor at Merit Financial Advisors. His prior experience includes roles at The Vanguard Group, LPL Financial, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as Deputy Town Manager for the Town of Stanley, North Carolina. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth management services and employs a long-term, diversified investment approach using centrally managed portfolios overseen by an internal Investment Management team.

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.

Brian Spencer is a financial advisor at CoreCap Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Advisors and affiliated entities since 2018. Spencer is also the President and Director of Credit at Hooker Furniture Company and serves on its Board of Directors. Additionally, he is an Associate Marketing Director for Capital Choice Financial Services and a Dave Ramsey Preferred Coach with Aloft Financial. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, providing discretionary investment management, financial planning, and access to third-party sub-advisors. The firm’s investment approach is relationship-oriented and long-term, with a focus on mutual funds, ETFs, equities, and bonds, and it offers tax-efficient services and oversight of affiliated managers.

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.

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.