Jeffrey Carbone is a CERTIFIED FINANCIAL PLANNER™ professional with 35 years of industry experience. He is a managing partner at Cornerstone Wealth Group, LLC in Huntersville, NC, where he has worked since 2018, and has held various advisory and management roles dating back to 1991. Outside of his advisory work, Carbone serves as president of the Somerset Shores HOA and is a board member of the Make-A-Wish Foundation. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm provides comprehensive portfolio management and financial planning, utilizing model portfolios and a range of investment vehicles, and operates as a subsidiary of Focus Financial Partners with multiple affiliate relationships influencing its offerings.

Joseph Calhoun is a financial advisor at Concurrent Investment Advisors, LLC in Charlotte, NC, with one year of industry experience. He holds a Series 65 credential and previously worked at Wells Fargo Advisors Financial Network LLC for four years. His background also includes roles outside finance, such as positions in the media department at UNCC and various educational institutions. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets across a multi-office platform, employing a long-term, portfolio-driven investment approach that incorporates ETFs, mutual funds, and selected individual securities aligned with client goals and risk tolerance.

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 in Charlotte, NC, with nine years of industry experience. She holds the ChFC® designation and has previously worked with firms including Hornor, Townsend & Kent LLC, NYLIFE Securities LLC, and Eagle Strategies LLC. Outside of her advisory role, she co-owns Empower-Her, a networking group focused on motivational speaking, and co-hosts a podcast featuring local women business owners and nonprofits in Fort Mill, SC. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm managing approximately $1.4 billion in assets for 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 to manage globally diversified portfolios.

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 worked at PKS Investments and Northwestern Mutual. Outside the financial sector, Spalthoff has experience in the restaurant industry, including roles at Paul's Deli Neighborhood Restaurant and Green's Grill and Sushi Bar. 49 Financial serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, employing a long-term, diversified asset allocation strategy grounded in a derivative of Modern Portfolio Theory.

Paige Earls is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Crestwood Advisors since 2015. She holds the Series 66 designation and is based in Boston, MA. Crestwood Advisors provides comprehensive investment and wealth management, financial planning, and advisory services to individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that delivers automated ETF-based portfolios with periodic advisor engagement.

Nicholas Skudlarick is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 credential and previously worked at Equitable Advisors. Outside of advising, he has experience in fixed insurance sales. 49 Financial serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, managing approximately $1.4 billion with a large advisory staff and employing a long-term, diversified investment approach based on Modern Portfolio Theory.

Jaime Musa is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked with Insigneo Advisory Services since 2020 and was previously employed at Citibank and Citi International Financial Services. Outside of his advisory role, he is the owner and director of MZM21 LLC, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with advisor-led customization, utilizing third-party macroeconomic research to align investments with client objectives and risk tolerances.

Randy Leclair is a financial advisor at Zacks Investment Management, Inc. with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at multiple firms including Fisher Investments, Quasar Distributors, and Optsecurities. Leclair has been with Zacks since 2006. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary stock-ranking model focused on earnings-estimate revisions and offers a wide range of strategies and investment vehicles across retail and institutional channels.

William Brinkley is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years of industry experience. He is currently with First Heartland Consultants, Inc. and has prior experience at First Citizens Bank and several wealth management firms. Brinkley holds the Series 66 license and is based in Charlotte, NC. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and model-based self-directed brokerage account programs delivered through independent investment adviser representatives using a mix of fundamental, technical, and cyclical analysis.

Matthew Haddad is a CFA® charterholder with seven years of industry experience. He has been with Dakota Wealth, LLC since 2020 and previously worked at Willingdon Wealth Management and BMGI. Dakota Wealth Management provides investment advisory and wealth management services to a wide range of clients, including individuals, trusts, retirement plans, and charitable organizations. The firm offers customized portfolios with a diversified approach, combining various asset classes and research methods, and serves as an investment manager to a registered mutual fund as well as a sub-adviser to an ETF.

Michael Mahoney is a financial advisor at Coastal Bridge Advisors with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Coastal Bridge Advisors in 2025, he worked at Trinity Point Wealth, LLC and Morgan Stanley Distribution, Inc., among other firms. Outside of his advisory role, Mahoney serves as treasurer for the American Legion Post 503 and the Brunswick County Chamber of Commerce, and participates on committees for the Investment & Wealth Institute and the Sea Trail Master Association. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and alternative investments, often utilizing external managers and scenario analysis tools.

Brian Corbett is a financial advisor at First Citizens Asset Management, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include over a decade at BMO Harris Financial Advisors and BMO Harris Bank, followed by five years at LPL Financial. First Citizens Asset Management, Inc. provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and institutions. The firm offers multi-asset class model portfolios utilizing fundamental, quantitative, and technical analysis with discretionary investment management focused on strategic asset allocation and risk control.

Logan Tingley is a financial advisor at 49 Financial in Charlotte, NC. He holds the Series 65 designation and joined the firm in 2024 after completing his studies. 49 Financial serves a wide range of clients including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering services such as financial planning, investment management, and tiered fractional family office programs. The firm manages approximately $1.4 billion with a multi-team advisory structure and follows a disciplined, long-term investment approach based on a derivative of Modern Portfolio Theory.

Keith Stabasefski is a CFP® professional with 14 years of experience in financial advisory services. He is currently with Kestra Private Wealth Services, LLC and has previously worked at BGW Wealth Advisors, BGW CPA, Capital One Investing, United Income, Secrest Blakey & Associates, and Cavok Wealth Consulting. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a wide range of investment products and platforms with both discretionary and non-discretionary arrangements.

Jennifer Cute is a CFA® charterholder with 15 years of industry experience. She is currently with Snowden Capital Advisors LLC and Snowden Account Services LLC, having joined in 2025. Her prior experience includes seven years at TD Bank N.A. and TD Private Client Wealth LLC, and two years at Regions Financial Corporation. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers portfolio management, investment consulting, and financial planning services, employing a multi-team approach with a range of investment tools and third-party manager options.

Cole Batchelor is a financial advisor with Foundations Investment Advisors LLC in Huntersville, NC. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Merrill Lynch, Voya Financial Advisors, and Bank of America. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach, delivering services through a broad network of affiliated offices and investment adviser representatives.

Jeremy Long is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with Principal Bank, Principal Financial Services, Principal Life Insurance Company, and Wells Fargo Advisors. He also serves as a Retirement Consultant, providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients through both non-discretionary recommendations and a discretionary wrap-fee investment management program, leveraging proprietary models, third-party tools, and integrated support from affiliated Principal Financial Group entities.

Michael Wassell is a financial advisor with First Citizens Asset Management, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Wells Fargo Bank NA and various First Citizens affiliates since 2018. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and institutional clients. The firm offers global multi-asset class model portfolios using fundamental, quantitative, and technical analysis within discretionary investment management frameworks.

Stephanie Baszner is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management since 2023. Prior to joining Ritholtz, she spent seven years at The Vanguard Group, Inc. She holds a Series 63 license and is based in Charlotte, NC. Ritholtz Wealth Management serves individual and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm employs a goal-based investment process emphasizing asset allocation and behavioral finance, utilizing diversified low-cost ETFs alongside tactical overlays and alternative investments.