William Alexander is a financial advisor with CoreCap Advisors in Raleigh, NC, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. He has led WG Alexander & Associates since 2005 and serves on several nonprofit boards, including the Roanoke Island Historical Association Endowment Board and the North Carolina Center for Public Policy Research. Alexander is also president of the NC Chapter of the National Academy of Elder Law Attorneys and treasurer of the Mid-South Forum of Estate Planning Attorneys. CoreCap Advisors serves individuals, retirement plans, and institutional clients, offering discretionary portfolio management and financial planning. The firm emphasizes long-term, relationship-oriented investment strategies and manages multiple third-party asset management relationships across various custodial platforms.

Kunal Patel is a financial advisor at Merit Financial Advisors with four years of industry experience. He holds the Series 66 designation and has worked at several firms, including Purshe Kaplan Sterling Investments and LPL Financial. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm offers asset management, financial planning, retirement plan consulting, and employee financial-wellness programs, utilizing a long-term, diversified investment approach with both internal and third-party management.

Blake Paro is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 22 years of industry experience and has worked at firms including Calton & Associates, Olde Raleigh Financial Group, Raymond James Financial Services Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons. Based in Raleigh, NC, he also operates as a private wealth manager through Paro Wealth Management and is involved in the sale and service of insurance products. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing diverse investment strategies tailored to client objectives and risk tolerances.

Eric Zoldan is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at A.G.P. / Alliance Global Partners since 2019. His prior experience includes roles at Calton & Associates, Inc., JHS Capital Advisors, LLC, and Gunnallen Financial, Inc. He operates E Zoldan LLC as an investment-related business entity for 1099 purposes. A.G.P. / Alliance Global Partners is a multi-team, dually registered SEC investment adviser and FINRA-member broker-dealer that serves individual clients, retirement plans, and pooled vehicles. The firm emphasizes international investing and offers a range of portfolio management and financial planning services across discretionary and non-discretionary platforms.

Mitchell Weiman is a financial advisor at Belpointe Asset Management LLC in Raleigh, NC, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has been with Belpointe since 2015 and previously worked at Sumner Financial Advisors, Inc. for one year. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individual, corporate, and trust clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, employing customized portfolios through various advisory styles and third-party manager relationships.

Dwon Clifton is a financial advisor at Gradient Investments, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, Clifton serves as the Director of the basketball program at St. Raphael Catholic School in Wake Forest, NC. Gradient Investments, LLC provides discretionary investment management services to individuals, high-net-worth clients, institutions, and various organizations. The firm employs a proprietary investment framework and offers a range of model and customized portfolios managed on a discretionary basis.

Erich Spoonhour is a financial advisor at Trajan Wealth, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney and PNC Wealth Management. He is also licensed as an insurance agent and offers insurance products, including annuities, as part of his client services. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and other entities. The firm follows a long-term, disciplined investment approach, emphasizing stocks, ETFs, and tailored portfolios aligned with clients’ risk profiles and circumstances.

Tracy Cohen Mcluckie is a financial advisor at B. Riley Wealth Advisors, Inc. with 36 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at National Securities Corp. Outside of her advisory role, she is also the Vice President of Investments at North Shore Wealth Management, LLC, an affiliated business conducted through B. Riley Wealth. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of programs and utilizes platforms such as Envestnet to manage approximately $4.21 billion in client assets.

Jacqueline Hall is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC. She holds a Series 65 designation and joined the firm in 2024 after a decade in full-time education. She has no prior industry experience in financial advising. Guardian Wealth Advisors serves individuals—including high-net-worth clients—retirement plans, charitable organizations, trusts, and other business entities. The firm uses a combination of fundamental and technical analysis within a systematic, quantitative framework to manage portfolios primarily through ETFs and mutual funds, offering both discretionary and non-discretionary management.

Martin Hardy is a financial advisor with Guardian Wealth Advisors, LLC, based in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at Hornor Townsend And Kent, Inc. and 1717 Capital Management Company. Hardy is also involved in disability income insurance, long-term care sales, and fixed life insurance services. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, offering investment advisory, financial planning, and retirement consulting. The firm employs a systematic, quantitative investment approach using ETFs, mutual funds, third-party managers, and risk analysis tools.

David Misenheimer is a CFP® with 24 years of experience in the financial industry. He is currently with Guardian Wealth Advisors, LLC and previously worked at Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. He also serves as president of ASM Capital Corp., an investment-related business. Guardian Wealth Advisors, LLC provides investment advisory services, financial planning, and retirement plan consulting to individuals, high-net-worth clients, retirement plans, and institutional entities. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage risk and seek market upside.

I’m Carlos Ruiz, founder of Pivot Wealth Advisors based in Boise, Idaho. I was raised by my great-grandmother—a woman who never had a bank account and couldn’t read or write, but somehow understood money better than anyone I’ve ever met. She taught me that true wealth isn’t about chasing more—it’s about using what you have to build freedom, stability, and impact. That wisdom shapes everything I do today. Most advisors start with investments. I start with strategy. My clients are often navigating the complexities of success: higher income, higher taxes, and bigger decisions. I help cut through the noise and simplify the financial side of life—lowering your tax bill, aligning your income and investments with your values, and creating a plan that gives you options. Not just for retirement—but for right now. As a CERTIFIED FINANCIAL PLANNER™ professional and an Air Force Reservist, I bring discipline, clarity, and forward-thinking strategy to every plan—so you’re never scrambling, always prepared. I serve clients across Boise, Meridian, Nampa, and virtually throughout the U.S. My planning process is practical, personal, and built for real life. Everything I do—both in my work and in my own life—is for my wife and our kids. They remind me that the most important kind of wealth isn’t measured in dollars, but in time, peace, and purpose. If that’s what you’re after, I’d love to connect.

William Sneed Jr. is a financial advisor at Forvis Mazars Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Wealth Advisor Group LLC, and FORVIS Wealth Advisors LLC. Outside of his advisory role, he serves as president of All Jesus Ministries and works part-time as a non-compensated associate of B&K Lawn Care. Forvis Mazars Wealth Advisors provides financial planning, investment management, and consulting services to individuals, families, retirement plans, institutions, and nonprofit organizations. The firm’s investment approach emphasizes customized asset allocation and integrated wealth management services in coordination with tax, accounting, and family-office offerings from its parent firm.

Kevin Cochran is a financial advisor at OneAscent Financial Services LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at several firms including Hunter Street Investment Advisors LLC and Verity Asset Management. Outside of his advisory role, Mr. Cochran teaches pickleball private lessons and clinics. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, unified managed accounts, consulting, and back-office support through multiple advisory teams.

Donald Delaria, Jr. is a financial advisor with Gradient Investments, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions with Brookstone Capital Management, Formula Folios Investments, and EQIS Capital. He is also the owner and president of Capital Consulting Group NC, where he manages marketing and sales of insurance products. Gradient Investments, LLC provides discretionary investment management services to individuals, high-net-worth clients, institutions, and various organizations. The firm employs a proprietary investment framework and offers a range of model and custom portfolios, managing assets on a discretionary basis without acting as a custodian.

Gregory Rhinehardt is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis while overseeing third-party manager and UMA strategies.

Kelsey Oltmans is a financial advisor at Strategic Blueprint, LLC in Raleigh, NC, holding a Series 66 designation with nine years of industry experience. She has worked at Strategic Blueprint since 2019 and has been involved with The Strategic Financial Alliance and Cornerstone Wealth Management for over a decade. She is also a partner and director of operations at Cornerstone Wealth Management, where she manages systems and finance. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement consulting, and educational programs, including a formal Subscription Advisory Services program with a flat-fee model.

John Franklin is a CFP® professional with 18 years of experience in the financial services industry. He is currently affiliated with IFG Advisory, LLC and LPL Financial LLC, and previously worked at Securities America Advisors. IFG Advisory, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, estates, corporations, and retirement plans. The firm uses a diversified investment approach incorporating sub-advisors, third-party models, and multiple analytical methods to tailor strategies to client objectives.

Dillon Smith is a financial advisor with First Citizens Asset Management, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. He has previously worked at Bank of America, Merrill, and Equitable Advisors. Outside of his advisory role, Smith serves as Vice President on the board of a homeowners association and provides athletic training services for various sporting events. First Citizens Asset Management offers model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and public entities. The firm emphasizes global multi-asset class portfolios using fundamental, quantitative, and technical analysis within discretionary investment management frameworks.

Austin Pruitt is a financial advisor at First Citizens Asset Management, Inc. with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at First Citizens Asset Management since 2026, previously serving at Ascensus and BB&T Retirement & Institutional Services. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and public entities. The firm employs global multi-asset class model portfolios using fundamental, quantitative, and technical analysis, emphasizing discretionary investment management with strategic asset allocation and continuous monitoring.