Cynthia Burger is a financial advisor at Stephens with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stephens since 2006. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio management, financial planning, retirement-plan advisory, and institutional equity research, combining advisory services with broker-dealer and investment banking activities.

Edward Taylor is a financial advisor at Beck, Mack & Oliver LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Banbury Partner LP and Scopia Capital Management LP. Beck, Mack & Oliver LLC provides asset management services to individuals, high net worth clients, trusts, tax-exempt institutions, corporations, and pooled vehicles, primarily through separately managed accounts. The firm follows a value-based, long-term equity approach with fundamental research and tailored portfolio construction, while also managing private and pooled investment funds employing selective leverage and alternative strategies.

Taylor Lee is a CFP® professional with nine years of industry experience. He is currently with Coppell Advisory Solutions LLC, affiliated with Fusion Investment Advisors, and has previously worked at firms including Voya Investment Management and Preferred Capital Securities. In addition to his advisory role, he is involved with Belmont Capital Advisors, marketing insurance and annuity investments as an insurance agent. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a combination of internally developed and independent asset allocation models, using both fundamental and technical analysis to manage portfolios on a discretionary basis.

Malinda Dornan is a financial advisor at Modera Wealth Management, LLC in Charlotte, NC, with five years of industry experience. She holds the Series 66 designation and previously worked at Thrivent Financial and Novant Health. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation based on Modern Portfolio Theory with in-house accounting and tax capabilities, supporting a wide range of client needs through an integrated advisory and accounting service model.

Marc Scavo is a CFP® and holds a Series 66 license with 22 years of industry experience. He currently works at Bragg Financial Advisors Inc and has prior experience at The Vanguard Group and TIAA-CREF. Bragg Financial Advisors is a family-owned, multi-advisor firm serving individuals, charitable organizations, corporations, and investment companies. The firm uses model-based portfolio management emphasizing strategic asset allocation, broad diversification, and periodic rebalancing, and it offers specialized services including a Small Cap Value managed account program and sub-advisory roles for mutual funds.

George Climer III is a CFP® with 20 years of industry experience, currently serving at Bragg Financial Advisors Inc since 2013. He is based in Charlotte, NC, and holds a Series 66 license. Outside of his advisory role, he participates in the finance committees of First Presbyterian Church of Charlotte and Myers Park High School, focusing on budget planning and endowment account reviews. Bragg Financial Advisors is a family-owned, multi-advisor firm providing financial planning and discretionary portfolio management to individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation and broad diversification, offers a Small Cap Value managed account program, and serves as a sub-advisor to certain mutual funds.

Reginald Johnson is a financial advisor at MissionSquare Retirement with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Bank of America, and Merrill. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Allyson Sacratini is a financial advisor at Integrated Advisors Network LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. Prior to her advisory career, she attended the University of South Carolina. Allyson is also the Director of Client Services at Capital City Financial Partners. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services, employing a mix of fundamental and quantitative approaches and frequently utilizing third-party sub-adviser platforms.

Evan Stout is a CFP® with seven years of industry experience, currently advising at Choreo, LLC since 2023. Prior to joining Choreo, he worked at Financial Plans & Strategies, Inc. from 2017 to 2023 and held a position at Winthrop University from 2015 to 2018. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, and institutional clients. The firm uses a quantitative, committee-driven investment process centered on strategic asset allocation and offers a wide range of advisory services such as portfolio management, financial planning, outsourced CIO, and specialized consulting.

Danny Pham is a financial advisor at First Citizens Asset Management, Inc. with seven years of industry experience. His background includes roles at The Vanguard Group, J.M. Barry & Associates, Wells Fargo Advisors, and Campbell University. First Citizens Asset Management provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and municipalities. The firm employs strategic asset allocation and manager research within global multi-asset class model portfolios, offering discretionary investment management through various implementation frameworks.

Brian Swilling is a financial advisor with RFG Advisory, LLC, based in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with RFG Advisory and its affiliated Navipath Wealth platform since 2017. Swilling is involved with the Belk College of Business Alumni Council at UNC Charlotte and the Charlotte Area Alumni Council of Pi Kappa Phi. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive strategies, including tax-aware approaches, and offers a range of services such as portfolio management, financial planning, and alternative investments.

Robert Kovalesky Jr. is a financial advisor with McAdam LLC in Charlotte, NC, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. Prior to joining McAdam, he has been a partner at Stash Wealth since 2016 and is involved with MBVM, LLC. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities with financial planning, investment management, and retirement plan consulting. The firm manages client accounts on a discretionary basis, utilizing diverse investment vehicles and incorporating specialized exposures such as direct indexing and private investment funds.

Jonathan Kirk is a financial advisor with Foundations Investment Advisors LLC in Charlotte, NC. He holds a Series 66 designation and has seven years of industry experience, including roles at Edward Jones, FirstBank, and Home Point Financial. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion for nearly 30,000 clients. The firm serves individuals, trusts, estates, and registered investment companies through a network of around 300 investment adviser representatives, offering portfolio management, financial planning, and retirement-plan support using tailored asset allocations and third-party sub-advisers.

Carly Hensley is a financial advisor with Merit Financial Advisors, holding a Series 66 designation and 20 years of industry experience. She has worked at Purshe Kaplan Sterling Investments since 2024 and has been with Merit Financial Advisors since 2010. Prior to that, she was associated with LPL Financial from 2010 to 2024. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, with oversight by a central Investment Management team and Investment Committee.

Jonathan Lindner is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Arkadios Wealth Advisors in Charlotte, NC, having joined in 2025. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Raymond James Financial Services, Cygnus Asset Management, and Wells Fargo Advisors. Outside of his advisory work, he is president and CEO of The Barly Group LLC, which manages certain investment-related activities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary portfolio management with an in-house team that delivers models and trade execution across multiple asset classes, employing fundamental, technical, and cyclical analysis.

Alberto Esparza is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Transamerica Financial Advisors, Dream Builders, Inc., and Blue Cross Blue Shield. Outside of advisory work, he is an independent sales agent for health insurance products affiliated with Blue Cross Blue Shield and Transamerica Financial Advisors. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm integrates a range of analytic approaches and offers access to third-party investment advisors, emphasizing service to non-high-net-worth individuals.

Alexander Coggins is a financial advisor at 49 Financial with a Series 65 designation and one year of industry experience. Prior to joining 49 Financial, he held various roles including positions at Homefront Brands and the YMCA. He is also involved in fixed insurance sales through Financial Independence Group. 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 fractional family office services, employing a disciplined, long-term investment approach based on diversified asset allocation and model portfolios.

Troy Moore is a CFP® with two years of experience in financial advisory roles at Credit Union Investment Services and Members Trust Company. He has been associated with State Employees' Credit Union since 2006 and holds a position as a Financial Advisory Services Specialist there. Moore also serves as an agent for SECU Life Insurance Company and as a trust representative for Members Trust Company. Credit Union Investment Services serves individual investors and a smaller number of trust clients in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm primarily recommends low-cost, index-based mutual funds and ETFs alongside fixed-income products, with clients retaining final decision authority.

Richard Westover Jr. is a financial advisor at Blueprint Financial Advisors in Charlotte, NC, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and OSAIC. Outside of his advisory role, he serves as a deacon on the leadership board of Westover Church and teaches a high school finance course at The Covenant School. Blueprint Financial Advisors is a multi-advisor firm offering portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and ERISA plans, and nonprofits. The firm employs a globally diversified investment approach with a proprietary strategic-and-tactical framework designed to manage assets with an emphasis on trend-following and momentum.

William Van Pelt is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63, 65, and 66 licenses and bringing 53 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for 11 years before joining Alliance Global Partners in 2023. Van Pelt serves as an arbitrator for FINRA and is a member of the Board of Managers for the Saint Nicholas Society of the City of New York, a genealogy society focused on the history of New York. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and plan sponsors, offering portfolio management, financial planning, and investment banking services. The firm emphasizes international investing through its EPC Advisors Group and engages in active brokerage and product distribution alongside standard advisory services.