Steven Mrozek is a financial advisor at Blueprint Financial Advisors with 28 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Maplewood Investments, BFC Planning, Berthel Fisher & Company Financial Services, Fragasso Wealth Advisors, Mid Atlantic Financial Management, and Gateway Financial Wealth Management. Outside of his advisory work, he serves as treasurer for the Neshannock Lions Club, a nonprofit organization. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm managing approximately $1.4 billion in client assets. The firm serves individuals, trusts, pension and ERISA plans, and nonprofit entities, employing a globally diversified investment approach that integrates strategic and tactical asset allocation using price-driven trend-following and momentum rules.

William Herford is a ChFC® credentialed financial advisor with 35 years of industry experience. He currently serves at Arkadios Wealth Advisors and Arkadios Capital, where he has worked since 2020. Prior to this, he was with Triad Advisors, Inc. from 2014 to 2020. He is also the owner and president of Exclusive Financial Resources, LLC, which manages marketing and operations for his securities business. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of managed accounts and advisory solutions. The firm employs a discretionary management approach supported by an internal portfolio team and offers comprehensive reporting that includes assets held away from their programs.

James Newman is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ascentis Independent Advisors, LLC. His prior roles include positions at ORG Partners, Ameriprise, and UBS. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers comprehensive portfolio management and financial planning, utilizing a range of public and private securities and a distinctive Private Direct Investments program for select clients.

Wesley Hodges is a financial advisor at OneAscent Financial Services LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and Securities America, Inc. Hodges is also a licensed insurance agent who occasionally sells term life insurance for client convenience and holds an ownership position in Pure Tax LLC. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services utilizing individualized asset-allocation strategies and model-based platforms, with additional services including outsourced CIO, CCO support, and donor-advised fund technology.

Clinton Townsend is a CFA® charterholder and holds a Series 65 license, with 7 years of industry experience. He is currently with Bragg Financial Advisors, Inc., where he has worked since 2023, following a seven-year tenure at Laurel Wealth Advisors, LLC. 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 focuses on strategic asset allocation, diversification, and long-term holdings, offering discretionary portfolio management and managed-account services, including sub-advisory roles for mutual funds.

Mason Barish is a financial advisor at Principal Advised Services with Series 66 credentials and one year of industry experience. Prior to joining Principal, he held roles at Travelers Insurance and Murphy Matza Wealth Management, and worked in education at Wake County Public Schools for 15 years. 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 third-party and proprietary investment models and operates within the Principal Financial Group family, providing access to affiliated products and services.

Kenneth Samuelson Jr. is a financial advisor with ValMark Advisers, Inc. in Charlotte, NC, holding the ChFC® designation and Series 63 and 65 licenses, with 40 years of industry experience. His prior experience includes roles at Kestra Investment Services, American Financial Management Group, and IFG/Russell Advisors. He is owner and president of The Morehead Group, Inc., an insurance sales and consulting business, and serves as chairman of the Charlotte Estate Planning Council. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutions through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and sub-advisory services.

Wales Dixon IV is a financial advisor with Principal Advised Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Principal Life Insurance Company and Principal Financial Services, as well as positions outside the financial industry. Dixon also provides one-on-one investment advice to retirement plan participants as a Retirement Consultant. Principal Advised Services delivers investment advice and related services primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary recommendations and a discretionary investment management program supported by proprietary models and third-party methodology.

Barrett Gray is a financial advisor at Earned Wealth Advisors, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Dimensional Fund Advisors and Choreo, LLC. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and model portfolios guided by an internal Investment Strategy Committee and third-party consultants.

Matthew Pratt is a ChFC® credentialed financial advisor with 21 years of industry experience, currently serving at Arkadios Wealth Advisors since 2020. He previously worked at Triad Advisors, Inc. from 2014 to 2020. Pratt is also involved in financial services through his roles in Thompson Pratt Capital Management, LLC, and Pratt Investments, LLC. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a variety of managed accounts, third-party money managers, and financial planning. The firm supports advisors with an internal portfolio team and offers an integrated operating model combining advisory services, brokerage execution, and portfolio management.

Connor Tuerlings is a Series 66-licensed financial advisor at Principal Advised Services with two years of industry experience. He has held positions within several Principal Financial Group affiliates, including Principal Bank, Principal Life Insurance, and Principal Securities, Inc. Prior to joining Principal, he worked in marketing and loan services. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest, integrating proprietary models and third-party tools to support client portfolios.

Brian Barnes is a financial advisor at Principal Advised Services in Charlotte, NC, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Life Insurance Company, Principal Financial Services, Robinhood Markets, Inc., and Wells Fargo Clearing, among others. 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 third-party tools and proprietary models and operates within the Principal Financial Group family, enabling access to affiliated products and services.

Sean Bandazian is a financial advisor at Cornerstone Wealth with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alphastar Capital Management, The Leaders Group, Inc., and LPL Financial. He has been with Cornerstone Wealth Group, LLC since 2020. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, using model-based portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments where appropriate.

Paxton Wood is a financial advisor with USAA Investment Services Company, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Ally Invest Advisors, Ally Invest Securities LLC, and The Vanguard Group. He also holds director-level roles in business line risk at Ally Invest Advisors and Ally Bank, assisting with third-party risk management and new product assessment. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors, offering a Retirement Income Strategy Report and facilitating referrals to third-party broker-dealers and advisers. The firm operates mainly as a referral intermediary without managing client assets or charging percentage-of-assets fees.

Timothy Beldner is a financial advisor with Ausdal Financial Partners, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Ausdal in 2020, he worked at Larson Financial Securities, LLC and Larson Financial Group LLC. Outside of his advisory role, he is involved in managing and developing real estate investments and assists his daughter with a coffee trailer business. Ausdal Financial Partners manages over $2 billion in client assets and provides investment advisory, retirement planning, and financial planning services to individuals, trusts, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs, including discretionary and non-discretionary portfolios, through a network of advisors, combining advisory, brokerage, and insurance services.

Derek Hernquist is a financial advisor at Aptus Capital Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with Aptus since 2018. Prior to that, he worked at Strategic Index Advisors and Adhesion Wealth Advisor Solutions. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis and provides advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs primarily ETF-based strategies using both technical and fundamental analysis and offers a range of portfolio management and consulting services.

John Helmers is a financial advisor at 49 Financial in Charlotte, NC, holding a Series 65 credential. He has one year of experience in the industry and previously worked at Forward Wealth Management, Rinse N Repeat, and Aptive. Outside of advisory roles, he is also a licensed fixed insurance agent. 49 Financial serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering comprehensive financial planning, advanced planning, and investment management. The firm utilizes a disciplined, long-term diversified asset allocation strategy and provides tiered fractional family office services.

Michael Komara is a financial advisor at Blueprint Financial Advisors with 32 years of industry experience. He holds the ChFC® designation and securities licenses Series 65 and Series 63. His prior roles include positions at Solas Wealth, The Prudential Insurance Company of America, and MKD Wealth Coaches, LLC. Outside of his advisory work, he serves as treasurer and board member for Grow Holdings, an affiliate of Grow Church, where he reviews investment accounts for policy compliance. Blueprint Financial Advisors is a multi-advisor firm offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and nonprofit entities. The firm employs a strategic-and-tactical investment approach based on price-driven trend-following and momentum rules, managing approximately $1.4 billion in client assets.

Audrey Blanke is a CFP®-certified financial advisor with nine years of industry experience. She is currently with Choreo, LLC and has previously worked at firms including Robert W. Baird and ATLATL Advisers. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, and corporate clients. The firm focuses on strategic asset allocation and diversified model portfolios, managing assets through separately managed accounts, registered and private funds, and specialized consulting services.

Marcus Anderson is a Series 66-credentialed financial advisor with 22 years of industry experience. He has worked at Merit Financial Advisors since 2016 and previously at Purshe Kaplan Sterling Investments and LPL Financial, LLC. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices. The firm offers coordinated wealth management services and employs a long-term, diversified investment approach overseen by an internal committee, allowing advisors to customize portfolios using fundamental, technical, and cyclical analysis methods.