David Block is a CFP® with 32 years of industry experience, currently serving at IP Financial Advisory Services LLC. His career includes roles at Innovation Partners LLC, Cetera, Avantax, and Lifemark Securities Corp. He is also CEO of TaxMaster Financial Service Corporation and serves as a board member for NYC Basket Brigade Inc., a nonprofit focused on providing Thanksgiving dinner baskets to families in need. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolios and access to third-party investment advisors, with a focus on non-high-net-worth retail clients.

Michael Radford is a CFP® and PFS™ with 26 years of experience in the financial services industry. He has worked at Choreo, LLC since 2022 and previously spent 15 years at RSM US Wealth Management LLC. Choreo, LLC provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm’s investment process emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Eric Mohammed is a financial advisor at Principal Advised Services with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he worked at Wells Fargo Advisors, LLC for six years. In addition to his advisory duties, he provides one-on-one investment advice to Principal retirement plan participants at benefit events. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. As part of the Principal Financial Group family, the firm integrates affiliated resources to deliver both nondiscretionary recommendations and discretionary investment management through its SimpleInvest program.

Evan Normile is a financial advisor at Principal Advised Services in Charlotte, NC, holding a Series 66 license with two years of industry experience. His prior roles include positions at Ryder System, Inc. and Dick's Sporting Goods, and he currently serves as a retirement consultant providing one-on-one investment advice to Principal retirement plan participants. Evan also holds an assistant vice president role at Principal Bank, where he is involved in sales of bank deposit products. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers non-discretionary recommendations and a discretionary, wrap-fee investment management program, leveraging both proprietary models and third-party methodologies within the Principal Financial Group family.

Jaime Facchino is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Charles Schwab and multiple investment advisory firms. He is currently a Relationship Manager involved in client presentations, financial planning, and customer service. Prosperity - An EisnerAmper Company serves individuals—including high-net-worth clients—trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and consulting services. The firm employs a multi-team approach emphasizing asset allocation and diversification, utilizing both discretionary and non-discretionary management with third-party independent managers and technology platforms.

Andrews Browne is a financial advisor at IFG Advisory, LLC with 11 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at IFG Advisory since 2022 and LPL Financial since 2017, with additional experience at Integrated Support Services. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and provides specialized services such as real estate-oriented planning and business valuation.

William Swecker is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Swecker holds roles across multiple Principal affiliates, including serving as an investment adviser representative providing retirement plan distribution advice. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm operates within the Principal Financial Group family, providing integrated access to affiliated products and discretionary investment management through its SimpleInvest program.

Randolph Autrey is a financial advisor with Arkadios Wealth Advisors in Indian Land, SC, holding Series 63 and Series 66 registrations and bringing 35 years of industry experience. Prior to joining Arkadios Wealth Advisors and Arkadios Capital in 2020, he worked at Triad Advisors, Inc. for six years. Outside of his advisory role, he is involved with Thompson Financial Group, where he acts as an agent in the sale of non-variable life insurance, health insurance, long-term disability, and fixed annuities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of programs including advisor-managed accounts, wrap programs, third-party money managers, and 401(k) advisory. The firm supports customized investment plans and discretionary management, utilizing an internal portfolio team and a mix of fundamental, technical, and cyclical analysis.

Noah Plotkin is a financial advisor at 49 Financial in Charlotte, NC, holding a Series 65 credential with one year of industry experience. His prior experience includes roles at Capital Square and other positions unrelated to finance. He is also a licensed insurance agent. 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 family office services using a disciplined, long-term diversified asset allocation approach implemented through proprietary and third-party model portfolios.

Stephen Litman is a financial advisor at Diversify Wealth Management, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Stifel and Compass. Outside of his advisory work, he is involved in performance coaching for real estate agents through Chirag Shah Coaching and leads LitLife LLC, a business that supports Compass agents with CRM organization and virtual assistant services. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification approach utilizing a range of investment instruments and platform options tailored to client objectives.

Laura Fellows is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 credentials and seven years of industry experience. Her work history includes roles at Principal Financial Services, MWA Financial Services, Eagle Strategies, and New York Life. Outside of her advisory duties, she serves as a board member for Many Paws, a nonprofit focused on care for abandoned older dogs with special medical needs. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients through a range of non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm leverages proprietary models and third-party tools, serving clients with products integrated across the Principal Financial Group family.

Scott Makowski is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Ally Invest Securities since 2016 and joined Ally Invest Advisors in 2022. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, utilizing ETF-based Robo Portfolios and personal advice delivered via a third-party platform. The firm employs model portfolios based on Modern Portfolio Theory across multiple risk tiers and cash allocation strategies.

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.

Terrance Holmes is a financial advisor with Credit Union Investment Services in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Truist Investment Services, BB&T Securities, and MassMutual Investors Services. Outside of his advisory work, he also engages in several delivery service roles with companies such as Amazon Flex, DoorDash, and UberEats. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, with salaried advisers providing recommendations that clients implement at their discretion.

Richard Marrone is a financial advisor at 1919 Investment Counsel, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Washington Crossing Advisors LLC, Ziegler Capital Management, and Stifel Nicolaus & Co Inc. He is based in Charlotte, NC. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, foundations, and pension plans. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research, including AI and machine-learning inputs.

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.

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 at Bragg Financial Advisors Inc with two years of industry experience. She previously worked at Bank of America Private Bank and Wells Fargo Private Bank, accumulating over 18 years in private banking prior to joining Bragg Financial Advisors. Bragg Financial Advisors is a family-owned, multi-advisor firm serving individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation and broad diversification through written Investment Policy Statements, offering services that include model-based portfolio management, a Small Cap Value managed account program, and sub-advisory roles to mutual funds.

Steven Denton is a CFP® professional with 22 years of industry experience, currently serving at Merit Financial Advisors since 2020. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, and The Vanguard Group, Inc. He also holds a municipal leadership role as Deputy Town Manager in Stanley, North Carolina. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios overseen by a central Investment Management team and offers specialized services such as fiduciary and ESOP trustee work.

James Lenoir is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Ally Invest Advisors in 2021, he worked at Wells Fargo Clearing and WELLS FARGO Advisors. He also assists with compliance oversight and manages licensed representatives servicing both self-directed and advisory accounts at Ally Invest Advisors. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering ETF-based Robo Portfolios and advisor-delivered personal advice tailored by risk tier and cash allocation.