Bryan Marciniak is a financial advisor at Ally Invest Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ally Invest Advisors since 2023. His prior experience includes roles at Ally Invest Securities LLC, Bank of America, Merrill, and LPL Financial LLC. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction. The firm offers ETF-based Robo Portfolios and personal advice services, implementing model portfolios founded on Modern Portfolio Theory across multiple risk tiers.

Marissa Harris is a financial advisor at Rossby Financial, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with 17 years of industry experience. Her work history includes roles at Ally Invest Securities LLC, LPL Financial, and JLA Securities, LLC. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a diversified investment approach tailored to client objectives, incorporating fundamental, technical, and cyclical analysis across multiple asset classes.

Jared Daeschner is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 designation and is based in Charlotte, NC. His prior work includes roles at Principal Life Insurance Company, Principal Bank, and Principal Securities, Inc., as well as experience outside the financial sector including at Green Brothers Juice Co. 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 investment management program. The firm is part of the Principal Financial Group family, enabling access to proprietary products and integrated services across affiliated entities.

Jake Murphy is a financial advisor at CWA Asset Management Group with a Series 65 designation and one year of industry experience. Prior to joining CWA, he worked at Raymond James and has a background that includes service at the United States Air Force Academy and in the United States Military. CWA Asset Management Group provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, family offices, and institutional investors. The firm employs a range of active and quantitative strategies, leveraging proprietary research, multi-factor stock selection models, and artificial intelligence to construct globally diversified portfolios tailored to client objectives.

William Smith is a financial advisor with Blueprint Financial Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes nearly a decade at Securities America Advisors and Securities America Inc. Outside of his advisory role, Smith serves as the chairman of a church board and is involved in nonprofit activities, including serving on the board of a ministry and acting as treasurer for a youth basketball program. Blueprint Financial Advisors is a multi-advisor, SEC-registered firm managing approximately $1.4 billion in client assets. The firm offers portfolio management, financial planning, and retirement consulting for individuals, trusts, pension plans, and nonprofits, utilizing a proprietary investment strategy that combines diversified asset allocation with price-driven trend-following and momentum rules.

Shawn Sigler is a financial advisor at AlphaStar Capital Management with six years of industry experience. He holds a Series 65 designation and serves as Executive Vice President of Financial Independence Group, an independent marketing organization representing multiple insurance carriers. In this role, he dedicates significant time to consulting and supporting insurance agents. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, businesses, and other advisers, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting. The firm employs a strategic asset-allocation approach with quantitative analysis and works with subadvisers, underlying funds, and exchange-traded products.

Ava Smagacz is a financial advisor at 49 Financial in Charlotte, NC, holding Series 63 and Series 65 designations with three years of industry experience. Her prior roles include positions at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments, Inc. She also provides fixed insurance services alongside her advisory work. 49 Financial serves individual and institutional clients with comprehensive financial planning, retirement-plan consulting, and investment management. The firm emphasizes disciplined, long-term diversified asset allocation supported by fundamental, cyclical, technical, and behavioral analysis, and offers tiered fractional family office services for high-net-worth clients.

Robert White is a financial advisor with Principal Advised Services in Charlotte, NC, holding the Series 63 and Series 65 designations. He has three years of industry experience and has worked at several firms including Bank of America, Merrill, Fidelity Investments, and The Vanguard Group. His background also includes employment at the Internal Revenue Service and various financial services roles. 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 called SimpleInvest, utilizing a combination of third-party methodologies and proprietary models, supported by governance committees and a dedicated supervision team.

Gary Stewart is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior work includes 15 years at TIAA-CREF and other roles within Principal Financial Group entities and Wells Fargo. Outside of his advisory work, he is owner and president of I RUN ZERO, Inc., a business retailing bumper stickers. Principal Advised Services offers investment advice primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm is part of the Principal Financial Group family, providing integrated access to affiliated products and services tailored to employer plan participants and retail investors.

Kyle Corgan is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at NewBridge Securities Corporation since 2018 and Fidelity Investments from 2011 to 2017. Outside of his advisory role, he is a licensed insurance agent and is involved with HomeVestors, marketing 1031 exchanges and DST investments. He also operates an insurance sales business under Goosehead Insurance Agency, LLC. NFSG Corporation provides investment advisory and financial planning services to a wide range of clients, including individuals, institutional participants, and charitable organizations. The firm offers diversified portfolio management and employs internal and third-party asset management resources to support its advisors.

John Capets is a financial advisor at United Capital Financial Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at United Capital since 2021, following long tenures at Capital Investment Group, Inc. and Harbor Capital Management, Inc. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models developed by an Investment Policy Committee and offers customized strategies including ESG and faith-based options.

Rutherford Bryson III is a CFP® with 24 years of industry experience, currently serving as an advisor at Cary Street Partners since 2011. His prior roles include positions at Genspring Charleston, LLC and GFO Advisory Services, LLC. Outside of his advisory work, he acts as a trustee for multiple family trusts, overseeing asset management and distribution decisions. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, trusts, corporations, and institutional clients. The firm’s investment approach includes a broad menu of equities, fixed income, ETFs, mutual funds, structured products, and private investments, with proprietary strategies implemented through its affiliated asset manager.

James Pinzker is a financial advisor at A.G.P. / Alliance Global Partners with 32 years of industry experience. He previously worked at firms including B. Riley Wealth Management, National Securities Corporation, Oppenheimer, UBS Financial Services, and Citigroup Global Markets. Outside of finance, he is a passive investor in two unrelated businesses: a barbecue operation and a coffee shop. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and pooled/institutional vehicles. The firm employs a variety of investment strategies with an emphasis on international investing and offers discretionary portfolio management, financial and estate planning, model portfolios, and brokerage and insurance product distribution.

Erik Merkau is a CFA® charterholder with 29 years of industry experience. He is currently affiliated with Choreo, LLC and has prior experience at Edelman Financial Engines Advisors, JPMorgan Securities LLC, and Chase. Choreo serves a diverse client base ranging from individual investors to institutional clients, offering services that include portfolio management, financial planning, and outsourced CIO solutions. The firm follows a rigorous investment process centered on strategic asset allocation and a combination of quantitative screening and due diligence to manage portfolios through various vehicles, including model portfolios and separately managed accounts.

Jonathan Hogan is a financial advisor with Arkadios Wealth Advisors in Charlotte, NC, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Kalos Capital, Inc., AlphaStar Capital Management, LLC, The Leaders Group, Inc., and Financial Independence Group. Outside of his advisory work, he is involved in managing a wealth management firm and has authored articles on investment topics such as 1031 exchanges. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through customized strategies, discretionary account management, and access to third-party money managers. The firm integrates an internal portfolio team that supports advisors with models and trade execution across various asset classes while serving as a fiduciary for retirement plan consulting.

Vikalp Agrawal is a financial advisor at Tucker Asset Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at DXC Technologies for 17 years. He is also the owner and CEO of Desiretree Financial Services LLC, a life and health insurance agency based in Charlotte, NC. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management and financial planning through a network of independent adviser representatives. The firm employs a top-down, macroeconomic asset-allocation approach and incorporates a range of strategies including alternative investments and direct indexing.

Lorraine Tomlin is a Series 65-licensed financial advisor with nine years of industry experience, currently with Waverly Advisors, LLC. She has been associated with Rinehart Wealth & Investment Advisory since 2011. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving a diverse client base that includes both non-high-net-worth and high-net-worth clients.

Peter Jespersen is a CFA® with 12 years of industry experience, currently serving at Colony Family Offices, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Charlotte, NC. Colony Family Offices provides comprehensive wealth management and financial planning primarily to ultra-high-net-worth families, trusts, estates, and related entities, managing approximately $3.32 billion in discretionary assets. The firm employs a priorities-based, customized planning process and combines passive and active investment strategies, often using third-party managers and independent research.

Craig Rubrecht is a financial advisor with Cornerstone Wealth Group, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has worked at several firms, including Mutual Securities, Inc., Cornerstone Financial Advisors, LPL Financial, and Securities America Advisors, Inc. He serves as a board member of the Focus Strategic Advisory Board, which meets biannually to provide strategic guidance. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm uses model-based portfolios incorporating ETFs, mutual funds, equities, bonds, and alternative investments, guided by an investment committee, and offers both discretionary and non-discretionary solutions.

Rebecca Chazen is a financial advisor at USAA Investment Services Company with five years of industry experience. She holds Series 63 and Series 66 licenses and has held prior roles at Ally Invest Securities LLC, Truist Investment Services, and The Vanguard Group. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm delivers Retirement Income Strategy Reports and facilitates referrals to third-party broker-dealers and advisers rather than managing client assets directly.