Isaiah Smith II is a financial advisor with Integrity Advisory Solutions and holds Series 63 and Series 65 credentials. He has 11 years of industry experience, including roles at AlphaStar Capital Management and Regal Investment Advisors. In addition to his advisory work, he serves as Senior Vice President of Annuity Sales at The Assurance Group, where he trains and mentors agents. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing a range of asset-allocation frameworks and third-party platforms to create tailored client portfolios.

Michael Ames is a Financial Advisor with StoneX Advisors Inc. in Cornelius, NC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining StoneX in 2020, he worked at Fifth Third Securities for five years. Outside of his advisory role, Ames is involved in insurance sales as an agent with Synergy Insurance Group and partners with Buckhead Brokerage Group for access to index annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and annuity allocation services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon, to deliver customized investment solutions.

Andrea Pine is a financial advisor with Cornerstone Wealth, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. She has worked at Mutual Securities, Inc. since 2017 and at Cornerstone Financial Partners since 2014, with prior experience at LPL Financial from 2013 to 2017. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts and estates, employer retirement plans, other advisers, and corporate entities. The firm offers portfolio management, financial planning, and retirement plan consulting, primarily implementing investment advice through model portfolios that include ETFs, mutual funds, individual securities, and alternative investments, with oversight by an investment committee.

Matthew Sandberg is a CFP® professional with 10 years of industry experience. He has worked at Cornerstone Wealth Group, LLC and Mutual Securities, Inc. since 2017 and previously held roles at Cornerstone Financial Partners and LPL Financial, LLC. Sandberg operates out of Huntersville, NC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts and estates, employer retirement plans, advisers, and corporate entities. The firm provides portfolio management, financial planning, and retirement plan consulting, implementing investment advice primarily through model portfolios composed of ETFs, mutual funds, stocks, and bonds.

Lewis Kayes is a CFA® charterholder with 19 years of industry experience. He is currently with Cary Street Partners and has previously worked at Exencial Wealth Advisors and Willingdon Wealth Management Inc. Lewis is based in Charlotte, NC. Cary Street Partners serves a diverse client base, including high-net-worth individuals, corporations, trusts, and institutional clients. The firm provides comprehensive portfolio management, financial planning, and access to proprietary strategies supported by AI tools and a range of affiliated services.

Katherine Burak is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Choreo, LLC. Her prior roles include positions at Vanguard Marketing Corporation and Cleary University. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm’s investment process emphasizes strategic asset allocation combined with quantitative screening and due diligence, implementing portfolios through a variety of managed accounts and specialized advisory services.

Brett Shanklin is a financial advisor at Principal Advised Services with a Series 66 credential and two years of industry experience. He has held roles at several Principal Financial Group affiliates, including Principal Bank, Principal Life Insurance Company, and Principal Securities, Inc. Prior to joining Principal, his work experience spans multiple industries including banking and staffing. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm leverages its affiliation with Principal Financial Group to offer a range of advisory services and investment products supported by dedicated governance and supervision.

Lauren Martinez is a financial advisor at Choreo, LLC with nine years of industry experience. She holds a Series 65 designation and has previously worked at Verum Partners LLC, Novare Capital Management, LLC, and Staton Financial Advisors, LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a quantitative and committee-approved investment process, offering a broad range of services such as portfolio management, wealth management consulting, outsourced CIO, and retirement plan consulting.

Carolyn Balzano is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC since 2021. She previously worked at Fifth Third Bank from 2014 to 2021. Fifth Third Wealth Advisors LLC is a multi-team registered investment adviser managing approximately $7.8 billion in discretionary assets for a range of clients, including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm provides portfolio management, financial planning, and access to alternative investments, leveraging both in-house resources and third-party managers within an integrated framework affiliated with Fifth Third Bank.

Lance Bryan is a financial advisor with Cary Street Partners in Charlotte, NC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Matrix Private Capital Group and Neuberger Berman, LLC. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and integrated lending and insurance solutions.

Arron Price is a financial advisor at AlphaStar Capital Management with five years of industry experience. He holds a Series 65 designation and serves as the COO of Financial Independence Group, where he oversees the strategic direction of operations and technology. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base, including individuals, trusts, estates, and institutions. The firm offers both predefined model portfolios and customized strategies, employing a quantitative and tactical investment approach that incorporates third-party research and momentum evaluation.

Anthony Montanari is a financial advisor with Prospera Financial Services, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Prospera since 2012. Outside of his advisory role, Montanari is involved in several private business activities, including ownership and management roles in multiple LLCs. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base that includes individuals, high-net-worth clients, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across about 207 advisors and offers a range of investment advisory and financial planning services through multiple platforms and customizable portfolio approaches.

Jonathan Heim is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Principal Financial Services and Principal Life Insurance Company. He also has experience in the parking management sector and the mortgage industry through Angel Oak Home Loans. 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. The firm integrates third-party tools and proprietary models and benefits from its affiliation with Principal Financial Group entities, providing access to a range of proprietary financial products.

Eric Housman is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC since 2020. He previously worked at Fifth Third Securities, Inc. and Fifth Third, accumulating over two decades of experience within the Fifth Third organization. Outside of his advisory role, he is an owner and landlord of a rental property in North Myrtle Beach, SC. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, utilizing both affiliated and third-party managers.

Thomas Worth III is a CFP® with 16 years of industry experience. He is currently with Ascentis Independent Advisors, LLC and previously worked at Defender Capital and ORG Partner's LLC. Worth also operates as a Personal CFO. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers a broad range of services including asset management, comprehensive portfolio management, and financial planning, utilizing portfolios composed of both public and private securities that are actively monitored and rebalanced.

Robin Slaughter is a CFP® with 41 years of industry experience, currently serving as an advisor at Royal Fund Management, LLC. He has held positions at firms including Center Street Advisors, Alphastar Capital Management, and Maximum Advisory. Since 1997, he has been owner and president of Retirement & Estate Planning Services, Inc., where he provides retirement and estate planning strategies and tax consulting. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement customized investment strategies and offers services including options writing, third-party manager oversight, and defined contribution plan management.

William Smiley is a financial advisor at Coastal Bridge Advisors with eight years of industry experience. He previously worked at TrinityPoint Wealth, LLC, and Penland Legacy Advisors. He serves on the board of directors for the Winthrop University Foundation, providing volunteer leadership in community outreach and university engagement. Coastal Bridge Advisors offers financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and provides specialized advisory services including retirement plan consulting and HSA investment management.

Nickolas Sherek is a financial advisor at Choreo, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at UBS and U.S. Bank. Choreo provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, retirement plans, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Anna Houser is a CFP® with five years of industry experience and has been with Prospera Financial Services, Inc. since 2014. She serves as president of the counsel and volunteers at Holy Trinity Lutheran Church, where she also teaches Sunday school and leads Bible study. Additionally, she is the managing member of Sandy Ventures, LLC, a business focused on the sale of apparel, stickers, and accessories currently in early development. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across 207 advisors and about 140 offices. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Jeremy Grant is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Cornerstone Wealth. He has worked at multiple financial firms, including Mutual Securities, Cornerstone Financial Partners, Cornerstone Financial Advisors, and LPL Financial. Grant is also involved with an insurance agency as part of his other business activities. Cornerstone Wealth Group is an SEC-registered multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, other advisers, and corporate clients, offering portfolio management, financial planning, retirement plan consulting, and access to affiliate-managed private investment vehicles.