Edward Wood III is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Cornerstone Wealth Group LLC, where he has worked since 2018, and has held positions at several firms including Mutual Securities, Inc., Cornerstone Financial Partners, Inc., and LPL Financial. Wood is also involved in insurance-related activities through Cornerstone Risk Management Advisors, LLC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, advisers, and corporations. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing model-based portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments when appropriate.

Jennifer Muckley is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Bragg Financial Advisors Inc since 2018. Prior to joining Bragg, she worked for three years at Wells Fargo Bank dba Abbott Downing. 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 with broad diversification and periodic rebalancing, offering discretionary portfolio management, financial planning, and managed-account services.

Jeremy Fisher is a financial advisor at Choreo, LLC in Charlotte, NC, holding a Series 65 designation with 13 years of industry experience. He has been with RSM US Wealth Management LLC since 2012. Choreo 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 emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Casey Hepburn is a financial advisor at Principal Advised Services with three years of industry experience. He holds a Series 66 designation and has worked with Principal Financial Services, Principal Bank, and Truist Financial. Hepburn provides investment advice to retirement plan participants regarding their distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools like Morningstar with proprietary models. The firm is part of the Principal Financial Group family, providing access to affiliated mutual funds, bank products, and trading services through integrated operations.

Isaiah Smith II is a financial advisor with Integrity Advisory Solutions, holding Series 63 and 65 licenses and bringing 11 years of industry experience. Prior to joining Integrity Advisory Solutions in 2025, he worked at AlphaStar Capital Management, LLC for five years and Regal Investment Advisors LLC for four years. He also serves as Senior Vice President of Annuity Sales at The Assurance Group, where he is involved in training and mentoring agents. Integrity Advisory Solutions serves individual, trust, estate, corporate, and business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and uses both fundamental and technical analysis supported by various asset allocation strategies and third-party platforms.

Jacob Stevenson is a financial advisor with Ausdal Financial Partners, Inc., holding Series 66 and Series 63 credentials and 15 years of industry experience. He previously worked at Larson Financial Securities, LLC and Larson Financial Group, LLC from 2015 to 2022. In addition to his advisory role, Stevenson is involved in outside insurance sales as an agent and partner at Mint Hill Insurance. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a large network of advisors. The firm offers a wide range of services, including advisor-managed and separately managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored at the advisor level to meet client-specific objectives and risk tolerances.

Michael Ames is a financial advisor at StoneX Advisors Inc. with 15 years of industry experience. He has worked at StoneX Advisors since 2020, following roles at Fifth Third Securities and Truist Investment Services. Ames is also involved in insurance sales as an agent with Synergy Insurance Group and Buckhead Brokerage Group. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes a variety of strategies and platforms to support customized investment solutions.

Andrea Pine is a financial advisor with Cornerstone Wealth, holding Series 65 and Series 63 licenses and 17 years of industry experience. Her prior work includes roles at Mutual Securities, Inc., Cornerstone Financial Partners, and LPL Financial. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm provides portfolio management, financial planning, and retirement plan consulting using model-based portfolios with ETFs, mutual funds, equities, bonds, and alternative investments when appropriate.

Matthew Sandberg is a CFP® professional with 10 years of industry experience, currently serving at Cornerstone Wealth Group since 2017. His prior roles include positions at Mutual Securities, Inc., Cornerstone Financial Partners, and LPL Financial, LLC. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, retirement plan consulting, and related services, employing model-based portfolios guided by an investment committee and providing both discretionary and non-discretionary solutions.

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.

Trenton Whalen is a financial advisor at AlphaStar Capital Management with five years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Fifth Third Securities, and Fifth Third Bank. Outside of his advisory role, Whalen serves as Chief Judge of an election precinct and is Chair of the Cabarrus Community Foundation board. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting, employing both model and custom strategies that combine strategic asset allocation with quantitative and momentum analysis.

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 at Prospera Financial Services, Inc. in Charlotte, NC, with 27 years of industry experience. He has held roles at Capital Guardian Wealth Management, Citigroup Global Markets, and Prudential Equity Group. Montanari is a Series 63 and Series 65 license holder. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

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.