Dylan Hood is a financial advisor at Ally Invest Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing Services and Liberty Mutual Insurance Company. He also serves as a supervisor for client services, managing licensed representatives who support both self-directed and advisory accounts. Ally Invest Advisors serves individual and high-net-worth clients through discretionary portfolio management that combines automated web-based services with advisor-led guidance. The firm employs model portfolios based on Modern Portfolio Theory and integrates digital tools for performance reporting, tax optimization, and ongoing portfolio monitoring.

Matthew Devries is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Bragg Financial Advisors Inc since 2015. He is based in Charlotte, NC, and holds a Series 63 license. Devries is a member of the Investment Committee at Camp Luck, a nonprofit organization in Cherryville, NC. Bragg Financial Advisors is a family-owned, multi-advisor firm providing financial planning and discretionary portfolio management to individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation, broad diversification, and periodic rebalancing, and is notable for its Small Cap Value Managed Account Program and sub-advisory role for small-cap value and value mutual funds.

Angela Hatley is a Series 66-licensed financial advisor at Hilltop Securities Inc. in Charlotte, NC, with 16 years of industry experience. She previously worked at RBC Capital Markets for 21 years before joining Hilltop Securities in 2026. Hilltop Securities Inc. provides brokerage, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of managed account programs through an open-architecture platform and features municipal bond strategies co-advised by Franklin Templeton Group.

Noah Ordway is a financial advisor at Manning & Napier Advisors, LLC with 20 years of industry experience. He has held positions at Morgan Stanley Distribution, Inc. and Wells Fargo Funds Distributor, LLC prior to joining Manning & Napier in 2021. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, managing discretionary separately managed accounts and offering non-discretionary advice to various proprietary funds. The firm employs a team-based, strategy-specific investment process combining top-down macro analysis with bottom-up security selection and offers additional services such as retirement plan advice and custom wealth management solutions.

Louis Woodbeck is a Series 65-licensed financial advisor with IP Financial Advisory Services LLC in Charlotte, NC, bringing three years of industry experience. His work history includes roles at Innovation Partners LLC and IP Financial Advisory Services LLC since 2021, as well as prior experience with Swim Club Management Group and Red Beard Farms. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm emphasizes customized portfolios for non-high-net-worth individuals and offers access to third-party investment advisors alongside retirement-plan consulting services.

Evan Anderson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Bragg Financial Advisors Inc since 2021. Prior to joining Bragg Financial Advisors, he worked at Wells Fargo Bank, N.A. for eight years. Bragg Financial Advisors is a multi-advisor, family-owned firm offering financial planning and discretionary portfolio management to individuals, charitable organizations, corporations, and investment companies. The firm follows a model-based investment approach emphasizing strategic asset allocation, diversification, and periodic rebalancing, and it operates specialized programs such as a Small Cap Value Managed Account Program and sub-advisory services for mutual funds.

Aaron Combs is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Modera Wealth Management, LLC since 2023 and previously spent 11 years at Parsec Financial Management Inc. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a broad client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach is allocation-driven and grounded in Modern Portfolio Theory, utilizing diversified portfolios with options for ESG integration and private-placement opportunities for qualified investors.

Karen Holland is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Fusion Capital Management, Dempsey Lord Smith, LLC, Cape Securities, Inc., and several other firms dating back to 2014. In addition to her advisory work, she is involved with Holland Wealth Management / Impact, where she markets insurance and annuity investments as an insurance agent. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses an open-architecture platform and a combination of tailor-made asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision to meet client objectives.

Erica Yount is a CFP® and CFA® with nine years of industry experience. She is currently a financial advisor at Modera Wealth Management, LLC, where she has worked since 2020. Her prior experience includes positions at Keatley Wealth Management, LLC and SignupGenius. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, retirement plan consulting, and financial planning. The firm employs a diversified asset allocation approach based on Modern Portfolio Theory and offers integrated services including tax preparation, accounting, and business coaching.

Lathan Hunter is a financial advisor at Ally Invest Advisors in Charlotte, NC, with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ally Invest Advisors since 2022, following prior roles at Ally Invest Securities LLC and Wells Fargo Clearing Services. Ally Invest Advisors serves a large retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated services and advisor-led advice. The firm employs a model-based investment approach grounded in Modern Portfolio Theory, utilizing primarily ETFs and digital processes to manage tens of thousands of client accounts.

Brian Seidenwand is a CFP® with four years of industry experience, currently serving as a financial advisor at Coppell Advisory Solutions LLC. His prior roles include positions at The Vanguard Group, Charles Schwab, and TD Ameritrade. Outside of his advisory work, he is also an insurance agent specializing in life and annuity products. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture investment platform incorporating both fundamental and technical analysis across a broad range of asset classes.

Shane Robertson is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at Merrill from 2013 to 2021 before joining Ally Invest Advisors and Ally Invest Securities in 2021. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction, offering ETF-based Robo Portfolios and personalized financial advice delivered via a third-party asset management platform.

Christopher Zambrotta is an advisor with NorthCoast Asset Management LLC holding Series 63 and Series 65 licenses. He has worked in various roles since 2017, including positions at Kovitz Investment Group Partners and TIAA-CREF. Previously, he held roles outside the financial sector, including at MegaCorp Logistics and Magnolia Greens Golf Course. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process combining proprietary market-exposure and security-scoring models with multifactor risk models to guide portfolio construction and trading.

Peter Hunt is a CFP® and Series 65 credentialed financial advisor with 17 years of industry experience. He is currently with Advisory Services Network, where he has worked since 2025, following five years at Exencial Wealth Advisors and eleven years at Willingdon Wealth Management. Hunt is also the owner and managing member of Rock Harbor WM, LLC, a service company supporting his financial services practice. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Thomas Rose is a CFP® and CFA® with 30 years of industry experience. He has been with Bragg Financial Advisors Inc since 2012. The firm is a family-owned, multi-advisor investment advisory that serves individuals, charitable organizations, corporations, and investment companies through financial planning and discretionary portfolio management. Bragg Financial Advisors emphasizes strategic asset allocation, broad diversification, and periodic rebalancing, and is also noted for its role as a sub-advisor to small-cap value and value mutual funds.

Richard Ranson is a financial advisor at Saxony Capital Management, LLC in Charlotte, NC, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Saxony Securities since 2002, joining Saxony Capital Management in 2017. Ranson also operates Ranson Capital Management for his investment-related activities. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charities, and corporations. The firm uses a multi-team model with a range of investment strategies, including discretionary asset management and third-party manager due diligence.

Lauren Klaiber is a CFA® charterholder with over four years of industry experience. She currently works at Bragg Financial Advisors Inc and previously held roles at Wells Fargo Investment Institute, Inc. and Wells Fargo & Co. She is based in Charlotte, NC. Bragg Financial Advisors is a family-owned, multi-advisor investment advisory firm serving individuals, charitable organizations, corporations, and investment companies. The firm emphasizes strategic asset allocation and broad diversification, offering model-based portfolio management, a Small Cap Value managed account program, and sub-advisory services to mutual funds.

Ryan Thrower is a financial advisor at Choreo, LLC with 10 years of industry experience. He previously worked at Merrill from 2013 to 2024 and at Truist Advisory Services from 2024 to 2026. He holds a Series 66 designation. Outside of his advisory role, Ryan serves on the board of Cannon School in Concord, North Carolina, and is an assistant coach for the Harrisburg Hornets girls' softball team. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence, offering services such as discretionary portfolio management, financial planning, and outsourced CIO consulting.

Corey Meyer is a CFP® professional with eight years of industry experience, currently serving at Waverly Advisors, LLC. His career includes prior roles at McShane Partners and The Vanguard Group. 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, offering both discretionary and non-discretionary portfolio management.

Matthew Lyons is a financial advisor at Principal Advised Services in Charlotte, NC. He holds a Series 66 designation and has been with Principal and its affiliated entities since 2026. Prior to entering the financial industry, he worked in the hospitality and golf club sectors and attended the University of North Carolina at Charlotte. 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, leveraging proprietary and third-party models, with operational integration across affiliated entities within the Principal Financial Group.