Austin Lytle is a CFP® professional with three years of industry experience, currently serving at IFG Advisory, LLC. His background includes roles at BluHawk Wealth Management and LPL Financial LLC. He provides administrative support to IFG Advisory, an independent investment advisor firm. IFG Advisory offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm utilizes a range of investment strategies and third-party managers to tailor portfolios to client objectives, including management of held-away assets like 401(k)s and HSAs.

Matthew Gooch is a Series 65 licensed advisor with 2 years of industry experience, currently with 49 Financial in Charlotte, NC. His background includes roles at Macon Mayhem, Film Buildings LLC, and Samford. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, investment management, and tiered fractional family office services. The firm follows a disciplined, long-term diversified asset allocation approach that combines multiple analysis methods and emphasizes behavioral coaching.

Matthew Poulos is a financial advisor with MCF Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 15 years and was involved with Queen City Racquet Club for two years. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for individuals, small businesses, pension plans, and pooled investment vehicles. The firm provides comprehensive wealth management, financial planning, discretionary portfolio management, and integrated services including accounting, tax preparation, and outsourced CFO support.

Gianna Truisi is a Series 65 licensed advisor with 1 year of experience at 49 Financial in Charlotte, NC. Her prior experience includes internships and roles at various organizations such as Clemson University Professional Internships & Co-ops and Interparfums Luxury Brands. She has also worked in multiple seasonal and part-time positions, including several years at Malibu Beach Camp. 49 Financial serves individual and institutional clients, offering financial and advanced planning, retirement-plan consulting, and both discretionary and non-discretionary investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach using proprietary and external model portfolios, with additional services including tiered fractional family office solutions.

Emily Jones is a CFP® with six years of industry experience, currently serving as an advisor at First Citizens Asset Management, Inc. She has been affiliated with various First Citizens entities since 2017 and also teaches an online course within the Masters of Trust and Wealth Management Program at Campbell University's Lundy-Fetterman School of Business. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages multi-asset global portfolios through a multi-team platform of 33 advisors, employing a combination of quantitative and qualitative methods with dynamic asset allocation.

Grant Wilson Jr. is a financial advisor with Ascentis Independent Advisors, LLC in Charlotte, NC. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at ORG Partners, Defender Capital, UBS Financial Services, and other firms. Outside of finance, he has experience at North Carolina Missions of Mercy and Bad Daddy's Burger Bar. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm offers tailored investment advice using discretionary management, third-party managers, platform solutions, and a Private Direct Investments program focused on illiquid private funds.

Christopher Shaw is a financial advisor with NFSG Corporation in Belmont, NC, holding Series 63, 65, and 66 credentials and 19 years of industry experience. His prior work includes roles at Newbridge Financial Services Group, Pruco Securities LLC, Prudential Insurance, and Kalos Capital Inc. Outside of his advisory work, he serves as treasurer and bookkeeper for a nonprofit supporting disabled veterans through powered paragliding and is the head varsity soccer coach at South Point High School. NFSG Corporation provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm constructs diversified portfolios using a range of investment instruments and supports its advisors with internal portfolio management, research, and third-party asset manager arrangements.

Robin Radovich is a financial advisor at United Brokerage Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including BB&T and Crescom. Radovich also serves as secretary of the Rotary Club of Lincolnton, NC. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of banking affiliation and a primarily non-discretionary advisory model.

Joel Poole is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Principal Securities, LPL Enterprise, Merrill, Bank of America, and The Vanguard Group. Outside of advising, he works as a security investigator for Allied Universal. 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 investment management program called SimpleInvest, utilizing a combination of third-party methodologies and proprietary models supported by its affiliation with Principal Financial Group.

Cody Lewallen is a CFP® professional with five years of industry experience, currently affiliated with IFG Advisory, LLC in Mooresville, NC. His prior roles include positions at Marsh McLennan Agency, LPL Financial, and Old North State Trust. Lewallen also conducts non-investment related activities for Marsh McLennan Agency, supporting its insurance services. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors and third-party models, managing both discretionary and non-discretionary portfolios across a broad range of asset types.

Marc Horgan is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with First Citizens Asset Management, Inc. and holds a management role at SVB Wealth LLC, a wholly owned subsidiary of First Citizens Bank & Trust. His career includes positions at First Citizens Bank and affiliated entities dating back to 1998. First Citizens Asset Management, Inc. provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm employs a multi-team platform with discretionary management of approximately $167 million, utilizing global multi-asset model portfolios and a combination of quantitative and qualitative investment criteria.

Sampson Reavis Jr. is a financial advisor at Asset Allocation Strategies, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Arthur J Gallagher and GLP Investment Services. Outside of his advisory role, he serves as a board member and secretary for Lions Services, a nonprofit helping the blind, and volunteers with Seeds of Hope, a scholarship organization in Charlotte. Asset Allocation Strategies provides investment management, financial planning, and retirement-plan advisory services to individual investors and plan sponsors. The firm employs advanced quantitative asset allocation models and offers both discretionary and non-discretionary services through diversified portfolios, including ETFs and third-party managers.

Gregory Bennett is a financial advisor with IFG Advisory, LLC, holding Series 63, Series 65, and Series 66 credentials and over 30 years of industry experience. His career includes roles at Merit Financial Group, LPL Financial, Private Portfolio Partners, Wells Fargo Clearing, and A.G. Edwards & Sons. He serves as trustee for his deceased father’s trust, managing fiduciary responsibilities related to family beneficiaries. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, trusts, estates, corporations, and retirement plans. The firm customizes investment strategies using sub-advisors and third-party managers and offers a broad range of portfolio management and consulting services.

Lynn Lins De Araujo is a financial advisor at Bragg Financial Advisors Inc with the CFP® designation and Series 63 license. She has six years of industry experience and has worked at Wachovia Securities, LLC and Wachovia Bank, N.A. since 2002. 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 emphasizes strategic asset allocation, broad diversification, and longer-term holdings, offering discretionary portfolio management, financial planning, and managed-account services.

Sean Powley is a CFP® with 10 years of experience in the financial services industry. He is currently with Facet Wealth, where he has worked since 2022. His previous experience includes roles at UBS Financial Services and The Vanguard Group. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses technology-driven processes and model-based asset allocations, offering a range of services including portfolio design, retirement and tax planning, and estate planning referrals.

Derek Cox is a financial advisor at Ally Invest Advisors in Charlotte, NC, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work history includes roles at ProCamps, Dexian, and Jobot. Ally Invest Advisors delivers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual services, including ETF-based Robo Portfolios and personalized financial advice. The firm employs model portfolios grounded in Modern Portfolio Theory with multiple risk tiers and cash allocation strategies.

Connor Emmert is a financial advisor at Coppell Advisory Solutions LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Ameriprise, Modern Woodmen of America, NerdWallet, Fisher Investments, Merrill, and Bank of America. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning for individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and businesses. The firm uses an open-architecture platform with internally and independently created asset allocation models, employing a broad investment toolkit and continuous monitoring to implement tailored investment strategies on a discretionary basis.

Matthew Papandrea is a CFP® with 18 years of industry experience, currently serving at Ritholtz Wealth Management. He has worked at The Vanguard Group since 2008. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering comprehensive portfolio management and financial planning services. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

William Ham is a financial advisor with AlphaStar Capital Management holding a Series 65 designation and eight years of industry experience. His prior roles include positions at Armis Advisers, Ham Asset Management, and a long-standing role with Financial Independence Group, where he serves as Vice President of Sales in the Annuity Division. 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 consulting services, utilizing strategic asset allocation and quantitative tactical approaches.

Steven Scruggs is a CFA® charterholder with 26 years of experience in the financial services industry. He has worked at Bragg Financial Advisors Inc since 2000 and previously spent 20 years with Queens Road Securities, LLC. Bragg Financial Advisors, Inc. is a family-owned investment adviser managing over $4.6 billion for individuals, charitable organizations, corporations, and investment-company clients. The firm emphasizes strategic asset allocation, diversification, and rebalancing, offering discretionary portfolio management and financial planning services, often through portfolio models managed directly or by independent managers.