Anaiss Zamora is a financial advisor at Savvy with one year of experience. She holds a Series 65 credential and previously worked at Northwest Asset Management, Better Mortgage, and GCG Wealth Management among other firms. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers, fintech tools, and integrated tax and estate-planning support.

Nabeel Shums is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 66 and Series 63 licenses and eight years of industry experience. His prior work includes roles at Principal Securities Inc., Principal Life Insurance, and Wells Fargo Clearing Services. 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 called SimpleInvest. The firm combines third-party methodologies with proprietary models and operates as part of the Principal Financial Group, providing access to affiliated products and services.

Tayisiya Levandovska is a financial advisor with Ally Invest Advisors in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Prior to joining Ally Invest Advisors, her background includes roles at Ally Invest Securities LLC, Equitable Advisors, LLC, and self-employment. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions. The firm offers ETF-based Robo Portfolios and automated investing services, implementing model portfolios based on Modern Portfolio Theory across five risk tiers.

Spencer Harrison is a Series 65-licensed financial advisor with McAdam LLC, based in Charlotte, NC, and has four years of industry experience. His prior work includes roles at Croghan Colonial Bank, Gideon Owen Wine Company, and Ohio University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, utilizing a range of investment vehicles and incorporating specialized exposures like direct indexing, private investment funds, and cryptocurrency.

Jake Daigle is a financial advisor at 49 Financial with a Series 65 credential and one year of industry experience. Prior to joining 49 Financial, he held various roles including positions at the University of North Carolina Wilmington and Green Lean & Clean. Daigle is also a licensed insurance agent. 49 Financial serves individual and institutional clients by providing financial planning, retirement-plan consulting, investment management, and tiered fractional family office services. The firm’s investment approach focuses on disciplined, long-term diversified asset allocation using a combination of fundamental, cyclical, technical, and behavioral analysis.

Anders Wesley is a financial advisor at Fifth Third Wealth Advisors LLC with one year of industry experience and holds a Series 65 designation. Prior to joining Fifth Third Wealth Advisors, he was involved with Kings Routine LLC and Marci LLC, among other roles. He has experience outside of finance including work with Larsen's Bakery and the Phinney Neighborhood Association. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including individuals, trusts, pension plans, and institutional clients. The firm offers a range of services such as discretionary portfolio management, financial planning, and access to alternative investments, and integrates resources from its parent company, Fifth Third Bank, in its investment processes.

Michael Bono is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at TIAA-CREF and Western Southern Life. Bono is also involved with Sloan Financial Group, LLC, a financial services business operating in Clover, SC. Madison Avenue Securities serves individual and high-net-worth clients, offering investment advisory and brokerage services along with pension consulting, college-savings assistance, and services for charitable entities. The firm manages approximately $2.0 billion across 14,000 clients and provides both discretionary and non-discretionary portfolio management through multiple investment models and third-party managers.

Leighton Becker is a Series 65 licensed advisor with 49 Financial in Charlotte, NC. He joined the firm in 2024 and has prior experience working with Clemson Football and several other organizations. Outside of advising, he has worked as a fixed insurance agent. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and investment management. The firm utilizes a disciplined, long-term diversified asset allocation approach and provides tiered fractional family office services alongside access to third-party managers.

Horace Carney IV is a financial advisor with Ally Invest Advisors holding the CFP® designation and Series 65 and Series 63 licenses. He has 12 years of industry experience, including 11 years at The Vanguard Group, Inc., and is currently based in Charlotte, NC. Outside of his advisory work, he is a drummer for a local church and teaches drum lessons. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering ETF-based Robo Portfolios and personalized financial advice using model portfolios across five risk tiers.

Karisha Reel is a financial advisor at Apollon Wealth Management, LLC with three years of industry experience. She holds a Series 66 designation and has previously worked at Motley Fool Wealth Management, LLC, THE Vanguard Group, Inc., and Wallah Richardson State Farm. Early in her career, she also held roles outside of finance, including at Sunflour Baking Co. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across a network of 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and other institutional clients using a combination of centrally managed strategies and locally managed portfolios supported by a range of research tools and investment approaches.

Charles Hammond IV is a financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He holds a Series 66 designation and has worked with firms including Equitable Advisors, Northwestern Mutual, and Alloy Wealth Management. Outside of his advisory roles, Hammond is also active as an insurance agent specializing in fixed annuities and life insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and offers a range of services through a large network of affiliated offices and investment adviser representatives.

Derek Lightner is a financial advisor with Ally Invest Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Ally Invest Advisors since 2021 and has prior experience with 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, providing discretionary portfolio management through automated services and advisor-led guidance. The firm’s investment approach is based on Modern Portfolio Theory, utilizing ETF-based model portfolios with automated allocation and rebalancing, supported by digital tools and online performance reporting.

Jordan Walters is a Series 65-licensed advisor at OneSeven with three years of industry experience. Prior to joining OneSeven, he worked at Capitol Financial Solutions and Amazon Inc. He is also vice president of Community Educational Funding, a college education planning business. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using diversified portfolios and offers both discretionary and non-discretionary arrangements.

Eric Ridenour is a Certified Financial Planner® (CFP®) and Personal Financial Specialist™ (PFS™) with 26 years of industry experience. He has been with Colony Family Offices, LLC since 2013. Colony Family Offices, LLC provides comprehensive wealth management and financial planning primarily to ultra-high-net-worth families, managing approximately $3.32 billion in discretionary assets across more than 600 client relationships. The firm employs a priorities-based, customized planning process and combines passive and active investment strategies supported by third-party managers and independent research.

Shane Pouliot is a CFP® and CFA® associated with Modera Wealth Management, LLC in Charlotte, NC, with five years of industry experience. He previously worked at Boston Hill Advisors and Charles Schwab Investment Advisory. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and offers integrated accounting, tax, and business coaching services alongside investment management.

Margarite Lynch is a financial advisor with Merit Financial Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and having nine years of industry experience. She previously worked at LPL Financial, LLC, and Purshe Kaplan Sterling Investments. Outside of her advisory role, she serves as a suite attendant at the Bank of America Stadium for the Carolina Panthers. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation using centrally managed model portfolios and employs an internal investment management team alongside third-party managers and sub-advisers.

Leah Williams is a financial advisor at Blueprint Financial Advisors with 10 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Blueprint, she worked at firms including Hornor, Townsend & Kent LLC, Eagle Strategies LLC, and New York Life. Outside of her advisory role, Leah co-owns Empower-Her, a networking group focused on supporting women through events and motivational speaking, and co-hosts a podcast that highlights local female business owners and nonprofits in Fort Mill, SC. Blueprint Financial Advisors is an SEC-registered multi-advisor firm offering portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm employs a proprietary strategic-and-tactical investment approach that utilizes price-driven trend-following and momentum rules across multiple asset classes to manage approximately $1.4 billion in client assets.

Christopher Spalthoff is a financial advisor at 49 Financial with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining 49 Financial, he has held roles at PKS Investments and Northwestern Mutual, among others. In addition to his advisory work, he has experience in the restaurant industry. 49 Financial serves individual and institutional clients, providing financial planning, advanced planning, retirement-plan consulting, and investment management. The firm employs a disciplined, long-term diversified asset allocation strategy and offers tiered fractional family office services alongside third-party manager access.

William Grasty is a financial advisor with The Fiduciary Alliance in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining The Fiduciary Alliance in 2024, he spent 11 years at Lakeview Capital Partners / Bison Wealth, LLC. He is also a licensed independent insurance agent specializing in life, accident, and health insurance. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as retirement plans and other investment advisers. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to build individualized investment policies and offers discretionary portfolio management alongside written financial plans and estate-planning support.

Henry Soule is a financial advisor with Forvis Mazars Wealth Advisors, LLC in Charlotte, NC. He holds the Series 65 designation and has one year of industry experience. Prior to joining Forvis Mazars, he worked at Restoration Hardware and has an academic background from Purdue University and Charlotte Christian. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations by providing financial planning, investment management, investment consulting, and retirement plan consulting. The firm employs a customized investment approach that blends active and passive strategies with an emphasis on diversification, cost control, and long-term discipline, operating within an integrated service model connected to its parent accounting and professional services firm.