Jeffrey Thompson is a financial advisor with Geneos Wealth Management, Inc. in Davidson, NC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been associated with Geneos Wealth Management since 2005 and leads Thompson Wealth Advisors, an investment services business. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm provides financial planning, portfolio management, and access to third-party money managers through various traditional and wrap-fee programs.

Joseph Leary is a financial advisor at Ascentis Independent Advisors, LLC in Charlotte, NC, holding Series 63 and Series 66 licenses with 15 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Citizens Bank N.A., and several other financial firms. Ascentis Independent Advisors serves individuals, trusts, retirement plans, and businesses, offering tailored portfolio management, financial planning, and consulting services. The firm employs a combination of asset allocation, fundamental and technical analysis, and utilizes third-party managers and alternative investments through its Private Direct Investments program.

Austin Portelance is a CFP®-certified financial advisor with eight years of industry experience. He is currently with Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC, having joined in 2024 following six years at Edward Jones. In addition to his advisory role, he is involved with Destination Wealth Advisors, where he creates and executes financial plans and manages client assets. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients with a broad range of investment products and specialized offerings. The firm oversees advisor recommendations while allowing flexibility within an approved product menu.

Jason Rindskopf is a financial advisor with Signal Advisors Wealth, LLC, holding a Series 65 credential and six years of industry experience. He has worked at several firms, including AE Wealth Management, Advisory Alpha, and Financial Independence Group. Rindskopf is also the author of the book *Survive the Crash*. Signal Advisors Wealth provides investment management and financial planning services to retail clients and independent registered investment advisers through its Signal Platform TAMP. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, serving individual, high-net-worth, family, and business clients.

Devin Young is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation and currently in their first year in the industry. Prior to joining Principal, Young held positions at Goldman Sachs and several other companies across diverse industries. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates proprietary and third-party methodologies and operates within the Principal Financial Group family, enabling access to a range of affiliated products and services.

Andrew Ball is a financial advisor at AlphaStar Capital Management with four years of industry experience. He holds a Series 65 designation and has worked at AlphaStar since 2021. In addition to his advisory role, he serves as Vice President of Sales for the Annuity Division at Financial Independence Group. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and other advisers. The firm employs both model and custom strategies, utilizing strategic asset allocation combined with quantitative and momentum analysis, and provides a range of portfolio management and consulting services.

Bryant Trombly is a financial advisor with Kestra Private Wealth Services, LLC, holding the Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley spanning over a decade. Outside of his primary advisory role, he is a partner at Destination Wealth Advisors and serves as an adjunct instructor facilitating online graduate classes. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers access to a broad range of investment products and specialized services, serving both individual and institutional clients.

Ryan Whitley is a CFP®-designated financial advisor with 18 years of industry experience, currently practicing with RFG Advisory, LLC. He has worked with firms including Waddell & Reed Inc. and Navipath Financial, where he is also involved as an owner and financial advisor. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, and a range of investment strategies, serving individuals, institutions, and retirement plans with both active and passive approaches.

Rachel Posner is a financial advisor with Cornerstone Wealth, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has worked at several firms, including Mutual Securities, Inc., Signature Intelligent Portfolios, and Signator Investors Inc. Outside of her advisory role, she also engages in food delivery services on a part-time basis. 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, and retirement plan consulting through model portfolios with discretionary management and options for alternative investments for qualified clients.

William Averkamp is a financial advisor at Altitude Capital Management LLC with a Series 65 credential. He has professional experience including 14 years at Wells Fargo and more recently has been with Altitude Capital Management LLC and Harborlight Wealth since 2026. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm uses a variety of investment approaches tailored to client goals and risk tolerance, operating managed account programs with $103.6 million in discretionary assets under management.

Matthew Moyzis is a CFP® professional at Cornerstone Wealth with 18 years of industry experience. His prior roles include positions at Gratus Capital, The Vanguard Group, MML Investors Services, and Mass Mutual Life Insurance Company. Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals, trusts, estates, employer retirement plans, other advisers, and corporate entities. The firm offers portfolio management and financial planning through model portfolios using ETFs, mutual funds, stocks, bonds, and alternative investments, with regular reviews by its investment committee.

Joshua Kight is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Principal Advised Services since 2022 and has held roles at Principal Financial Services and Principal Life Insurance Company since 2016 and 2012, respectively. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients through nondiscretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models, serving clients within the Principal Financial Group family and other retail clients.

Patrick Schultz is a CFP®-credentialed financial advisor with 20 years of industry experience, currently with Concurrent Investment Advisors, LLC. He has worked at firms including New York Life Investment Management, Purshe Kaplan Sterling Investments, and Neuberger Berman. Outside of his advisory role, he provides marketing consulting for Armstrong, Fleming, & Moore. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, with approximately $15.7 billion in assets under management and a multi-office platform.

Ryan Asher is a financial advisor at Prosperity Capital Advisors in Charlotte, NC, holding a Series 66 credential with four years of industry experience. His prior work includes roles at Sovereign Financial Group, CG Advisor Network, Curran Financial Partners, and Mass Mutual. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach using core risk-based portfolios and specialized strategies, and it offers a range of intermediary services including TAMP, sub-advisory, and Fund Strategist roles.

William Allen II is a financial advisor at Cary Street Partners with 25 years of industry experience. He holds Series 66 and Series 63 designations and has been with Cary Street Partners since 2015. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, retirement plans, and institutional clients. The firm offers a range of investment and financial planning services, utilizing proprietary strategies, third-party managers, and AI tools to support portfolio management.

Nnamdi Anyafo is a financial advisor with Simplicity Wealth in Charlotte, NC, holding a Series 65 designation and bringing 11 years of industry experience. He has previously worked with Alphastar Capital Management and currently holds roles at Freedom Financial Advantage, LLC, and NCI Wealth Management, Inc. Outside his advisory work, he is a partner and tax preparer at two tax and accounting businesses affiliated with H&R Block. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a range of advisory and managed account services combined with technology and operational support for other advisers.

Dwain Gullion is a financial advisor at Blueprint Financial Advisors with 14 years of industry experience. He holds a Series 65 credential and has worked at several firms, including Securities America Advisors, Inc. and Deep River Capital Advisors, LLC. Gullion serves as a board member of Bethesda Family Ministries and is president of The Abba Fund, Inc. Blueprint Financial Advisors is a multi-advisor firm offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets using a globally diversified investment approach that incorporates a proprietary strategic-and-tactical framework based on price-driven trend-following and momentum rules.

David Winslow is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2022. Prior to joining Choreo, he worked for 15 years at RSM US Wealth Management LLC. He holds the Series 63 and Series 66 licenses. Choreo provides investment and advisory services to a wide range of clients, including individual investors, family offices, endowments, foundations, and corporate clients. The firm focuses on strategic asset allocation and diversified model portfolios managed by a centralized team, offering services such as portfolio management, financial planning, OCIO consulting, and specialized advice like 1031 exchanges and Deferred Sales Trust™ consulting.

Tanner Smith is a financial advisor with Principal Advised Services and holds a Series 66 designation. He has been with Principal Advised Services, Principal Securities, Inc., and Principal Life Insurance Company since 2026 and has eight years of prior self-employed experience. He is based in Huntersville, North Carolina. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm is part of the Principal Financial Group family and integrates proprietary models and third-party methodologies with governance oversight to serve its clients.

Nickles Spryn is a CFP® with 19 years of industry experience, currently serving at Coppell Advisory Solutions LLC. He has previously worked at Vanguard Advisers, Inc., Old Point Trust & Financial Services, and Wells Fargo Advisors, LLC. In addition to his advisory role, Mr. Spryn is also an insurance agent at Belmont Capital, focusing on suitability assessments for life and long-term care annuities. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations. The firm utilizes an open-architecture platform offering tailored investment strategies and a broad range of investment tools, supported by a team of 76 advisors managing over $1.1 billion in client assets.