Laurel Bacogeorge is a financial advisor with Credit Union Investment Services and holds Series 65 and Series 63 licenses. She has 26 years of industry experience, including a long tenure at The Vanguard Group, Inc. from 1999 to 2025. Laurel also serves as a Financial Advisory Services Specialist at State Employees' Credit Union, providing financial services aimed at improving members' economic and social conditions. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning with an emphasis on long-term, goals-based strategies using low-cost index funds and ETFs. The firm operates within a credit-union ecosystem and focuses on salaried advisors who provide recommendations without earning commissions.

Sarah Nestingen is a financial advisor at Coppell Advisory Solutions LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Verum Partners LLC, Trinity Wealth Securities, LLC, and Florida Financial Advisors. Outside of her advisory role, she is also involved in marketing insurance and annuity investments as an insurance agent at Belmont Capital Advisors. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs an open-architecture investment platform and combines tailor-made asset allocation models with fundamental and technical analysis to implement strategies consistent with client objectives.

Lori Haddock is a CFP®-certified financial advisor with 26 years of experience, currently with Blueprint Financial Advisors in Charlotte, NC. Her prior work includes roles at Securities America and OSAIC. Haddock serves as chair of the investment committee at Kintura and is a trustee at Daystar Christian Fellowship. She is also a member of the Greensboro Rotary Club. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in assets, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm employs a strategic-and-tactical investment approach using price-driven trend-following and momentum rules across diversified asset classes.

Wyman Byrd is a financial advisor at Colony Family Offices, LLC with 14 years of industry experience and holds a Series 65 designation. He has been with Colony Family Offices since 2013. Colony Family Offices provides comprehensive wealth management and financial planning primarily to ultra-high-net-worth families, their trusts, estates, retirement accounts, and related entities. The firm manages approximately $3.32 billion in discretionary assets and employs a priorities-based, customized planning process integrating both passive and active investment strategies.

Kassidy Greer is a financial advisor with Credit Union Investment Services based in Harrisburg, NC. She holds Series 63 and Series 65 licenses and has four years of industry experience. Greer has worked concurrently at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union, serving in roles related to financial advisory, trust representation, and insurance. Credit Union Investment Services primarily serves individual investors residing in North Carolina, offering non-discretionary portfolio management, asset allocation advice, and financial planning with a focus on long-term goals and cost-efficient investment products. The firm operates within a credit-union ecosystem and emphasizes salaried advisors who do not receive commissions on recommended products.

Jonie Parks is a Certified Financial Planner® with 21 years of industry experience. She has been with Modera Wealth Management, LLC since 2018 and previously worked at Matrix Wealth Advisors, Inc. for 12 years. She holds a Series 63 license and is based in Charlotte, NC. Modera Wealth Management, LLC offers fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, Dimensional funds, private placements, and optional ESG integration.

Caroline Campanella is a CFP® professional at Ritholtz Wealth Management with two years of industry experience. She previously worked at Novare Capital Management and Corient, and earlier was employed by the University of Georgia. Ritholtz Wealth Management serves individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $9.4 billion in assets, emphasizing goal-based investing, asset allocation, and behavioral finance principles, and provides both advisor-led services and digital platforms for portfolio implementation and management.

Leah Maybry is a financial advisor at SignatureFD, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at SignatureFD since 2019, following four years at Rinehart Wealth Management/McShane Partners. In addition to her advisory role, she is a principal at Frazier & Deeter Certified Public Accountants and Advisors, where she provides tax compliance and consulting services for individuals and closely-held businesses. SignatureFD serves a diverse client base including high-net-worth individuals, business entities, and charitable organizations, offering wealth management, retirement plan management, and consulting services. The firm combines discretionary portfolio management with ongoing financial planning and integrates affiliated accounting and fund management capabilities.

Marissa Harris is a financial advisor at Rossby Financial, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with 17 years of industry experience. Her work history includes roles at Ally Invest Securities LLC, LPL Financial, and JLA Securities, LLC. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a diversified investment approach tailored to client objectives, incorporating fundamental, technical, and cyclical analysis across multiple asset classes.

Jared Daeschner is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 designation and is based in Charlotte, NC. His prior work includes roles at Principal Life Insurance Company, Principal Bank, and Principal Securities, Inc., as well as experience outside the financial sector including at Green Brothers Juice Co. 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 investment management program. The firm is part of the Principal Financial Group family, enabling access to proprietary products and integrated services across affiliated entities.

Jake Murphy is a financial advisor at CWA Asset Management Group in Charlotte, NC. He holds a Series 65 designation and has one year of industry experience. His prior experience includes roles at Raymond James and the United States Air Force Academy, as well as military service. CWA Asset Management Group is a multi-team registered investment adviser serving individuals, high-net-worth families, trusts, foundations, pension and profit-sharing plans, and other institutional clients. The firm employs proprietary model portfolios developed by an in-house research team, emphasizes global diversification and tax-aware strategies, and integrates advanced technologies such as AI in its investment process.

William Smith is a financial advisor with Blueprint Financial Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes nearly a decade at Securities America Advisors and Securities America Inc. Outside of his advisory role, Smith serves as the chairman of a church board and is involved in nonprofit activities, including serving on the board of a ministry and acting as treasurer for a youth basketball program. Blueprint Financial Advisors is a multi-advisor, SEC-registered firm managing approximately $1.4 billion in client assets. The firm offers portfolio management, financial planning, and retirement consulting for individuals, trusts, pension plans, and nonprofits, utilizing a proprietary investment strategy that combines diversified asset allocation with price-driven trend-following and momentum rules.

Ava Smagacz is a financial advisor with 3 years of industry experience, currently with 49 Financial in Charlotte, NC. She holds Series 63 and Series 65 licenses and has worked previously at Oakwood Capital Securities, Inc. and Purshe Kaplan Sterling Investments, Inc. Ava is also a licensed insurance agent providing fixed insurance services as part of her role. 49 Financial serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering financial planning, investment management, and tiered fractional family office services. The firm employs a disciplined, long-term diversified asset allocation strategy using model portfolios primarily composed of mutual funds and ETFs, with oversight of third-party managers and tactical rebalancing.

Andrew Paolini is a financial advisor at Principal Advised Services with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Principal Financial Services, Principal Bank, and Wells Fargo in various roles. Outside of his advisory work, he serves as Treasurer for the Charlotte Adult Baseball League, managing budgets and financial reporting for the organization. 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 investment management program. The firm integrates proprietary models with third-party tools and operates within the Principal Financial Group family, enabling access to a range of affiliated products and services.

Gary Stewart is a financial advisor at Principal Advised Services with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at TIAA-CREF for 15 years. Outside of his advisory role, he is the Owner and President of I RUN ZERO, Inc., a retail business selling bumper stickers. 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 investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and operates within the Principal Financial Group family, enabling access to affiliated products and services.

Mark Henry is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, based in Charlotte, NC, and has 10 years of industry experience. He has held roles at multiple firms including Brookstone Capital Management and Alloy Wealth Management, Inc. Outside of advisory work, he serves as an adjunct professor at South Piedmont Community College and is CEO of Living Large Productions LLC, a television and radio production company focused on financial shows. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a multi-disciplinary investment approach, including fundamental, technical, and cyclical analysis, and utilizes model portfolios with asymmetric rebalancing to manage client accounts.

Jennifer Jost is a financial advisor with Simplicity Wealth in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at Ameritas Investment Corp and LifePro Asset Management, among other firms. Outside of her advisory role, she is a motivational speaker and money coach focusing on women’s groups, a certified divorce analyst, and the host of a weekly podcast called Rock My Finances. Simplicity Wealth serves a broad client base including individual and high-net-worth investors, retirement plans, and institutional clients, offering advisory services from financial planning to discretionary retirement plan management. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, and provides technology and operational support for other advisers through its managed account platform.

John Capets is a financial advisor at United Capital Financial Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at United Capital since 2021, following long tenures at Capital Investment Group, Inc. and Harbor Capital Management, Inc. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models developed by an Investment Policy Committee and offers customized strategies including ESG and faith-based options.

Larry Poole is a financial advisor with Capital Analysts in Matthews, NC, holding Series 63 and Series 65 credentials with 39 years of industry experience. He has been associated with Lincoln Investment Planning since 2005 and leads Poole Financial Services Inc., providing life insurance and fixed annuity products. Poole also serves as president of Insurance and Retirement Planning Inc., which offers life, health, and fixed annuity insurance. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management with access to third-party managers and customized advisory services. The firm employs an in-house investment management team and proprietary screening tools to support its fiduciary responsibilities and portfolio offerings.

Rutherford Bryson III is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Cary Street Partners since 2011. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a trustee for the Sanders Family Trust, overseeing asset management and discretionary distributions. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to individual investors, charitable organizations, corporations, retirement plans, and other institutions. The firm employs a comprehensive investment approach that includes portfolio management, financial and retirement planning, access to alternative investments, and proprietary strategies managed through affiliated entities.