James Vande Logt is a CFP® and ChFC® with 21 years of industry experience. He is currently with VestGen Advisors, LLC, having previously worked at LPL Financial, ValMark Securities, ValMark Advisers, Woodbury Financial Services, and Northwestern Mutual Investment Management. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client relationship work with centralized portfolio construction and employs third-party managers alongside proprietary strategies.

Anaiss Zamora is a financial advisor at Savvy with a Series 65 designation and one year of industry experience. Prior to joining Savvy, she worked at Northwest Asset Management for four years and has held positions in mortgage and wealth management firms. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations. The firm offers customized, diversified, index-based investment plans supported by quantitative models and integrates advanced technology, including artificial intelligence and machine learning, alongside human oversight.

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.

David Gordon is a financial advisor at IFG Advisory, LLC in Concord, NC, with 27 years of industry experience. He holds a Series 66 designation and has worked at IFG Advisory since 2016, following a 15-year tenure at LPL Financial. Gordon is also the managing partner of Gordon, Keeter & Co, CPAs, where he oversees management, client engagement, and the preparation of financial statements and tax returns. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a range of investment strategies and tools, utilizing sub-advisors and third-party managers to align portfolios with client objectives while offering various financial planning and consulting services.

Gina Trokey is a financial advisor with Principal Advised Services in Charlotte, NC. She holds the Series 66 designation and has been with Principal Advised Services and its affiliated entities since 2026. Prior to joining the firm, she worked in education and tutoring roles. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients through a combination of non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models and is part of the Principal Financial Group family, offering access to affiliated products and services.

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.

Leighton Becker is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 designation and has prior work experience with Clemson Football and several other organizations. 49 Financial serves a diverse client base including retail and high-net-worth individuals, trusts, estates, corporations, and retirement plans, offering financial planning, advanced planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm’s investment approach focuses on disciplined, long-term diversified asset allocation combining fundamental, cyclical, technical, and behavioral analysis, supported by proprietary and third-party model portfolios.

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.

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.

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.

Timothy Moore is a financial advisor with Principal Advised Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at The Vanguard Group, Inc. for 18 years before joining Principal Financial Services and affiliated entities in 2025. 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 methodology with proprietary models and operates within the Principal Financial Group family, which allows access to affiliated investment products and services.