Thomas Rose is a CFP® and CFA® with 31 years of industry experience. He has been with Bragg Financial Advisors, Inc. in Charlotte, NC, for 14 years. 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 focuses on strategic asset allocation, broad diversification, and longer-term holdings, offering discretionary portfolio management, financial planning, and managed-account services.

Richard Ranson is a financial advisor at Saxony Capital Management, LLC in Charlotte, NC, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Saxony Securities since 2002, joining Saxony Capital Management in 2017. Ranson also operates Ranson Capital Management for his investment-related activities. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charities, and corporations. The firm uses a multi-team model with a range of investment strategies, including discretionary asset management and third-party manager due diligence.

Lauren Klaiber is a CFA® charterholder with four years of experience in the financial industry. She is currently with Bragg Financial Advisors Inc and previously worked at Wells Fargo Investment Institute and Wells Fargo & Co. Lauren is based in Charlotte, NC. 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’s investment approach focuses on strategic asset allocation, broad diversification, and longer-term holdings, offering discretionary portfolio management and financial planning services.

Ryan Thrower is a financial advisor at Choreo, LLC with 10 years of industry experience. He previously worked at Merrill from 2013 to 2024 and at Truist Advisory Services from 2024 to 2026. He holds a Series 66 designation. Outside of his advisory role, Ryan serves on the board of Cannon School in Concord, North Carolina, and is an assistant coach for the Harrisburg Hornets girls' softball team. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence, offering services such as discretionary portfolio management, financial planning, and outsourced CIO consulting.

Corey Meyer is a CFP® professional with eight years of industry experience, currently serving at Waverly Advisors, LLC. His career includes prior roles at McShane Partners and The Vanguard Group. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management.

Ruth Stene is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and eight years of industry experience. She previously worked at LPL Financial and Bank of America, among other firms. Stene also sells non-variable insurance products, including life and health insurance. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Matthew Lyons is a financial advisor at Principal Advised Services in Charlotte, NC. He holds a Series 66 designation and has been with Principal and its affiliated entities since 2026. Prior to entering the financial industry, he worked in the hospitality and golf club sectors and attended the University of North Carolina at Charlotte. 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 wrap-fee investment management program, leveraging proprietary and third-party models, with operational integration across affiliated entities within the Principal Financial Group.

Hugh Mosley Jr. is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at New York Life Insurance, Uber, Tristate Financial, Atrium Health, and RCC&S Inc. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, and employs a variety of customized portfolio strategies and affiliated fund integrations.

Zachary Macfarland is a financial advisor at Principal Advised Services in Charlotte, NC, holding Series 65 and Series 66 licenses with two years of industry experience. He has held multiple roles within the Principal Financial Group, including positions at Principal Bank and Principal Life Insurance Company. 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 leverages a combination of third-party and proprietary models and benefits from its affiliation with the Principal Financial Group family, which includes Principal Bank and Principal Asset Management.

Scott Jones is a financial advisor with ValMark Advisers, Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with ValMark Advisers since 2017 and also maintains roles with M HOLDINGS SECURITIES, Inc. and Barry, Evans, Josephs & Snipes. Outside of advisory services, Jones is the managing partner of Scott Jones Financial, where he manages fixed insurance policies. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios primarily using mutual funds, ETFs, and approved third-party managers, supported by proprietary platforms and a range of investment and advisory services.

Jacob Downing is a CFP® and CFA® with 18 years of industry experience. He is currently with Cary Street Partners and has previously worked at Exencial Wealth Advisors, Dimensional Fund Advisors, and Fidelity Investments. Cary Street Partners provides discretionary and non-discretionary wealth management and advisory services to a diverse client base including individual investors, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial and retirement planning, access to alternative investments, and proprietary strategies through its affiliated asset manager.

Ifeanyi Andrew Anyafo is a financial advisor at Simplicity Wealth with one year of industry experience. He holds a Series 65 designation and has prior work experience at NCI Wealth Management Inc. Outside of advising, he owns a clothing brand and has been a professional soccer player and free agent since 2022. Simplicity Wealth serves a broad range of clients, including individual and high-net-worth investors, retirement plans, institutional investors, and other financial firms. The firm focuses on a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering portfolio management, model portfolios, and services for third-party advisers through a technology-enabled managed account platform.

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.