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 at Merit Financial Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with eight years of industry experience. She has worked at LPL Financial, LLC and Purshe Kaplan Sterling Investments prior to her current role. Outside of advisory work, she serves as a suite attendant at the Bank of America Stadium for the Carolina Panthers. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by an Investment Committee, while offering customized portfolio management options.

Leah Williams is a financial advisor at Blueprint Financial Advisors in Charlotte, NC, with nine years of industry experience. She holds the ChFC® designation and has previously worked with firms including Hornor, Townsend & Kent LLC, NYLIFE Securities LLC, and Eagle Strategies LLC. Outside of her advisory role, she co-owns Empower-Her, a networking group focused on motivational speaking, and co-hosts a podcast featuring local women business owners and nonprofits in Fort Mill, SC. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm managing approximately $1.4 billion in assets for 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 to manage globally diversified portfolios.

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 worked at PKS Investments and Northwestern Mutual. Outside the financial sector, Spalthoff has experience in the restaurant industry, including roles at Paul's Deli Neighborhood Restaurant and Green's Grill and Sushi Bar. 49 Financial serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, employing a long-term, diversified asset allocation strategy grounded in a derivative of Modern Portfolio Theory.

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.

Paige Earls is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Crestwood Advisors since 2015. She holds the Series 66 designation and is based in Boston, MA. Crestwood Advisors provides comprehensive investment and wealth management, financial planning, and advisory services to individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that delivers automated ETF-based portfolios with periodic advisor engagement.

Henry Soule is a financial advisor at Forvis Mazars Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Restoration Hardware and Purdue University. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, consulting, and family-office style services, managing approximately $12 billion in assets.

Nicholas Skudlarick is a financial advisor at 49 Financial with one year of industry experience. He holds a Series 65 credential and previously worked at Equitable Advisors. Outside of advising, he has experience in fixed insurance sales. 49 Financial serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers financial planning, investment management, consulting, and tiered fractional family office services, managing approximately $1.4 billion with a large advisory staff and employing a long-term, diversified investment approach based on Modern Portfolio Theory.

Jonathan Mathews is a financial advisor with Principal Advised Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Principal Financial Services, Principal Life Insurance Company, and Businessolver. Mathews serves as a Retirement Consultant, providing one-on-one investment advice to retirement plan participants on distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm is part of the Principal Financial Group, allowing operational integration with affiliated entities and access to proprietary products and services.

Jaime Musa is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. He has worked with Insigneo Advisory Services since 2020 and was previously employed at Citibank and Citi International Financial Services. Outside of his advisory role, he is the owner and director of MZM21 LLC, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with advisor-led customization, utilizing third-party macroeconomic research to align investments with client objectives and risk tolerances.

Randy Leclair is a financial advisor at Zacks Investment Management, Inc. with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at multiple firms including Fisher Investments, Quasar Distributors, and Optsecurities. Leclair has been with Zacks since 2006. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary stock-ranking model focused on earnings-estimate revisions and offers a wide range of strategies and investment vehicles across retail and institutional channels.

John Hart is a financial advisor with IPI Wealth Management, Inc. in Charlotte, NC, holding a Series 66 designation and 18 years of industry experience. He has been with IPI Wealth Management and its predecessor firm, Investment Planners, Inc., since 2010. Outside of his advisory role, he owns and operates Hart Wealth Management, a financial services DBA, and is involved in the sale of life insurance products. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs through an open-architecture investment platform supported by proprietary risk-based models and an investment committee framework.

William Brinkley is a CERTIFIED FINANCIAL PLANNER™ professional with 25 years of industry experience. He is currently with First Heartland Consultants, Inc. and has prior experience at First Citizens Bank and several wealth management firms. Brinkley holds the Series 66 license and is based in Charlotte, NC. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and model-based self-directed brokerage account programs delivered through independent investment adviser representatives using a mix of fundamental, technical, and cyclical analysis.

Matthew Haddad is a CFA® charterholder with seven years of industry experience. He has been with Dakota Wealth, LLC since 2020 and previously worked at Willingdon Wealth Management and BMGI. Dakota Wealth Management provides investment advisory and wealth management services to a wide range of clients, including individuals, trusts, retirement plans, and charitable organizations. The firm offers customized portfolios with a diversified approach, combining various asset classes and research methods, and serves as an investment manager to a registered mutual fund as well as a sub-adviser to an ETF.

Brian Corbett is a financial advisor at First Citizens Asset Management, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include over a decade at BMO Harris Financial Advisors and BMO Harris Bank, followed by five years at LPL Financial. First Citizens Asset Management, Inc. provides model-based sub-advisory and direct investment advisory services to individuals, trusts, estates, charitable organizations, corporations, municipalities, and institutions. The firm offers multi-asset class model portfolios utilizing fundamental, quantitative, and technical analysis with discretionary investment management focused on strategic asset allocation and risk control.

Logan Tingley is a financial advisor at 49 Financial in Charlotte, NC. He holds the Series 65 designation and joined the firm in 2024 after completing his studies. 49 Financial serves a wide range of clients including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, offering services such as financial planning, investment management, and tiered fractional family office programs. The firm manages approximately $1.4 billion with a multi-team advisory structure and follows a disciplined, long-term investment approach based on a derivative of Modern Portfolio Theory.

Keith Stabasefski is a CFP® professional with 13 years of experience in financial advising. He is currently with Kestra Private Wealth Services, LLC and has held prior roles at BGW Wealth Advisors, BGW CPA, Capital One Investing, United Income, Secrest Blakey & Associates, and Cavok Wealth Consulting. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, and businesses, offering a range of advisory, financial planning, and retirement services while supporting independent advisor decision-making with multiple investment platforms and solutions.

Drewry Isaacson is a CFP® professional with 12 years of industry experience and is currently with CWA Asset Management Group. He has held positions at Fifth Third Bank, Fifth Third Securities, and BB&T over the course of his career. Outside of advisory work, he is involved with B&B Builders of the Carolinas, a residential construction company specializing in property flipping. 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 built by an in-house research team and uses strategies that include global diversification, tax-aware approaches, and advanced technologies such as AI.